Senior Private Wealth Banker: Strategic Lending & Solutions
BOK Financial
BOK Financial is seeking a Senior Private Wealth Banker to manage a portfolio of high-net-worth clients in Oklahoma City. This role involves complex loan management, delivering various financial services, and ensuring compliance with regulations. The ideal candidate will possess a Bachelor's degree in Finance and 5-10 years of relevant experience. Strong communication skills and knowledge of lending practices are essential. Join us to grow your career in finance! #J-18808-Ljbffr BOK Financial
- ...Areas of Interest: Wealth Management... ...and BOK Financial Private Wealth, Inc. BOKF... ...career. The Senior Private Wealth Banker is primarily responsible... ...of key and strategic customer... ...execute tailored solutions and strategies for... ...commercial and consumer lending practices and...SeniorLocal area
$125k - $215k
...transaction readiness, and value creation for private‑equity‑backed companies. Role... ...opportunities through data‑driven analysis and strategic problem solving. Implement process... ...workflows and support innovative client solutions. Support practice development, including...Senior- Stride Bank Na in Oklahoma City seeks a Wealth Advisor to foster client relationships, identify strategic investment opportunities, and drive financial planning by... ...teams to deliver tailored wealth management solutions while staying compliant with regulatory standards...Suggested
$155.3k - $177.2k
...Senior Manager, Strategic Business Development - Capital One Ad Solutions (Remote) Capital One Shopping is seeking a Senior Manager, Strategic Business Development to join our Partnerships team. In this role, you will be responsible for identifying, prospecting, and closing...SeniorFull timeContract workPart timeLocal areaRemote work- Bank of America seeks a Financial Solutions Advisor for its Merrill Wealth Management team in Oklahoma City. This role offers the chance to establish your credentials while helping clients achieve their financial aspirations through personalized advisory services. As a...SuggestedTraineeship
- Dormont Manufacturing Co is seeking a Wealth Planner in Oklahoma City to provide comprehensive financial planning solutions. This role involves assessing client needs, identifying investment opportunities, and collaborating with advisory teams to deliver exceptional service...Full time
- 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...Senior
- ...The Wealth Advisor is responsible for fostering new and existing client relationships... ...customer service, proactively identifying strategic investment opportunities, and driving financial... ...and implementing appropriate financial solutions, building meaningful and long-lasting...
- ...Wealth Advisor Build the Practice You've Always Wanted Remote... ...If that sounds familiar, Strategic Financial Concepts may be exactly... ...grids? Why am I limited by solutions that don't always fit my... ...leadership. Wealth Advisor ↓ Senior Wealth Advisor ↓ Managing...Remote work
$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...tax affairs, while acting as a strategic consultant related to business... ...and in the future. As a Senior Manager, you'll work as part... ...develop and discuss potential solutions, even before the stakeholder...SeniorFull timeH1bLocal areaOverseas- ..., mailing lists, and personal contacts. Develops strong working relationships with client contacts, adding value by anticipating solutions and partnering with clients for implementation. Conducts thorough financial planning and analysis to grasp clients’ needs, objectives...Bank staff
- Bank of America is hiring a Financial Solutions Advisor Stage I in Oklahoma City. The successful candidate will obtain Securities Industry licenses and develop client relationships by providing comprehensive financial advice. This role features extensive training and support...
- ...responsibilities encompass triaging client leads, meeting with clients to discuss their financial goals, and collaborating effectively to deliver comprehensive solutions. Strong interpersonal skills and risk management are essential. #J-18808-Ljbffr Dormont Manufacturing Co
- Stride Bank, N.A. is seeking a Wealth Advisor in Oklahoma City to manage client relationships and provide high-level financial planning services. The advisor will identify investment opportunities and analyze data to create financial plans tailored to clients’ goals. With...
- Career Headhunter LLC is seeking a Wealth Advisor in Oklahoma City. The role involves developing long-term client relationships and providing comprehensive financial planning services. Advisors are offered uncapped earning potential, leadership development opportunities...Senior
- ...time position in West Tisbury, MA. The role involves developing client relationships and promoting financial planning and investment solutions for both families and institutions. Ideal candidates will possess a Bachelor's degree, Series 7 and 66 licenses, along with strong...Full time
- Career Headhunter LLC is seeking a Wealth Advisor located in Edmond, Oklahoma. This role involves building comprehensive client relationships, offering advanced financial planning services, and developing referral networks. Offering remote or hybrid work models, the ideal...SeniorRemote work
$85k - $95k
A forward-thinking solutions provider in Massachusetts seeks a highly capable Executive Assistant to offer strategic administrative support to a senior executive. This role manages complex scheduling and communication, and demands a professional adept at prioritizing and...Senior- A leading solutions provider in life sciences is seeking a Solutions Sales Executive to drive revenue growth by selling technology and... ...and medical device sectors. Responsibilities include leading strategic sales, executing territory plans, and developing tailored solutions...Senior
- ...Senior Vice President of Sales, Workforce Solutions Staffing About the Company Respected provider of AOR, EOR,... ...Staffing and Recruiting Type Privately Held About the Role The Company... ...sales team, and executing a strategic go-to-market vision. This role requires...Senior
- Astound is seeking a Business Solutions Marketing Senior Manager to lead strategic marketing programs across enterprise and commercial segments. You will partner with Sales, Product, Marketing Operations, Digital, and external agencies to shape go-to-market plans, messaging...Senior
- CAPTRUST is looking for a Centralized Wealth Planning Senior Specialist in Oklahoma City. This role involves direct collaboration with wealth management teams to provide tailored financial planning solutions and support execution within the centralized financial planning...Senior
- Parexel is looking for a Senior Regulatory Affairs Consultant to lead regulatory outsourcing programs and manage... ...leveraging advanced Regulatory Affairs expertise and strategic insight to deliver tailored solutions, guiding project teams toward operational excellence...Senior
$165k - $225k
A leading AI solutions provider seeks an AI Engineer to work with strategic customers, crafting and deploying innovative AI solutions. This full-time role allows for remote work, requiring occasional client site visits. Candidates should have around 6-8 years of experience...SeniorRemote jobFull time- ...assessment, and building strong client relationships to provide tailored funding solutions. The position requires a Bachelor's in Finance or Business Admin and at least five years in commercial lending, with preferred Master's and CRE lending experience. #J-18808-Ljbffr...Senior
$123.1k - $216.5k
Genesys is seeking a Principal Solution Consultant based in Central US to drive large organizations' adoption of AI-powered experience orchestration strategies. You will collaborate with business leaders and technical teams, translating challenges into actionable solutions...Senior- ...role in driving new business growth across strategic accounts in North America. Focus on building pipeline, engaging senior stakeholders, and partnering closely with Strategic... ...the value of Genesys Cloud and CX solutions aligned to customer challenges and business...Senior
- ...Areas of Interest: Consumer Lending Pay Transparency Salary Range... ..., Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund... .... Join us as a Personal Banker and kickstart your career with... ...providing answers or solutions on account activity, teller...
- ...Westborough, MA. They provide comprehensive wealth management services that cover all... ...Wealth Advisor will work closely with a Senior Financial Advisor and Client Service Associate... ...markets, planning strategies, and investment solutions, with a desire for continuous learning....
- ...managing underwriting, analysis, and client relationships. The ideal candidate will have at least 7 years of experience in commercial lending along with a bachelor’s degree in a relevant field. They will work closely with commercial lenders and leadership to ensure...SeniorFull time
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