Role OverviewThe Institutional Wealth – Senior Account Manager is primarily responsible for administering, managing and overseeing the services delivered to Institutional Wealth Clients. This includes interaction with large clients, plan participants, attorneys, investment managers, accountants, auditors, and consultants as well as Bank Administrative and Trust Operations personnel relating to those issues.
What You Will Do
You will effectively manage and administer assigned Institutional Wealth client accounts, which includes analyzing, evaluating, recommending, and implementing solutions for various complex client-related issues and problems that arise.
Why It Might Be a Fit
We achieve more together by being involved, committed, and collaborative. We respect, honor and praise one another for a job well done. We celebrate each other's wins, big and small.
Requirements
- Bachelor’s Degree
- 5-7 years related experience
- 9-11 years related work experience in Retirement or Institutional Trust Services, trust, legal or investment environment
Benefits
- Bonus Type: BOKF Performance Plan (D02)
- Equal opportunity employer
- Excellent training and development
- Long-term careers
- Equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment
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