Wealth Mgmt Services Operations Lead

Req ID: 77792 

Location: Tulsa -TUL 

Areas of Interest: Bank Operations; Accounting 

Pay Transparency Salary Range: Not Available 

Application Deadline: 04/27/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type

Discretionary

Summary

We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career. The 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 Description

The 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.

Team Culture

We celebrate each other’s wins, big and small. We respect, honor and praise one another for a job well done. We are transparent. We are involved, committed, and collaborative. Simply put: We Achieve More Together.

How You'll Spend Your Time

• You will lead a team of Exempt and Non-Exempt personnel, oversee departmental activity; identify department priorities; recommend workforce headcount; develop and implement action plans based on directives from upper management. Identify savings and efficiencies in overall operation; prepare management reports, operational statistics and quality reports.
• You will identify, develop, and recommend revision of internal standards, policies, operating procedures, and new programs to improve efficiency; provide clear concise written guidelines to WMS support personnel and provides coaching related to internal standards; minimizes losses through effective internal controls; ensures internal work procedures are consistent with departmental and overall divisional goals and objectives; ensures service level objectives are met.
• You will research and resolve complex problems requiring considerable judgment and handling beyond staff experience and knowledge. May participate in meetings/interactions directly with external customers to assist in determining/meeting their expectations
• You will ensure department efficiency by predicting, controlling, implementing and approving changes in workload, procedures, and schedules through analysis of internal operation and appraisal of external needs identified with other departments. Establishes and maintains working relationships with department managers, regulators, and auditors to ensure needs of customers and organization are met.
• You will participate as a WMS representative in mergers and acquisitions and operational conversions; serve on committees relative to operations, products, and equipment; participates in collaborative study and review of proposals and design of new products. Review, research, and analyze effect of governmental regulations on policies and procedures of bank operations.

Education & Experience Requirements

This 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 Communi