IW Senior Account Manager

BOK Financial; Tulsa (OK); On-site; USD 85,000 - 125,000; Full time

Job summary

BOK Financial is seeking an Institutional Wealth - Senior Account Manager to administer and oversee services for large client accounts within Institutional Wealth.

You will interact with plan participants, attorneys, investment managers, accountants, auditors and consultants, resolving complex issues and ensuring high-quality client service while coordinating with Institutional Client Advisors and Trust Operations.

Qualifications

• Bachelor's degree required; 5-7 or 9-11 years of related experience in Retirement or Institutional Trust Services, trust, legal or investment environment.

Responsibilities

• Effectively manage and administer assigned Institutional Wealth client accounts, analyzing, evaluating, recommending, and implementing solutions for complex issues.
• Interact with plan participants, auditors, attorneys, investment managers, and accountants regarding problem resolution and account maintenance.
• Oversee all client services, including calling client contacts to ensure retention, anticipate service needs, and communicate enhancements.
• Plan and implement the transition of new Institutional Wealth clients.
• Assist with analysis and preparation for client investment review meetings, compiling analytical and report information.
• Research and resolve brokerage issues or disputes for retirement plan accounts or investment management issues for institutional accounts.

Education

Bachelor's Degree

Job description

Req ID: 78434

Location: Tulsa -TUL

Areas of Interest: Institutional/401(K) Services

Pay Transparency Salary Range: Not Available

Application Deadline: 09/18/2026

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

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 Institutional Wealth - Senior Account Manageris primarily responsible for administering, managing and overseeing the services delivered to Institutional Wealth Clients This includes interaction with large clients, plan participants, attorneys, investment managers, accountants, auditors, and consultants as well as Bank Administrative and Trust Operations personnel relating to those issues. The Client Account Manager analyzes, develops and implements solutions for extremely complex account and departmental problems and issues. Generally incumbent works independently, with direction from Institutional Client Advisor.

Team Culture

We achieve more together by being involved, committed, and collaborative. We respect, honor and praise one another for a job well done. We celebrate each other's wins, big and small.

How You'll Spend Your Time

• You will effectively manage and administer assigned Institutional Wealth client accounts, which includes analyzing, evaluating, recommending, and implementing solutions for various complex client-related issues and problems that arise.
• You will interact with plan participants, auditors, attorneys, investment managers, and accountants regarding problem resolution and account maintenance.
• You will oversee all client services, including calling client contacts to ensure retention, anticipating service needs, communicating enhancements, and resolving any questions or issues presented.
• You will plan and implement the transition of new Institutional Wealth clients.
• You will assist with analysis and preparation for client investment review meetings, including compiling analytical and report information.
• You will research and resolve any self-directed brokerage issues, problems, or disputes for retirement plan accounts or investment management issues for institutional accounts.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree and 5-7 years related experience or 9-11 years related work experience in Retirement or Institutional Trust Services, trust, legal or investment environment.

Working Conditions & Physical Requirements

Office

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.