Specialty Asset Manager III

Req ID: 78816Location: Houston -HOUSAreas of Interest: Wealth ManagementPay Transparency Salary Range: Not availableApplication Deadline: 11/20/2026BOK 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 TypeBOKF Performance Plan (D02)SummaryWe'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 DescriptionThe Specialty Asset Manager III manages and maintains, under limited direction, an advanced and complex portfolio within a given segment of non-financial assets, i.e. life insurance, minerals, notes and mortgages, real estate, and closely-held businesses. 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. Has either direct supervisory reporting responsibility of at least one Specialty Asset Manager I or higher -or- is responsible for multiple complex and time-consuming long and short-term projects in support of the Managing Director or the Department. Team CultureWe’ve created a fun, safe space for our team to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. There is genuine care and concern for a job well done, and we lift one another to become even better. If we can help each other achieve more, then it helps us all. Recognition, integrity, and the desire to help others are our winning combination. How You'll Spend Your TimeYou will work in a versitile environment helping with maintenance of a portfolio of non-financial assetsYou will provide administrative assistance You will sort through data and work in excel and microsoft on a daily basisYou will work to review accounts and ensure compiance and regulations are in placeEducation & Experience RequirementsThis level of knowledge is normally acquired through completion of a Bachelor’s Degree and 9-11 years related experience or 13+ or more years equivalent work experience.Expert knowledge of fiduciary practices, responsibilities and proceduresExpert knowledge of contracts, leases, and title documentsThorough knowledge of asset management functions pertaining to a specific segment of specialty assets, i.e. petroleum land management functions, real estate management functions, operating a closely-held business, servicing notes and mortgages.Thorough knowledge of Laws that apply to a specific segment of specialty assets, i.e. oil and gas law, real estate law, consumer lending, life insurance regulations, or business law.Working knowledge of Trust LawThorough negotiation skillsProficient PC skills including word processing and spreadsheet applicationsThorough communication skills and ability to prepare and deliver persuasive oral and written reports and presentationsWorking Conditions & Physical RequirementsOffice - 20 lbsBOK 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!
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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 with any questions.