PWI Portfolio Manager III
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![]() United States, Colorado, Denver | |
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Req ID:77106 Location:Denver -DEN Areas of Interest:Portfolio Management; Trading; Wealth Management Pay Transparency Salary Range:$95,000 - $125,000 Application Deadline:10/23/2025 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
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 Portfolio Manager is responsible for working directly with BOK Financial Private Wealth Inc. advisors to manage high net worth client accounts. Team Culture
A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. Grow your capabilities by actively participating in opportunities to expand your knowledge, influence others, and develop your interpersonal skills. How You'll Spend Your Time
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor's degree in Business, Finance or Accounting and 5-7 years of financial markets experience/investment analysis or 10+ years equivalent work experience managing the wealth of high net worth/ultra-high net worth individuals and family client relationships. Preferred: FINRA Series 65, MBA and/or CFA
Advertising Source BOK Financial Corporation Groupis 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! Please contactrecruiting_coordinators@bokf.comwith any questions. |