Wealth Mgmt Services Operations Lead

Select how often (in days) to receive an alert:

Location: Tulsa
-TUL

Areas of Interest: Wealth Management Operations

Pay Transparency Salary Range: Not Available

Final date to receive applications: 06/30/2026

We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career. The Wealth Management Services (WMS) Lead is primarily responsible for workflow operations which includes leading, reviewing and implementing processes that impact workload, procedures and schedules.

The Wealth Management Services (WMS) Lead is primarily responsible for workflow operations which includes leading, reviewing and implementing processes that impact workload, procedures and schedules. This position works closely with various units within Wealth Management, Enterprise Operations and Information Technology to mitigate risk and ensure operational processes are executed accurately and efficiently while adhering to policies, procedures, regulations and achieving service level objectives.

• You will lead a team of Exempt and Non-Exempt personnel, oversee departmental activity; identify department priorities; recommend workforce headcount; develop and implement action plans based on directives from upper management. Identify savings and efficiencies in overall operation; prepare management reports, operational statistics and quality reports.
• You will identify, develop, and recommend revision of internal standards, policies, operating procedures, and new programs to improve efficiency; provide clear concise written guidelines to WMS support personnel and provide coaching related to internal standards; minimize losses through effective internal controls; ensure internal work procedures are consistent with departmental and overall divisional goals and objectives; ensure service level objectives are met.
• You will research and resolve complex problems requiring considerable judgment and handling beyond staff experience and knowledge. May participate in meetings/interactions directly with external customers to assist in determining/meeting their expectations.
• You will ensure department efficiency by predicting, controlling, implementing and approving changes in workload, procedures, and schedules through analysis of internal operation and appraisal of external needs identified with other departments. Establish working relationships with department managers, regulators, and auditors to ensure needs of customers and organization are met.
• You will participate as a WMS representative in mergers and acquisitions and operational conversions; serve on committees relative to operations, products, and equipment; participate in collaborative study and review of proposals and design of new products. Review, research, and analyze effect of governmental regulations on policies and procedures of bank operations.

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business, Accounting or Finance with 8–10 years of directly related experience in a high volume securities operations environment or equivalent combination of education and experience. Wealth Management workflow operations experience is strongly preferred.

• Attention to Communication
• Customer Orientation
• Decision Making/Judgment
• Diagnostic Information Gathering
• Influencing Others
• Initiative
• Managing Performance
• Motivational Support
• Personal Accountability
• Technical Expertise
• Vision/Values

Office - Occasional Travel

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.