Managing Director

Req ID: 76170 

Location: Dallas -DAL, Denver -DEN, Fort Worth -FTWT, Oklahoma City -OKC, Phoenix -PHOE, Tulsa -TUL 

Areas of Interest: Wealth Management; Brokerage Services; Investment Management; Private Wealth Advisor 

Pay Transparency Salary Range: $160,000 - $290,000 

Application Deadline: 03/12/2025

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

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 Managing Director is primarily responsible for overseeing and managing a Private Wealth team who provides services and investment to high net worth individuals.

 

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 a team that may consist of portfolio managers, wealth advisors, various analysts, traders or other personnel on the team.  Allocating existing and future client relationships to the financial advisors and managing directors on the team. Has overall business development responsibility
• You will have active participation on Investment Committee; assist in ensuring compliance with applicable regulatory, legal and fiduciary requirements; assist in determining, appropriate investment strategies, investment allocations, and investment instruments;. You may serve on other committees to provide leadership and subject matter expertise.
• You will provide leadership and authority in determining, appropriate business strategies, marketing and sales strategies, and clientele for the services offered.
• You will provide leadership in developing and implementing training for employees.  You will be responsible for hiring, coaching, mentoring, performance reviews and corrective action up to and including terminating staff.
• You will meets with clients to educate them about the investment approach and philosophy, gather relevant information necessary to manage client financial affairs according to their objectives; communicate with clients; assistother advisors in meeting with existing and prospective clients; prospect for new clients and marketing services.
• You will conduct economic and investment research; research and recommend investments and portfolio allocations; manage and monitor client portfolios; perform investment analysis and financial planning as necessary to ensure client assets are managed consistent with client objectives; and perform other such duties as may be necessary from time to time that are consistent with the duties of a managing director.

Education & Experience Requirements