Specialty Asset Manager II

BOK Financial Corporation; Tulsa (OK); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Performance bonus

Job summary

BOK Financial Corporation in Tulsa, Oklahoma is seeking a Specialty Asset Manager II to manage and maintain an advanced portfolio of non-financial assets, including life insurance, minerals, notes, mortgages, and real estate. You will work independently or with Account Officers and Portfolio Managers to deliver solutions nationwide.

The role requires a Bachelor's Degree and 6–8 years of related experience (or 10–11 years equivalent).

Qualifications

• Bachelor’s Degree and 6–8 years of related experience or 10–11 years equivalent work experience.

Responsibilities

• Work with tangible personal property, life insurance and closely held business; understand contracts, leases, title instruments and other legal documents.
• Review financial performance and governing documents for accuracy.
• Collaborate with Trust Officers, vendors and subject matter experts to review, value and gather data.
• Provide expertise in new and existing business related to specialty assets.

Skills

Contracts & leases

Title instruments

Fiduciary practices

Financial analysis

Education

Bachelor’s Degree

Job description

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Specialty Asset Manager II

Location: Tulsa -TUL

Areas of Interest: Business/Technical Analysis; Legal; Oil & Gas/Mineral Management; Relationship Management; Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 08/31/2026

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

We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career.

Job Description

The Specialty Asset Manager II manages and maintains, under limited direction, an advanced & complex portfolio within a given segment of non-financial assets, i.e., life insurance, minerals, notes and mortgages, real estate, and closely-held businesses. Works independently or partners with Account Officers, Portfolio Managers, and external professionals to provide comprehensive solutions to complex customer needs throughout the United States. This position may manage accounts and properties for any of BOKF’s bank and trust affiliates.

Team Culture

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

How You'll Spend Your Time

• You will work with tangible personal property, life insurance and closely held business having knowledge of contracts, leases, title instruments, and other legal documents.
• You will review financial performance, governing documents and ensure accuracy
• You will work closely with Trust Officers, vendors and subject matter experts to review, value and gather data
• You will be responsible for providing expertise in new and existing business related to specialty assets
• You will have knowledge and provide guidance on fiduciary practices and responsibilities
• You will perform some administrative duties for Irrevocable Life Insurance Trusts.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 6 - 8 years of related experience or 10 –11years equivalent work experience.

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.

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: Tulsa
Nearest Secondary Market: Oklahoma
Job Segment: Bank, Banking, Relationship Manager, Manager, Finance, Customer Service, Management