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BOK Financial · 1 day ago

Wealth Management Services Operations Senior Manager (Wealth Fee Processing)

Tulsa, OK

Full-time

Onsite

Senior Level, Lead/Staff

12+ years exp

BOK 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 the Wealth Fee Processing team, ensuring operational functions are executed accurately while adhering to regulations and achieving service level objectives.

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

Wealth Management OperationsRisk ManagementSecurities ProcessingManagement ExperiencePolicy DevelopmentBusiness AcumenDecisivenessDiagnostic Information GatheringEmpowering OthersFostering InnovationGlobal PerspectiveManaging PerformancePersonal CredibilityPersuasive CommunicationVision / ValuesAdaptability