Senior Private Wealth Client Services MD – Lead & Elevate

BOK Financial Corporation; Houston, Northern (TX, KY); On-site; USD 250,000 - 450,000; Full time

Job summary

BOK Financial Corporation in the US seeks a Managing Director for Private Wealth Client Services to lead a dedicated team supporting our Private Banking group and high net worth clients. You will set strategic direction and drive concierge-level service across the organization.

This role requires a Bachelor’s Degree and 15+ years in financial services, with expertise in trust products, risk and wealth platform solutions. You will recruit, coach, and ensure compliance while maximizing efficiency.

Qualifications

• Bachelor’s Degree and 15+ years in financial services.
• Experience with investment risk and high net worth wealth platforms.
• Strong leadership, communication, and client service skills.
• Ability to lead teams across multiple locations.

Responsibilities

• Manage and supervise a team of Client Services Associates supporting our Private Wealth banking teams.
• Provide leadership to determine appropriate business strategies and create efficiencies for best-in-class service.
• Lead training, hiring, coaching, performance reviews and corrective action up to termination.
• Oversee workflow and service levels across the footprint for BOK Financial Private Wealth.

Skills

Leadership

Communication

Customer service

Organizational skills

Collaboration

Problem-solving

Education

Bachelor's Degree

Job description

BOK Financial Corporation in the US seeks a Managing Director for Private Wealth Client Services to lead a dedicated team supporting our Private Banking group and high net worth clients. You will set strategic direction and drive concierge-level service across the organization.

This role requires a Bachelor’s Degree and 15+ years in financial services, with expertise in trust products, risk and wealth platform solutions. You will recruit, coach, and ensure compliance while maximizing efficiency.