IW Corp Trust Relationship Manager II

Req : 77369

Location: Oklahoma City - OKC

Areas of Interest: Corporate Trust

Final date to receive applications: 01/02/2025

If you are interested in a career in Institutional Wealth as a Relationship Manager working on some of the highest dollar amount deals that people only hear about, you’ve come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. As an industry-leading provider of sophisticated financial solutions, we believe no challenge is too big, and no opportunity is too small when we work together to build relationships.

The Institutional Wealth Corporate Trust Relationship Manager II is primarily responsible for the development and maintenance of less complex institutional corporate trust client accounts. Provides administration of assigned accounts in accordance with governing instruments consistent with BOKF policy. Responsible for meeting defined business development and retention goals. Works closely with department and/or group manager.

• Coordinate services provided by other areas of the Bank, including Wealth Management Services, Portfolio Management, Strategic Investment Advisory, Mineral Management, and Tax.
• Review fee schedules, as well as analyze and evaluate fees and profitability of accounts.
• Ensure compliance of all applicable laws and regulations so clients are operating within Bank standards.
• Analyze complex information and data to develop and recommend solutions to challenging projects.

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business or related field of study and 3-5 years of directly related experience or 9-11 years of equivalent combination of education and experience. Juris Doctor or MBA preferred.

Office - Occasional Travel

Please contact rec with any questions.

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.