Investment Sales Officer I

BOK Financial; San Antonio (TX); Presencial; USD 60.000 - 100.000; Jornada completa

Descripción de la vacante

BOK Financial is seeking an Investment Sales Officer I to engage institutional clients and present fixed income investment ideas. The role focuses on building client relationships, delivering market insights, and coordinating with internal teams to meet liquidity and risk objectives.

The position requires FINRA licenses (Series 52, 7, 63) and a background in fixed income markets. Travel to client sites is possible, with a strong emphasis on compliance and client service.

Formación

• Bachelor's degree plus 1-2 years in fixed income sales or 7-8 years equivalent work experience.
• FINRA licenses required: Series 52, Series 7 and Series 63.

Responsabilidades

• Develop and nurture customer relationships to align with investment strategies.
• Prepare customer presentations with data and research insights.
• Collaborate with Investment/Sales Officers to establish customer security.
• Attend sales meetings and pursue continued education.

Conocimientos

Client relationship management

Sales skills

Communication skills

Financial market understanding

Educación

Bachelor's degree

FINRA Series 52

FINRA Series 7

FINRA Series 63

Herramientas

Bloomberg

Microsoft Office

Electronic trading platforms

Descripción del empleo

Req ID:78350

Location:San Antonio -SANAN, Austin -AUS

Areas of Interest:Investment Sales; Trading; Wealth Management

Pay Transparency Salary Range:Not Available

Application Deadline:09/30/2026

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

Formula Based

Summary

If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you!

Job Description

The Investment Sales Officer I position is a client facing role with a focus on institutional client's investment needs and objectives. The sales position markets and sells fixed income securities to institutional clients such as corporations, banks, credit unions, money managers and other entities with liquidity or investable portfolios. The sales officer is expected to provide market insights and investment ideas, that meet client's liquidity, interest rate risk, and investment objectives. The sales role emphasizes building and maintaining strong internal partnerships and client relationships through a consultative, service-oriented approach. The sales officer maintains a strong understanding of market trends, as well as banking regulations, compliance standards, and risk management practices, ensuring all activities adhere to internal controls and supervisory requirements.

Team Culture

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.

How You'll Spend Your Time

• You will develop customer relationships and work together to ensure appropriate investment strategies
• You will work to learn and understand products and prepare customer presentations of your data and research
• You will work with Investment/Sales Officers to establish customer security
• You will attend sales meetings and continued education

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a bachelor's degree and 1-2 years' experience in fixed income securities sales or 7-8 years equivalent work experience; FINRA Series 52 (Municipal Securities Representative), Series 7 (General Securities) and Series 63 (Uniform Securities Agent) licenses required.

• Working knowledge of fixed income capital markets, securities and liquidity products, current client facing technologies and offered portfolio accounting and analytics services and possess the ability to qualify specific customer needs, implement strategies, and offer products to meet the client's investment objectives.
• Working knowledge of commercial bank products (balance sheet products) and services (treasury management)
• Basic knowledge of income tax and estate tax matters
• Basic knowledge of taxable and tax-exempt securities, money market funds and deposit products.
• Excellent PC skills including Bloomberg, electronic trading platforms, client-facing technologies and Microsoft Office applications
• Excellent customer relationship management and sales/service skills
• Excellent interpersonal, verbal, and written communication skills

Working Conditions & Physical Requirements

Office - Occasional Travel

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.