Private Wealth Strategy Associate

BOK Financial Corporation

Oklahoma City (OK)

On-site

USD 110,000 - 170,000

Full time

2 days ago

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Job summary

BOK Financial Corporation is seeking an Associate Private Wealth Strategist to drive revenue growth by supporting prospect analysis and proposal development for BOK Financial Private Wealth. The role blends investment acumen with storytelling to produce high‑quality, compliant client materials for the platform’s largest relationships, in collaboration with investment managers and front‑line teams.

The role spans investment strategies, dashboards, and client updates, helping tailor portfolio

Qualifications

Bachelor’s degree in finance or economics; 2–4 years in investment analysis or wealth management.
CFA or progress toward CFA designation preferred.
Experience with investment products, portfolio construction, and investment analysis.
Strong analytical and communication skills; ability to translate complex concepts for clients.
Attention to detail and strong organizational skills with high-volume proposals.
Strong visual and storytelling abilities for client-facing materials.

Responsibilities

Standardize and update marketing templates in partnership with frontline teams, Marketing, and Compliance.
Develop topical and client-touchpoint materials, including retirement content and dashboards.
Collaborate with advisors and investment managers to analyze needs and tailor portfolio recommendations.
Conduct technical research to support potential portfolio positioning changes.
Incorporate alternative investments into holistic portfolio recommendations and presentations.
Participate in prospect meetings to support client discussions.
Facilitate client onboarding by working with investment managers to implement portfolios.