Private Wealth Trust Market Manager

BOK Financial
Denver, AZ
Category Operations
Job Description
Role Overview

The Trust Market Manager position provides leadership of the Private Wealth Trust Team responsible for clients in Colorado, Arizona, and New Mexico. The team culture inspires an entrepreneurial spirit, empowering the team to act as trusted advisors for clients and communities. The team strives to always do the right thing, is team-oriented, and ensures an inclusive work environment.

What You Will Do

The Trust Market Manager will lead a team of Private Wealth Trust Officers, attract, retain, and develop staff, actively participate in managing complex clients, and ensure effective business development and portfolio maintenance activities.

Why It Might Be a Fit

The successful candidate will have excellent written and verbal communication skills, leadership ability, team building skills, and demonstrated capacity to sell within the financial services industry.

Requirements

  • Bachelor's Degree in Business Administration or Finance
  • 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
  • Extensive knowledge of investment management and asset allocation or commercial and consumer banking activities
  • Leadership ability and team building skills
  • Excellent written and verbal communication skills
  • Demonstrated capacity to sell within the financial services industry

Benefits

  • Formula Based Bonus
  • Excellent training and development opportunities
  • Inclusive work environment
  • Team-oriented culture
  • Personal and shared accountability
  • Praise and recognition for quality work
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