Senior Investment Manager

BOK Financial

  • Tulsa, OK
  • Permanent
  • Full-time
  • 2 days ago
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.Bonus TypeFormula BasedSummaryWe offer a diverse range of financial solutions for businesses, individuals, and institutions, continually expanding our portfolio of services and clients. If you're passionate about wealth management and eager to join a forward-thinking organization, we want to hear from you. Our team is committed to providing exceptional, tailored wealth management solutions, fostering strong relationships, and helping clients achieve their long-term financial goals.Job DescriptionThe Senior Investment Manager manages complex investment portfolios within established corporate guidelines, utilizing an approved strategies list approved by the BOKF Investment Committee. Consults with Wealth Advisors and/or Trust Officers (if applicable) and client to develop investment strategies based on customer objectives.Team CultureOur team collaborates effectively to meet client objectives. We value diverse perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive, high-performing team that consistently delivers outstanding results for our clients.How You'll Spend Your Time
  • You will manage investment portfolios to optimize returns while maintaining acceptable levels of risk.
  • You will analyze asset allocation and portfolio performance to ensure alignment with investment objectives.
  • You will communicate proactively with clients about market trends, account performance, and investment activity.
  • You will adhere to all corporate risk management and compliance guidelines.
  • You will present the company's investment strategies and capabilities to internal and external stakeholders.
  • You will prepare and coordinate the completion of data and analytics reports to support investment decisions.
  • You will build strong internal relationships and deliver high-quality professional services with guidance from senior colleagues.
Education & Experience RequirementsThis level of knowledge is normally acquired through completion of bachelor's degree in business or related field of study and 6-8 years of directly related experience in investments and/or 4-6 years of experience in investments or equivalent combination of education and experience.
  • Experience in managing moderately complex 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
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.Please contact with any questions.Tulsa, OK, US, 74101Top 3 reasons to applyInvesting in our talent and building a great workplace is a top priority for us.
  • Empowered employees
  • Award-winning culture
  • Community commitment
In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.Base salary range explanation:The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type.Benefits:BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click to see our benefits.About BOK Financial CorporationFor more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between.Facts:
  • Operations focused in an eight-state footprint
  • 5,000 team members
  • $49.7 billion in assets
  • $114.6 billion in assets under management and administration
  • $8 million donated to local nonprofits in 2024
  • 59,000+ volunteer hours by our employees in 2024
Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma
Job Segment: Bank, Banking, Investment, Relationship Manager, Manager, Finance, Customer Service, ManagementApply nowStartPlease wait...Find similar jobs:CareersConnectBOK Financial®Life at BOK Financial Corporation GroupAttention all third-party agencies, headhunters and recruiters: BOK Financial Corporation and its subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial Corporation and its subsidiaries will be considered the property of BOK Financial Corporation Group. BOK Financial Corporation and its subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial Corporation and its subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial Corporation Group only form contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial Corporation and its subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOKF, NA Human Resources Department* by a third party will cancel any future business relationships between the third party and every BOK Financial Corporation subsidiary. *BOKF, NA provides human resources and recruiting services to all affiliates of BOK Financial Corporation. The subsidiaries of BOK Financial Corporation are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. © 2025 BOKF, NA. Member FDIC.

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