Senior Private Wealth & Lending Specialist
BOK Financial Corporation
BOK Financial Corporation is seeking a Senior Private Wealth Banker in Oklahoma City. The role involves making and servicing a variety of complex loans and providing a range of financial services to high net worth clients. The ideal candidate should have a Bachelor's in Finance and significant experience in banking. The role includes portfolio management, loan negotiations, and compliance with regulatory standards. #J-18808-Ljbffr BOK Financial Corporation
- Senior Private Wealth Banker Location: Oklahoma City - OKC Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available... ...hire. Knowledge and understanding of commercial and consumer lending practices and loan documentation, and loan servicing...SeniorPrivate
$76k - $125.3k
...entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our... ...and specialized facets of hedge fund, private equity fund and mutual fund taxation, including... .... Your key responsibilities A senior analyst in FSO EDGE WAM will be...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including... ...compliance. Your key responsibilities A senior analyst in FSO EDGE WAM will be...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours$65k
...Job Description Job Description Senior Executive Assistant Location : Oklahoma City, OK | Type : Full-Time | Industry : Private Wealth Services Target Salary : $65K + depending on experience Why This Opportunity Stands Out Join a stable, relationship...SeniorPrivateFull timeWork at office- ...Associate Private Wealth Strategist Req ID: 78021 Location: Oklahoma City -OKC, Dallas -DAL, Tulsa -TUL Areas of Interest: Investment... ...centric approach. We provide a wide range of investment, deposit, lending, and trust solutions designed to help clients grow, preserve,...PrivateLocal area
- BOK Financial in Oklahoma City is seeking an Associate Private Wealth Strategist to assist in driving revenue growth and support prospect analysis for Private Wealth. The role requires a Bachelor's degree in finance or economics and 2-4 years of relevant experience. Ideal...PrivateWork at office
$140k - $205k
...million people save for a better today and tomorrow. Senior Associate General Counsel Job Description... ...Experience with the ERISA Regulations, and various private-sector employer-sponsored plans Strong background in wealth management, fiduciary duties, and the ability to...SeniorPrivateFull timeSecond job- SENIOR ASSOCIATE GENERAL COUNSEL JOB DESCRIPTION Ascensus is the leading independent technology and service... ...with the ERISA Regulations, and various private-sector employer-sponsored plans Strong background in wealth management, fiduciary duties, and the ability to...SeniorPrivateFull timeSecond jobRemote work
$76k - $125.3k
...to client. You will work with specialists in our other areas including... ...experience in handling hedge fund and Private equity K-1s Researching tax... ...understanding of estate and wealth planning Experience with... ...the confidence to challenge senior colleagues and stakeholders...SeniorPrivateWork experience placementSummer holidayLocal areaFlexible hours$125k - $150k
Brown Advisory Incorporated in Massachusetts seeks a qualified candidate to manage client service for high net worth families and family offices. Responsibilities include maintaining client accounts, effective communication with clients, and managing meetings. Ideal candidates...Senior$22 - $25.3 per hour
...call center experience preferred. Join Our Team as a Crisis Specialist – Where Every Day We Inspire Hope! Are you ready to make a... ...hear and speak. Employees must maintain a stable and secure private home internet with a minimum of 50Mbps download and 5Mbps upload...PrivateFull timeTemporary workWork experience placementLive inWork at officeLocal areaRemote workHome officeShift workNight shiftWeekend workAfternoon shift- A leading credit union in Oklahoma City is seeking a motivated individual for a sales-driven lending role. The ideal candidate will possess strong interpersonal skills and a commitment to exceptional member service. Responsibilities include maximizing lending opportunities...
