Technical Analyst III - Retirement Platform IT (RPIT)

BOK Financial; Tulsa (OK); On-site; USD 90,000 - 120,000; Full time

Job summary

BOK Financial Corporation Group seeks a Technical Analyst III to bridge business, operations, and IT for Retirement Platform IT. You will translate complex processes into actionable requirements and help shape the long-term technology roadmap while collaborating across IT, operations and business lines.

The role emphasizes analytics, data flow modeling, and documentation, with potential evening or weekend hours for readiness activities and ongoing learning in a supportive RPIT culture.

Qualifications

• Bachelor’s degree preferred but not required.
• 5–10 years of experience in technical analysis or bank operations is desired.
• Experience with AI-assisted tools to improve productivity and validate results.

Responsibilities

• Partner with operations, stakeholders, and teams to analyze complex business/data requirements and translate into clear requirements with acceptance criteria.
• Write clear business, functional, and technical requirements for projects from moderately to highly complex.
• Document current/future-state processes, data flows, and dependencies; validate with users and developers.

Skills

Analytical skills

Interpersonal skills

Agile experience

Communication skills

Education

Bachelor’s degree in information technology or computer science

Job description

Select how often (in days) to receive an alert:

Technical Analyst III - Retirement Platform IT (RPIT)

Location: Tulsa -TUL

Areas of Interest: Information Technology; Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 10/28/2026

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

An analytical mind, excellent interpersonal skills, and a passion for building meaningful relationships are at the heart of this role. A natural curiosity and enthusiasm for solving complex problems help turn information into clear insights and sound advice. Bring your knowledge, skills, and abilities to us as a Technical Analyst III. You’ll join a program-oriented team supporting BOK Financials’ Wealth Business, while helping shape the future of our Retirement Business.

Job Description

The Technical Analyst III serves as a liaison between the line of business, operations, and IT, translating complex business processes and data requirements into clear, actionable solutions. This role requires strong analytical skills and the ability to quickly understand unfamiliar processes, trace how data moves across applications, and identify dependencies, gaps, and downstream impacts. The analyst creates data flows, process flows, and requirement documentation that give the operations team, business line, and developers a shared understanding of how processes work and what solutions must accomplish to meet our long-term technology roadmap.

Team Culture

Retirement Platform IT (RPIT) team supports and transforms the Retirement Platform to deliver greater value for the bank and our clients. Our vision is to provide a premier platform built on modern infrastructure and industry best practices, enhancing efficiency, customer experience, and sustainable growth. Through collaboration across IT, Operations, and the line of business, we share knowledge, simplify processes, and continuously improve retirement solutions. The RPIT team values adaptability, curiosity, continuous learning, open communication, and the ability to build trusted relationships with business, operational and technical stakeholders. We embrace the responsible use of approved AI tools to enhance analysis, streamline documentation, and improve team effectiveness, while protecting sensitive information and validating results.

How You'll Spend Your Time

• You will be a partner with operations, line of business stakeholders, and technical teams to analyze complex business and data requirements, ask targeted questions, and translate findings into clear business and functional requirements with testable acceptance criteria.
• You will write clear business, functional, and technical requirements for projects ranging from moderately complex to highly complex.
• You will perform business process mapping and modeling, including documenting current-state and future-state processes, system interactions, data flows, logical models, and data-retention requirements. You will validate these flows with end users and developers to establish a shared understanding of current processes and proposed solutions.
• You will contribute to testing, implementation planning, production readiness, disaster recovery, and enterprise resiliency activities, which may occasionally require evening or weekend participation.
• You will share knowledge and provide guidance to other analysts through project collaboration, technical consultation, and day-to-day support.
• You will remain adaptable as priorities, technologies, and business needs evolve, continuously learning new tools and applying transferable experience to emerging platforms.

Education & Experience Requirements

A bachelor’s degree in information technology or computer science is preferred but not required. Five to ten years of experience in technical analysis and/or bank operations is desired. An equivalent combination of education and experience will also be considered.

• Ability to effectively use approved AI-assisted tools to improve productivity, accelerate analysis and problem-solving, and enhance the quality of technical deliverables, while critically evaluating and validating generated results.
• Ability to quickly understand complex data requirements and unfamiliar business processes, including data flows within and across applications, source-to-target mappings, transformations, dependencies, and exceptions.
• Ability and interest in creating clear data flows and process flows, validating them with end users and developers, and using them to build a shared understanding of requirements and system behavior.
• Experience working within Agile methodologies.
• General knowledge of financial services, banking, payments, or retirement management processes is preferred.
• Strong conceptual thinking, analytical, and problem-solving skills, with the ability to resolve moderately complex issues and facilitate solutions across business and technical teams.
• Strong interpersonal and facilitation skills, including the ability to meet new stakeholders, build rapport, conduct discovery sessions, and become a trusted advisor.
• Ability to effectively plan the time, method, manner, and sequence of work assignments while balancing multiple project priorities.
• Strong oral and written communication skills, with the ability to clearly represent yourself and BOK Financial to business stakeholders, technology partners, vendors, and peers.

Working Conditions & Physical Requirements

Office

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.

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma
Job Segment: Bank, Banking, Computer Science, Finance, Technology