BOK Financial Corporation Group
The Private Wealth Banker acts as a trusted advisor to high‑net‑worth clients, recommending financial solutions to grow, preserve, and protect their wealth. The role involves managing a portfolio of commercial and individual loans, as well as delivering deposit, brokerage, investment, trust, and insurance services. It also includes developing relationship plans, negotiating loan proposals, and overseeing credit and deposit relationships.
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.
11% above the average for this role
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