Director, BOKFS Operational Strategy & Innovation

Req ID: 75753 

Location: Tulsa -TUL, Oklahoma City -OKC 

Areas of Interest: Wealth Management Operations; Brokerage Services; Investment Management 

Pay Transparency Salary Range: Not Available 

Application Deadline: 02/28/2025

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

Formula Based

Summary

BOK Financial Securities leverages its extensive experience and resources to provide competitive and efficient investment services across the Southwest and Midwest. We offer a wide range of fixed-income portfolio management and investment banking services, utilizing our access to major exchanges and new-issue securities to benefit our clients. Our commitment to creating value is evident through our personalized, innovative, and responsive services, catering to both institutional and personal clients nationwide.

Job Description

The Director, BOKFS Operational Strategy & Innovation oversees and manages critical areas within BOK Financial Securities and BOK Financial Capital Markets (broker dealer and bank dealer), including Institutional Operations, Retail Brokerage Operations, and Information Delivery. Additionally, this position plays a key role in the growth and development of BOKFS.

Collaborating with senior leaders at BOKFS, the Director coordinates and manages cross-organizational initiatives. They also oversee the evolution of BOKFS infrastructure, working closely with LOB stakeholders and internal shared service providers to achieve mutual objectives. The Director leads a team focused on multiple large projects with significant enterprise impact.  The Director is a change leader who ensures the Operations team is prepared for growth as well as industry and regulatory changes

Team Culture

At BOK Financial Securities, we pride ourselves on a culture of strength, experience, and unbiased investing. Our team is dedicated to building strong client relationships and providing strategic financial advice tailored to individual needs.

How You'll Spend Your Time

• You will direct and manage Institutional Operations, Retail Brokerage Operations, and Information Delivery at BOKFS.
• You will set strategic direction and optimize operating capabilities to maximize profitability.
• You will develop and implement strategic plans with leaders to drive growth and profitability.
• You will identify market trends and opportunities for expansion.
• You will lead cross-functional projects to enhance operational capabilities and market position.
• You will mentor and lead a high-performing team, providing training and development.
• You will serve as the primary contact for internal and external stakeholders related to operations.
• You will manage process improvements and redesigns to enhance efficiency and effectiveness.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a bachelor’s degree in business administration or a related discipline and 10-15 years Securities business experience or equivalent work-related experience of 16+ years.

• Extensive working knowledge of Securities processes and procedures.
• Ability to partner across disciplines and lead cross-functional teams.
• Excellent interpersonal, verbal, and written communication skills.
• Knowledge in project management methodologies and tools, resource management practices and change management techniques.