Director, Private Wealth Client Service

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Tulsa, OK, US, 74101 Houston, TX, US, 77001 Dallas, TX, US, 75001 Oklahoma City, OK, US, 73102

Location: Tulsa
-TUL, Dallas
-DAL, Houston
-HOUS, Oklahoma City
-OKC

Areas of Interest: Wealth Management

Pay Transparency Salary Range: Not Available

Final date to receive applications: 11/13/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates Trans Fund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:
Bank of Albuquerque;
Bank of Oklahoma;
Bank of Texas and BOK Financial®.

Formula Based

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

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.

The Director, Private Wealth Client Service sets the strategic direction for Private Wealth client support across the BOK Financial footprint, including the Client Service Associate (CSA) teams, the Private Wealth Banking Services Group (BSG), and the RIA Client Service Representatives (CSRs). This role defines the client support vision, operating model, and performance standards that enable Private Wealth Advisors, Private Bankers, Trust Officers, and Investment Managers to deliver a best-in-class experience to high-net-worth and ultra-high-net-worth clients across banking, trust, brokerage, financial planning, and investment management.

Leading through a team of Client Services Supervisors and Managers and the Banking Services Group Manager, the Director is accountable for talent strategy, service quality, operational efficiency, risk, fiduciary, and regulatory compliance, and the scalability of the service model as the Private Wealth business grows. The Director partners closely with Private Wealth leadership, Operations, Risk, Compliance, and Technology to align client support with business strategy.

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.

You will define and execute the strategic direction for Private Wealth client services, including the service model, organizational structure, resource alignment, service standards, and performance expectations to support business and client needs.

You will lead and develop Client Services leaders and teams across markets, oversee workforce planning, capacity management, talent development, career progression, succession planning, and employee engagement.

You will provide strategic oversight of Private Wealth banking and investment client service functions, ensuring consistent and effective support for deposit, lending, investment management, account administration, asset transfer, cash management, and…