Concierge Investment Manager — Portfolio Solutions & Advisory
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-06-17
Listing for:
BOK Financial
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
BOK Financial in Oklahoma City is seeking an Investment Manager to manage investment portfolios for fiduciary accounts. The role requires effective communication with clients and collaboration with internal teams to deliver tailored investment solutions.
The ideal candidate has a Bachelor's Degree in Business along with 1-3 years of relevant experience, and preference is given to those pursuing professional qualifications like CFA or CFP. This position provides an opportunity to enhance client relationships and contribute to investment strategies.
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