Senior Investment Manager

BOK Financial Corporation; Oklahoma City (OK); On-site; USD 120,000 - 180,000; Full time

Job summary

BOK Financial Corporation's Wealth Management team in Oklahoma City seeks an Senior Investment Manager to oversee portfolios within approved guidelines and collaborate with Wealth Advisors and Trust Officers to align strategies with client objectives.

This role emphasizes client engagement, performance reporting, and cross-team collaboration within a disciplined, advisory-driven environment.

Qualifications

• Bachelor’s Degree in business or related field; 3–5 years in investments, or 6–8 years in investments, or equivalent experience.
• Experience in managing medium- to large-sized client accounts.
• Understanding of investment tax reporting, cost basis tracking and capital gains treatment.
• Knowledge of securities and investment products (stocks, bonds, mutual funds, SMA, international and alternative investments).

Responsibilities

• Manage investment portfolios to balance returns and risk per client objectives.
• Communicate portfolio performance, market activity, and economic trends to clients.
• Follow corporate risk and compliance standards in daily responsibilities.
• Present the firm’s investment approach and capabilities to internal/external audiences.
• Prepare and coordinate reports supporting data analysis and investment insights.
• Collaborate across teams to deliver high-quality service with senior guidance.

Skills

Client relationship management

Portfolio analysis

Risk assessment

Communication

Education

Bachelor’s Degree in business or related field

Job description

If you encounter any issues while trying to apply for a position, please email us [e-mail].

Senior Investment Manager

Location: Oklahoma City -OKC

Areas of Interest: Investment Management

Pay Transparency Salary Range: Not Available

Application Deadline: 10/01/2026

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

Our Wealth Management team at BOK Financial has been helping clients achieve their financial goals for more than a century. We provide comprehensive solutions for individuals and institutions worldwide, managing over $117 billion in assets with a disciplined, long-term approach. From traditional banking services to specialized offerings like institutional portfolio management and fiduciary tax services, we deliver personalized strategies backed by deep expertise. Guided by our core principles—knowledge-driven relationships, objective advice, and proactive communication—we are committed to excellence, growth, and investing in the communities we serve.

Job Description

The Senior Investment Manager manages investment portfolios within established corporate guidelines, utilizing an approved strategies list approved by the BOKF Investment Committee. Consults with Wealth Advisors and/or Trust Officers (if applicable) and client to develop investment strategies based on customer objectives.

Team Culture

Our team collaborates effectively to meet client objectives. We value everyone's perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive, high-performing team that consistently delivers outstanding results for our clients. Our environment is built to help people grow into their potential—at every stage of their career.

How You'll Spend Your Time

• You will manage investment portfolios to balance returns and risk while aligning with client objectives.
• You will communicate regularly with clients on portfolio performance, market activity, and economic trends.
• You will follow all corporate risk and compliance standards in daily responsibilities.
• You will present the firm’s investment approach and capabilities to internal and external audiences.
• You will prepare and coordinate reports that support data analysis and investment insights.
• You will collaborate across teams to deliver high-quality service with guidance from senior colleagues.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of Bachelor’s Degree in business or related field of study and 3-5 years of directly related experience in investments and/or 6-8 years of experience in investments or equivalent combination of education and experience.

• Experience in managing medium- to large-sized client accounts.
• Experience in BOKF approved strategies
• Understanding of investment tax reporting, including cost basis tracking and capital gains treatment
• Knowledge of various securities and investment related products and services (i.e. stocks, bonds, mutual funds, separately managed accounts, international and alternative investments).
• Knowledge of the different types of investment accounts (i.e. trust, retirement, agency, institutional, etc.) and levels of authority (i.e. directed, joint, discretionary, etc.) and the implications on trading activity
• Ability to communicate with Investment Advisor, Trust Advisor, Relationship Manager, and/or professional staff (legal and tax counsel) regarding financial plans, investment strategies and the related tax implications of our proposed solutions
• Excellent decision-making capabilities with the ability to independently manage and interpret data with a material downstream impact to clients and regulatory reporting
• Excellent decision making and problem-solving skills
• Excellent oral, written and communication skills, including interpersonal skills

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.

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Oklahoma City
Nearest Secondary Market: Oklahoma
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