Securities Operations Lead — Workflow & Risk Excellence

BOK Financial; Tulsa (OK); On-site; USD 70,000 - 110,000; Full time

Job summary

BOK Financial is seeking a Securities Services Lead in Tulsa to oversee four operational desks, drive efficiency, and implement risk controls. You will mentor staff, research complex issues, and support regulatory initiatives while maintaining strong business relationships.

This role emphasizes collaboration across units, adherence to policies, and delivering timely service. The ideal candidate brings extensive securities operations experience and leadership capabilities in a fast-paced

Qualifications

• Bachelor’s degree in Business, Accounting or Finance plus 5+ years in a high-volume securities operations environment or an equivalent mix of education and experience.
• Strong knowledge of accounting principles and production management systems.
• Experience with fixed income workflow operations is strongly preferred.

Responsibilities

• Oversee four operational desks and their processes.
• Identify priorities and implement plans to improve efficiency.
• Develop procedures, standards, and controls to reduce risk.
• Coach staff and ensure service expectations are met.
• Research complex issues and recommend effective solutions.
• Manage workload changes and maintain key business relationships.
• Support conversions, new initiatives, and regulatory requirements.

Skills

Team leadership

Workflow management

Interpersonal skills

Accounting principles

Production systems

Office software

Research & problem solving

Deadline management

Education

Bachelor’s Degree in Business, Accounting or Finance

Tools

Microsoft Office

Adobe

Job description

BOK Financial is seeking a Securities Services Lead in Tulsa to oversee four operational desks, drive efficiency, and implement risk controls. You will mentor staff, research complex issues, and support regulatory initiatives while maintaining strong business relationships.

This role emphasizes collaboration across units, adherence to policies, and delivering timely service. The ideal candidate brings extensive securities operations experience and leadership capabilities in a fast-paced