Specialty Asset Manager III

BOK Financial Corporation; Houston (TX); On-site; USD 100,000 - 140,000; Full time

Job summary

BOK Financial Corporation is seeking a Specialty Asset Manager III in Houston, TX. You will manage a complex portfolio of non-financial assets and work with account officers, managers, and external professionals across the United States.

The role requires extensive knowledge in fiduciary duties, asset management, and related laws, with strong negotiation and communication skills. This position reports to the Managing Director and participates in cross-functional projects within the bank and its

Qualifications

• Bachelor’s degree with substantial related experience or equivalent work history.
• Fiduciary practices, contracts, leases, and title document knowledge.
• Asset management knowledge for specialty assets.

Responsibilities

• Maintain a portfolio of non-financial assets across segments.
• Provide administrative support and data handling daily (Excel/MS Office).
• Review accounts for compliance with applicable regulations.
• Collaborate with officers and external professionals on complex needs.

Skills

Fiduciary practices

Contracts & leases

Asset management

Oil & gas law

Real estate law

Consumer lending

Life insurance regs

Business law

Trust Law

Negotiation

PC skills

Communication skills

Education

Bachelor’s Degree and 9-11 years related experience or 13+ years equivalent work experience

Job description

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Specialty Asset Manager III

Houston, TX, US, 77001

Location: Houston -HOUS

Areas of Interest: Wealth Management

Pay Transparency Salary Range: Not available

Application Deadline: 11/20/2026

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 III manages and maintains, under limited direction, an advanced and 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. Has either direct supervisory reporting responsibility of at least one Specialty Asset Manager I or higher -or- is responsible for multiple complex and time-consuming long and short-term projects in support of the Managing Director or the Department.

Team Culture

We’ve created a fun, safe space for our team to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. There is genuine care and concern for a job well done, and we lift one another to become even better. If we can help each other achieve more, then it helps us all. Recognition, integrity, and the desire to help others are our winning combination.

How You'll Spend Your Time

• You will work in a versitile environment helping with maintenance of a portfolio of non-financial assets
• You will provide administrative assistance
• You will sort through data and work in excel and microsoft on a daily basis
• You will work to review accounts and ensure compiance and regulations are in place

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 9-11 years related experience or 13+ or more years equivalent work experience.

• Expert knowledge of fiduciary practices, responsibilities and procedures
• Expert knowledge of contracts, leases, and title documents
• Thorough knowledge of asset management functions pertaining to a specific segment of specialty assets, i.e. petroleum land management functions, real estate management functions, operating a closely-held business, servicing notes and mortgages.
• Thorough knowledge of Laws that apply to a specific segment of specialty assets, i.e. oil and gas law, real estate law, consumer lending, life insurance regulations, or business law.
• Working knowledge of Trust Law
• Thorough negotiation skills
• Proficient PC skills including word processing and spreadsheet applications
• Thorough communication skills and ability to prepare and deliver persuasive oral and written reports and presentations

Working Conditions & Physical Requirements

Office - 20 lbs

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: Houston
Job Segment: Bank, Banking, Manager, Finance, Management