Scott Winton

About Scott Winton

Accomplished Client Relationship Leader with experience in the financial services industry leading client satisfaction, growth and retention focused on working with large market defined contribution clients. Accountable for leading, developing and managing a team of client relationship managers with ultimate accountability for all aspects of the relationship by blending frequent client facing work with broad strategic influence. Major strengths include- Relationship Management- Risk Management- Sales Management- Performance Management- Change Management- P&L Responsibilities- Strategic Planning- Relationship Development- Pricing Negotiations- Project Management- Consulting- Profitability- Client Satisfaction

Experience

1. SVP, Institutional Client Advisor

   BOK Financial

   Dec 2014 — Present · Dallas-Fort Worth, TX, US

   Responsible for developing, maintaining, and expanding relationships with institutional entities (corporate, foundation, endowment, governmental, etc.) through comprehensive needs assessment in North Texas.

Education

• University of Oklahoma

  BBA, Finance

  1982 — 1986

Skills

• Strategic Planning
• P&L Responsibility
• Strategy
• Erisa
• Project Management
• Defined Contribution
• P&L Management
• Risk Management
• Team Management
• Change Management
• Negotiation
• Defined Benefit
• Team Leadership
• Vendor Management
• Cebs
• Process Improvement
• Employee Benefits
• Series 6
• Series 63
• Finra
• Retirement
• Cross-Functional Team Leadership
• Series 26
• Manage Client Relationships
• Relationship Management
• Performance Management
• Crm
• Management
• Financial Analysis
• Sales Management
• Client Development
• 401k