Share this Job
Apply now »


Institutional Wealth Business Development Officer I

Dallas, TX, US

Req ID: 67881 

Job Location: Sherry Lane and Fort Worth Dallas TX 

Areas of Interest: Business Development; Institutional/401(K) Services; Investment Management; Investment Sales; Marketing; Relationship Management; Sales; Trust; Wealth Management 

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

If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place.  We have an exciting opportunity awaiting someone like you! 

Job Description

This position is primarily responsible for new business development, through referrals or direct contact, of employee benefit plans, investment management, and custodial relationships.

Team Culture

We achieve more together by being involved, committed, and collaborative. We respect, honor and praise one another for a job well done. We celebrate each other's wins, big and small.

How You'll Spend Your Time

  • You will be responsible for bringing in new Institutional Wealth business to the bank.
  • You will follow up on referrals from internal partners: Commercial, Corporate Banking, Treasury, Private Wealth etc.
  • You will attend and host meetings with prospective clients on a monthly basis.
  • You will make outbound calls, attend networking/community events with the intention of generating new Institutional Wealth business

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelors Degree and 1-3 years experience with a trust department/company in administering and/or selling employee benefit plan services or equivalent work related experience of 7-9 years.

  • Sales aptitude/self-motivated/goal oriented
  • Ability to work effectively as part of a team in solving a client's needs and problems
  • Quote new business based on department guidelines.
  • Good knowledge of general marketing principals
  • Basic knowledge of investments and products and services specifically for use in qualified plans
  • Good communication skills and ability to prepare and deliver persuasive oral and written reports and presentations
  • Proficient PC skills including word processing and spreadsheet applications

Working Conditions & Physical Requirements

Office - Occasional Travel

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 recruiting_coordinators@bokf.com with any questions. 


TOP 3 REASONS TO APPLY


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


  • Empowered employees
  • Award-winning culture
  • Community commitment



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 offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.


ABOUT BOK FINANCIAL


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.

FACTS:

  • 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



Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

Job Segment: Bank, Banking, Relationship Manager, Finance, Customer Service

Apply now »