Specialty Asset Manager III

BOK Financial Corporation; Tulsa (OK); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

BOKF Performance Plan

Job summary

BOK Financial Corporation in Tulsa, Oklahoma is seeking a Specialty Asset Manager III to oversee a complex portfolio of non-market assets nationwide. The role requires independent work with Account Officers, Portfolio Managers, and external professionals to deliver sophisticated solutions.

You will lead or support multiple long- and short-term projects, possibly supervising junior staff, and ensuring fiduciary practices, contracts, leases, and applicable laws are followed.

Qualifications

• Bachelor’s degree with 9–11 years related experience, or 13+ years equivalent work experience.
• Expert fiduciary practices, responsibilities and procedures.
• Expert knowledge of contracts, leases, and title documents.
• Thorough knowledge of asset management functions for specialty assets (life insurance, closely-held businesses, notes, mortgages).
• Thorough knowledge of applicable laws (real estate, consumer lending, life insurance or business law).
• Working knowledge of Trust Law.
• Proficient PC skills (word processing, spreadsheets).
• Strong written and oral presentation skills.

Responsibilities

• Manage and maintain a portfolio of non-financial specialty assets across the US.
• Provide administrative support and data review.
• Regularly use Excel and Microsoft tools to process data.
• Review accounts to ensure compliance with relevant regulations.

Skills

Fiduciary knowledge

Contracts & leases

Asset management

Laws & regulations

Trust law

PC skills

Communication skills

Education

Bachelor’s degree + 9–11 years

13+ years equivalent experience

Job description

Specialty Asset Manager III

Tulsa, OK, US, 74101

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

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, Manager, Finance, Management