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Why Bank OZK

Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We’re investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.

The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (https://careers.ozk.com/benefits) .

Job Purpose & Scope

Leads strategy, sales, and administration for the Bank’s institutional wealth business — encompassing employer-sponsored retirement plans (401(k), 403(b), pension), business IRAs, and institutional investment management and cash solutions. Bridges the gap between the Bank’s Treasury Management and Trust & Wealth divisions to ensure institutional clients receive cohesive advice across investment management, fiduciary oversight, and plan design with a focus on long-term fiduciary and investment relationships with business owners, nonprofits, municipalities, and retirement plan sponsors.

Essential Job Functions

+ 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.

Knowledge, Skills & Abilities

+ 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.

Basic Qualifications

+ Bachelor’s degree in business, finance, economics, accounting, or related field, or commensurate work experience, required. Advanced degree or CFP®, CFA®, or AIF® certification preferred.

+ 10+ years of experience in institutional wealth, retirement plan management, or investment management, required. Experience in a legal environment or a financial institution preferred.

Job Expectations

Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation.

Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

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EEO Statement

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.