Private Wealth Market Manager - Investment Management

Bonus Type

Summary

Our private wealth teams are passionately dedicated to the communities we serve, forging meaningful relationships built on trust. Our seasoned professionals excel at understanding clients’ needs and crafting bespoke solutions through a comprehensive, client-centric approach. We provide a wide range of investment, deposit, lending, and trust solutions designed to help clients grow, preserve, and seamlessly transition their wealth.

Job Description

The Market Manager position provides leadership of the Private Wealth Investment Manager team for the Oklahoma market as a Player-Coach. The Market Manager will manage the Investment Managers who partner with Wealth Advisors and Trust Officers on bank managed discretionary accounts.

Team Culture

Our team emphasizes trust, integrity, and personalized service, focusing on long-term client relationships and tailored financial solutions. Our culture encourages people to explore their potential and build rewarding careers. They foster a collaborative environment where team members work closely to understand and meet clients' unique financial goals, ensuring discretion and confidentiality. Continuous learning, professional development, and ethical practices drive the team to deliver exceptional value and expertise.

How You'll Spend Your Time

• You will oversee team performance, staffing, and daily operations to ensure effective and compliant account administration.
• You will manage market risk and maintain key metrics within corporate standards.
• You will develop department goals, budgets, and staffing plans aligned with market objectives.
• You will guide the team in achieving sales, client satisfaction, and retention goals.
• You will build and manage strong client relationships within an assigned portfolio.
• You will represent the organization through community involvement and professional networking efforts.
• You will drive wealth management strategies that deliver seamless client service and regulatory compliance.

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, 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.
• Proficient in personnel management, leadership ability and team building skills.
• Demonstrated capacity to sell within the financial services industry with extensive negotiating skills.