Wealth Management Ops Senior Leader - Quality & Oversight

BOK Financial; Tulsa (OK); On-site; USD 110,000 - 180,000; Full time

Job summary

BOK Financial is seeking a Wealth Management Services Senior Operations Manager to lead a newly centralized oversight and quality function for Retirement Plan Services. You will help design the operating model, drive talent development, and improve workflow visibility across Wealth Management, Operations, and Technology.

The role emphasizes accountability, scalable solutions, and long-term operational excellence.

Qualifications

• This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Management, Accounting, or Finance with 12+ years of directly related experience in Wealth Management Operations, Securities and/or cash processing, and/or Risk management and at least 4 years of experience in a management capacity or an equivalent combination of education and experience.

Responsibilities

• Lead – Develop and coach a team responsible for operational monitoring, balancing, reporting, and corrections.
• Build – Help establish the future operating model, routines, metrics, and accountability standards for a growing function.
• Improve – Identify opportunities to simplify workflows, remove friction, and improve consistency across teams.
• Partner – Collaborate with Operations, Technology, Wealth Management, and business partners to solve complex operational challenges.
• Analyze – Investigate trends, root causes, and process breakdowns to improve quality and operational performance.
• Guide – Support operational oversight, balancing activities, exception management, and workflow visibility.
• Develop – Coach and mentor team members, develop talent, build leadership depth that supports succession planning efforts.
• Drive – Lead strategic initiatives, continuous improvement, and change‑management efforts that strengthen the organization over time.
• Strengthen – Help establish sustainable quality, governance, and accountability practices that support long‑term operational excellence.

Skills

Adaptability

Business Acumen

Decisiveness

Diagnostic Information Gathering

Empowering Others

Fostering Innovation

Global Perspective

Managing Performance

Personal Credibility

Persuasive Communication

Vision / Values

Education

Bachelor’s Degree in Management/Accounting/Finance

Job description

BOK Financial is seeking a Wealth Management Services Senior Operations Manager to lead a newly centralized oversight and quality function for Retirement Plan Services. You will help design the operating model, drive talent development, and improve workflow visibility across Wealth Management, Operations, and Technology.

The role emphasizes accountability, scalable solutions, and long-term operational excellence.