Market Manager Private Wealth - MLO

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Scottsdale -SCOTT Areas of Interest:

Wealth Management Pay Transparency Salary Range:

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10/31/2025 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

Formula Based Summary

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. Job Description

The

Market Manager

position provides leadership of a Private Wealth team in a geographically distinct market or functional area as a Player-Coach with a focus on private banking. Team Culture

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. How You'll Spend Your Time

You will manage and supervise work of a team of a team of Private Wealth Bankers and Client Service Associates. You will attract, retain and develop your staff. You will manage a book of client relationships and continue to grow that book. You will ensure effective business development and portfolio maintenance activities. You’ll assist officers in negotiating loan proposals, as well as analyzing and evaluating credit requests. You will manage the Private Wealth sales process, conduct sales meetings, and coordinate officer call schedules for all lending and deposit-gathering activities You will provide oversight on complex account relationships and credit structures. You will develop relationships with prospective clients and existing clients, promote the bank's services and introduce customers to other departments when other services can be rendered. You will define annual department objectives; develop an operating plan, including budgets and manpower requirements, consistent with market goals and objectives. Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business Administration or Finance and 8+ years of Private Wealth & Management, and/or Investment Management, and/or Commercial Banking & Management, and/or Trust Administration & Management, and/or Sales Management experience

or

14+ years equivalent work experience. Extensive knowledge of investment management and asset allocation or commercial and consumer banking activities and use of complex credit facilities or accounting principles & practices, personal trust accounts, estate planning, taxation, and administrative procedures. Excellent written and verbal communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations; ability to communicate with senior level management, regulators, and executive officers. Leadership ability and team building skills. Demonstrated capacity to sell within the financial services industry with extensive negotiating skills. 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. 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: Phoenix Job Segment: Bank, Banking, Manager, Finance, Management

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