IW Senior Sales Specialist

Date: Mar 5, 2018

Location: Tulsa, OK, US

Req ID: 45783 

Areas of Interest: Admin Support; Institutional/401(K) Services; Investments; Marketing; Other; Project Management; Sales; 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 Institutional Wealth Senior Sales Specialist assists in the development of new business by developing and preparing sales materials, analyzing profitability and current market pricing to prepare fee recommendation, analyzing, researching and preparing investment proposals. Prepares responses to the more complex 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.

  1. Prepares sales materials, which includes researching, developing, writing, editing, and completing responses to Formal Requests for proposals, Finals Presentation materials, and standard Sales Pitchbooks, including pricing pro-formas, customer/product profitability analysis, and responding to questionnaires regarding product functionality.
  2. Utilizes qualitative mutual fund data to analyze, research, and prepare investment proposals that provide the optimum balance of investment performance, expense and revenue. Analyzes profitability and current market pricing to prepare fee recommendation, balancing profitability goals with competitive pricing levels. Develops fee schedule recommendation and pro-forma fee presentation.
  3. Coordinates mail campaigns to selected prospects, which includes development of mail pieces and maintenance of mail lists; designs and develops marketing materials; works with Product Manager to develop direct mail pieces, direct mail letters, newsletters, posters for exhibit booth, etc.; coordinates exhibits at convention, including registration, travel plans, and coordinating shipping of booth and materials.
  4. Identifies, researches, and profiles prospects; assumes responsibility for utilizing various resources, both internal and external, to identify potential prospects, obtain pertinent information, and rank the prospects based on potential for success and estimated profitability; works with commercial loan officers and Treasury Services officers to complete profiles and assists sales officer in developing sales strategies, which includes a plan for future marketing and calling efforts by all resources of the bank.

  • 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
  • Ability to present information in a well-written and well-designed format
  • Strong ability to conceive and develop promotional and marketing campaigns
  • Two years’ experience as a BOKF Sales Specialist, or equivalent position
This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Marketing or Business and 1-4 years in banking, investments, sales, or marketing or 9-11 years equivalent work related experience.

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. 

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma

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