Market Manager Private Wealth - MLO at BOK Financial Phoenix, AZ

Summary A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. You will provide value by being apprised of and anticipating the clients’ needs and delivering concierge‑style customer service; your satisfaction will come from the positive outcomes you achieve through skillful problem solving and collaborative spirit across various lines of business. Job Description The Market Manager position provides leadership of a Private Wealth team in a geographically distinct market or functional area as a Player‑Coach with a focus on private banking. Team Culture Our team culture inspires entrepreneurial spirit and empowers us to act as trusted advisors while using discipline and business savvy to make the right decisions. We serve others, strive for integrity, and pursue excellence in an inclusive environment. How You'll Spend Your Time Manage and supervise a team of Private Wealth Bankers and Client Service Associates. Attract, retain, and develop staff. Manage a book of client relationships and continue to grow it. Ensure effective business development and portfolio maintenance activities; assist officers in negotiating loan proposals and evaluating credit requests. Manage the Private Wealth sales process, conduct sales meetings, and coordinate officer call schedules for lending and deposit‑gathering activities. Provide oversight on complex account relationships and credit structures; develop relationships with prospective and existing clients, promote the bank's services, and refer customers to other departments when appropriate. Define annual department objectives; develop an operating plan, including budgets and manpower requirements, consistent with market goals and objectives. Education & Experience Requirements Required knowledge is normally acquired through completion of a Bachelor’s Degree in Business Administration or Finance plus 8+ years of experience in Private Wealth & Management, Investment Management, Commercial Banking & Management, Trust Administration & Management, or Sales Management (or 14+ years of equivalent work experience). Extensive knowledge of investment management, asset allocation, commercial and consumer banking, complex credit facilities, accounting principles, personal trust accounts, estate planning, taxation, and administrative procedures. Excellent written and verbal communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations; ability to communicate with senior management, regulators, and executive officers. Leadership ability and team‑building skills. Demonstrated capacity to sell within the financial services industry with extensive negotiating skills. 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. #J-18808-Ljbffr Itlearn360