Securities Services Lead

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

Req ID: 78848

Location: Tulsa -TUL

Areas of Interest: Wealth Management Operations; Accounting; Finance; Trust; Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 11/21/2026

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

BOK Financial is a diversified financial services organization offering sophisticated banking, investment, and wealth management solutions across key markets. Built on more than a century of performance, stability, and trusted relationships, we deliver financial expertise with both national scale and local focus. While we’re focused on helping clients succeed, we’re equally committed to our employees—because your potential is our priority, and we invest in your growth every step of the way.

Job Description

The Securities Services 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 BOKFS Division 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

Our culture is built on collaboration and partnership, where we prioritize building strong relationships. We are dedicated to exceeding expectations by creating streamlined solutions, mitigating risk, and increasing scalability, while ensuring effective communication and portfolio growth. As a part of our team, people are trusted to do meaningful work, supported by leaders who invest in your growth and see your potential from day one.

How You’ll Spend Your Time

• You will oversee four operational desks and their processes.
• You will identify priorities and implement plans to improve efficiency.
• You will develop procedures, standards, and controls to reduce risk.
• You will coach staff and ensure service expectations are consistently met.
• You will research complex issues and recommend effective solutions.
• You will manage workload changes and maintain key business relationships.
• You will support conversions, new initiatives, and regulatory requirements.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business, Accounting or Finance 5+ years of directly related experience in a high volume securities operations environment or equivalent combination of education and experience. Fixed Income workflow operations experience is strongly preferred.

• Ability to motivate employees and provide team leadership
• Advanced ability to oversee multiple department workflow processes and procedures
• Excellent interpersonal skills including oral and written communication
• Advanced knowledge of accounting principles
• Extensive knowledge of production management and operational systems
• Advanced PC skills including Microsoft Office and Adobe to create management reports
• Excellent research and problem solving skills including reconciliation and budget analysis
• Demonstrated ability to organize work flow and process improvement to ensure numerous critical deadlines are met daily

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!

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.