IW Marketing and Proposal Specialist

Req ID : 77043

Location : Tulsa -TUL

Areas of Interest :

Institutional / 401(K) Services; Investment Management; Marketing; Trust; Wealth Management

Pay Transparency Salary Range :

Not Available

Application Deadline :

10 / 31 / 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

Formula Based

Summary

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.

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 don't 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 Financial's generous contributions to local organizations and the numerous ways we give back to our communities.

How You'll 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, and developing marketing material.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's 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

Office

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 recruiting_coordinators@bokf.com with any questions.