- ...Location: Oklahoma City -OKC Areas of Interest: Wealth Management Pay Transparency Salary Range:... ...their wealth is what you’ll do as a Private Banker. We believe that no financial... ...understanding of commercial and consumer lending practices and loan documentation, and loan...Private
- ...Mon/Fri/Sat 1330-0000 The Job/What You'll Do: The Crisis Specialist is responsible for receiving, responding to, and triaging crisis... ...hear and speak. Employees must maintain a stable and secure private home internet with a minimum of 50Mbps download and 5Mbps upload...PrivateFull timeTemporary workLive inWork at officeLocal areaRemote workHome officeFlexible hours
- ...Washington Business Journal’s list of the 50 Fastest Growing Government Contractors , as well as the Inc. 5000 list of Fastest Growing Private Companies —two years running! We’re not just growing fast—we’re building something great. Why You’ll Love Working at ISN:...PrivateTemporary workFor contractorsFlexible hours
- ...Job Description Job Description Position Summary The Senior Equipment Specialist provides expert technical leadership for organizational machinery, tooling, and hardware systems. This role oversees complex equipment lifecycle management, including procurement, advanced...SeniorContract workFor contractorsWork at officeFlexible hours
- ...positive, outgoing, influential personality with a strong emphasis on sales and results orientation to ensure the credit union maximizes lending and sales opportunities with members who apply for credit over the phone. Consistently demonstrates the ability to think...For subcontractorWork at officeFlexible hours
- ...Senior Investment Manager Oklahoma City, OK, US, 73102 Req ID: 78168 Location: Oklahoma... ...Management; Risk Management; Trading; Wealth Management Pay Transparency Salary Range:... ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund...SeniorPrivateLocal areaWorldwide
$131k - $218.3k
...Middle and Back Office Oversight - Investment Management Senior Consultant Our Deloitte Regulatory, Risk & Forensic team... ...management operations, such as asset managers, wealth managers, hedge funds, private equity, fund administrators, custodians, prime brokers,...SeniorPrivate- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor... ...Investment Management Type Privately Held About the Role The Company is... ...successful candidates will work alongside senior advisors and subject matter experts, supporting...Private
- ...with standard ONRR operating processes. Under guidance of a senior Analyst, participates in outreach efforts that involve educational... ...tribes, allottee associations, other Federal agencies, and private industry. Communicate in person and by telephone on a daily...Private
$127.9k - $291.9k
...better working world. Tax - Business Tax Services Private Tax EDGE - Financial Services Organization - Senior Manager The opportunity EY is a leader in... ...new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate,...SeniorPrivateFull timePrivate practiceSummer holidayLocal areaFlexible hours$54k - $66k
...Senior Subrogation Claims Specialist LHH is looking for a Senior Subrogation Claims Specialist to join an inhouse subrogation team and take the lead on some of our most complex and highimpact claims. This is an onsite role in Oklahoma City (full time). What...SeniorFull timeLocal area- A financial services company in Oklahoma City is seeking a Private Wealth Banker to act as a trusted advisor. Responsibilities include managing complex loans, delivering financial solutions, and developing client relationships. Candidates should have a Bachelor's degree...Private
$170k - $200k
...execution and support strategic initiatives. Successful candidates will have over 10 years of experience in investment banking or private equity, a proven track record in leading transactions, and an MBA or JD from a prestigious institution. The position includes a competitive...SeniorPrivate- ...LLC is seeking dedicated Physical Therapists to provide one-on-one therapy to older adults in various settings including private residences and senior living communities. This role involves evaluations, developing personalized plans, and using evidence-based treatment...SeniorPrivateRelocation package
$179.31k - $224.14k
Tinker Federal Credit Union in Edmond, Oklahoma, has an opening for a Senior Commercial Loan Officer. This role involves executing commercial lending strategies, ensuring compliance with regulations, and developing business through referrals. A Bachelor's degree and nine...Senior- TwinThread is looking for a Senior Home Lending Advisor in Oklahoma City. This role involves mentoring the branch team, working closely with bankers to promote mortgage products, and maintaining customer relationships to enhance their home lending experience. Ideal candidates...SeniorLocal area
- JPMorgan Chase & Co. is seeking a Private Client Investment Associate to provide client service and support operations within Wealth Management. This role involves facilitating operational requests for Advisors and enhancing client relationships through effective communication...
- Guardian Life is seeking an Underwriting Consultant to become the go-to expertise in complex life underwriting. This senior role will apply specialized knowledge to adjudicate high-value cases and guide peers in modern underwriting technologies. The ideal candidate will...SeniorFull time
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