Wealth Management Services Operations Manager - Trade Settlement

Req ID: 77470 

Location: Tulsa -TUL 

Areas of Interest: Wealth Management Operations; Risk Management; Trading; Trust; Wealth Management 

Pay Transparency Salary Range: Not Available 

Application Deadline: 02/06/2026

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

Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you’ll do as a Wealth Management Services (WMS) Operations Manager. We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

Job Description

The Wealth Management Services (WMS) Operations Manager is primarily responsible for all aspects of management over assigned teams within WMS providing leadership and oversight in daily operations, metric reporting, process improvement and the managing of compliance and risk exposure ensuring operational processes are executed accurately and efficiently while adhering to governing body regulations and achieving service level objectives. This position works with senior management to resolve high impact issues requiring urgent and immediate resolution.

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 manage assigned personnel, determine work priorities, recommend additions and/or changes to staffing; exercise usual authority of a manager concerning performance reviews, salaries, discipline, counseling, incentives and terminations, provide staff with clear concise guidelines and provides performance feedback related to internal standards.
• You will be responsible for department operations, provides solutions to complex problems which require judgment and handling beyond staff experience and knowledge, review internal policies, operating procedures, and programs to ensure efficiency and recommends/implements new programs or enhancements as necessary.
• You will minimize operational losses and market exposure through effective internal controls, ensures internal work procedures are consistent with departmental and overall divisional goals and objectives, resolves technical problems related to work and equipment, partner with other departments and vendors and ensures department processes and procedures meet customer needs.
• You will work with Corporate Compliance and Audit to ensure compliance with governing regulatory guidelines. compiles and generates monthly reports for senior management review, define annual department objectives, develop operating plan, prepare management reports, expense reports, budget variances, operational statistics and quality reports.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of Bachelor’s Degree in Management, Accounting, or Finance with 10-12 years of directly related experience in Wealth Management Operations, Securities and/or cash processing, and/or Risk management and at least 2 years of experience in a management capacity or equivalent combination of education and experience.

• Adaptability
• Business Acumen
• Decision Making/Judgement
• Diagnostic Information Gathering
• Empowering Others