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Senior Wealth Management Ops & Projects Lead

Job in Tulsa, Tulsa County, Oklahoma, 74145, USA
Listing for: Inceed
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management, Change Management
Salary/Wage Range or Industry Benchmark: 68000 - 72000 USD Yearly USD 68000.00 72000.00 YEAR
Job Description & How to Apply Below

Inceed is partnering with a client in Tulsa to recruit a Lead Wealth Management Operations Specialist. This on-site role blends operational oversight with project support and quality assurance, helping drive monetary movement approvals and active projects forward.

Strong coordination, leadership mindset, and detail orientation are essential for success. The position offers hourly compensation in the mid-30s range, with responsibilities spanning process oversight, QA reviews, and cross-functional

This posting is for the Senior Wealth Management Ops & Projects Lead role at Inceed, based in Tulsa, OK, United States.

This role, Senior Wealth Management Ops & Projects Lead at Inceed, could be your next career step.

Are you ready to take on the Senior Wealth Management Ops & Projects Lead role at Inceed?

We would love to welcome a new Senior Wealth Management Ops & Projects Lead to our group in Tulsa, OK, United States.

Position Requirements
10+ Years work experience
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