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Summary
We are a trusted and experienced Financial Institution that acts in the best interest of our clients and the communities we serve. We thrive using our knowledge, experience, resources and disciplined approach to help others make the right decisions for their future.
Job Description
The Wealth Management Education & Communication Specialist assists in the planning of employee communications and educational training activities for the Wealth Management division under the strategic direction of the WMEC Manager. The WMEC Specialist supports team strategies and tactics to address the training needs of new and existing employees to include technical skills required to perform their jobs, implementation of new technology and/or upgrades and enhancements as well as new or revised policies and procedures. Supports the implementation of projects that will enhance the employee experience.
Team Culture
You’ll work collaboratively with your colleagues and client facing teams across Wealth Management, including Private Wealth, Brokerage, Financial Planning and Institutional Wealth. Integrity is the foundation on which our team builds relationships, trust, and effective partnerships. We live the company values in everything we do and act with honor and truthfulness.
How You'll Spend Your Time
- Under the guidance of the WMEC Manager, the Specialist will develop and deliver training in a variety of modalities which may include but not be limited to virtual, e-learning and documented training materials.
- You will support the success of the new hire training based on business line needs and deliverables.
- You will upload and maintain content on internal sites such as the Beacon, Wealth Management Knowledge Bank, or other repositories.
- You will manage the Learning Management System to ensure training content is properly loaded, sequenced, monitored, and reported. You will also track and report on demand training status’s and milestones.
- You will maintain the content, resources, and information needed for audit management and/or regulatory purposes.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business or related field of study and 2 years of directly related experience in public relations, marketing or communications & community relations or equivalent combination of education and experience.
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.
