Trader IV

Location: Stamford
-STAM, Dallas
-DAL, Houston
-HOUS, Milwaukee
-MILW, Oklahoma City
-OKC, Tulsa
-TUL

Areas of Interest: Trading;
Underwriting;
Wealth Management

Pay Transparency Salary Range: $120,000 - $190,000

Final date to receive applications: 02/19/2026

If you are interested in a career as a Trader with an industry‑leading provider of sophisticated financial solutions, you've come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. We believe no challenge is too big and no opportunity is too small when we work together to build relationships.

We are seeking a highly motivated and experienced Fixed Income Trader with deep expertise in Brokered CD trading and underwriting to join our institutional trading desk. This role has a primary emphasis on Brokered CD underwriting for Banks and Credit Unions we service, and the secondary CD market. The ideal candidate will possess a strong grasp of CDs and debt markets, trading strategies, and risk management, and will contribute meaningfully to trade execution, idea generation, and overall desk profitability.

This role is critical in driving our brokered CD program's growth and ensuring our clients receive best‑in‑class execution and funding solutions, thereby directly contributing to the firm's funding strategy and profitability. This position reports to the Head of Taxable Fixed Income Trading.

The trading team works together by discussing market conditions, knowing what yields and spreads are in our products vs other products, knowing what the sales people are actively selling in the market, and knowing the maturity range of the products. Internal communication and partnership, which extend to all trading offices across our footprint, are key to understanding sales and performance. Our camaraderie, shared decision making, and mutual respect for one another are what make us successful.

As stakeholders, team members are encouraged to share their ideas and collaborate often.

• You will lead Brokered CD underwriting program for banks and credit unions from client onboarding through issuance and distribution of product.
• You will maintain organized documentation for underwriting agreements and underwriting deals.
• You will trade CDs secondary when needed to fulfill customer orders and provide best execution.
• You will serve as market maker to provide liquidity and best execution for clients.
• You will work with institutional and retail sales teams across the organization.
• You will develop and maintain relationships with counter parties, including dealers and institutional clients.
• You will provide market color and liquidity insights to sales teams and coordinate with sales on client needs and product education.
• You will monitor market developments to identify opportunities and generate trade ideas.
• You will maintain and manage trading books in coordination with trading management, within established risk parameters.
• You will ensure compliance with regulatory requirements and internal trading policies.

This level of knowledge is normally acquired through completion of a Bachelor's Degree, SIE, Series 7 and 63 required, and 5+ years of trading fixed income experience.

Office

Bonus Type: Formula Based

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 rec with any questions.