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Investment Strategist

Dallas, TX, US

Req ID: 49697 

Areas of Interest: Investment Management; Investment Sales; Portfolio Management; Private Wealth Advisor; Wealth Management 

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 Investment Strategist is responsible for financial asset management within Private Bank client accounts in conjunction with either local Client Advisors or Trust Officers.  Meets with existing and prospective clients to profile the client, assess financial service needs and propose solutions within the framework of the company’s asset allocation strategy, Provides advisory services for investment portfolios, recommending appropriate investment strategies to achieve risk-adjusted client objectives.  Provides performance reporting to client on periodic basis as established by clients.  Keeps current on economic and market trends, as well as compliance and regulatory issues.  

PRINCIPLE DUTIES AND RESPONSIBILITIES:

  1. Conducts client profiling process to determine client goals, needs and investment objectives.  Builds financial models and makes recommendations for portfolio construction within the corporate investment management strategy. 
  2. Designs and constructs client investment portfolios to maximize risk-adjusted returns, in accordance with the company’s defined asset allocation strategy; Utilizes the company’s approved investment list to execute investment strategy within client portfolios.  Reports account and/or relationship performance to client on a periodic basis, as established by the client.
  3. Is an active part of the relationship management process, partnering with Trust Officers and other Wealth Management Officers as necessary. Documents activity.
  4. Develops, maintains, and expands client relationships, most often in conjunction with other advisors or specialists within the firm. Teamwork across all lines of the organization is an essential element to this role.
  5. Performs annual investment reviews pursuant to 12 CFR 9.6(c) (Reg 9 reviews) to ensure account assets are appropriate for and in compliance with stated account objectives.  Documents exceptions.
  6. Keeps current on market events and the BOK Financial investment strategies, opinions, and product set.

 

 


KNOWLEDGE, SKILLS and ABILITIES:

 

  • Thorough knowledge of investment-related products and services
  • Thorough knowledge of tax, estate and financial planning principles and concepts
  • Excellent communication skills and ability to prepare and deliver persuasive oral presentations and written reports.
  • Ability to assess specific customer needs, recommend appropriate investment strategies, offer products to meet those needs, and compel customer to act upon those recommendations
  • Proficient  PC skills including word processing and spreadsheet applications
  • Sales aptitude/self-motivated/goal oriented

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business and 6-8 years experience in the securities industry or equivalent work experience of 14-16 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.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial 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 and its Subsidiaries will be considered the property of BOK Financial. BOK Financial 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 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 and its Subsidiaries only forms 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 and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact recruiting_coordinators@bokf.com with any questions. 

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TOP 3 REASONS TO APPLY


Investing in our talent and building a great workplace is a top priority at BOK Financial.


  • Empowered employees
  • Award-winning culture
  • Community commitment



ABOUT BOK FINANCIAL


BOK Financial is a regional banking powerhouse and one of the top 25 banks in the U.S. We are based in Tulsa, Oklahoma, and diversified in a variety of industries, businesses, and geographies throughout the U.S.

FACTS:

  • 4,900 employees
  • 27 Years of financial profitability
  • $30+ billion in assets
  • $5.2 million in charitable contributions in 2017



Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

Job Segment: Strategist, Bank, Banking, Investment, Relationship Manager, Strategy, Finance, Customer Service

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