BOK Financial Corporation
We’ve built a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You’ve come to the right place to grow your career.
Job Description Institutional Wealth – Account Manager
is primarily responsible for managing and overseeing the services delivered to IW Clients. It also serves as a backup in the Relationship Manager’s absence. 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. The IW – Account Manager analyzes, develops and implements solutions for extremely complex account and departmental problems and issues.
How You’ll Spend Your Time
You’ll analyze and implement solutions to complex client‑related issues. You’ll be the central hub, communicating with internal/external team members to develop a resolution and communicate that back to the client.
You’ll manage several existing client relationships, being their go‑to for any account needs. You’ll communicate enhancements, anticipate service needs, and resolve any questions or issues.
You’ll play a big part in the transition of new IW clients to our system. This will require working with prior service providers, organizing the transfer of assets and record‑keeping data, and reviewing and drafting all legal and other documents required.
You’ll attend client meetings and present information and reports during formal review presentations. You’ll be responsible for gathering the necessary information and compiling analytical data in preparation for these reviews.
You’ll know the responsibilities of the Relationship Manager and serve as a backup in their absence.
Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelors degree and 3‑5 years related experience; or 9‑11 years related work experience in Retirement or Institutional Trust Services, trust, legal or investment environment.
Working Conditions & Physical Requirements Office
Benefits BOK Financial Corporation Group offers industry‑leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.
Base Salary Range Explanation Base salary range explanation: The base salary range represents an average range for this position. Actual offers will be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.
Equal Employment 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.
About BOK Financial Corporation For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.
Facts:
Operations focused in an eight‑state footprint
5,000 team members
$49.7 billion in assets
$114.6 billion in assets under management and administration
$8 million donated to local nonprofits in 2024
59,000+ volunteer hours by our employees in 2024
Nearest Major Market:
Overland Park Nearest Secondary Market:
Kansas City Job Segment:
Bank, Banking, Relationship Manager, Finance, Customer Service
#J-18808-Ljbffr
Job Description Institutional Wealth – Account Manager
is primarily responsible for managing and overseeing the services delivered to IW Clients. It also serves as a backup in the Relationship Manager’s absence. 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. The IW – Account Manager analyzes, develops and implements solutions for extremely complex account and departmental problems and issues.
How You’ll Spend Your Time
You’ll analyze and implement solutions to complex client‑related issues. You’ll be the central hub, communicating with internal/external team members to develop a resolution and communicate that back to the client.
You’ll manage several existing client relationships, being their go‑to for any account needs. You’ll communicate enhancements, anticipate service needs, and resolve any questions or issues.
You’ll play a big part in the transition of new IW clients to our system. This will require working with prior service providers, organizing the transfer of assets and record‑keeping data, and reviewing and drafting all legal and other documents required.
You’ll attend client meetings and present information and reports during formal review presentations. You’ll be responsible for gathering the necessary information and compiling analytical data in preparation for these reviews.
You’ll know the responsibilities of the Relationship Manager and serve as a backup in their absence.
Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelors degree and 3‑5 years related experience; or 9‑11 years related work experience in Retirement or Institutional Trust Services, trust, legal or investment environment.
Working Conditions & Physical Requirements Office
Benefits BOK Financial Corporation Group offers industry‑leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.
Base Salary Range Explanation Base salary range explanation: The base salary range represents an average range for this position. Actual offers will be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.
Equal Employment 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.
About BOK Financial Corporation For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.
Facts:
Operations focused in an eight‑state footprint
5,000 team members
$49.7 billion in assets
$114.6 billion in assets under management and administration
$8 million donated to local nonprofits in 2024
59,000+ volunteer hours by our employees in 2024
Nearest Major Market:
Overland Park Nearest Secondary Market:
Kansas City Job Segment:
Bank, Banking, Relationship Manager, Finance, Customer Service
#J-18808-Ljbffr