Specialty Asset Manager III

BOK Financial; Tulsa (OK); On-site; USD 90,000 - 135,000; Full time

Job summary

BOK Financial is seeking a Specialty Asset Manager III to manage and maintain a complex portfolio of non-market traded assets across the United States. This role may supervise others and lead multiple long-term projects in support of the Managing Director and the Specialty Assets and Services Department.

The ideal candidate has a Bachelor’s degree with extensive related experience, expert fiduciary knowledge, and strong communication and analytical skills.

Qualifications

• Bachelor's degree required with 9–11 years’ related experience or 13+ years equivalent work experience.
• Expert knowledge of fiduciary practices and procedures.
• Thorough knowledge of asset management functions for specialty assets (life insurance, tangible assets, closely-held businesses, notes, mortgages).
• Thorough knowledge of laws applying to specialty assets (real estate law, consumer lending, life insurance regulations).
• Proficient with word processing and spreadsheet applications.

Responsibilities

• Maintain and manage a complex portfolio of specialty assets across the United States.
• Provide administrative support and collaborate with Account Officers, Portfolio Managers, and external professionals.
• Review accounts for compliance with regulations and internal policies on a daily basis.
• Lead or support long- and short-term projects within the Specialty Assets & Services Department.

Skills

Fiduciary practices

Contracts & leases

Asset management

Real estate law

Trust law

Professional communication

Reporting & presentations

Word processing

Education

Bachelor's Degree

Tools

Microsoft Word

Microsoft Excel

Job description

Req ID: 78412

Location: Tulsa -TUL

Areas of Interest: Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 08/23/2026

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-market traded assets, i.e. life insurance, tangible assets, closely-held companies, notes, and mortgages. 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 Specialty Assets and Services 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. over seeing closely-held businesses, life insurance, tangible assetss and servicing notes and mortgages.
• Thorough knowledge of Laws that apply to a specific segment of specialty assets, i.e. real estate law, consumer lending, life insurance regulations, or business law.
• Working knowledge of Trust Law
• 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

About Us

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.