Senior Investment Manager
About The Position
Our Wealth Management team at BOK Financial has been helping clients achieve their financial goals for more than a century. We provide comprehensive solutions for individuals and institutions worldwide, managing over $117 billion in assets with a disciplined, long-term approach. From traditional banking services to specialized offerings like institutional portfolio management and fiduciary tax services, we deliver personalized strategies backed by deep expertise. Guided by our core principles—knowledge-driven relationships, objective advice, and proactive communication—we are committed to excellence, growth, and investing in the communities we serve.
Requirements
- Bachelor’s Degree in business or related field of study and 3-5 years of directly related experience in investments and/or 6-8 years of experience in investments or equivalent combination of education and experience.
- Experience in managing medium- to large-sized client accounts.
- Experience in BOKF approved strategies
- Understanding of investment tax reporting, including cost basis tracking and capital gains treatment
- Knowledge of various securities and investment related products and services (i.e. stocks, bonds, mutual funds, separately managed accounts, international and alternative investments).
- Knowledge of the different types of investment accounts (i.e. trust, retirement, agency, institutional, etc.) and levels of authority (i.e. directed, joint, discretionary, etc.) and the implications on trading activity
- Ability to communicate with Investment Advisor, Trust Advisor, Relationship Manager, and/or professional staff (legal and tax counsel) regarding financial plans, investment strategies and the related tax implications of our proposed solutions
- Excellent decision-making capabilities with the ability to independently manage and interpret data with a material downstream impact to clients and regulatory reporting
- Excellent decision making and problem-solving skills
- Excellent oral, written and communication skills, including interpersonal skills
Responsibilities
- Manage investment portfolios to balance returns and risk while aligning with client objectives.
- Communicate regularly with clients on portfolio performance, market activity, and economic trends.
- Follow all corporate risk and compliance standards in daily responsibilities.
- Present the firm’s investment approach and capabilities to internal and external audiences.
- Prepare and coordinate reports that support data analysis and investment insights.
- Collaborate across teams to deliver high-quality service with guidance from senior colleagues.
Benefits
- Excellent training and development to support building the long term careers of employees.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
