Technical Business Analyst III - Wealth Management

5 - 7 years experience  •  Financial Services

Salary depends on experience
Posted on 11/15/17
Tulsa, OK
5 - 7 years experience
Financial Services
Salary depends on experience
Posted on 11/15/17

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

The BOKF Wealth Management Technology team is seeking a talented Technologist who is collaborative, polished, and passionate about delivering Digital Solutions to join us as we lead business innovation to the next level. Our organization is accelerating our DigitalTechnology Strategy initiative, building out a world-class Advisor and Client Servicing Digital Platform in our Wealth space. As an integral member in this fast-paced, multi-stream endeavor, an exciting, long-term opportunity awaits the qualified candidate with proven experience and skills in delivering Digital Solutions.





  • Assess new initiatives for impact to business and enterprise digitallandscape
  • Collaborate with digital product owners to maintain product roadmap
  • Collaborate with Business and Technology owners to define and track KPI, KRI, SLA, and usage metrics


  • Facilitate and handle many of the tasks to define, implement and maintain digital advisory and related systems
  • Define and manage the gathering, organization, identification, and reconciliation of product feature gaps and enhancements from internal and external feedback
  • Own the journey mapping sessions and develop test and learn cycles to benefit from fail faster pivots
  • Collaborate with UX to develop wireframes, user flows, and information/interaction architecture
  • Collaborate with QA to specify and develop acceptance criteria and scenarios


  • Own the data, logical, and business process modeling and identify gaps and efficiency opportunities and recommend mitigating improvements
  • Own the journey mapping sessions and develop test and learn cycles to benefit from fail faster pivots
  • Own the asset lifecycle: prioritize features, develop requirements, and drive releases


  • Own the testing cycles and participate in UAT and development of support documentation as needed
  • Own the steady-state hand-off process to Operations and Technology support teams  


  • Project execution work cycles
  • Product management roadmap refresh cycles
  • Assist in Planning and Forecasting for budget
  • Assist in interview process.



  • Self-starter and innovation driver
  • Detail-oriented and strong organizational skills
  • Strong written, verbal, and graphical communication skills
  • Polished team membership and group collaboration skills
  • Efficient at flexing to lead / participate on multiple projects
  • Proficient in the elicitation, analysis, documentation, and communication of requirements
  • Proficient in test scenario building, defining acceptance criteria, and facilitating SIT and UAT cycles
  • Collaborating in an agile software development environment
  • Asset lifecycle management specific to product roadmaps, from defining scope, through development and testing, and release planning
  • Strong understanding of digital concepts and web / mobiletechnologies
  • Understanding of digital solution creation and delivery for advisors and clients



  • This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business, Computer Technology/Science, or related field and 3+ years of experience in MIS or related field or 9+ years of related work experience.
  • Earned at least one certification in the past 5 years related to Agile, DevOps, Business Analysis, Software Development, Data Science, Project Management, or Business Architect
  • 3+ Years Business Analysis
  • 3+ Years Solution Architecture and Delivery
  • 3+ Years Asset / Application Lifecycle Management Domain2+ Years Digital Domain        
  • 1+ Years Wealth Management / Financial Domain

Req ID: 37861

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