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Institutional Wealth Business Development Officer II

Dallas, TX, US

Req ID: 49215 

Areas of Interest: Institutional/401(K) Services 

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

  1. Meets personal sales goals and assists in meeting department's revenue goals through developing new prospects, preparing and presenting proposals, and closing sales.
  2. Interacts with BOK commercial officers including making joint calls, for purpose of generating referrals; follows-up on referrals received.
  3. Develops working knowledge of Private Financial Services and Commercial Bank products and services for the purpose of identifying cross-sell opportunities; refers such opportunities to appropriate officer/department.
  4. Develops relationships with other industry service providers in different disciplines, including attorneys, accountants, and consultants for the purpose of generating new business leads and referrals; follows-up on referrals received.
  5. Assists in product development, working with IW Sales & Marketing Committee.
  6. Assists administrators with transition of new qualified plan clients, including planning and conducting employee enrollment meetings for 401(k) plans and coordinating the activities of various departments during plan installation/conversion.
  7. Maintains 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
  • 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
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.

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 with any questions. 


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

  • Empowered employees
  • Award-winning culture
  • Community commitment


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.


  • 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: Banking, Bank, Finance

Apply now »