Bank OZK · 2 days ago
Director of Institutional Wealth
Dallas, TX
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expBank OZK is a nationally recognized leader in financial services, dedicated to providing innovative solutions to clients. The Director of Institutional Wealth will lead strategy, sales, and administration for the Bank’s institutional wealth business, ensuring cohesive advice across investment management and fiduciary oversight for institutional clients.
BankingFinanceFinancial Services
Responsibilities
Manages staff that services institutional clients, including staffing, assigning and delegating work, training, mentoring, and coaching. Conducts performance reviews and fosters a culture of accountability, collaboration, and continuous improvement
Develop and execute the Institutional Wealth strategy, including business retirement plans, nonprofit/endowment investment programs, and business investment/cash-sweep solutions
Partner with Treasury Management leadership to create a seamless client experience and clear delineation of responsibilities between the Treasury and Institutional Wealth business units
Drive growth in institutional assets under management, revenue, and client retention
Lead the institutional business development process, coordinating with Commercial and Private Banking partners
Serve as the subject matter expert for retirement plans and institutional investments during joint calls
Oversee the onboarding and servicing of institutional relationships, ensuring compliance, reporting, and fiduciary best practices
Monitors and assesses retirement plan fee schedules for updates, changes, and implementation
Prepares and presents internal reports including, but not limited to, administrative and investment reviews
Collaborate with Fiduciary Officers, Investment Managers, and external recordkeepers/custodians to ensure consistent, compliant service delivery
Develops and delivers training and education on fiduciary standards such as ERISA, UPMIFA, and SEC/FINRA rules for staff members
Ensure fiduciary compliance for all institutional accounts and plans
Chair or participate in internal committees related to plan governance, investment selection, and performance review
Maintain alignment with the Bank’s Trust Committee policies and procedures
Performs other duties as assigned
Qualification
Required
Bachelor's degree in business, finance, economics, accounting, or related field, or commensurate work experience, required
10+ years of experience in institutional wealth, retirement plan management, or investment management, required
Comprehensive knowledge of ERISA, fiduciary standards, plan design, and institutional investment management
Comprehensive knowledge of tax laws and investment plan laws that relate to IRA's and other pension laws
Knowledge of strategic planning, organizational development, and process optimization
Knowledge of risk management practices and compliance monitoring
Proven ability to partner effectively across lines of business, particularly with Commercial, Treasury, and Private Banking teams
Ability to exercise discretion and sound judgment in decision making and maintain confidentiality
Ability to work independently, without supervision, and collaborate with various units across the organization
Ability to handle multiple, shifting priorities and adapt to change in a fast-paced environment
Ability to meet stringent deadlines while maintaining accuracy and attention to detail
Ability to anticipate business implications of decisions and develop actionable contingencies
Ability to demonstrate effective leadership and supervisory skills, including coaching and performance management
Excellent verbal and written communication skills, including presentation skills and the ability to speak clearly and persuasively in various situations
Ability to build and maintain business relationships and provide excellent customer service
Ability to work extended hours, including evenings and weekends, and travel on company business as needed
Skill in using computer, including Microsoft Office Word, Excel, PowerPoint, and Outlook
Preferred
Advanced degree or CFP®, CFA®, or AIF® certification preferred
Experience in a legal environment or a financial institution preferred
Benefits
Generous PTO
401(k) matching
Health, dental, vision (and pet!) insurance
Special perks and discounts
Company
Bank OZK
Bank OZK provides banking services including savings account, loans, debit, and agricultural lending.
1001-5000 employees
H1B Sponsorship
Bank OZK has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (24)
2024 (13)
2023 (10)
2022 (21)
2021 (14)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-07-17IPO
Leadership Team
Eric Munson
Senior Vice President, government and institutional banking
Recent News
2026-01-09
2026-01-07
2026-01-07
Company data provided by crunchbase