Private Wealth Market Manager - Investment Management

About the role

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

• Emphasizes trust, integrity, and personalized service
• Focusing on long-term client relationships and tailored financial solutions
• Fosters a collaborative environment where team members work closely to understand and meet clients' unique financial goals, ensuring discretion and confidentiality
• Encourages continuous learning, professional development, and ethical practices

Responsibilities

• Oversight of team performance, staffing, and daily operations to ensure effective and compliant account administration
• Management of market risk and maintenance of key metrics within corporate standards
• Development of department goals, budgets, and staffing plans aligned with market objectives
• Guidance of the team in achieving sales, client satisfaction, and retention goals
• Building and managing strong client relationships within an assigned portfolio
• Representation of the organization through community involvement and professional networking efforts
• Driving wealth management strategies that deliver seamless client service and regulatory compliance

Requirements

• 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

Pay

Not Available

Schedule

Not Available

Benefits

Not Available