Wealth Associate Product Manager

Req ID: 75712

Location: Tulsa -TUL

Areas of Interest: Corporate Trust; Financial Advisor; Information Technology; Institutional/401(K) Services; Insurance; Investment Management; Marketing; Private Banking; Product Management; Project Management; Risk Management; Training & Development; Trust; Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 11/20/2024

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 Wealth Management distinguishes itself by providing advanced products comparable to major banks and nurturing enduring relationships with institutional and personal clients. The role in focus acts as a bridge between internal and external business partners, contributing significantly to the strategy and roadmap for wealth products, and assists in managing projects that boost revenue and broaden customer relationships. The bank's dedication to adding value for clients, investors, employees, and communities is evident in its diverse, personalized, responsive fee-based services, and innovative, value-added products and services.

Job Description

The Wealth Associate Product Manager will be responsible for acting as a liaison between internal and external business partners. This role will be a key contributor to the overall strategy and roadmap for wealth products and will be responsible for assisting in the management of projects that increase revenue and expand customer relationships.

Team Culture

Our team collaborates across various sectors of Wealth Management, building relationships based on integrity. We embody the company’s values in all our actions, celebrating each other’s achievements and maintaining transparency. Our commitment to collaboration underpins our motto: We Achieve More Together.

How You'll Spend Your Time

• You will collaborate with design teams, IT, and management to enhance wealth roadmaps and participate in Agile scrum to ensure accurate implementation of wealth products.
• You will collaborate with the wealth product team to enhance the wealth roadmap, leveraging industry research and consumer insights.
• You will analyze behavior and adoption rates for wealth apps to innovate and develop new methods.
• You will discuss with clients issues and improvements on the wealth platforms.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a bachelor’s degree in a business-related field and 1-3 years’ experience in product management or 5-7 years’ equivalent work experience.

• Thorough knowledge of marketing principals including product management, development, and positioning
• The ability to manage and prioritize multiple competing priorities to ultimately drive products to a successful completion
• The ability to manage and communicate with outside vendors and strategic partners
• Experience providing analytical reports and project updates directly to executive leadership teams
• Thorough knowledge of wealth management products and services
• Experience with Agile software development processes
• Experience implementing or supporting industry leading financial data aggregation tools, such as Black Diamond, Quovo, or Wealth Access
• Excellent interpersonal skills including oral and written communication skills

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.