Wealth Associate Product Manager

BOK Financial - Tulsa, OK

Full-time - Entry Level

Tulsa, OK

Credit Intermediation and Related Activities

About the position

The Wealth Associate Product Manager plays a crucial role in bridging internal and external business partners, contributing to the strategy and roadmap for wealth products. This position is responsible for managing projects that enhance revenue and customer relationships, while collaborating with various teams to ensure the successful implementation of wealth management solutions.

Responsibilities

• Act as a liaison between internal and external business partners.
• Contribute to the overall strategy and roadmap for wealth products.
• Assist in managing projects that increase revenue and expand customer relationships.
• Collaborate with design teams, IT, and management to enhance wealth roadmaps.
• Participate in Agile scrum to ensure accurate implementation of wealth products.
• Analyze behavior and adoption rates for wealth apps to innovate and develop new methods.
• Discuss with clients issues and improvements on the wealth platforms.

Requirements

• Bachelor's degree in a business-related field.
• 1-3 years' experience in product management or 5-7 years' equivalent work experience.
• Thorough knowledge of marketing principles including product management, development, and positioning.
• Ability to manage and prioritize multiple competing priorities.
• Experience managing and communicating with outside vendors and strategic partners.
• Experience providing analytical reports and project updates to executive leadership teams.
• Thorough knowledge of wealth management products and services.
• Experience with Agile software development processes.
• Experience implementing or supporting financial data aggregation tools such as Black Diamond, Quovo, or Wealth Access.
• Excellent interpersonal skills including oral and written communication skills.

Benefits

• 401(k)