IW Marketing and Proposal Specialist
IW Marketing and Proposal Specialist
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Job Description
Req ID:76662
Location:Tulsa -TUL
Areas of Interest:Marketing; Institutional/401(K) Services; Investment Management; Trust; Wealth Management
Pay Transparency Salary Range:Not Available
Application Deadline:07/03/2025
BOK Financial Corporation Group includes BOKF NA; BOK Financial Securities Inc. and BOK Financial Private Wealth Inc. BOKF NA operates TransFund and Cavanal Hill Investment Management Inc. BOKF NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
Bonus Type
Summary
Were building a culture at BOK Financial where amazing people (like you) can bring their best be their best and work for the best. Youve come to the right place to grow your career.
Job Description
The IW Marketing and Proposal Specialist assists in the development of new business by developing and preparing sales materials and preparing responses to formal requests for proposals. The IW Sales Specialist also assists directly in the sales effort by identifying researching and profiling prospects; working with sales officer to develop sales strategies; provides sales tracking; prepares sales materials for sales calls and presentations; prepares competitive analysis for sales officers and clients.
Team Culture
Our team culture is dynamic and energetic. Our environment is enjoyable and inspiring. We tackle each day with a positive attitude and dont take ourselves too seriously.
We are deeply connected to our communities and we give our time to a variety of worthy causes. We are proud of BOK Financials generous contributions to local organizations and the numerous ways we give back to our communities.
How Youll Spend Your Time
- You will use your skills in research writing and editing to complete responses to formal requests for proposals finals presentations and sales pitch books.
- You will need strong attention to detail to assist sales officers with visual presentation materials needed for the call.
- You will need project management skills to manage multiple projects with various timelines.
- You will use your tech-savvy for client research mail campaigns anddeveloping marketing material.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelors Degree in Marketing or Business and 1-4 years in banking investments sales or marketing; or 9-11 years of equivalent work related experience.
Working Conditions & Physical Requirements
BOK Financial Corporation Groupis 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!
Apply todayand take the first step towards your next career opportunity!
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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
