Req ID: 78563

Location: Tulsa -TUL, Dallas -DAL, Houston -HOUS, Oklahoma City -OKC

Areas of Interest: Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 10/30/2026

Bonus Type

Summary

You will provide value by being apprised of and anticipating the clients' needs and delivering concierge-style customer service; and your satisfaction will come from the positive outcomes that you provide as a result of your skillful problem solving and collaborative spirit across various lines of business.

Job Description

The Managing Director - Private Wealth Client Services is primarily responsible for overseeing and managing a Private Wealth team of Client Service Associates who provide support services to our Private Banking team and their high net worth clients.

Team Culture

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.

We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team oriented and ensure an inclusive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence.

How You'll Spend Your Time

• You will manage and supervise a team that consists of Client Serices Associates, supporting our Private Wealth banking teams.
• You will provide leadership and authority in determining, appropriate business strategies and create efficiencies in order to provide best in class service to our clients.
• You will provide leadership in developing and implementing training for employees. You will be responsible for hiring, coaching, mentoring, performance reviews and corrective action up to and including terminating staff.
• You will lead the teams throughout the footprint by overseeing workflow and service levels for BOK Financial Private Wealth and perform other such duties as may be necessary from time to time that are consistent with the duties of a managing director.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree and 15+ years of financial services industry experience with emphasis on investment risk and high net worth wealth platform solutions, including fiduciary management.

• Comprehensive knowledge of complex trust products and strategies as well as investment acumen.
• Excellent leadership and management skills.
• Excellent interpersonal, verbal and written communication skills
• Excellent customer service attitude and sales skills
• Excellent organizational skills with the ability to work under extreme pressures with strict time frames, and with high net worth entities
• Deep understanding of bank risk and bank compliance considerations
• Ability to be a champion of efficiency through streamlining processes
• Ability to effectively collaborate across many functional teams and lines of business

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!

Top 3 reasons to apply

Investing in our talent and building a great workplace is a top priority for us.

• Empowered employees
• Award-winning culture
• Community commitment

BOK Financial Corporation Group adheres to state specific pay transparency requirements.

In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.

Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type.

Benefits:

BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health.Click here to see our benefits.