BOK Financial Looking for Investment Manager III at Fort Worth, TX Full Time

Job Location: Fort Worth Fort Worth TX

Areas of Interest: Investment Management; Investment Sales

Colorado Base Salary Range: Not available

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .

Bonus Type

Formula Based

Summary

Youplace great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound financial advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as an Investment Manager. You’ll be positioned for a great career!

About the Role

In this client-centric role, you’ll manage complex investment portfolios primarily for fiduciary (irrevocable and revocable trust) accounts for high net worth individuals/families. You will play a key role in new business development and be a source of new account growth.

You will be front and center with clients, CPAs, tax attorneys, estate attorneys, and others to provide insight on the impact of portfolio decisions in these areas. Our investment management team provides an open architecture approach based upon the guidance list of strategies overseen and approved by the BOKF investment process (mutual funds, ETF’s, SMA’s, alternative investments, etc.).

What You Can Expect

Every client and portfolio are unique. Your ability to build relationships with coworkers and clients is instrumental to your success. You’ll collaborate with Trust Officers, Private Wealth Bankers, Wealth Advisors, and other Investment Managers. You’ll go on sales calls, bring in referrals, create a direct relationship with the client, and maintain communication. While you’re not responsible for new business development, you will be responsible for hitting your revenue target and partnering with the advisor who brings in the business.

Team Culture

We are a collaborative, conscientious, and goal-oriented team. Everyone is equal and treated as such. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide growth opportunities.

We are deeply connected to our communities, and we give our time to a variety of worthy causes. We are proud of BOK Financial’s generous contributions to local organizations and the numerous ways we give back. You’ll be front and center representing the bank and our brand in the market you serve.

How You’ll Spend Your Time

You’ll communicate with new and existing clients and administrators regarding their accounts, securities markets, and economic conditions.

You’ll prepare presentations for your client and prospect meetings.

You’ll provide support for security transactions, analyze portfolios, provide research reports, work on special projects, prepare reports for senior investment managers, and keep us compliant.

You’ll keep up-to-date on trends in portfolio management and capital markets.

You’ll consult with clients to develop investment objectives and review accounts and assets regularly and manage their investment return.

We’d Like to Talk to You

PORTFOLIO MANAGMEENT: You have experience in managing complex fiduciary investment portfolios.

COMMUNICATOR: You are an excellent writer and speaker with the ability to build relationships with clients and coworkers.

PROBLEM SOLVER: You are able to track and solve complex problems in a variety of situations and function effectively in rapidly changing or uncertain conditions.

DECISIVE: You make difficult decisions in a timely manner.

RELATIONSHIP BUILDER: You enjoy building relationships with internal and external clients.

COLLABORATIVE: You enjoy working in teams and across departments with a proficiency to follow-up and follow-through.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business or related field of study and 6-8 years of directly related experience in investments or 12-14 years equivalent combination of education and experience.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!

If you are interested in a career with BOK Financial text “BOKF” to 25000 to engage with Olivia our virtual recruiting assistant.

BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.

Please contact [email protected] with any questions.