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ADAPTED_NOW

Banker

You will monitor and manage existing credit relationships in coordination with the Professional Services Group, including note renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring. 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.

ACTIVE

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 Formula BasedSummary Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you’ll do as a Private Banker. We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees, and making a difference in the communities we serve.Job Description The PRIVATE WEALTH BANKER IV is primarily responsible for making and servicing commercial and individual loans that involve significant amounts of both secured and unsecured funds and/or credit secured which have the highest visibility and are the most complex in nature. Additional responsibilities include the delivery of Brokerage, Investment management, Trust, and Insurance products to high net worth clients and businesses.  Handles the largest, most profitable customer relationships within the department.Team Culture We understand everyone has different strengths and opportunities for growth and we strive to have the right mix of competencies in order to get the most out of the team dynamic.Your manager will be there for you and help guide your success. Your Client Service Associate will be the direct contact to handle your client base and provide a personal touch experience.Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors.How Youll Spend Your Time •You will use your business savvy to identify new prospects and develop new business.•You’ll use your product/service knowledge to determine what our clients need to enhance their private wealth strategy.•You will use your financial acumen and analytical skills to understand data to make informed decisions in order to structure loans, mitigate and identify risk, and keep us in regulatory compliance. •You will monitor and manage existing credit relationships in coordination with the Professional Services Group, including note renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.Education & Experience Requirements<ul><li>This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and ­­8-10 years of directly related experience in ­­­­­­­­­­­­credit/banking and/or 14-16 years of equivalent combination of education and experience.</li></ul>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.

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.
We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.
We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

Bok Financial

Senior Private Wealth Banker

Ivy Exec

YEAR

Vice President Investment

The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Financial Advisory Team including the negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing. Manage both sell-side and buy-side M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction.

Requisition Number: VICEP001267Apply now<ul><li>Posted: November 26, 2024</li><li>Full-Time</li><li>On-site</li></ul><h3>Locations</h3>Showing 1 locationMichigan 5300 Patterson Ave SE Suite 220 Grand Rapids, MI 49512, USANew York 571 Lexington Ave Suite 4500 New York, NY 10022, USACalifornia 33971 Selva Rd Suite 220 Dana Point, CA 92629, USAMarshBerry is currently seeking a Vice President for our Financial Advisory Team based in either our Beachwood OH, Grandville MI, New York NY or Dana Point CA office. The Vice President is responsible for leading transaction teams, conducting hands-on analysis, driving growth, and ensuring MarshBerry services are delivered effectively and efficiently. The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Financial Advisory Team including the negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing. The Vice President will aid in the planning, formulating, and implementation of team goals and objectives and ensuring the completion of such.This role will be focused on clients within the Wealth Advisory market including Registered Investment Advisory (RIAs), Retirement Planning, Life Insurance, and Wealth Management (Brokerage).Responsibilities:<ul><li>Serve as client-facing lead on merger and acquisition projects and financial consulting projects, developing strategy and implementation of client deliverables and maintaining the client relationship to ensure successful project execution.</li><li>Manage both sell-side and buy-side M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction.</li><li>Recognize opportunities for growth and implement strategies that will enhance client satisfaction, company market share, revenue growth and profitability. Fully develop and utilize the company’s capabilities and position the company as a strategic partner.</li><li>Seek and coordinate new business development activities in current product line and opportunities for new services through active relationship building techniques. Coordinate approach with other business unit leaders, field and respond to new business inquiries, develop marketing strategies, and assist with external and internal branding execution.</li><li>Manage existing relationships with clients, vendors and other business unit leaders to ensure client retention. Provide high level of service to clients and proactively provide additional consulting solutions.</li><li>Research, write, and structure client ready work.</li><li>Conduct quality review of project components, developing timelines and ensuring that they are met.</li><li>Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues. Lead team to resolve problems identified and proactively find solutions for clients.</li><li>Direct and coach team members; manage and establish priorities, direct workflow, provide consistent and constructive feedback, monitor progress, identify training and resource needs, recommend promotions and terminations, and complete and perform performance management reviews for direct reports.</li><li>Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system.</li><li>Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs.</li><li>Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.</li><li>Other special projects, tasks or duties as assigned.</li></ul>Selection CriteriaEducation & Experience:<ul><li>Bachelor’s degree in Finance, Accounting or Business Management. Master’s degree and/or Juris Doctor is a plus.</li><li>Additional Professional Designations or Certifications desired, such as, CPA, CVA, CPCU and/or AM&AA.</li><li>6-10+ years of related experience in investment banking, transaction advisory, corporate development, law, assurance services, financial consulting, or financial services.</li><li>Proven experience in leading work teams to achieve and exceed division goals and objectives.</li><li>Demonstrated industry business acumen; ability to grasp new business concepts and issues.</li><li>Proficient with technology; Microsoft Word, Excel and Power Point.</li><li>This position will also require passing of required licensing exams to become a registered representative of our affiliated broker dealer within a short time period after hire.</li></ul>Other:<ul><li>Analytical, proactive problem solving skills: techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully.</li><li>Strong communication skills; both written and verbal with demonstrated creativity with regard to work.</li><li>Ability to travel up to 40% of the time; includes overnight and limited weekend travel.</li><li>Ability to work flexible and/or extended hours as needed.</li></ul>Working at MarshBerryWho We Are:MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgment & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.What We Do:MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:<ul><li>Crain’s Best Employers in Ohio</li><li>The Nation’s Best and Brightest in Wellness</li><li>North Coast 99</li><li>Top Work Places – The Plain Dealer</li><li>Weatherhead 100</li><li>West Michigan’s Best and Brightest Companies to Work for</li></ul>We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.#J-18808-Ljbffr

