IW Corp Trust Relationship Manager IV

Job Overview

Institutional Wealth Management Corporate Trust Relationship Manager IV at BOK Financial Corporation Group. The role focuses on managing high‑value institutional client accounts, identifying cross‑sell opportunities, and ensuring compliance with all applicable laws and regulations.

The Institutional Wealth Management Corporate Trust Relationship Manager IV primarily manages the overall client relationship for the Department’s most complex and largest institutional client accounts. The role also identifies opportunities to cross‑sell additional financial services to existing and prospective clients and operates with minimal direct supervision.

• You will coordinate services provided by other areas of the Bank, including Wealth Management Services, Portfolio Management, Strategic Investment Advisory, Mineral Management, and Tax.
• You will review fee schedules, and analyze and evaluate fees and profitability of accounts.
• You will ensure compliance of all applicable laws and regulations so clients are operating within Bank standards.
• You will analyze complex information and data to develop and recommend solutions to challenging projects.

Bachelor's Degree in Business or related field and 10+ years of directly related experience, or 16+ years of equivalent combination of education and experience. Juris Doctor or MBA preferred.

Office – Occasional Travel.

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.

Please contact rec with any questions.