Equity Trader

Job Details Req ID: 77761 Location: Tulsa -TUL Areas of Interest: Trading; Investment Management Pay Transparency Salary Range: Not Available Application Deadline: 06/30/2026 Company Overview 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. 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. Job Description Equity Trader is primarily responsible for determining the method of trade, selecting the brokerage firm, and obtaining the best price and execution for equity trades. The role also requires conducting some equity research coverage. Required Licenses: Series 65. Team Culture Our team is built on collaboration, integrity, and a shared commitment to client success. We foster an environment of continuous learning and proactive communication, empowering each member to contribute expertise and drive innovation. Together, we take pride in delivering exceptional results and making a meaningful impact for our clients and communities. How You'll Spend Your Time You will secure favorable terms for equity transactions by choosing the right brokers, timing, and trading systems. You will analyze market trends, news, and economic events to determine the best‑performing products and pricing. You will recommend and implement updates to internal policies, procedures, and programs to enhance trading efficiency and compliance. You will ensure all trading practices align with regulatory requirements and complete monthly compliance reviews and reports. You will oversee and execute lead equity, fixed income, and cash trades. You will research settlement issues and perform portfolio analysis to recommend new investments or potential sales within your assigned sector. Education & Experience Requirements This level of knowledge is normally acquired through completion of a bachelor's degree and 1‑3 years of experience in security trading. Series 65 license required. Advanced knowledge of equity securities, including mid and small‑cap stocks Advanced knowledge of the capital investment markets Excellent interpersonal and communication skills Excellent PC skills including word processing, database and spreadsheet applications Proficiency with computer‑based trading systems, especially Longview Advanced developmental and analytical skills Excellent people and process management skills Excellent organizational skills with the ability to work under extreme pressures with strict time frames Demonstrate a willingness to engage daily with street equity research sales teams and effectively share relevant information with the Portfolio Managers. Equal Employment Opportunity Statement 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. #J-18808-Ljbffr