MarshBerry

Vice President, Investment Banking - Wealth Advisory

JobLeads

Financial Advisor

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. We encourage our Advisors to utilize an "open architecture" environment with the ability to serve clients using multiple custodians, while collaborating with all other business lines in the bank, and delivering best in class options for our clients.

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 Formula BasedSummary Do you want to be a true Wealth Advisor for your clients, with the ability to serve clients in our Registered Investment Advisor (RIA) firm or as a Bank of Texas advisor? If you hold securities and/or insurance licenses you may offer securities and other products and solutions through our affiliated broker dealer and the Registered Investment Advisor (RIA).   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. Your satisfaction will come from the positive outcomes you provide as a result of your skillful problem-solving and collaborative spirit across various business lines. Job Description The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses and similar entities. BOK Financial has the unique ability to allow our Advisors the autonomy to focus on diverse service offerings, including our RIA offerings, banking solutions and/or our broker dealer options. We encourage our Advisors to utilize an "open architecture" environment with the ability to serve clients using multiple custodians, while collaborating with all other business lines in the bank, and delivering best in class options for our clients. The Advisor is responsible for managing client relationships, including ongoing financial planning (as agreed upon with each client), education, and coaching with a focus on achieving the client’s long-term financial goals. Our Advisors also have access to an exceptional Financial Planning team to assist with the planning process for each clients individual needs. Advisors monitor client activity and provide input to the investment analysts responsible for portfolio and asset allocation to achieve the client’s investment objectives. The Advisor is also responsible for identifying and developing business opportunities through existing clients, professional referral sources, and networking within the community, while also handling internal referral opportunities.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 Youll Spend Your Time<ul><li>You will develop and expand client relationships while also servicing internally referred bank clients.</li><li>You will have the ability to serve clients utilizing our RIA, bank and/or broker dealer solutions to meet your clients needs.</li><li>You will help manage and monitor client portfolios</li><li>You will meet with clients and prospects to educate them on BOKF’s investment approach and philosophy.</li><li>You will develop marketing and new business development strategies to meet personal goals.</li><li>You will represent BOKF to ensure compliance, legal and regulatory requirements.</li></ul>Education & Experience Requirements This level of knowledge is normally acquired through completion of a bachelors and 5 – 7 years of experience or an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.), and 3 - 5 years of equivalent work experience. <ul><li>Experience in an investment advisory firm environment with significant background in investment strategy, portfolio design and modern portfolio theory.</li><li>Highly professional appearance.</li><li>Excellent verbal and written communication skills.</li><li>Highly organized individual with the ability to work in a fast-paced, team environment.</li><li>Self-directed and self-motivated individual.</li><li>Good knowledge of Microsoft Office; experience with portfolio accounting systems, CRMs and trade rebalancing software.</li><li>May carry FINRA licensure. </li><li>"If this candidate will represent the RIA, they must be licensed."</li></ul>Working Conditions & Physical Requirements Office - Occasional TravelBOK 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.

Private Wealth Advisor

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Bok Financial

MarshBerry

Bok Financial