Private Wealth Client Services Director

BOK Financial

Tulsa (OK)

On-site

USD 180,000 - 300,000

Full time

4 days ago

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Job summary

BOK Financial Corporation is seeking a Managing Director - Private Wealth Client Services in the Tulsa/Dallas/Houston/OKC footprint. You will lead a Private Wealth Client Services team serving high net worth clients in partnership with Private Banking.

This role demands 15+ years in financial services, fiduciary expertise, and outstanding leadership, communication, and client-service skills. You will drive strategic initiatives, staff development, and cross-functional collaboration to deliver

Qualifications

Bachelor's degree and 15+ years in financial services, emphasis on investment risk and high net worth wealth platform solutions.
Comprehensive knowledge of complex trust products and investment acumen.
Strong leadership, communication, sales, and client-service orientation.
Ability to lead cross-functional teams and manage high net worth clients.

Responsibilities

Manage and supervise a team of Client Services Associates.
Provide leadership in determining appropriate business strategies and creating efficiencies to deliver best-in-class service.
Lead training for employees, hiring, coaching, performance reviews and corrective action up to termination.
Oversee workflow and service levels for the Private Wealth footprint and perform other duties as needed.