Senior Investment Manager

Our Wealth Management team at BOK Financial has been helping clients achieve their financial goals for more than a century. We provide comprehensive solutions for individuals and institutions worldwide, managing over $117 billion in assets with a disciplined, long-term approach. From traditional banking services to specialized offerings like institutional portfolio management and fiduciary tax services, we deliver personalized strategies backed by deep expertise. Guided by our core principles-knowledge-driven relationships, objective advice, and proactive communication-we are committed to excellence, growth, and investing in the communities we serve.

The Senior Investment Manager manages investment portfolios within established corporate guidelines, utilizing an approved strategies list approved by the BOKF Investment Committee. Consults with Wealth Advisors and/or Trust Officers (if applicable) and client to develop investment strategies based on customer objectives.

Our team collaborates effectively to meet client objectives. We value everyone's 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. Our environment is built to help people grow into their potential-at every stage of their career.

• You will manage investment portfolios to balance returns and risk while aligning with client objectives.
• You will communicate regularly with clients on portfolio performance, market activity, and economic trends.
• You will follow all corporate risk and compliance standards in daily responsibilities.
• You will present the firm's investment approach and capabilities to internal and external audiences.
• You will prepare and coordinate reports that support data analysis and investment insights.
• You will collaborate across teams to deliver high-quality service with guidance from senior colleagues.

This level of knowledge is normally acquired through completion of Bachelor's Degree in business or related field of study and 3-5 years of directly related experience in investments and/or 6-8 years of experience in investments or equivalent combination of education and experience.

• Experience in managing medium- to large-sized client accounts.
• Experience in BOKF approved strategies

• Understanding of investment tax reporting, including cost basis tracking and capital gains treatment
• Knowledge of various securities and investment related products and services (i.e. stocks, bonds, mutual funds, separately managed accounts, international and alternative investments).
• Knowledge of the different types of investment accounts (i.e. trust, retirement, agency, institutional, etc.) and levels of authority (i.e. directed, joint, discretionary, etc.) and the implications on trading activity
• Ability to communicate with Investment Advisor, Trust Advisor, Relationship Manager, and/or professional staff (legal and tax counsel) regarding financial plans, investment strategies and the related tax implications of our proposed solutions
• Excellent decision-making capabilities with the ability to independently manage and interpret data with a material downstream impact to clients and regulatory reporting

• Excellent decision making and problem-solving skills
• Excellent oral, written and communication skills, including interpersonal skills