Financial Services Professional
6 days ago
About the Role:
The Investment Manager III is a key position within our organization, responsible for managing complex investment portfolios for fiduciary accounts and investment agency relationships. This role requires a high level of expertise in investment management, as well as strong communication and relationship-building skills.
Key Responsibilities:
- Develop and close new business opportunities through strategic partnerships and client relationships.
- Manage and analyze investment portfolios to ensure optimal performance and alignment with client goals.
- Provide exceptional client service, including regular communication and market updates.
- Collaborate with internal teams to identify and pursue new business opportunities.
- Stay up-to-date on industry trends and best practices in investment management.
Requirements:
This role requires a Bachelor's Degree in Business or a related field, as well as 6-8 years of directly related experience in investments. Alternatively, 12-14 years of equivalent combination of education and experience may be considered.
What We Offer:
BOK Financial Corporation is committed to providing a dynamic and supportive work environment, with opportunities for growth and development. As an Investment Manager III, you will have the chance to work with a talented team of professionals, and contribute to the success of our organization.
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