PWI Portfolio Manager I

Req ID: 77106 

Location: Denver -DEN, Dallas -DAL, Houston -HOUS, Scottsdale -SCOTT 

Areas of Interest: Portfolio Management; Trading; Wealth Management 

Pay Transparency Salary Range: $95,000 - $125,000 

Application Deadline: 02/27/2026

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.

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

The Portfolio Manager is responsible for working directly with BOK Financial Private Wealth Inc. advisors to manage high net worth client accounts.

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.

Grow your capabilities by actively participating in opportunities to expand your knowledge, influence others, and develop your interpersonal skills.

• You will manage specific client portfolios including the implementation, rebalancing, reinvestment of bond proceeds, tax loss harvesting, cash activity and trade execution
• You'll research and purchase a variety of investment vehicles including municipal bonds, US Treasury Agency bonds, corporate bonds and inflation – protected securities (TIPS)
• You will contact brokerage firms to determine the best execution prices for clients
• You will review and approve trades entered by other analysts for consistency and accuracy
• You will assist advisers with analyzing existing and prospective client portfolios
• You'll assist with the review and generation of client performance reports

This level of knowledge is normally acquired through completion of a Bachelor's degree in Business, Finance or Accounting and 5-7 years of financial markets experience/investment analysis or 10+ years equivalent work experience managing the wealth of high net worth/ultra-high net worth individuals and family client relationships. Preferred:  FINRA Series 65, MBA and/or CFA

• Fluency with tracking and implementing client investment portfolios.
• Excellent decision-making capabilities with the ability to independently manage and interpret data with a material downstream impact to clients and regulatory reporting.
• Very high attention to detail.
• Strong knowledge of Excel.
• Understanding of investment tax reporting, including cost basis tracking and capital gains treatment.
• Team player with the flexibility to independently manage work and assist with cross-department projects.
• Experience with software such as Bloomberg, Morningstar, Portfolio Center, Tamarac Rebalancer, Junxure, Fixed Flyer

BOK Financial Corporation Group is 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 today and 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.

Please contact  with any questions.