Investment Sales Officer I

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Areas of Interest: Investment Sales;
Trading;
Wealth Management

Pay Transparency Salary Range: Not Available

Final date to receive applications: 09/30/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates Trans Fund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:
Bank of Albuquerque;
Bank of Oklahoma;
Bank of Texas and BOK Financial®.

Formula Based

If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you!

The Investment Sales Officer I position is a client facing role with a focus on institutional client’s investment needs and objectives. The sales position markets and sells fixed income securities to institutional clients such as corporations, banks, credit unions, money managers and other entities with liquidity or investable portfolios. The sales officer is expected to provide market insights and investment ideas, that meet client’s liquidity, interest rate risk, and investment objectives.

The sales role emphasizes building and maintaining strong internal partnerships and client relationships through a consultative, service-oriented approach. The sales officer maintains a strong understanding of market trends, as well as banking regulations, compliance standards, and risk management practices, ensuring all activities adhere to internal controls and supervisory requirements.

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.

• You will develop customer relationships and work together to ensure appropriate investment strategies
• You will work to learn and understand products and prepare customer presentations of your data and research
• You will work with Investment/Sales Officers to establish customer security
• You will attend sales meetings and continued education

This level of knowledge is normally acquired through completion of a bachelor’s degree and 1-2 years’ experience in fixed income securities sales or 7-8 years equivalent work experience; FINRA Series 52 (Municipal Securities Representative), Series 7 (General Securities) and Series 63 (Uniform Securities Agent) licenses required.

• Working knowledge of fixed income capital markets, securities and liquidity products, current client facing technologies and offered portfolio accounting and analytics services and possess the ability to qualify specific customer needs, implement strategies, and offer products to meet the client’s investment objectives.
• Working knowledge of commercial bank products (balance sheet products) and services (treasury management)
• Basic knowledge of income tax and estate tax matters
• Basic knowledge of taxable and tax-exempt securities, money market funds and deposit products.
• Excellent PC skills including Bloomberg, electronic trading platforms, client-facing technologies and Microsoft Office applications
• Excellent customer relationship management and sales/service skills
• Excellent interpersonal, verbal, and written communication skills

Office - Occasional Travel

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