Wealth Management Ops Leader – Mutual Funds

BOK Financial; Tulsa (OK); On-site; USD 100,000 - 150,000; Full time

Job summary

BOK Financial is seeking an experienced Operations Manager to lead the Mutual Fund Processing team within Wealth Management Services. The role focuses on managing daily operations, metrics, risk controls, and compliance, while partnering with senior leadership to resolve high-impact issues.

The ideal candidate will have a Bachelor’s degree in Management, Accounting, or Finance with 10–12 years in Wealth Management Operations and at least 2 years in a management role, demonstrating strong

Qualifications

• Bachelor’s Degree in Management, Accounting, or Finance with 10–12 years of directly related Wealth Management Operations, Securities and/or cash processing, and risk management experience.

Responsibilities

• Lead and oversee assigned WMS teams, providing leadership and oversight in daily operations and metric reporting.
• Identify and implement process improvements to enhance efficiency and risk controls.
• Collaborate with senior management to resolve high-impact issues requiring urgent resolution.
• Ensure compliance with governing body regulations and service level objectives.

Skills

Adaptability

Business Acumen

Decision Making/Judgement

Diagnostic Information Gathering

Empowering Others

Fostering Innovation

Interpersonal Effectiveness

Managing Performance

Motivational Support

Oral/Written Communication

Personal Credibility

Vision/Values

Education

Bachelor’s Degree in Management, Accounting, or Finance

Job description

BOK Financial is seeking an experienced Operations Manager to lead the Mutual Fund Processing team within Wealth Management Services. The role focuses on managing daily operations, metrics, risk controls, and compliance, while partnering with senior leadership to resolve high-impact issues.

The ideal candidate will have a Bachelor’s degree in Management, Accounting, or Finance with 10–12 years in Wealth Management Operations and at least 2 years in a management role, demonstrating strong