Private Wealth Associate

7 days ago

Oklahoma City, United States BOK Financial Full time

Req ID: 75721 

Location: Oklahoma City -OKC 

Areas of Interest: Wealth Management; Investment Management; Project Management 

Pay Transparency Salary Range: Not Available 

Application Deadline: 11/22/2024

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus TypeFormula BasedSummary

We're building a culture at BOK Financial where amazing people like you can bring their best, be their best and work for the best. You've come to the right place to grow your career.

Job Description

The Private Wealth Associate is an “apprentice” role within Private Wealth and can be located within any department (Private Banking, Personal Trust, Investment Management or Wealth Advisors). The role is designed to teach the specific policies and operating procedures within the department (banking, fiduciary administration, investment management, in addition to project management) to the incumbent.  This particular PW Associate is going to be assisting with project work associate with data within Private Wealth. They will be responsible for data mining, dashboard creation, analytical evaluation and more. 

Team Culture

Everyone on the team proudly leans in to mold talent and build an internal bench for the private wealth organization.  Team members are celebrated and recognized regularly, and the Private Wealth Associates have a forum to meet with those in other markets and share best practices. Learning from one another is central to your success.          

How You'll Spend Your Time
  • You’ll partner with Private Wealth Leadership to complete analysis, client assessments, client requests, and projects, as well as review and analyze complex client and sales information and provide recommendations.
  • You will be collecting and analyzing data for special projects throughout Private Wealth and creating dashboards within Power BI to understand and digest multiple data sets. 
  • You’ll complete advanced departmental projects for the Market Executive, Private Banking, Investment or Trust Managers which will require you to synthesize data and perform complex analysis.
  • You’ll develop both external and internal relationships, including specialty areas of the bank such as Tax, Real Estate Management, Mineral Management, Investment Management and Operations departments. 
Education & Experience Requirements

This level of knowledge is normally acquired through completion of Bachelor’s Degree in Business or related field of study or 3-4 years of experience in finance, accounting or investments or equivalent combination of education and experience.

  • Basic knowledge of various securities and investment-related products and services.
  • Advanced Excel, SQL and Power Bi experience needed. 
  • Basic knowledge of trust concepts and application to Personal Trust.
  • Basic understanding of lending practices and policies, loan documentation requirements and regulations.
  • Ability to assess specific customer needs, recommend and offer appropriate products and prepare client and new business presentation material
  • Proficient computer skills including word processing and strong working knowledge of spreadsheet and presentation software. 
  • Extremely strong oral and written communication skills, including interpersonal skills
Working Conditions & Physical RequirementsOffice

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career  
Apply today and take the first step towards your next career opportunity
 
The companies in BOK Financial Corporation Group are equal opportunity employers.  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, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 

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