Req ID: 78848
Location: Tulsa -TUL
Areas of Interest: Wealth Management Operations; Accounting; Finance; Trust; Wealth Management
Pay Transparency Salary Range: Not Available
Application Deadline: 11/21/2026
Bonus TypeDiscretionary
SummaryJob DescriptionThe
Securities Services 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 BOKFS Division to mitigate risk and ensure operational processes are executed accurately and efficiently while adhering to policies, procedures, regulations and achieving service level objectives.
Team CultureOur culture is built on collaboration and partnership, where we prioritize building strong relationships. We are dedicated to exceeding expectations by creating streamlined solutions, mitigating risk, and increasing scalability, while ensuring effective communication and portfolio growth. As a part of our team, people are trusted to do meaningful work, supported by leaders who invest in your growth and see your potential from day one.
How You'll Spend Your Time- You will oversee four operational desks and their processes.
- You will identify priorities and implement plans to improve efficiency.
- You will develop procedures, standards, and controls to reduce risk.
- You will coach staff and ensure service expectations are consistently met.
- You will research complex issues and recommend effective solutions.
- You will manage workload changes and maintain key business relationships.
- You will support conversions, new initiatives, and regulatory requirements.
Education & Experience RequirementsThis level of knowledge is normally acquired through completion of a Bachelor's Degree in Business, Accounting or Finance 5+ years of directly related experience in a high volume securities operations environment or equivalent combination of education and experience. Fixed Income workflow operations experience is strongly preferred.
- Ability to motivate employees and provide team leadership
- Advanced ability to oversee multiple department workflow processes and procedures
- Excellent interpersonal skills including oral and written communication
- Advanced knowledge of accounting principles
- Extensive knowledge of production management and operational systems
- Advanced PC skills including Microsoft Office and Adobe to create management reports
- Excellent research and problem solving skills including reconciliation and budget analysis
- Demonstrated ability to organize work flow and process improvement to ensure numerous critical deadlines are met daily
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.
With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!Apply today and take the first step towards your next career opportunity!
