Associate Private Wealth Strategist

BOK Financial; Oklahoma City (OK); On-site; USD 90,000 - 100,000; Full time

Job summary

BOK Financial is seeking a Private Wealth Strategist in multiple locations including OKC to support revenue growth through prospect analysis and high‑quality materials. You will blend investment acumen with marketing to serve the firm’s largest relationships.

The role requires a finance or economics degree with 2–4 years in investment analysis or wealth management; CFA progression is preferred. You will collaborate across teams to craft client‑facing materials and maintain compliance and

Qualifications

• Bachelor’s degree in finance or economics.
• Experience in investment analysis, wealth management or related field.
• Strong analytical and communication skills; ability to translate investments for clients.
• Experience with investment portfolio research tools (Morningstar, Bloomberg) and AI tools.

Responsibilities

• Standardize and update marketing templates for BOKFPW in collaboration with front-line teams, Marketing, and Compliance.
• Support development of client materials, including retirement planning content, dashboards, and quarterly updates.
• Work with advisors to understand client needs, analyze documents, and tailor portfolio recommendations and pitch decks.
• Conduct technical research to support potential portfolio positioning changes requested by front-line teams.
• Ensure alternative investments are integrated into holistic portfolio recommendations and presentations.
• Participate in prospect meetings to support client discussions.
• Facilitate client onboarding by coordinating with investment managers to implement presented portfolios.

Skills

Investment analysis

Wealth management

Client-focused storytelling

Portfolio construction

Education

Bachelor’s degree in finance or economics

Tools

Morningstar

Bloomberg

AI tools

Job description

Req ID: 78655

Location: Tulsa -TUL, Austin -AUS, Dallas -DAL, Denver -DEN, Houston -HOUS, Oklahoma City -OKC, Plano -PLAN, Richardson -RCHRD, San Antonio -SANAN, Scottsdale -SCOTT, Woodlands -WDLND

Areas of Interest: Investment Management; Wealth Management

Pay Transparency Salary Range: 90,000-100,000

Application Deadline: 10/23/2026

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

BOKF Performance Plan (D02)

Summary

Our private wealth teams are passionately dedicated to the communities we serve, forging meaningful relationships built on trust. Our seasoned professionals excel at understanding clients’ needs and crafting bespoke solutions through a comprehensive, client‑centric approach. We provide a wide range of investment, deposit, lending, and trust solutions designed to help clients grow, preserve, and seamlessly transition their wealth.

Job Description

The Private Wealth Strategist plays a key role in driving revenue growth by assisting in all prospect analysis and proposal support for BOK Financial Private Wealth (BOKFPW). This role combines deep investment acumen with marketing and storytelling capabilities to deliver consistent, high‑quality, and compliant prospect materials across the platform, focusing on BOKFPW’s largest and most complex relationships.

Team Culture

Our team emphasizes trust, integrity, and personalized service, focusing on long‑term client relationships and tailored financial solutions. We foster a collaborative environment where team members work closely to understand and meet clients' unique financial goals, ensuring discretion and confidentiality. Continuous learning, professional development, and ethical practices drive us to deliver exceptional value and expertise.

How You'll Spend Your Time

• You will standardize and update BOKFPW marketing templates to improve quality and consistency in partnership with front‑line teams, Marketing, and Compliance.
• You will support the development of topical and client‑touchpoint materials, including retirement planning content, dashboards, and quarterly client updates.
• You will work closely with advisors and investment managers to understand client needs, analyze documents, and customize portfolio recommendations and pitch decks.
• You will conduct technical research to support potential portfolio positioning changes requested by the front lines.
• You will ensure alternative investments are thoughtfully incorporated into holistic portfolio recommendations and presentations.
• You will participate in prospect meetings as requested to support client discussions.
• You will facilitate client onboarding by partnering with investment managers to implement presented portfolios.

Education & Experience Requirements

Bachelor’s degree in finance or economics with 2-4 years of experience in investment analysis, wealth management or a related field; CFA or progress toward CFA designation preferred.

• Experience with all types of investment products, portfolio construction, and investment analysis.
• Strong analytical and communication skills, with the ability to translate complex investment concepts into client-friendly language.
• Demonstrated attention to detail and organizational skills, with the ability to manage a high volume of proposal requests and complete assignments with limited direction.
• Strong visual and storytelling abilities, with experience crafting compelling prospect‑and client‑facing materials.
• Experience with investment portfolio research tools (e.g. Morningstar, Bloomberg) and familiarity with or willingness to leverage AI tools to improve efficiency and scalability.
• Ability to collaborate effectively across the organization to achieve individual and company-wide goals.

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.

Please contact [e-mail] with any questions.