IW Senior Account Manager
BOK Financial Corporation, Overland Park, KS, United States
IW Senior Account Manager
Overland Park, KS, US, 66204
Location:
Overland Park -OVPK
Areas of Interest:
Wealth Management; Portfolio Management; Relationship Management; Wealth Management Operations
Pay Transparency Salary Range:
Not Available
Application Deadline:
04/19/2026
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 BOKF Performance Plan (D02)
Summary If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you!
Job Description The 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. The Client Account Manager analyzes, develops and implements solutions for extremely complex account and departmental problems and issues. Generally incumbent works independently, with direction from Institutional Client Advisor.
Team Culture 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.
How You'll Spend Your Time
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.
You will interact with plan participants, auditors, attorneys, investment managers, and accountants regarding problem resolution and account maintenance.
You will oversee all client services, including calling client contacts to ensure retention, anticipating service needs, communicating enhancements, and resolving any questions or issues presented.
You will plan and implement the transition of new Institutional Wealth clients.
You will assist with analysis and preparation for client investment review meetings, including compiling analytical and report information.
You will research and resolve any self-directed brokerage issues, problems, or disputes for retirement plan accounts or investment management issues for institutional accounts.
Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 5-7 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
is 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 today
and 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.
Investing in our talent and building a great workplace is a top priority for us.
In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.
Base salary range explanation:
The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.
Benefits:
BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.
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, Manager, Finance, Customer Service, Management
#J-18808-Ljbffr
Overland Park, KS, US, 66204
Location:
Overland Park -OVPK
Areas of Interest:
Wealth Management; Portfolio Management; Relationship Management; Wealth Management Operations
Pay Transparency Salary Range:
Not Available
Application Deadline:
04/19/2026
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 BOKF Performance Plan (D02)
Summary If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you!
Job Description The 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. The Client Account Manager analyzes, develops and implements solutions for extremely complex account and departmental problems and issues. Generally incumbent works independently, with direction from Institutional Client Advisor.
Team Culture 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.
How You'll Spend Your Time
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.
You will interact with plan participants, auditors, attorneys, investment managers, and accountants regarding problem resolution and account maintenance.
You will oversee all client services, including calling client contacts to ensure retention, anticipating service needs, communicating enhancements, and resolving any questions or issues presented.
You will plan and implement the transition of new Institutional Wealth clients.
You will assist with analysis and preparation for client investment review meetings, including compiling analytical and report information.
You will research and resolve any self-directed brokerage issues, problems, or disputes for retirement plan accounts or investment management issues for institutional accounts.
Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 5-7 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
is 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 today
and 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.
Investing in our talent and building a great workplace is a top priority for us.
In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.
Base salary range explanation:
The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.
Benefits:
BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.
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, Manager, Finance, Customer Service, Management
#J-18808-Ljbffr