Wealth Management Services Lead -Securities

BOK Financial Corporation; Tulsa (OK); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

BOK Financial Corporation is seeking a Wealth Management Services (WMS) Lead in Tulsa to oversee workflow operations, lead an operational team, and collaborate with Wealth Management, Enterprise Operations, and IT to ensure compliant, efficient processes and service delivery.

The role emphasizes governance, risk mitigation, and staff development, with a focus on optimization and reliability across business units.

Qualifications

• Bachelor’s Degree in Business, Accounting or Finance; 5+ years in a high-volume securities operations environment; Fixed Income workflow experience preferred.

Responsibilities

• Oversee an operational team and ensure effective daily processes and service delivery.
• Prioritize operational priorities and implement plans to improve efficiency and performance.
• Establish procedures, standards, and controls to strengthen governance and mitigate risk.
• Coach team members and provide development opportunities while reinforcing service expectations.
• Research operational issues, analyze root causes, and recommend practical solutions.
• Manage shifting workloads, allocate resources, and maintain key partner relationships.
• Support conversions, new initiatives, regulatory requirements, and other business changes.

Skills

Team leadership

Workflow management

Communication

Microsoft Office

Education

Bachelor's degree in Business, Accounting or Finance

Job description

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Location: Tulsa -TUL

Areas of Interest: Wealth Management Operations; Accounting; Finance; Trust; Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 11/21/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type

Discretionary

Summary

BOK Financial is a diversified financial services organization offering sophisticated banking, investment, and wealth management solutions across key markets. Built on more than a century of performance, stability, and trusted relationships, we deliver financial expertise with both national scale and local focus. While we’re focused on helping clients succeed, we’re equally committed to our employees—because your potential is our priority, and we invest in your growth every step of the way.

Job Description

The Wealth Management Services (WMS) Lead is primarily responsible for workflow operations which includes leading, reviewing and implementing processes that impact workload, procedures, and schedules. This position works closely with various units within Wealth Management, Enterprise Operations, and Information Technology to mitigate risk and ensure operational processes are executed accurately and efficiently while adhering to policies, procedures, regulations, and achieving service level objectives.

Team Culture

Our culture is built on collaboration and partnership, where we prioritize building strong relationships. We are dedicated to exceeding expectations by creating streamlined solutions, mitigating risk, and increasing scalability, while ensuring effective communication and portfolio growth. As a part of our team, people are trusted to do meaningful work, supported by leaders who invest in your growth and see your potential from day one.

How You'll Spend Your Time

Oversee – Lead an operational team, ensuring effective execution of daily processes, controls, and service delivery.

Prioritize – Identify operational priorities and implement plans that improve efficiency, productivity, and overall team performance.

Establish – Develop and maintain procedures, standards, and controls that strengthen governance and mitigate operational risk.

Coach – Provide leadership, guidance, and development opportunities for team members while reinforcing service expectations and accountability.

Research – Investigate complex operational issues, analyze root causes, and recommend practical, effective solutions.

Manage – Balance shifting workloads, allocate resources effectively, and maintain strong relationships with key business partners.

Support – Coordinate operational readiness for conversions, new initiatives, regulatory requirements, and other business-driven changes.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business, Accounting or Finance 5+ years of directly related experience in a high volume securities operations environment or equivalent combination of education and experience. Fixed Income workflow operations experience is strongly preferred.

• Ability to motivate employees and provide team leadership
• Advanced ability to oversee multiple department workflow processes and procedures
• Excellent interpersonal skills including oral and written communication
• Advanced knowledge of accounting principles
• Extensive knowledge of production management and operational systems
• Advanced PC skills including Microsoft Office and Adobe to create management reports
• Excellent research and problem solving skills including reconciliation and budget analysis
• Demonstrated ability to organize work flow and process improvement to ensure numerous critical deadlines are met daily

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Tulsa

Nearest Secondary Market: Oklahoma

Job Segment: Bank, Banking, Business Process, Manager, Finance, Management