Specialty Asset Manager II

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.

The Specialty Asset Manager II manages and maintains under limited direction an advanced & complex portfolio within a given segment of non-financial assets i.e. life insurance minerals notes and mortgages real estate and closely-held businesses. Works independently or partners with Account Officers Portfolio Managers and external professionals to provide comprehensive solutions to complex customer needs throughout the United States. This position may manage accounts and properties for any of BOKFs bank and trust affiliates.

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing energetic team members and a company dedicated to your success growth and advancement.

• You will work with tangible personal property life insurance and closely held business having knowledge of contracts leases title instruments and other legal documents.
• You will review financial performance governing documents and ensure accuracy
• You will work closely with Trust Officers vendors and subject matter experts to review value and gather data
• You will be responsible for providing expertise in new and existing business related to specialty assets
• You will have knowledge and provide guidance on fiduciary practices and responsibilities
• You will perform some administrative duties for Irrevocable Life Insurance Trusts.

This level of knowledge is normally acquired through completion of a Bachelors Degree and 6 - 8 years of related experience or 10 11 years equivalent work experience.