Wealth Management Risk Analyst I

BOK Financial Corporation; Tulsa, Northern (OK, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

BOK Financial Corporation in Tulsa, OK is seeking a Wealth Management Risk Consultant I to assist with control objectives across wealth management lines, identify risks, review accounts, and report findings.

You will support audits, assist in training needs, develop processes, and collaborate with Compliance, Internal Audit, and Wealth Management teams to enhance risk mitigation and compliance.

Qualifications

• Bachelor's degree and 1-4 years of wealth management experience
• Ability to manage multiple projects and plans
• Strong teamwork and interpersonal skills
• Knowledge of securities and investment-related products

Responsibilities

• Conduct regular tests and monitor workflows to ensure internal controls are effective and risks are managed.
• Assist in establishing risk management controls and periodic testing of these controls.
• Prepare for audits and coordinate with stakeholders to ensure data collection and review.
• Analyze business data to support implementation of new capabilities and internal controls.

Skills

Risk assessment

Financial analysis

Regulatory knowledge

Audit coordination

Stakeholder collaboration

Education

Bachelor's degree

Job description

BOK Financial Corporation in Tulsa, OK is seeking a Wealth Management Risk Consultant I to assist with control objectives across wealth management lines, identify risks, review accounts, and report findings.

You will support audits, assist in training needs, develop processes, and collaborate with Compliance, Internal Audit, and Wealth Management teams to enhance risk mitigation and compliance.