Req ID: 78914
Location: Tulsa -TUL
Areas of Interest: Wealth Management Operations; Accounting; Finance; Trust
Pay Transparency Salary Range: Not Available
Application Deadline: 12/05/2026
Bonus TypeDiscretionary
SummaryThe
Wealth Management Services (WMS) Lead is primarily responsible for workflow operations which includes leading, reviewing and implementing processes that impact workload, procedures and schedules.
Job DescriptionThe
Wealth Management Services (WMS) 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 Wealth Management, Enterprise Operations and Information Technology to mitigate risk and ensure operational processes are executed accurately and efficiently while adhering to policies, procedures, regulations and achieving service level objectives.
How You'll Spend Your TimeOversee - Lead an operational team, ensuring effective execution of daily processes, controls, and service delivery.
Prioritize - Identify operational priorities and implement plans that improve efficiency, productivity, and overall team performance.
Establish - Develop and maintain procedures, standards, and controls that strengthen governance and mitigate operational risk.
Coach - Provide leadership, guidance, and development opportunities for team members while reinforcing service expectations and accountability.
Research - Investigate complex operational issues, analyze root causes, and recommend practical, effective solutions.
Manage - Balance shifting workloads, allocate resources effectively, and maintain strong relationships with key business partners.
Support - Coordinate operational readiness for conversions, new initiatives, regulatory requirements, and other business-driven changes.
Education & Experience RequirementsThis level of knowledge is normally acquired through completion of a Bachelor's Degree in Business, Accounting or Finance with 8 - 10 years of directly related experience in a high volume securities operations environment or equivalent combination of education and experience. Wealth Management workflow operations experience is strongly preferred.
- Adaptability
- Attention to Communication
- Customer Orientation
- Decision Making/Judgment
- Diagnostic Information Gathering
- Influencing Others
- Initiative
- Managing Performance
- Motivational Support
- Oral/Written Communication
- Personal Accountability
- Technical Expertise
- Vision/Values
Working Conditions & Physical RequirementsOffice - Occasional Travel
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!
