Wealth Associate Product Manager

Bonus Type

Summary

BOK Financial Wealth Management distinguishes itself by providing advanced products comparable to major banks and nurturing enduring relationships with institutional and personal clients. The role in focus acts as a bridge between internal and external business partners, contributing significantly to the strategy and roadmap for wealth products, and assists in managing projects that boost revenue and broaden customer relationships. The bank's dedication to adding value for clients, investors, employees, and communities is evident in its diverse, personalized, responsive fee-based services, and innovative, value-added products and services.

Job Description

The Wealth Associate Product Manager will be responsible for acting as a liaison between internal and external business partners. This role will be a key contributor to the overall strategy and roadmap for wealth products and will be responsible for assisting in the management of projects that increase revenue and expand customer relationships.

Team Culture

Our team collaborates across various sectors of Wealth Management, building relationships based on integrity. We embody the company’s values in all our actions, celebrating each other’s achievements and maintaining transparency. Our commitment to collaboration underpins our motto: We Achieve More Together.

How You'll Spend Your Time

• You will collaborate with design teams, IT, and management to enhance wealth roadmaps and participate in Agile scrum to ensure accurate implementation of wealth products.
• You will collaborate with the wealth product team to enhance the wealth roadmap, leveraging industry research and consumer insights.
• You will analyze behavior and adoption rates for wealth apps to innovate and develop new methods.
• You will discuss with clients issues and improvements on the wealth platforms.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a bachelor’s degree in a business-related field and 1-3 years’ experience in product management or 5-7 years’ equivalent work experience. 

• Thorough knowledge of marketing principals including product management, development, and positioning
• The ability to manage and prioritize multiple competing priorities to ultimately drive products to a successful completion
• The ability to manage and communicate with outside vendors and strategic partners
• Experience providing analytical reports and project updates directly to executive leadership teams
• Thorough knowledge of wealth management products and services
• Experience with Agile software development processes
• Experience implementing or supporting industry leading financial data aggregation tools, such as Black Diamond, Quovo, or Wealth Access
• Excellent interpersonal skills including oral and written communication skills