Senior Equity Trader

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®. Bonus Type Discretionary Summary 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 The Senior Equity Trader is primarily responsible for determining the method of trade, the brokerage firm to use and obtaining the best price and execution for equity trades. Additionally, the role requires conducting some equity research coverage. 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 10+ years of experience in security trading. NASD Series 7, 65 licenses 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. 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! 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. Investing in our talent and building a great workplace is a top priority for us. In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline. Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits. About BOK Financial Corporation For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between. Facts Operations focused in an eight-state footprint 5,000 team members

• 49.7 billion in assets
• 114.6 billion in assets under management and administration
• 8 million donated to local nonprofits in 2024