Senior Investment Manager

For more than a century, BOK Financial Wealth Management has grown alongside its clients, establishing itself as a leader in the financial world with cutting-edge products that rival the biggest banks. Their dedication to building lasting relationships with both institutional and personal clients sets them apart. Committed to creating value, they offer diverse, personalized, and responsive services, along with innovative and value-added offerings, delivering excellence and fostering growth for investors, employees, and the community.

The Senior Investment Manager manages 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.

Our 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.

• You will manage investment portfolios to optimize returns while maintaining acceptable risk levels and aligning with client objectives.
• You will analyze asset allocation and portfolio performance to ensure compliance with investment guidelines.
• You will communicate proactively with clients about market trends, account performance, and investment activity.
• You will follow all corporate risk and compliance policies consistently.
• You will prepare and present investment strategies and capabilities to both internal and external stakeholders.
• You will build strong internal relationships and deliver high-quality service with support from senior team members.

This level of knowledge is normally acquired through completion of 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