Bilingual IW ; k Education Services Consult II

Job Overview

Title: Bilingual Institutional Wealth 401(k) Education Services Consultant II

Location: Tulsa, Tulsa, OK

Final date to receive applications: 06/14/2026

The Bilingual Institutional Wealth 401(k) Education Services Consultant II is responsible for educating and motivating retirement plan participants on their retirement plan to help them participate and save for retirement. The incumbent consults with clients to create and manage education campaigns, develop presentations, videos, handouts, and other communication pieces, and presents to employee groups in person or via webinar. Some travel may be required.

The consultant works with internal partners to coordinate and manage relationships efficiently and effectively.

We are a collaborative, conscientious, and goal‑oriented team that values initiative and quality. Managers are available and mentors are provided to help your growth.

• Conduct live, interactive, multimedia education seminars, workshops, and one‑on‑one meetings with BOKF plan sponsors, relationship managers, education consultants, and plan compliance staff.
• Research and develop a comprehensive understanding of each client’s plan provisions and investment options in preparation for seminars.
• Create and update education campaigns, PowerPoint presentations, videos, and other communication materials.
• Provide summaries and analysis of meetings, track meetings held, and deliver quantifiable metrics on effectiveness to leadership and internal partners.

• Bachelor's degree in Business or 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.

Language Requirement: Must meet minimum language requirements in a designated second language.

Office-based with occasional travel.

Industry‑leading benefits covering physical, financial and emotional health.

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.