IW Senior Marketing & Proposal Specialist

Bonus Type

Summary

For more than a century, BOK Financial Wealth Management has grown alongside its clients, establishing itself as a leader in the financial world with cutting-edge products that rival the biggest banks. Their dedication to building lasting relationships with both institutional and personal clients sets them apart. Committed to creating value, they offer diverse, personalized, and responsive services, along with innovative and value-added offerings, delivering excellence and fostering growth for investors, employees, and the community.

Job Description

The IW Senior Marketing and Proposal Specialist assists in the development of new business by developing and preparing sales materials and preparing responses to formal requests for proposals.  The IW Senior Sales Specialist also assists directly in the sales effort by identifying, researching, and profiling prospects; working with sales officer to develop sales strategies; provides sales tracking; prepares sales materials for sales calls and presentations; prepares competitive analysis for sales officers and clients.

Team Culture

Every day, our team members push the boundaries of what’s possible, striving for excellence with our teams, clients, and business. As a financial institution that breaks the mold, we focus on building relationships through expertise and sound advice, rather than merely promoting products. Join us to build your career, fuel your curiosity, develop lasting relationships, and make a real impact. Even after more than a century, we’re more excited than ever about our future. 

How You'll Spend Your Time

• You will prepare sales materials, including RFP responses, presentations, pitchbooks, and profitability analyses.
• You will act as the subject matter expert for assigned product lines, answering RFP questions and updating the RFP database.
• You will assist sales officers with sales calls, including preparing materials, creating presentations, documenting calls, and following up.
• You will coordinate mail campaigns and develop marketing materials, including direct mail pieces, newsletters, and convention exhibits.
• You will identify and profile prospects, gather information, rank them by potential, and help develop sales strategies with the Commercial Division.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a bachelor’s degree in marketing or business and 3-5 years in banking, investments, sales, or marketing or 9-11 years equivalent work related experience.

• Thorough knowledge of retirement plan products and services, investment products, and other products offered through other areas of the bank, including operational capabilities, and pricing

• Thorough knowledge of retirement plan regulations, service delivery requirements, recordkeeping systems, implementation requirements, and necessary agreements
• Thorough knowledge of mutual fund investments including expense ratios, investment styles, and presentation of performance history

• Excellent oral and written communication skills, including interpersonal skills
• Excellent PC skills including word processing, spreadsheet, and PowerPoint
• Ability to present information in a well-written and well-designed format
• Strong ability to conceive and develop promotional and marketing campaigns