Learning & Content Specialist
Listed on 2026-10-04
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Finance & Banking
Wealth Management
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Learning & Knowledge Content SpecialistLocation: Tulsa
-TUL
Areas of Interest: Wealth Management
Pay Transparency Salary Range: Not Available
Final date to receive applications: 10/30/2026
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®.
Discretionary
SummaryOur Wealth Management team at BOK Financial has been helping clients achieve their financial goals for more than a century. We provide comprehensive solutions for individuals and institutions worldwide, managing over $117 billion in assets with a disciplined, long-term approach. From traditional banking services to specialized offerings like institutional portfolio management and fiduciary tax services, we deliver personalized strategies backed by deep expertise.
Guided by our core principles—knowledge-driven relationships, objective advice, and proactive communication—we are committed to excellence, growth, and investing in the communities we serve.
The Learning Content Specialist is primarily responsible for managing learning content for the Wealth Management division of BOK Financial. This includes developing, sourcing, editing, reviewing, and maintaining content to support the daily operations and documentation of the Wealth Management division. This position is responsible for working with subject matter experts across the organization, compliance, audit, and risk to interpret business-driven and regulatory changes.
This position also works closely with Wealth Management education & communication, senior management, middle management, operations, front-line staff and enterprise business partners to improve knowledge repository functionality.
At BOK Financial, your potential is our priority, with opportunities designed to help you grow. We create an environment where people are trusted, encouraged, and equipped to build meaningful, lasting careers. Our leaders invest in development, offering guidance, connection, and support every step of the way. Here, you’ll find a culture focused on what you can achieve—empowering you to grow with purpose and make an impact.
How You'll Spend Your Time- You will create and maintain a robust repository system full of information for our Wealth Management employees
- You will work closely with Subject Matter Experts and Leadership to determine needs and direction within the system.
- You will ensure accuracy and pertinence of existing information on a regular basis.
- You will be providing tools and updates that help make others’ jobs easier and more efficient.
This level of knowledge is normally acquired through completion of a bachelor’s degree in English, Journalism, Marketing Communications, Technical Writing or a related field with 2 – 5 years of relevant experience in developing/managing learning content, or 5 – 7 years of equivalent experience. Experience in Instructional Design and an LMS system preferred. Work experience in a financial institution or thorough understanding of financial products and services preferred.
- Exceptional written and verbal communication skills
- Existing knowledge of products, services, policies, procedures, processes and applicable regulations
- Knowledge of technical copywriting and editing, especially for Web publication
- Strong ability to consolidate significant amounts of information into a usable format and communicate complicated concepts and technical data in simple terms
- Ability to effectively manage multiple…
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