Wealth Specialty Sales Officer | Albuquerque, NM

Detailed Information

  • Location: Albuquerque, NM

  • Company: Bok Financial

Edmond -EDMO, Englewood -ENGL, Enid -ENID, Eufaula -EUF, Fayetteville -FAY, Fort Collins -FTCO, Fort Morgan -FTMR, Fort Worth -FTWT, Frisco -FRIS, Gilbert -GILB, Grapevine -GRPV, Greeley -GRLY, Greenwood Village -GRNW, Grove -GRVE, Highlands Ranch -HGHR, Houston -HOUS, Hurst -HURS, Irving -IRV, Jenks -JNKS, Kansas City -KSCY, Katy -KATY, Lakewood -LAKE, Las Cruces -LASC, Lawton -LAWT, Lebanon -LEBA, Lees Summit -LEES, Lincoln -LNCL, Little Rock -LTLRK, Littleton -LTLT, Longmont -LONG, Los Lunas -LOSL, Marysville -MARY, Mc Alester -MCAL, Mc Kinney -MCKI, Memphis- Memph, Mesa -MESA, Midwest City -MDWC, Milwaukee -MILW, Moore -MOOR, Muskogee -MUSK, Newkirk -NEWK, Newport Beach -NPRT, Norman -NORM,

Oklahoma City -OKC, Overland Park -OVPK, Owasso -OWSS, Parker -PARK, Phoenix -PHOE, Plano -PLAN, Prairie Village -PRVL, Remote, Richardson -RCHRD, Rio Rancho -RIOR, San Antonio -SANAN, Sand Springs -SANDS, Santa Fe -STFE, Sapulpa -SAPU, Scottsdale -SCOTT, Sedona -SDNA, Sherman -SHRM, Spring -SPRIN, Springfield -SPRI, St Louis -STLPL, Stamford -STAM, Stapleton -STPT, Sugarland -SGLND, Tempe -TEMP, Topeka -TOPE, Tucson -TUCS, Tulsa -TUL, VA- Richmond VA, Warr Acres -WARR, Wichita -WCHT, Woodlands -WDLND, Yukon -YUK Areas of Interest: Trust; Wealth Management Pay Transparency Salary Range: 130000-150000 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is

a top U.

S. -based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico.

The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type Summary We are a trusted and experienced Financial Institution that acts in the best interest of our clients and the communities we serve. We thrive using our knowledge, experience, resources and disciplined approach to help others make the right decisions for their future. Job Description The Sales Manager is primarily responsible for new business development, through referrals or direct contact.

Team Culture 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. How You'll Spend Your Time You will meet sales goals and assist in meeting department's revenue goals through developing new prospects and strategic relationships, preparing and presenting compliance approved proposals, creating educational support and executing training sessions to promote additional trust opportunities.

You will develop key enterprise/strategic relationships with referral sources. Maintain active involvement in local and regional industry groups for the purpose of following trends and monitoring BOKF’s competitiveness in terms of capabilities and pricing, as well as keeping abreast of regulatory changes and opportunities. You will seek and develop speaking opportunities at industry conferences and events. Coordinate Conferences and Marketing with Department Manager or Team Leader where needed. You will interact with BOK trust officers including making joint calls, for purpose of generating new trust opportunities and closing sales; follow-up on referrals received.

You will discuss trustee successor trustee opportunities and manage expectations of clients relative to trust dispositive provisions, removal/appointment cycle, and investment allocation. You will work with BOKF trust officers and staff to review and evaluate trust documents and assets for suitability and profitability and coordinate and assist during the entire on-boarding process of new trust assets Work with Trust Officer to ensure he/she has all documents requested to fulfill fiduciary duties for new accounts.

You will ensure smooth handoff to Trust Officer with client. Act as an “internal advocate” to resolve conflict and assist with challenging trust administrative issues. You will maintain Sales Force database as well as pipeline and marketing data and complete annual sales and marketing plan. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 5-7 years’ experience with a trust department/company in administering and/or selling personal trust services or equivalent work related experience of 11-13 years.

Sales aptitude/self-motivated/goal oriented Ability to work effectively as part of a team in solving a client's needs and problems Ability to make effective pricing decisions in order to meet department revenue and profitability goals Excellent knowledge of general marketing principals Strong background in investments, products and services Excellent communication skills and ability to prepare and deliver persuasive oral and written reports and presentations Proficient PC skills including word processing and spreadsheet applications 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 interaction, race, color, religion, national origin, age, disability, pregnancy status, interactionual orientation, genetic information or veteran status.

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