Data Engineer I
simmonsbank
Senior Private Wealth Strategist
simmonsbank· SB Simmons Bank
About this role
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
This position ensures that Private Wealth accounts will be administered appropriately. Also, works closely with clients, their professional advisors, and their account’s portfolio manager.
Essential Duties and Responsibilities
Maintains a high level of contact with major client relationships.
Medium to high level of complexity for the majority of accounts administered
Administers assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships
Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients.
Ensures that the appropriate accountings are provided to necessary parties.
If in a Team Lead role, responsible for all supervisory duties of assigned associates to include hiring, performance management, salary recommendations, training of new associates and skill development of all staff.
Assists in budget preparation
Participates in civic, community, banking, trust, and legal organizations.
Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Performs other duties and responsibilities as assigned.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Skills
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations.
Ability to read, analyze and interpret financial reports and/or legal documents.
Ability to write simple-to-business correspondence, routine reports, and procedures.
Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community.
Ability to effectively speak and present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.
Education and/or Experience
BS/BA Degree (4 year) from an accredited university/college or
Six or more years of experience in wealth management.
Specialized Training
Courses related to investments, financial planning, estate administration, or another trust-related field is helpful.
Computer Skills
MS Word, Excel, and Outlook
Certificates, Licenses, Registrations
None
Other Qualifications (including physical requirements)
Must have good oral and written communication skills.
Must have good problem solving skills with the ability to develop creative solutions.
Other
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
Frequently Asked Questions
Is the salary disclosed for the Senior Private Wealth Strategist position at simmonsbank?
The salary for this Senior Private Wealth Strategist role at simmonsbank is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Senior Private Wealth Strategist position at simmonsbank located?
This Senior Private Wealth Strategist role at simmonsbank is based in Oklahoma City, OK. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Senior Private Wealth Strategist role at simmonsbank full-time or part-time?
This is listed as a Full time position. It is posted as a Senior Private Wealth Strategist role in the SB Simmons Bank department at simmonsbank.
Which team or department does the Senior Private Wealth Strategist at simmonsbank belong to?
This Senior Private Wealth Strategist position is part of the SB Simmons Bank department at simmonsbank. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Senior Private Wealth Strategist position at simmonsbank?
Click the "Apply Now" button on this page. You will be redirected to simmonsbank's official application portal hosted on workday where you can submit your application directly.
When was the Senior Private Wealth Strategist job at simmonsbank posted?
This Senior Private Wealth Strategist position at simmonsbank was posted on Aug 3, 2026. Apply as soon as possible — early applications are often reviewed first.
Senior Private Wealth Strategist
simmonsbank
You'll be redirected to simmonsbank's official application page on Workday.