Private Wealth Strategist

Job description

Req ID: 77753 Areas of Interest: Investment Management; Portfolio Management; Private Banking Pay Transparency Salary Range: $90,000-$110,000: Application Deadline: 05/29/2026: Recruiter: Emily Headrick Farley: Hiring Manager: Kayla Bishop Nowak: Job Grade: 09: 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 Our private wealth teams are passionately dedicated to the communities we serve, forging meaningful relationships built on trust. Our seasoned professionals excel at understanding clients’ needs and crafting bespoke solutions through a comprehensive, client-centric approach. We provide a wide range of investment, deposit, lending, and trust solutions designed to help clients grow, preserve, and seamlessly transition their wealth. Job Description: The Private Wealth Strategist plays a key role in driving revenue growth by standardizing and owning all prospect analysis and proposa...