Mutual Fund Internal Wholesaler
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About The Position
BOK Financial has a growing portfolio of services and clients, offers investment solutions for businesses, individuals, and institutions. The company is seeking a passionate wealth management professional to distribute Cavanal Hill mutual funds and separately managed account strategies through various channels, developing relationships primarily through outbound communication. With over a century of experience, BOK Financial helps clients manage operations, mitigate risk, and seize growth opportunities. The Mutual Fund Internal Wholesaler is responsible for the distribution of the Cavanal Hill mutual funds through financial advisors affiliated with, but not limited to, Broker/Dealers, Registered Investment Advisors, Trust Companies, Banks or other assigned distribution channels. The Mutual Fund Internal Wholesaler is also responsible for the distribution of the Cavanal Hill Investment Management Separately Managed Account (SMA) strategies as assigned by the Director of Sales. The Mutual Fund Internal Wholesaler will work from a company provided office and will cover an assigned distribution channel where he or she will develop relationships with financial services professionals primarily through outbound calls, email and written correspondence.
