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IW Business Development Officer II

Dallas, TX, US

Req ID: 56621 

Areas of Interest: Business Development 

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.                  .

The Institutional Wealth Business Development Officer II is primarily responsible for new business development, through referrals or direct contact, of employee benefit plans, investment management, and custodial relationships.

  1. Meet personal sales goals and assist in meeting department's revenue goals through developing new prospects, preparing and presenting proposals, and closing sales.
  2. Interact with BOK commercial officers including making joint calls, for purpose of generating referrals; follow-up on referrals received.
  3. Develop working knowledge of Private Financial Services and Commercial Bank products and services for purpose of identifying cross-sell opportunities; refer such opportunities to appropriate officer/department.
  4. Develop relationships with other industry service providers in different disciplines, including attorneys, accountants, and consultants, for the purpose of generating new business leads and referrals; follow-up on referrals received.
  5. Assist in product development, working with IW Sales & Marketing Committee.
  6. Assist administrators with transition of new qualified plan clients, including planning and conducting employee enrollment meetings for 401(k) plans and co-coordinating the activities of various departments during plan installation/conversion.
  7. Maintain active involvement in local and regional industry groups for the purpose of following trends and monitoring BOk's competitiveness in terms of capabilities and pricing, as well as keeping abreast of regulatory changes in employee benefit industry.

  • Sales aptitude/self-motivated/goal oriented
  • Ability to work effectively as part of a team in solving a client's needs and problems
  • Ability to make effective pricing decisions in order to meet department revenue and profitability goals
  • Excellent knowledge of general marketing principals
  • Strong background in investments, products and services, specifically for use in qualified plans
  • Excellent communication skills and ability to prepare and deliver persuasive oral and written reports and presentations
  • Proficient PC skills including word processing and spreadsheet applications
This level of knowledge is normally acquired through completion of a Bachelors Degree and 5-7 years experience with a trust department/company in administering and/or selling employee benefit plan services or equivalent work related experience of 11-13 years.

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!
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 recruiting_coordinators@bokf.com with any questions. 


Investing in our talent and building a great workplace is a top priority for us.

  • Empowered employees
  • Award-winning culture
  • Community commitment


BOK Financial is an award-winning $46 billion regional financial services company and one of the top 30 banks in the U.S, based in Tulsa, Oklahoma.

We seek to continually foster and support the principles and values of our company by promoting an environment that is inclusive of the diverse values, opinions, experience, culture and needs of our employees, clients and communities.


  • 5,100 employees
  • 28 years of financial profitability
  • $79+ billion assets under management and administration
  • $5.8 million in charitable contributions in 2019 and $86 million since the start of the BOKF Foundation in 1998