Institutional Fixed-Income Sales Officer

BOK Financial Corporation; San Antonio, Northern (TX, KY); Hybrid; USD 65,000 - 95,000; Full time

Job summary

BOK Financial Corporation is seeking an Investment Sales Officer I to serve institutional clients and address their fixed income needs. You will provide market insights and investment ideas while building relationships and ensuring compliance.

The role emphasizes collaboration with internal teams, a consultative approach, and ongoing market awareness of trends and regulations. A bachelor’s degree and securities licenses are required, with occasional travel.

Qualifications

• Bachelor’s degree plus 1–2 years in fixed income securities sales or 7–8 years equivalent experience.
• FINRA Series 52, Series 7 and Series 63 licenses required.
• Knowledge of fixed income capital markets, liquidity products, and client-facing technology.

Responsibilities

• Develop customer relationships and work to ensure appropriate investment strategies.
• Learn and understand products and prepare customer presentations of data and research.
• Work with Investment/Sales Officers to establish customer security.
• Attend sales meetings and continued education.

Skills

Fixed income knowledge

Client relationship management

Sales experience

Regulatory awareness

Education

Bachelor’s degree

Tools

Bloomberg

Electronic trading platforms

Microsoft Office

Job description

BOK Financial Corporation is seeking an Investment Sales Officer I to serve institutional clients and address their fixed income needs. You will provide market insights and investment ideas while building relationships and ensuring compliance.

The role emphasizes collaboration with internal teams, a consultative approach, and ongoing market awareness of trends and regulations. A bachelor’s degree and securities licenses are required, with occasional travel.