Director, Institutional Sales - BOKFS

Req ID: 75754

Location: Tulsa -TUL, Oklahoma City -OKC

Areas of Interest: Wealth Management; Investment Sales

Pay Transparency Salary Range: Not Available

Application Deadline: 01/31/2025

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

Formula Based

Summary

BOK Financial Securities leverages its extensive experience and resources to provide competitive and efficient investment services across the Southwest and Midwest. We offer a wide range of fixed-income portfolio management and investment banking services, utilizing our access to major exchanges and new-issue securities to benefit our clients. Our commitment to creating value is evident through our personalized, innovative, and responsive services, catering to both institutional and personal clients nationwide.

Job Description

The Director, Institutional Sales- BOKFS is primarily responsible for leading the Institutional Sales team at BOKFS, providing strategic direction, oversight, and overall management to drive growth in Institutional Sales. This role focuses on developing and executing strategies to maintain and enhance existing revenue streams and identifying new opportunities for revenue generation by selling innovative client solutions and promoting bank integration efforts nationwide.

Team Culture

At BOK Financial Securities, we pride ourselves on a culture of strength, experience, and unbiased investing. Our team is dedicated to building strong client relationships and providing strategic financial advice tailored to individual needs.

How You'll Spend Your Time

• You will lead and execute all Institutional Sales strategies to meet and exceed business plans.
• You will establish sales operating plans with business development objectives and sales goals.
• You will develop a comprehensive sales business plan and strategic direction for annual and long-term objectives.
• You will ensure new investment sales officers receive training and assist with continuing education and special topics.
• You will provide supervisory oversight to ensure compliance with rules and regulations.
• You will conduct effective sales and presentation training for financial consultants.
• You will develop and enforce policies for effective use of Salesforce CRM within the sales team.
• You will analyze CRM data to generate insights and reports for strategic decisions and improved sales processes.

Education & Experience Requirements

Bachelor's degree and 15+ years of experience in securities sales including at least 5 years of experience managing a sales force. Active Series 7, 52, 53, 63, and 24 licensing required.

• Strong oral and written communication skills to effectively represent self and BOKF, as well as ability to explain and present complex information in a clear and concise manner.
• Exceptional conceptual thinking and analytical skills with the ability to analyze complex problems that include interrelationships and dependencies to formulate effective solutions.
• Strong organizational skills with ability to persist through ambiguity and move ahead regardless of barriers.
• Exceptional ability to effectively manage personal and teamwork assignments while balancing the conflicting demands of stakeholders.
• Natural collaborator with advanced knowledge of securities products, financial markets, macroeconomics, finance, and accounting.

• Active Series 7, 52, 53, 63, 24 securities licenses, and others as may be appropriate by sales situation.

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!
Apply today and take the first step towards your next career opportunity!

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.

Please contact recruiting_coordinators@bokf.com with any questions.