Private Wealth Strategy Associate

BOK Financial Corporation; Tulsa (OK); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Performance bonus plan (D02)

Job summary

BOK Financial Corporation is seeking an Associate Private Wealth Strategist in Tulsa with 2–4 years of investment analysis experience to support prospect analysis and proposal development for Private Wealth.

You will craft client-ready materials, analyze portfolios, and help position investments across a broad range of client needs, working alongside investment managers and advisors. This role emphasizes storytelling, compliance, and precise communication.

Qualifications

• Bachelor’s degree in finance or economics with 2–4 years of experience in investment analysis, wealth management or related field.
• CFA or progress toward CFA designation preferred.
• Experience with all types of investment products, portfolio construction, and investment analysis.

Responsibilities

• Standardize and update marketing templates in partnership with front-line teams, Marketing, and Compliance.
• Develop topical and client-touchpoint materials, including retirement planning content and dashboards.
• Analyze documents with advisors to customize portfolio recommendations and pitch decks.
• Conduct technical research to support potential portfolio positioning changes requested by front lines.
• Ensure alternative investments are integrated into holistic portfolio recommendations and presentations.
• Participate in prospect meetings to support client discussions and onboarding portfolios.

Skills

Investment analysis

Analytical skills

Communication skills

Storytelling abilities

Portfolio research tools

Collaboration across organization

Education

Bachelor’s degree in finance or economics

CFA or progress toward CFA designation

Tools

Morningstar

Bloomberg

Job description

BOK Financial Corporation is seeking an Associate Private Wealth Strategist in Tulsa with 2–4 years of investment analysis experience to support prospect analysis and proposal development for Private Wealth.

You will craft client-ready materials, analyze portfolios, and help position investments across a broad range of client needs, working alongside investment managers and advisors. This role emphasizes storytelling, compliance, and precise communication.