Private Wealth Regional Manager

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 Regional Manager provides strategic leadership and operational oversight for a Private Wealth team within a designated regional market or functional area. This role combines direct client relationship management with leadership responsibilities, ensuring the delivery of exceptional wealth management services. The Regional Manager drives business growth through sales leadership, client retention, and risk management across multiple locations or a large geographic territory. This position is accountable for setting market objectives, managing budgets, and fostering a high-performance culture while ensuring compliance with fiduciary standards and company policies. Additionally, the role represents the organization in the community, strengthening the brand and expanding business networks.

Team Culture

BOK Financial fosters a collaborative, goal-oriented culture where employees follow established standards, receive support from accessible managers, and engage in mentorship. We value accuracy, initiative, and community involvement, offering an exciting opportunity for growth and teamwork. Within our company, people are trusted, supported, and encouraged to grow in ways that reflect their strengths and interests—creating a culture where your potential is truly our priority.

How You'll Spend Your Time

• You will lead and develop team members to ensure compliant, efficient account administration while managing performance, hiring, and workflow.
• You will oversee risk exposure across markets to keep metrics within established corporate standards.
• You will set annual goals and build operating plans, including budgets and staffing, while managing expenses and driving revenue.
• You will guide the team to achieve sales targets and deliver strong client satisfaction and retention results.
• You will manage a personal portfolio of clients, maintaining high service levels and adherence to fiduciary and banking practices.
• You will represent the organization in community and professional settings to strengthen brand presence and grow connections.
• You will create and execute wealth management strategies that ensure consistent service delivery and alignment with company policies.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a bachelor’s degree in business administration or finance and 10-12 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 16-18 years equivalent work experience.  Preferred: Advanced degree in a business-related field.

• Advanced knowledge of investment management and asset allocation, accounting principles & practices, personal trust accounts, estate planning, taxation, and administrative procedures.
• Excellent written and verba