Manager, Institutional Wealth

Manager, Institutional Wealth


Manager, Institutional Wealth

Details of the offer

Req ID: 55722 Areas of Interest:Institutional/401(K) Services BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.:based financial services holding company with operations in ten states : Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.

The Manager, Institutional Wealth is primarily responsible for leadership and managing personnel that supports the Retirement Plans and Asset Services (RPAS) business lines. This position manages the Relationship Management Teams, Client Account Advisors and Sales Admin Support personnel who is responsible for servicing RPAS clients and prospects. Responsibilities include involvement in the overall client relationship management of the Departments most complex, largest and most profitable institutional client accounts. In addition, the Manager is responsible for identifying opportunities to cross sell additional financial services to existing and prospective clients. Additional responsibilities include delivery of various Retirement Plan and Asset Services products to institutional clients. Generally will require little direct supervision.


:Manages personnel who are responsible for serving Retirement Plans and Asset Services clients and prospects. Responsibilities include determining work priorities and schedules; interviews and recommends candidates, evaluates, hires, orients, coaches and trains personnel; recommends associated personnel actions when necessary.
:Leads efforts to streamline, automate and standardize processes and procedures to create capacity for their employees. Serve and lead projects and serve on internal committees.
:Assist with improved profitability for accounts assigned to their teams. Provides training for cross:selling the Banks products and services to existing institutional clients.
:Oversight for of personnel to ensure RPAS accounts are in compliance with Wealth Management Group and Departmental policies and procedures, ERISA, governmental laws and regulations, and internal and external audit requirements.
:Builds partnerships with third:party consultants, CPAs, attorneys, etc... to develop opportunities for the Institutional Wealth and the Bank. Participates in community and professional activities to expand personal network of business contacts for the development of new business.

:Extensive and demonstrated knowledge of accounting practices and principles in order to effectively evaluate the needs of institutional clients
:Extensive and demonstrated knowledge of the requirements of ERISA, DOL and related IRS regulations and an in:depth and thorough understanding of the principles and practices of participant recordkeeping for defined contribution plans.
:Extensive knowledge of investments, including different types of strategies and styles
:Advanced experience in use of software applications, including expertise in various word processing and spreadsheet applications, as well as Web:based systems utilized internally and externally
:Strong written and oral communication skills to properly communicate internally and externally
:Excellent presentation skills including presenting in front of a group
:Proven ability to analyze highly complex information and data in order to develop and recommend solutions in challenging projects
:Demonstrated capacity to sell products/services within the financial services industry
:Strong leadership and team building skills
:Excellent ability to organize work priorities in order to meet deadlines
:Excellent managerial skills to handle personnel issues, interviewing and performance reviews
This level of knowledge is normally acquired through completion of a

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