Private Wealth Advisor

Summary For more than a century, BOK Financial Wealth Management has grown alongside its clients, establishing itself as a leader in the financial world with cutting‑edge products that rival the biggest banks. Their dedication to building lasting relationships with both institutional and personal clients sets them apart. Committed to creating value, they offer diverse, personalized, and responsive services, along with innovative and value‑added offerings, delivering excellence and fostering growth for investors, employees, and the community. Job Description 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 clients to develop investment strategies based on customer objectives. Team Culture Our team collaborates effectively to meet client objectives. We value diverse 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. How You’ll Spend Your Time Manage investment portfolios to optimize returns while maintaining acceptable risk levels and aligning with client objectives. Analyze asset allocation and portfolio performance to ensure compliance with investment guidelines. Communicate proactively with clients about market trends, account performance, and investment activity. Follow all corporate risk and compliance policies consistently. Prepare and present investment strategies and capabilities to both internal and external stakeholders. Build strong internal relationships and deliver high‑quality service with support from senior team members. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor’s Degree in business or a related field of study and 3‑5 years of directly related experience in investments and/or 6‑8 years of experience in investments or an 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. Benefits Benefits: BOK Financial Corporation Group offers industry‑leading benefits addressing your complete physical, financial, and emotional health. Click here to see our benefits. Base salary range explanation: The base salary range represents an average range for this position. Actual offers will be determined based on the candidate’s qualifications, skills, experience, and education. See job details for salary range and bonus type. Overland Park, KS, 66204 | Kansas City, MO, 66012 Nearest Major Market: Overland Park Nearest Secondary Market: Kansas City Job Segment: Bank, Relationship Manager, Manager, Banking, Investment, Finance, Customer Service, Management We are an equal opportunity employer. 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 BOK Financial Corporation