BOK Financial

IW Corporate Trust Relationship Manager III

BOK Financial  •  Dallas, TX (Onsite)  •  3 hours ago
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Job Description

Req ID: 78694

Location: Dallas -DAL, Austin -AUS, Fort Worth -FTWT, Houston -HOUS, Kansas City -KSCY, Lincoln -LNCL, Oklahoma City -OKC, Phoenix -PHOE, San Antonio -SANAN, St Louis -STLPL, Tulsa -TUL

Areas of Interest: Corporate Trust

Pay Transparency Salary Range: Not Available

Application Deadline: 10/21/2026

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

BOKF Performance Plan (D02)

Summary

If you are interested in a career in Institutional Wealth as a Relationship Manager working on some of the highest dollar amount deals that people only hear about you've come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. As an industry-leading provider of sophisticated financial solutions, we believe no challenge is too big, and no opportunity is too small when we work together to build relationships.

Job Description

The Institutional Wealth, Corporate Trust Relationship Manager III is primarily responsible for the overall client relationship management of the Department’s most complex and largest institutional corporate trust client accounts. In addition, the Relationship Manager III is responsible for identifying opportunities to cross sell additional financial services to existing and prospective clients. Incumbent works in a team atmosphere but must also be comfortable working independently.

Team Culture

Our motto is simple – “Do the right thing”. We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide growth opportunities.

Our team members are located across the footprint; however, regardless of our location, we work together to grow the business, which may include sharing client accounts. We participate in group learning and idea-sharing, and we practice candid communication through our open-door policy. We bring problems and solutions to life. We’re receptive to feedback and constructive criticism and believe in personal and shared accountability.

How You'll Spend Your Time

  • You will coordinate services provided by other areas of the Bank, including Wealth Management Services, Portfolio Management, Strategic Investment Advisory, Mineral Management, and Tax.
  • You will review fee schedules, as well as analyze and evaluate fees and profitability of accounts.
  • You will ensure compliance of all applicable laws and regulations so clients are operating within Bank standards.
  • You will analyze complex information and data to develop and recommend solutions to challenging projects.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s ­­­­­­­­­­­Degree in Business or related field of study and ­­8-10 years of directly related experience ­­­­­­­­­­or 14-16 years of equivalent combination of education and experience.

Working Conditions & Physical Requirements

Office - Occasional Travel

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.

Please contact recruiting_coordinators@bokf.com with any questions.

BOK Financial

About BOK Financial

BOK Financial Corporation is a $50 billion regional financial services company headquartered in Tulsa, Oklahoma with $118 billion in assets under management and administration.

The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund, Cavanal Hill Investment Management, and BOK Financial Asset Management, Inc.

BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas; and BOK Financial in Arizona, Arkansas, Colorado, Kansas, and Missouri; as well as having limited purpose offices in Nebraska, Memphis, Milwaukee, Illinois and Connecticut. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust and insurance services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com.

BOK Financial is an equal opportunity employer. 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, race, color, religion, national origin, age, sexual orientation, genetic information, or veteran status.

©2025 BOK Financial® is a trademark of BOKF, NA. Member FDIC. Equal Housing Lender.

Industry
Finance & Insurance
Company Size
5,001-10,000 employees
Headquarters
Tulsa, OK
Year Founded
1910
Website
bokf.com
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