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Wealth Management Communication & Education Specialist

Tulsa, OK, US

Req ID: 50399 

Areas of Interest: Corporate Communications; Training & Development 

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 Wealth Management Communication & Education Specialist is primarily responsible for the planning of employee communications and educational training activities for the Wealth Management division under the strategic direction of the Wealth Management leadership team. This includes the development of communication messages that will be used for internal audiences that align with, support and enhance the goals and objectives of the Wealth Management division. In addition, the Wealth Management Communication & Education Specialist will develop and maintain employee education and training material. Monitors and maintains all training records for audit purposes and report generation for management


  1. Support in the development and implementation of an internal communications strategy. Under the direction of management, this position will work closely with division and line of business leaders to implement overall communications strategy for the division including research and content development. Attend regular division meetings, as needed, participate in division training and other strategies to better understand division objectives and develop communication support strategies. Promote the division’s objectives, change initiatives, process updates, and other relevant messages to employees throughout the footprint
  2. Assist in the management, distribution and design of division-wide communications, including developing an internal communications site. Create strategic messaging and utilize a variety of tools to communicate Wealth-specific information to management and staff across the footprint. Research best-practices, create content, distribute content, and evaluate/measure results of the communications shared. Develop and foster relationships with division stakeholders, including senior management, corporate communications, internal experts, and business partners
  3. Contribute to the development and implement wealth-specific employee education programs to promote deeper knowledge of wealth management lines of business. Organize and manage routine cross-wealth learning sessions by market including creation and distribution of job aides, user guides, reference tools, webinar content, etc. Partner with EES to maintain and deliver employee onboarding and training plans within the internal Learning Management System. Partner with EES to develop and deliver learning content across multiple lines of business and in multiple formats
  4. Develop and maintain reporting for all communication and training initiatives.  Evaluate and report on communication effectiveness to ensure programs meet both business and strategic objectives. Monitor outcomes and provide effective reporting to wealth leaders.


  • Excellent writing skills, with demonstrated ability to research stories, develop narrative, and produce finished product
  • Experience with communication measurement and data organization.
  • Knowledge of AP-style copywriting and editing
  • Strong ability to communicate complicated concepts and technical data in simple terms
  • Strong organization and planning skills
  • Strong knowledge of Communications, Journalism and Public Relations.
  • Strong consulting skills and comfort providing communication strategy expertise
  • Familiarity with supporting software applications (Photoshop, InDesign, FrontPage)

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Public Relations, Marketing, or Communications emphasis and 3+ years previous experience public relations, marketing or communications and community relations; or 7+ years of equivalent education/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 with any questions. 


Investing in our talent and building a great workplace is a top priority at BOK Financial.

  • Empowered employees
  • Award-winning culture
  • Community commitment


BOK Financial is a regional banking powerhouse and one of the top 25 banks in the U.S. We are based in Tulsa, Oklahoma, and diversified in a variety of industries, businesses, and geographies throughout the U.S.


  • 4,900 employees
  • 27 Years of financial profitability
  • $30+ billion in assets
  • $5.2 million in charitable contributions in 2017

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma

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