Specialty Asset Manager II

Bonus Type

Summary

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.

Job Description

The Specialty Asset Manager II manages and maintains, under limited direction, an advanced & complex portfolio within the Private Wealth Division of non-financial assets, including tangible assets and collectibles, i.e., life insurance, and closely-held business interests. Works independently or partners with Account Officers, Portfolio Managers, and external professionals to provide comprehensive solutions to complex customer needs throughout the United States.  This position may manage accounts and properties for any of BOKF’s bank and trust affiliates. 

Team Culture

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

How You'll Spend Your Time

• You will work with tangible personal property, life insurance and closely held business interests. 
• You will review financial performance, governing documents and ensure accuracy
• You will work closely with Trust Officers, vendors and subject matter experts to review, value and gather data
• You will be responsible for providing expertise in new and existing business related to specialty assets
• You will have knowledge and provide guidance on fiduciary practices and responsibilities
• You will perform some administrative duties for Irrevocable Life Insurance Trusts.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 6 - 8 years of related experience or 10 –11 years equivalent work experience.

Working Conditions & Physical Requirements