Bilingual IW ; k Education Services Consult II

Req

Location:

Tulsa
-TUL

Areas of Interest:
Wealth Management

Pay Transparency Salary Range:
Not Available

Final date to receive applications: 06/14/2026

We’re building a culture at BOK Financial where amazing people can bring their best, be their best and work for the best. You've come to the right place to grow your career.

The Bilingual Institutional Wealth 401(k) Education Services Consultant II is primarily responsible for educating and motivating retirement plan participants on their plans, helping them participate and save for retirement. The incumbent will consult with clients to create and manage education campaigns, develop PowerPoint presentations, videos, handouts, and other communication pieces, and present to groups of employees in person, via webinar, or both.

Some travel may be required based on client locations. The role also involves working with internal partners (Client Advisor and Relationship Managers) to coordinate and manage relationships efficiently and effectively.

• You will conduct live, interactive, multimedia education and training seminars, workshops, and one-on-one meetings with BOKF Plan Sponsors, Relationship Managers, Education Consultants, and Plan Compliance.
• You will research and develop a comprehensive understanding of the individual client’s plan provisions and investment options in preparation for conducting the seminar.
• You will create and update existing education campaigns, PowerPoint presentations, videos, and other communication pieces.
• You will provide summaries and analysis of the meetings held by the team, track meetings, and provide quantifiable metrics of effectiveness. You will provide periodic reports to leadership and internal partners.

We are a collaborative, conscientious, and goal-oriented team. We value initiative and care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide opportunities for growth.

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business or a related field and 5-7 years of experience in communications, investments or marketing or 9-10 years of equivalent work experience.

PREFERRED: Professional Trainer Certification, Chartered Mutual Fund Consultant, Licensed Financial Consultant

Candidates must meet minimum language requirements in designated second language.

Office - Occasional Travel

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 rec with any questions.