Wealth Mgmt Bus Process Specialist

BOK Financial Corporation; Tulsa (OK); On-site; USD 70,000 - 110,000; Full time

Job summary

BOK Financial Corporation in Tulsa, OK is seeking a Wealth Management Business Process Specialist to bridge business needs with technology solutions, helping teams deliver improvements that boost operational efficiency and client experiences within Wealth Management.

You will partner with business leaders, end users, and IT, translate challenges into actionable requirements, facilitate Agile ceremonies, and support solution delivery from discovery through testing and deployment.

Qualifications

• Bachelor's degree in Business, Information Systems, Finance, or a related field.
• 2–5 years of relevant experience in business analysis or process improvement.
• Experience working in Agile delivery environments.
• Experience facilitating Agile ceremonies and coordinating work within Jira.
• Strong communication, relationship-building, and stakeholder management skills.
• Background in financial services, wealth management, or banking is preferred.
• Excellent organizational skills with ability to manage multiple priorities.

Responsibilities

• Partner with Wealth Management leaders, end users, and technology teams to understand processes and objectives.
• Elicit, analyze, and document requirements through interviews, workshops, and discovery sessions.
• Translate needs into detailed user stories, requirements, and acceptance criteria.
• Create and maintain end-user, technical, and process documentation.
• Identify opportunities for automation, efficiency gains, risk reduction, and better user experiences.
• Serve as a liaison between business stakeholders and technology teams.
• Collaborate with developers, architects, and testers to clarify requirements and support delivery.
• Review proposed solutions and provide recommendations aligning with standards.
• Support testing activities by validating requirements and participating in UAT.
• Facilitate reviews and demonstrations to gather feedback and align projects.
• Document processes, workflows, use cases, and system interactions.
• Continuously evaluate operations and recommend improvements.

Skills

Agile delivery

Business analysis

Requirements gathering

Process documentation

Stakeholder management

Financial services knowledge

Education

Bachelor's degree in Business, Information Systems, Finance, or related field

Tools

Jira

Job description

Select how often (in days) to receive an alert:

Location: Tulsa -TUL

Areas of Interest: Wealth Management; Business/Technical Analysis

Pay Transparency Salary Range: Not Available

Application Deadline: 10/30/2026

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

BOKF Performance Plan (D02)

Summary

If you're passionate about improving business processes, collaborating with stakeholders, and driving meaningful change, we invite you to explore this opportunity. As a Wealth Management Business Process Specialist, you'll play a key role in connecting business needs with technology solutions, helping teams deliver improvements that enhance operational efficiency and client experiences. This position offers the opportunity to work closely with business leaders, participate in Agile delivery teams, and make a measurable impact across the Wealth Management organization.

Job Description

The Wealth Management Business Process Specialist serves as a trusted partner to business and technology teams, helping drive process improvements, system enhancements, and strategic initiatives across Wealth Management. This role focuses on understanding business needs, managing requirements, facilitating Agile processes, and ensuring successful delivery of solutions that meet stakeholder expectations.

The ideal candidate is a strong communicator, problem solver, and relationship builder who thrives in a collaborative environment and enjoys translating business challenges into practical solutions.

Team Culture

We are a collaborative and highly engaged team that values teamwork, innovation, and continuous improvement. We work closely with business partners, developers, and operational teams to solve problems and deliver results. Team members are encouraged to share ideas, take initiative, and contribute to an environment where open communication and support are priorities. Our leadership team is approachable, accessible, and committed to helping employees grow and succeed.

How You'll Spend Your Time

• Partner with Wealth Management business leaders, end users, and technology teams to understand business processes, operational challenges, and strategic objectives.
• Elicit, analyze, and document business, functional, and technical requirements through stakeholder interviews, workshops, process reviews, and discovery sessions.
• Translate business needs into detailed user stories, business requirements, acceptance criteria, process flows, and supporting documentation for development teams.
• Create and maintain comprehensive end-user, technical, and process documentation to support solution implementation, training, and ongoing operations.
• Analyze existing workflows and business processes to identify opportunities for automation, efficiency gains, risk reduction, and enhanced user experiences.
• Serve as a liaison between business stakeholders and technology teams, ensuring requirements are clearly understood and solutions align with business objectives.
• Collaborate with developers, architects, and testers to clarify requirements, answer business questions, and support solution delivery throughout the project lifecycle.
• Review proposed technology solutions and provide recommendations to ensure they effectively address business needs while aligning with organizational standards.
• Support testing activities by validating requirements, developing test scenarios, participating in user acceptance testing, and confirming delivered solutions meet business expectations.
• Facilitate requirements reviews, stakeholder working sessions, and solution demonstrations to gather feedback, build consensus, and ensure project alignment.
• Document business processes, workflows, use cases, and system interactions to create clear and actionable artifacts for both technical and non-technical audiences.
• Continuously evaluate business operations and recommend process improvements that enhance productivity, improve service delivery, and support organizational goals.

Education & Experience Requirements

This level of knowledge is normally acquired through the completion of a Bachelor's degree in Business, Information Systems, Finance, or a related field and 2-5 years of relevant experience, or an equivalent combination of education and experience.

Preferred Qualifications

• Experience working in Agile delivery environments.
• Experience facilitating Agile ceremonies and coordinating work within Jira.
• Strong business analysis, requirements gathering, and process documentation skills.
• Proven ability to build relationships and communicate effectively with both business and technical stakeholders.
• Experience supporting process improvement, workflow optimization, or operational initiatives.
• Background in financial services, wealth management, or banking is preferred.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.

Working Conditions & Physical Requirements

Office

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!

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, Business Analyst, Manager, Finance, Management, Technology

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.