Wealth Product Manager

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 set 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 Wealth Product Manager will contribute to the development of new conceptual products from initial requirements gathering through to completion, serving as a key liaison between internal and external business partners. This role will act as a change agent and advocate for value-added functions, leveraging technology solutions and business processes to enhance wealth product adoption, client experience, and operational efficiencies. Responsibilities include developing opportunity assessments and ROI analysis, contributing to the overall strategy and roadmap for wealth products, and managing projects aimed at increasing revenue and expanding customer relationships.

Team Culture

Our team collaborates effectively to meet client objectives. We value diverse perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive, high-performing team that consistently delivers outstanding results for our clients.

How You'll Spend Your Time

• You will collaborate with UX/UI design teams, IT, and management to create user-friendly tools and applications for BOKF clients and employees.
• You will provide on-demand reporting and project updates to wealth management executives.
• You will participate in the Agile Scrum process to ensure wealth products meet and exceed industry standards.
• You will work with the wealth product team to develop and execute the wealth roadmap based on industry research and consumer insights.
• You will maintain complex vendor relationships to ensure products and technology solutions meet the needs of wealth clients and employees.
• You will analyze consumer and employee behavior to develop new methodologies and drive product innovation.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s degree in a business related field and 5-7 years’ experience in product management or 8-10 years’ equivalent work experience. 

Skills:

• 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

Working Conditions & Physical Requirements