IW RPAS Relationship Manager IV 76211
IW RPAS Relationship Manager IV 76211
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Salary Not Disclosed
1 Vacancy
Job Description
Req ID:76211
Location:Kansas City KSCY
Areas of Interest:Relationship Management; Finance; Institutional/401(K) Services; Wealth Management
Pay Transparency Salary Range:Not Available
Application Deadline:03/20/2025
BOK Financial Corporation Group includes BOKF NA; BOK Financial Securities Inc. and BOK Financial Private Wealth Inc. BOKF NA operates TransFund and Cavanal Hill Investment Management Inc. BOKF NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
Bonus Type
Summary
You place great value in building strong relationships. You enjoy the art of balancing multiple responsibilities and providing support to a team. You find satisfaction in helping others and offering sound advice. You bring your broad range of knowledge skills and abilities to us as a Relationship Manager IV.
Job Description
The Institutional Wealth RPASRelationship Manager IV is primarily responsible for the overall client relationship management of the Departments most complex and largest institutional client accounts. In addition the Relationship Manager IV is responsible for identifying opportunities to cross sell additional financial services to existing and prospective clients. Generally will require little direct supervision.
Team Culture
BOKF Institutional Wealth is committed to our employees customers and community partners and our mission is to deliver the highest quality experience with integrity knowledge and awardwinning service.
We are a highly collaborative team. We treat each other with dignity and respect value opinions and difference and talk openly. We give praise recognize quality work and pursue excellence. We participate in group learning and idea sharing and practice candid communication. Problems are brought to the surface and so are solutions; were receptive to feedback and constructive criticism. We believe in personal sharing and accountability.
How Youll Spend Your Time
- You manage a significant portfolio of accounts that includes the largest and most complex accounts in the portfolio.
- You will call on client contacts and highlevel decision makers.
- You will manage all services provided to the client by our team including Wealth Management Services Portfolio Management Strategic Investment Advisory Mineral Management and Tax.
- You will maintain and improve profitability where possible.
- You will ensure assigned accounts are in compliance.
- You will develop new business from existing clients and collaborate with other internal partners to service all of the clients needs.
- Youll participate in community and professional activities in order to enhance the Banks image and expand personal network of business contacts.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelors Degree and 10 years related experience or 16 years of equivalent experience.
Working Conditions & Physical Requirements
BOK Financial Corporation Groupis 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 todayand take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training compensation transfer promotion and other aspects of employment for all qualified applicants and employees without regard to sex race color religion national origin age disability pregnancy status sexual orientation genetic information or veteran status.
Required Experience:
Manager
Employment Type
Full-Time
