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Family Office Consultant I

BOK Financial Corporation - Brand Texas

Posted Jun 12, 2026

Benefits

Parental leave
Not verified
Non-birth-parent leave
Not verified
Family-building benefits
  • Fertility benefits: Not verified
  • Adoption assistance: Not verified
  • Surrogacy assistance: Not verified
Mental health support
Not verified
Relocation assistance
Not verified
Childcare support
Not verified
Learning budget
Not verified
Verification
Not verified checked Jun 7, 2026
Salary
Not verified
401(k) match
Reported from DOL Form 5500 industry filing (not employer-specific)

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Market context

U.S. role benchmark (BLS OEWS)
$78,856 U.S. median for this role
Projected growth (BLS Employment Projections)
+0.8% - Slower

Matched to SOC 11-1021 - Customer Success aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function
Customer Success From the posting source checked Jun 20, 2026
Seniority
Entry From the posting source checked Jun 20, 2026

Schedule

Shift type
Not verified
Weekend work
Not verified

Company

Company stage
Public-company From the posting source checked Jun 20, 2026
Equity
Offered Verified - SEC 10-K source checked Jun 20, 2026

Application

Cover letter
Not verified
Assessment
Not verified
Deadline
Not stated

Where they hire

State eligibility is not yet verified.

About this role

Family Office Consultant I Brand Texas Req ID: 78204 Location: Areas of Interest: Areas of Interest Finance|New Graduate|Relationship Management Pay Transparency Salary Range: Application Deadline: 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 BOKF Performance Plan (D02) 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. We are inspired by our team's entrepreneurial spirit. Job Description The Family Office Consultant I is primarily responsible for administering a wide variety of family office services for the most complex/high profile relationships that may have banking, personal trust, custody, investment agency, IRA and estate accounts. Works closely with Wealth Advisors, Investment Advisors, Trust Advisors, Specialty Asset Managers, Financial Planners, Family Stewardship Consultants and external advisors to define clients' administrative and service requirements and coordinates the legal, tax and specialized accounting aspects for ultra- high net worth families. Generally, works independently, with some direction from manager.

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