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BOK Financial · 1 month ago

Wealth Management Services Operations Manager- Retirement Plan Services CPS and Data Control

Tulsa, OK, US, 74101

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

BOK Financial is a stable and financially strong organization that provides excellent training and development. The Wealth Management Services Operations Manager is responsible for overseeing daily operations, compliance, and risk management for Retirement Plan Services, while driving process improvements and ensuring exceptional service delivery.

BankingCredit CardsFinancial Services

Responsibilities

You will manage assigned personnel, determine work priorities, recommend additions and/or changes to staffing; exercise usual authority of a manager concerning performance reviews, salaries, discipline, counseling, incentives and terminations, provide staff with clear concise guidelines and provides performance feedback related to internal standards

You will be responsible for department operations, provides solutions to complex problems which require judgment and handling beyond staff experience and knowledge, review internal policies, operating procedures, and programs to ensure efficiency and recommends/implements new programs or enhancements as necessary

You will minimize operational losses and market exposure through effective internal controls, ensures internal work procedures are consistent with departmental and overall divisional goals and objectives, resolves technical problems related to work and equipment, partner with other departments and vendors and ensures department processes and procedures meet customer needs

You will work with Corporate Compliance and Audit to ensure compliance with governing regulatory guidelines. compiles and generates monthly reports for senior management review, define annual department objectives, develop operating plan, prepare management reports, expense reports, budget variances, operational statistics and quality reports

Qualification

Wealth Management OperationsRisk ManagementComplianceManagement ExperienceProcess ImprovementBusiness AcumenAdaptabilityDecision MakingInterpersonal EffectivenessOral/Written Communication