Institutional Client Advisor

For over a century, BOK Financial has grown alongside its clients, offering tailored services and strategies for business, consumer, and wealth clients. Our extensive range of services allows us to compete nationally while our local decision-making and community connections make us good neighbors. Our purposeful diversification ensures resilience and stability, highlighting our expertise and commitment to meeting all your financial needs.

The Manager, Institutional Wealth is primarily responsible for leadership and managing personnel that supports the Retirement Plans and Asset Services (RPAS) business lines. This position manages the Relationship Management Teams, Client Account Advisors and Sales Admin Support personnel who is responsible for servicing RPAS clients and prospects. Responsibilities include involvement in the overall client relationship management of the Department's most complex, largest and most profitable institutional client accounts. In addition, the Manager is responsible for identifying opportunities to cross sell additional financial services to existing and prospective clients. Additional responsibilities include delivery of various Retirement Plan and Asset Services products to institutional clients. Generally will require little direct supervision.

We emphasize collaboration and professionalism to seamlessly address clients' complex financial needs. Innovation and continuous learning are highly valued, encouraging team members to stay ahead of market trends and deliver cutting-edge solutions. Our culture of mutual respect and trust focuses on diverse contributions, enabling us to create and adapt customized strategies that grow with our clients' needs.

• You will manage personnel serving retirement plans and asset services clients and prospects.
• You will determine work priorities, schedules, interview, hire, orient, coach, and train personnel.
• You will lead efforts to streamline, automate, and standardize processes to create capacity for employees.
• You will serve and lead projects and participate in internal committees.
• You will assist with improving profitability for accounts assigned to your teams.
• You will provide training for cross selling the bank's products and services to existing institutional clients.
• You will ensure RPAS accounts comply with policies, ERISA, laws, regulations, and audit requirements.

This level of knowledge is normally acquired through completion of a Bachelor's Degree and 15 years of related experience or 20+ years of equivalent experience.