Bank of Oklahoma

Market Manager Private Wealth Trust

Bank of Oklahoma$175K — $250K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Business Administration or Finance.
  • 8+ years of Private Wealth Management, Investment Management, or Trust Administration experience.
  • Extensive knowledge of investment management, estate planning, and taxation.
  • Excellent communication skills for reports and presentations to senior management.
  • Strong leadership and team-building abilities.

Responsibilities

  • Lead the Private Wealth Trust Team in Colorado, Arizona, and New Mexico.
  • Attract, retain, and develop staff within the team.
  • Manage relationships with the portfolio's largest clients to ensure satisfaction and growth.
  • Facilitate business development and portfolio maintenance activities along with staff.
  • Achieve growth targets through effective business development processes and client outreach.
  • Oversee complex account relationships and promote the bank's services to clients.
  • Define annual objectives and develop operating plans aligned with market goals.

Benefits

  • Comprehensive physical, financial, and emotional health benefits.
  • Supportive work culture that empowers employees.
  • Focus on community involvement and commitment.
Full Job Description
Req ID: 78579

Location: Denver -DEN, Scottsdale -SCOTT

Areas of Interest: Trust

Pay Transparency Salary Range: 175,000 - 250,000

Application Deadline: 09/25/2026

Bonus Type

Formula Based

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 Trust Market Manager position provides leadership of the Private Wealth Trust Team responsible for clients in Colorado, Arizona and New Mexico.

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 lead a team of a team of Private Wealth Trust Officers.
  • You will attract, retain and develop your staff.
  • You will actively participate in managing some of the portfolio's largest and most complex clients, ensuring excellent client satisfaction and maximizing growth opportunities.
  • You will ensure effective business development and portfolio maintenance activities with your team. You'll assist them in negotiating new business proposals as well as analyzing and evaluating all aspects of administering a large trust book of clients.
  • You will lead the team in achieving growth targets, including executing an effective business development process, conducting relationship review / pipeline meetings and coordinating client outreach and overall relationship management.
  • You will provide oversight on complex account relationships and trust structures. Actively develop relationships with prospective clients and existing clients, promote the bank's services and introduce clients to BOK's overall offering, as appropriate.
  • You will define annual department objectives; develop an operating plan, including budgets and manpower requirements, consistent with market goals and objectives.


Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business Administration or Finance and 8+ years of Private Wealth & Management, and/or Investment Management, and/or Commercial Banking & Management, and/or Trust Administration & Management, and/or Sales Management experience or 14+ years equivalent work experience.
  • Extensive knowledge of investment management and asset allocation or commercial and consumer banking activities and use of complex credit facilities or accounting principles & practices, 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 level management, regulators, and executive officers.
  • Leadership ability and team building skills.
  • Demonstrated capacity to sell within the financial services industry with extensive negotiating skills.

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.

About Bank of Oklahoma

Bank of Oklahoma is a regional bank headquartered in Tulsa, Oklahoma. The bank was founded in 1910 and has over 100 branches in Oklahoma, Texas, Kansas, and Missouri. Bank of Oklahoma provides a range of financial services, including personal and business banking, wealth management, and insurance. The bank is committed to supporting the communities it serves and has donated millions of dollars to charitable organizations. Bank of Oklahoma is a subsidiary of BOK Financial Corporation, which is a publicly traded company on the NASDAQ stock exchange.
Learn more about Bank of Oklahoma
Size
5,000 employees
Industry

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