Specialty Asset Manager II

BOK Financial • Tulsa, OK

8d • Onsite

About The Position

The Specialty Asset Manager II manages and maintains, under limited direction, an advanced & complex portfolio within a given segment of non-financial assets, i.e., life insurance, minerals, notes and mortgages, real estate, and closely-held businesses. Works independently or partners with Account Officers, Portfolio Managers, and external professionals to provide comprehensive solutions to complex customer needs throughout the United States. This position may manage accounts and properties for any of BOKF’s bank and trust affiliates.

Requirements

• Bachelor’s Degree and 6 - 8 years of related experience or 10 –11 years equivalent work experience.

Responsibilities

• Work with tangible personal property, life insurance and closely held business having knowledge of contracts, leases, title instruments, and other legal documents.
• Review financial performance, governing documents and ensure accuracy.
• Work closely with Trust Officers, vendors and subject matter experts to review, value and gather data.
• Provide expertise in new and existing business related to specialty assets.
• Provide guidance on fiduciary practices and responsibilities.
• Perform administrative duties for Irrevocable Life Insurance Trusts.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level