Wealth Management Process Architect

BOK Financial; Tulsa (OK); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

BOKF Performance Plan (D02)

Job summary

BOK Financial is seeking a Wealth Management Business Process Specialist in Tulsa, Oklahoma. This role involves leading business process analysis, documenting workflows, and collaborating with developers to ensure solutions meet business needs. Ideal candidates will have a Bachelor's degree in Management Information Systems or Computer Science, with 2 to 5 years of related experience. The position emphasizes accuracy, compliance, and operational quality, aligning business and technology teams to improve processes. BOK Financial values equal opportunities in employment.

Qualifications

• 2 - 5 years relevant experience in business analysis or project management.
• 5 - 7 years of work-related experience in business application support.

Responsibilities

• Lead analysis of current-state business processes for improvements.
• Partner with stakeholders to document workflows and requirements.
• Create detailed process documentation with tools like Visio.
• Write and manage Jira stories for development teams.
• Collaborate with developers to clarify requirements and solutions.
• Define business logic and data requirements for workflow solutions.
• Facilitate meetings to review enhancements and gather feedback.
• Monitor end-user issues and drive resolutions.
• Ensure process changes meet audit and compliance needs.

Skills

Business process analysis

Technical documentation

Requirements gathering

Jira

SQL

Excel

JSON

Visio

Education

Bachelor's Degree in Management Information Systems or Computer Science

Job description

BOK Financial is seeking a Wealth Management Business Process Specialist in Tulsa, Oklahoma. This role involves leading business process analysis, documenting workflows, and collaborating with developers to ensure solutions meet business needs. Ideal candidates will have a Bachelor's degree in Management Information Systems or Computer Science, with 2 to 5 years of related experience. The position emphasizes accuracy, compliance, and operational quality, aligning business and technology teams to improve processes. BOK Financial values equal opportunities in employment.