Senior Corporate Trust Relationship Manager – Institutional Wealth

BOK Financial Corporation; Dallas, Northern (TX, KY); Hybrid; USD 120,000 - 150,000; Full time

Job summary

BOK Financial Corporation in Dallas is seeking an Institutional Wealth Relationship Manager III to lead the overall client relationships for the Department’s most complex institutional accounts. You will identify opportunities to cross-sell additional financial services and coordinate with Wealth Management, Portfolio Management, Strategic Investment Advisory, Mineral Management, and Tax teams.

The role requires a Bachelor's in Business or related field and 8–10 years of directly related

Qualifications

• Bachelor’s Degree in Business or related field required.
• 8–10 years of directly related experience or 14–16 years of combined education and experience.

Responsibilities

• Coordinate services provided by other areas of the Bank (Wealth Management, Portfolio Management, Strategic Investment Advisory, Mineral Management, Tax).
• Review fee schedules and analyze profitability of accounts.
• Ensure compliance with applicable laws and Bank standards.
• Analyze complex information to develop and recommend solutions for challenging projects.

Education

Bachelor’s Degree in Business or related field

Job description

BOK Financial Corporation in Dallas is seeking an Institutional Wealth Relationship Manager III to lead the overall client relationships for the Department’s most complex institutional accounts. You will identify opportunities to cross-sell additional financial services and coordinate with Wealth Management, Portfolio Management, Strategic Investment Advisory, Mineral Management, and Tax teams.

The role requires a Bachelor's in Business or related field and 8–10 years of directly related