Wealth Mgmt Risk Consultant I

BOK Financial Corporation; Tulsa, Northern (OK, KY); On-site; 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

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Location: Tulsa -TUL, Oklahoma City -OKC

Areas of Interest: Risk Management

Pay Transparency Salary Range: Not Available

Application Deadline: 09/30/2026

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

Discretionary

Summary

We are a dedicated financial institution, leveraging our expertise and resources to serve our clients and communities, and help them make informed future decisions. The Wealth Management Risk Consultant I plays a key role in managing business line control objectives, identifying potential risks, conducting account reviews, reporting findings, recommending improvements, and assisting in the development of risk mitigation strategies and compliance tests.

Job Description

The Wealth Management Risk Consultant I is primarily responsible for assisting with the management of the Control Objectives for their respective business line, which includes among other things, identifying areas of potential risk for the business line and/or its clients. Performs reviews of new and existing accounts. Reports any findings to the Strategic Risk Officer. Recommends training needs and process improvements based upon review finding. Assists with the development of processes, procedures and reporting systems to mitigate that risk. Assists with routine audits and compliance tests.

Team Culture

In your role, you'll partner with peers and client-facing teams in Wealth Management, including Private Wealth, Brokerage, BOKF Insurance, and Institutional Wealth. Upholding integrity, we embody company values, fostering trust and partnerships through honorable and sincere actions.

How You'll Spend Your Time

• You will conduct regular tests and monitor workflows to ensure the effectiveness of internal controls and manage risks, while also addressing any incomplete tasks.
• You will aid in establishing risk management controls, contribute to the creation of policies and procedures to ensure control effectiveness, and periodically test these controls.
• You will be responsible for preparing for audits, participating in meetings with relevant stakeholders to ensure data collection and review, and regularly interacting with corporate compliance, internal audit, and wealth management risk teams.
• You will be analyzing business data to support the implementation of new capabilities, applications, processes, and internal controls.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's degree and 1-4 years of knowledge and experience with Wealth Management relationships, or 5+ years equivalent experience.

• Excellent knowledge and experience in developing, executing, and managing multiple projects, resource management, and project plan techniques to ensure required outcome through organizational planning and communications. Strong ability to multi-task.
• Ability to solve complex problems by taking ownership to address needs, provide information, or solve problems
• Excellent teamwork and interpersonal skills at all management levels. Ability to collaborate with other departments and lines of business.
• Working knowledge of various securities and investment-related products and services
• Excellent oral, written and communication skills, including interpersonal skills

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: Risk Management, Manager, Internal Audit, Bank, Banking, Finance, Management