Senior Wealth Management Ops & Projects Lead

Inceed; Tulsa (OK); On-site; USD 68,000 - 72,000; Full time

Benefits offered by this job

Medical insurance plans

Dental insurance

Vision insurance

Disability insurance (Voluntary, Short

Disability insurance (Long-term)

Paid time off

401k

Holiday pay

Weekly direct deposit or pay card

Job summary

Inceed is partnering with a client in Tulsa to recruit a Lead Wealth Management Operations Specialist. This on-site role blends operational oversight with project support and quality assurance, helping drive monetary movement approvals and active projects forward.

Strong coordination, leadership mindset, and detail orientation are essential for success. The position offers hourly compensation in the mid-30s range, with responsibilities spanning process oversight, QA reviews, and cross-functional

Qualifications

• Experience in project management.
• Experience testing systems or business processes.
• Strong quality assurance mindset.
• Ability to support operational workflows.
• Leadership experience preferred.
• Strong attention to detail.
• Ability to manage multiple priorities.

Responsibilities

• Approve monetary movement requests with accuracy and care.
• Take ownership of projects already underway.
• Support quality assurance reviews of completed work.
• Provide day-to-day operational oversight.
• Assist with lead-level coordination across priorities.
• Help identify process gaps and support improvements.
• Ensure work is completed thoroughly and on time.

Skills

Project management

Quality assurance

Operations workflows

Leadership

Attention to detail

Multitasking

System testing

Job description

Inceed is partnering with a client in Tulsa to recruit a Lead Wealth Management Operations Specialist. This on-site role blends operational oversight with project support and quality assurance, helping drive monetary movement approvals and active projects forward.

Strong coordination, leadership mindset, and detail orientation are essential for success. The position offers hourly compensation in the mid-30s range, with responsibilities spanning process oversight, QA reviews, and cross-functional