Private Wealth Strategist – Proposals & Client Growth

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

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