Job Description

Req ID:  75891 

Location:   San Antonio -SANAN  

Areas of Interest:  Private Wealth Advisor  

Pay Transparency Salary Range:   Not Available  

Application Deadline:  05/30/2025

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type

Formula Based

Summary

We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. This role offers you the latitude to do your job, build long-term relationships with clients, bring in new business, and collaborate across the organization to achieve more together.

Job Description

The  Market Executive position provides leadership of Private Wealth in a geographically distinct region, with a focus on investment management, private banking, and personal trust; establishes overall objectives and plans for the region; coordinates the activities of other Wealth Management Division departments; Acts as the senior Wealth Management officer in a region.

Team Culture

Meaningful impact comes from working together. Our team is a small and cohesive unit. Our camaraderie, shared decision making, mutual respect for others, and desire to deliver concierge style service make us successful. Managers at all levels practice an open door policy to encourage candid communication, feedback, and discussion. Ideas on how to impact the bottom line are listened to, encouraged, and respected.

As a team, we are deeply connected with our communities, committed to social outreach, and volunteer and participate in worthy causes. We are passionate about the company’s contributions to the markets we serve and the great opportunity we have to give back.

How You'll Spend Your Time

• You will direct and manage the work of team personnel in the functional areas of Investments, Private Wealth, and Personal Trust; you will determine work priorities and schedule work assignments; interview and recommend candidates; evaluate, hire, orient, coach, and train subordinate personnel; recommend associated personnel actions when necessary.
• You will develop and implement strategies focused on seamless delivery of wealth management solutions to clients; ensure proper service levels to customers in compliance with sound banking and fiduciary practices, as well as BOKF policies and procedures.
• You will coordinate activities of other Wealth Management Division departments, in collaboration with line of business managers, to effectively deliver Corporate Trust services, Retirement & Institutional Trust services, and Broker-Dealer services to the regional marketplace. 
• You will provide oversight in the management & retention of large or sensitive customer relationships, especially those of a more delicate or complex nature and confers with Trust Officers, Private Wealth Bankers, Financial Consultants, and external stakeholders regarding those accounts.
• You will represent BOKF at a senior level in the regional marketplace by serving on various civic and charitable boards and committees.
• You will coordinate corporate activities between the region and corporate to achieve efficient and profitable delivery of services to the client base. Market Executive may serve on regional or national wealth management governance committees, as appropriate.
• You will assist in the development and implementation of the annual plan containing financial and non-financial strategic objectives deemed essential to division/corporate mission.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a bachelors and 5 – 7 years of experience or an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.), and 3 - 5 years of equivalent work experience.

• Experience in an investment advisory firm environment with significant background in investment strategy, portfolio design and modern portfolio theory.
• Highly professional appearance.
• Excellent verbal and written communication skills.
• Highly organized individual with the ability to work in a fast-paced, team environment.
• Self-directed and self-motivated individual.
• Good knowledge of Microsoft Office; experience with portfolio accounting systems, CRMs and trade rebalancing software.
• May carry FINRA licensure. 
• "If this candidate will represent the RIA, they must be licensed."

Working Conditions & Physical Requirements

Office - Occasional Travel

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.  With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
 
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact  recruiting_coordinators@bokf.com with any questions. 

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