Specialty Asset Manager II
The Specialty Asset Manager II manages and maintains, under limited direction, an advanced & complex portfolio within the Private Wealth Division of non-financial assets, including tangible assets and collectibles, i.e., life insurance, and closely-held business interests. Works independently or partners with Account Officers, Portfolio Managers, and external professionals to provide comprehensive solutions to complex customer needs throughout the United States. This position may manage accounts and properties for any of BOKF's bank and trust affiliates.
A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.
You will work with tangible personal property, life insurance and closely held business interests.
You will review financial performance, governing documents and ensure accuracy.
You will work closely with Trust Officers, vendors and subject matter experts to review, value and gather data.
You will be responsible for providing expertise in new and existing business related to specialty assets.
You will have knowledge and provide guidance on fiduciary practices and responsibilities.
You will perform some administrative duties for Irrevocable Life Insurance Trusts.
This level of knowledge is normally acquired through completion of a Bachelor's Degree and 6 - 8 years of related experience or 10 11 years equivalent work experience.
Office
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.
Asset Manager • Tulsa, OK, US