Institutional Wealth Business Development Officer : Dallas, Texas

Institutional Wealth Business Development Officer : Dallas, Texas


Institutional Wealth Business Development Officer : Dallas, Texas

Details of the offer

Req ID: 55725 Areas of Interest:Institutional/401(K) Services BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.:based financial services holding company with operations in ten states : Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.

Located in Dallas/Fort Worth

The Institutional Wealth Business Development Officer is primarily responsible for new business development, through referrals or direct contact, of employee benefit plans, investment management, and custodial relationships.


:Meets personal sales goals and assists in meeting departments revenue goals through developing new prospects, preparing and presenting proposals, and closing sales.
:Interacts with BOK commercial officers including making joint calls, for purpose of generating referrals; follows:up on referrals received.
:Develops working knowledge of Private Financial Services and Commercial Bank products and services for the purpose of identifying cross:sell opportunities; refers such opportunities to appropriate officer/department.
:Develops relationships with other industry service providers in different disciplines, including attorneys, accountants, and consultants for the purpose of generating new business leads and referrals; follows:up on referrals received.
:Assists in product development, working with IW Sales and Marketing Committee.
:Assists administrators with transition of new qualified plan clients, including planning and conducting employee enrollment meetings for 401(k) plans and coordinating the activities of various departments during plan installation/conversion.
:Maintains active involvement in local and regional industry groups for the purpose of following trends and monitoring BOKs competitiveness in terms of capabilities and pricing, as well as keeping abreast of regulatory changes in employee benefit industry.


:Sales aptitude/self:motivated/goal oriented
:Ability to work effectively as part of a team in solving a clients needs and problems
:Quote new business based on department guidelines
:Good knowledge of general marketing principals
:Basic knowledge of investments and products and services specifically for use in qualified plans
:Good communication skills and ability to prepare and deliver persuasive oral and written reports and presentations
:Proficient PC skills including word processing and spreadsheet applications
This level of knowledge is normally acquired through completion of a Bachelors Degree and 1:3 years experience with a trust department/company in administering and/or selling employee benefit plan services or equivalent work related experience of 7:9 years.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career

Apply today and take the first step towards your next career opportunity

BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.

with any questions.

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