Financial Services Professional

6 days ago


Houston, Texas, United States BOK Financial Full time

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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