Business Banking Strategy Manager

BOK Financial; Houston (TX); On-site; USD 130,000 - 180,000; Full time

Job summary

BOK Financial is seeking a Business Banking Strategy Manager to lead revenue-generating initiatives and drive strategic planning across the Business Banking segment. Collaborate with Sales, Operations, Product, and Risk to align priorities, govern programs, and deliver growth and improved client experience.

This role focuses on clients up to $10MM in annual revenue, with a strong emphasis on coordination, governance, and execution across enterprise-wide initiatives.

Qualifications

• Bachelor’s degree in Business, Finance or related field.
• 10+ years of banking, consulting, strategy, or operations experience.
• Master’s degree preferred.

Responsibilities

• Translate leadership priorities into actionable initiatives with measurable results.
• Lead governance routines and strategic planning activities.
• Manage strategic programs from planning through execution.
• Coordinate cross-functional teams to drive priorities.
• Analyze performance metrics, market trends, and growth opportunities.
• Deliver executive reporting, insights, and recommendations to leadership.
• Drive process improvements for efficiency and scalability.
• Develop change management and communication plans for adoption.

Skills

Strategic thinking

Project management

Data-driven decisions

Cross-functional collaboration

Executive communication

Results orientation

Education

Bachelor’s degree in Business/Finance

Master’s degree preferred

Job description

Req ID

78648

Location

Houston -HOUS, Albuquerque -ALBQ, Dallas -DAL, Denver -DEN, Fort Worth -FTWT, Kansas City -KSCY, Oklahoma City -OKC, Tulsa -TUL

Areas of Interest

Administrative; Branch Business Banking; Business Banking Credit; Business Banking Underwriting; Business Development; Business/Technical Analysis; Client Relationship Support; Data; Enterprise Data; Finance; Lending; Loan Operations; Marketing; Payments; Product Management; Project Management; Relationship Management; Sales; Small Business Development; Training & Development; Treasury Services

Pay Transparency Salary Range

$130,000-$180,000

Application Deadline

10/08/2026

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

Discretionary

Summary

BOK Financial is a leading financial services organization offering comprehensive banking, investment, and wealth management solutions across multiple markets. We focus on long-term performance, strong risk management, and delivering reliable financial expertise to the clients and communities we serve. Our regional strength and diversified business model allow us to grow strategically while maintaining stability and consistency. We remain committed to providing high-quality financial services that support the evolving needs of individuals, businesses, and institutions.

Job Description

The Business Banking Strategy Manager is responsible for leading critical revenue generating initiatives and driving strategic planning, governance, and execution across the Business Banking segment (clients with up to $10MM in annual revenue). This role serves as a project leader in enterprise-wide initiatives that intersect Business Banking partnering closely with Sales, Operations, Product, and Risk teams to ensure alignment of business priorities, disciplined execution of initiatives, and achievement of growth, efficiency, and client experience objectives. This individual will serve as a central coordinator of strategy, performance management, and project execution, ensuring initiatives are effectively prioritized, tracked, and delivered within the Sales Enablement, Business Services, and Risk groups.

Team Culture

At BOK Financial, your potential is our priority, with opportunities designed to help you grow. We create an environment where people are trusted, encouraged, and equipped to build meaningful, lasting careers. Our leaders invest in development, offering guidance, connection, and support every step of the way. Here, you’ll find a culture focused on what you can achieve—empowering you to grow with purpose and make an impact.

How You'll Spend Your Time

• You will translate leadership priorities into actionable initiatives with measurable results.
• You will lead governance routines, operating reviews, and strategic planning activities.
• You will manage strategic programs from planning through successful implementation.
• You will coordinate cross-functional teams to execute key business priorities.
• You will analyze performance metrics, market trends, and growth opportunities.
• You will deliver executive reporting, insights, and recommendations to leadership.
• You will drive process improvements that enhance efficiency, scalability, and client outcomes.
• You will develop change management and communication plans to support adoption.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s degree in Business, Finance or related field of study and a minimum of 10 years’ experience and/or 10+ years of experience in banking, consulting, strategy, or operations and/or or equivalent combination of education and experience. Master’s degree preferred.

• Strategic thinking and execution – Demonstrated strategic mindset with the ability to translate vision into actionable business outcomes.
• Strong project management discipline – Proven project management, prioritization, and organizational skills.
• Data-driven decision making – Demonstrated ability to leverage data and analytics to support business decisions and operational improvements.
• Cross-functional collaboration and influence – Proven ability to build relationships, influence stakeholders, and drive alignment across functions.
• Executive communication and influence – Excellent communication, presentation, and stakeholder management skills.
• Results orientation and accountability – Proven ability to drive results, manage competing priorities, and deliver on commitments

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.