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BOK Financial Corporation Group
The Institutional Wealth Senior Account Manager is responsible for administering and overseeing services delivered to institutional wealth clients, including interaction with large clients, plan participants, attorneys, investment managers, accountants, auditors, and consultants. The role involves analyzing complex account issues, developing solutions, and coordinating with bank administrative and trust operations to ensure client satisfaction and retention.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for BOK Financial Corporation Group.
BOK Financial Corporation Group didn’t post a salary, so this is our estimate from similar listings.
16% below the average for this role