Req ID: 78656

Location: Dallas -DAL, Austin -AUS, Fort Worth -FTWT, Houston -HOUS, San Antonio -SANAN

Areas of Interest: Corporate Trust

Pay Transparency Salary Range: Not available

Application Deadline: 10/09/2026

Bonus Type

BOKF Performance Plan (D02)

Summary

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.

Job Description

The Institutional Wealth, Corporate Trust Relationship Manager III is primarily responsible for the overall client relationship management of the Department's most complex and largest institutional corporate trust client accounts. In addition, the Relationship Manager III is responsible for identifying opportunities to cross sell additional financial services to existing and prospective clients. Incumbent works in a team atmosphere but must also be comfortable working independently.

How You'll Spend Your Time

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

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business or related field of study and 8-10 years of directly related experience or 14-16 years of equivalent combination of education and experience.

Juris Doctor or MBA preferred.

Working Conditions & Physical Requirements

Office - Occasional Travel