BOK Financial · 12 hours ago
Director, Wealth Management Services
Tulsa, OK
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expBOK Financial Corporation is a stable and financially strong organization that provides excellent training and development. The Director, Wealth Management Services leads a high-performing team responsible for operational and technical excellence across BOK Financial’s Operations, Technology and Data Division, overseeing services including securities, client support, retirement plans, and fiduciary tax operations.
BankingCredit CardsFinancial Services
Hiring Manager
Aimee Schwartz
Responsibilities
Leads a diverse team primarily responsible for providing operational and technical support to the Wealth Management division including Retirement Plan Administration, Institutional Trust, Institutional Custody, Private Wealth (including personal trust administration), Corporate Trust, Investment Management (Trust and RIA), Oil and Gas Administration and International Operations
Manages a $24 million budget and supports businesses with revenues exceeding $175 million annually
Has 200+ team members
Collaborates with business partners to assure strategic alignment
Drives deep partnerships with internal and external partners
Leverages team-specific playbooks to assist in creation of long range strategic plans
Creates operating leverage by fostering a culture of continuous improvement and innovation
Effectively manages operational risk and anticipates evolving risks
Provides a high level of service to some of the bank’s wealthiest clients and most influential institutions
Identifies and develops talent and plans for succession
You will set the vision and lead transformational initiatives to keep BOK Financial’s Wealth Management Services competitive and innovative
You will optimize complex processes across diverse functions, ensuring operational efficiency while upholding risk and compliance standards
You will mentor and inspire a high-performing team of approximately 200, fostering collaboration, talent growth, and a culture of continuous improvement
You will drive the adoption of automation and AI to streamline operations, enhance scalability, and improve the client experience
You will build trusted relationships with internal partners, vendors, regulators, and industry peers to deliver impactful business outcomes
Qualification
Required
Bachelor's or advanced Degree in a business discipline
10 to 15 years of experience in the financial services industry
Diverse wealth management background with familiarity in Securities Processing, Retirement Plan Administration, Fiduciary Accounting, Taxation and Accounting for Minerals and Real Estate
Prior experience successfully leading complex projects
Managing change and integrating acquired entities
Adaptability
Attention to Communication
Decisiveness
Diagnostic Information Gathering
Oral and Written Communication/Presentation Skills
Vision/Values
Company
BOK Financial
BOK Financial offers financial services to consumers and businesses.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Carrie Clasen Porter
Chief Operating Officer, Wealth Management
Chris Butta
Senior Vice President , Director-Petroleum Engineering
Recent News
2026-01-16
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2025-12-29
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2025-12-25
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