BOK Financial ยท 23 hours ago
Wealth Management Services Operations Senior Manager
Tulsa, OK
Full-time
Onsite
Senior Level, Lead/Staff
12+ years expBOK Financial Corporation is a leader in the financial world with a commitment to building lasting relationships with clients. The Wealth Management Services Senior Operations Manager is responsible for managing and overseeing teams within Wealth Management, ensuring operational efficiency and compliance with regulations.
BankingCredit CardsFinancial Services
Responsibilities
You will oversee all departmental operations and resolve complex issues requiring advanced judgment
You will develop and implement internal policies and procedures to enhance efficiency and reduce operational risk
You will ensure technical problems related to work processes and equipment are effectively resolved
You will manage departmental staff through first-line managers, setting priorities and overseeing daily operations
You will make staffing decisions, including hiring, training, development planning, and retention strategies
You will ensure compliance with regulatory guidelines and handle escalated issues related to control accounts
You will lead departmental planning and coordinate with other departments, vendors, and during mergers or conversions
You will define annual objectives, manage budgets, and prepare reports on operational and financial performance
Qualification
Required
Bachelor's Degree in Management, Accounting, or Finance
12+ years of directly related experience in Wealth Management Operations, Securities and/or cash processing, and/or Risk management
At least 4 years of experience in a management capacity
Ability to oversee all departmental operations and resolve complex issues requiring advanced judgment
Ability to develop and implement internal policies and procedures to enhance efficiency and reduce operational risk
Ability to ensure technical problems related to work processes and equipment are effectively resolved
Ability to manage departmental staff through first-line managers, setting priorities and overseeing daily operations
Ability to make staffing decisions, including hiring, training, development planning, and retention strategies
Ability to ensure compliance with regulatory guidelines and handle escalated issues related to control accounts
Ability to lead departmental planning and coordinate with other departments, vendors, and during mergers or conversions
Ability to define annual objectives, manage budgets, and prepare reports on operational and financial performance
Preferred
Adaptability
Business Acumen
Decisiveness
Diagnostic Information Gathering
Empowering Others
Fostering Innovation
Global Perspective
Managing Performance
Personal Credibility
Persuasive Communication
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
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2025-12-29
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2025-12-25
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2025-12-13
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