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Institutional Wealth Business Development Officer II

Dallas, TX, US, 75001 Plano, TX, US, 75023 Irving, TX, US, 75014 Frisco, CO, US, 80443 Fort Worth, TX, US, 76006 Richardson, TX, US, 75080

Req ID: 72723 

Location: Dallas -DAL, Fort Worth -FTWT, Frisco -FRIS, Irving -IRV, Plano -PLAN, Richardson -RCHRD 

Areas of Interest: Business Development; Relationship Management; Sales; Trust; Wealth Management 

Pay Transparency 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


We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career. 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.

Job Description

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.

Team Culture

We celebrate each other’s wins, big and small. We respect, honor and praise one another for a job well done. We are transparent. We are involved, committed, and collaborative. Simply put: We Achieve More Together.

How You'll Spend Your Time

  • You will meet personal sales goals and assist in meeting department's revenue goals through developing new prospects, preparing and presenting proposals, and closing sales. Interact with BOK commercial officers including making joint calls, for purpose of generating referrals; follow-up on referrals received.
  • You will 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.
  • You will 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.
  • You will assist in product development, working with IW Sales & Marketing Committee, 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.
  • You will 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.

Education & Experience Requirements

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.

  • 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

Advertising Source

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 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

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.


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


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

Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

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

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