Wealth Management Risk Specialist I

BOK Financial; Tulsa (OK); On-site; USD 55,000 - 85,000; Full time

Job summary

BOK Financial is seeking a Wealth Management Risk Consultant I to help manage control objectives within the wealth management line. You will identify risk areas, review accounts, report findings, and support risk mitigation strategies and compliance testing.

You will work with Wealth Management teams, Private Wealth, Brokerage, and Institutional Wealth, upholding integrity and partnership as a core value in daily risk assurance activities.

Qualifications

• Bachelor's degree and 1-4 years wealth management experience, or 5+ years equivalent experience.
• Strong ability to multi-task and manage multiple projects.
• Excellent oral, written and communication skills.

Responsibilities

• Assist with management of Control Objectives for the business line and identify potential risk.
• Perform reviews of new and existing accounts and report findings to Strategic Risk Officer.
• Assist in development of processes, procedures and reporting systems to mitigate risk.
• Prepare for audits and participate in meetings with stakeholders to ensure data collection and review.

Skills

Project management

Communication

Teamwork

Analytical skills

Excel

Education

Bachelor's degree

Finance/Wealth Management experience

Tools

Excel

Job description

BOK Financial is seeking a Wealth Management Risk Consultant I to help manage control objectives within the wealth management line. You will identify risk areas, review accounts, report findings, and support risk mitigation strategies and compliance testing.

You will work with Wealth Management teams, Private Wealth, Brokerage, and Institutional Wealth, upholding integrity and partnership as a core value in daily risk assurance activities.