Bank of Oklahoma

Specialty Asset Manager II

Bank of Oklahoma$80K — $95K *
Tulsa, OK 74133In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree required
  • 6-8 years of relevant experience or 10-11 years of equivalent work experience
  • Strong familiarity with contracts, leases, and legal documents
  • Expertise in managing non-financial assets such as life insurance and real estate
  • Knowledge of fiduciary practices and responsibilities

Responsibilities

  • Manage and maintain a complex portfolio of non-financial assets
  • Work independently and collaborate with Account Officers and external professionals
  • Review financial performance and ensure accuracy in governing documents
  • Provide expertise for new and existing business in specialty asset management
  • Liaise with Trust Officers, vendors, and subject matter experts for data gathering
  • Perform administrative duties for Irrevocable Life Insurance Trusts

Benefits

  • Participation in BOKF Performance Plan
  • Professional development opportunities
  • Comprehensive health benefits
  • 401(k) retirement plan options
  • Flexible working environment
Full Job Description
Req ID: 78388

Location: Tulsa -TUL

Areas of Interest: Business/Technical Analysis; Legal; Oil & Gas/Mineral Management; Relationship Management; Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 08/31/2026

Bonus Type

BOKF Performance Plan (D02)

Summary

Job Description

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 BOKF's bank and trust affiliates.

How You'll Spend Your Time

  • 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.


Education & Experience Requirements

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

Working Conditions & Physical Requirements

Office

About Bank of Oklahoma

Bank of Oklahoma is a regional bank headquartered in Tulsa, Oklahoma. The bank was founded in 1910 and has over 100 branches in Oklahoma, Texas, Kansas, and Missouri. Bank of Oklahoma provides a range of financial services, including personal and business banking, wealth management, and insurance. The bank is committed to supporting the communities it serves and has donated millions of dollars to charitable organizations. Bank of Oklahoma is a subsidiary of BOK Financial Corporation, which is a publicly traded company on the NASDAQ stock exchange.
Learn more about Bank of Oklahoma
Size
5,000 employees
Industry

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