Wealth Mgmt Services Operations Lead - Securities

BOK Financial Co.; Tulsa (OK); On-site; USD 120,000 - 150,000; Full time

Job summary

BOK Financial Corporation Group in Tulsa, OK, seeks a Wealth Management Services Lead to direct workflow operations, improve processes, and ensure compliant, efficient service delivery. This role partners with Wealth Management, Enterprise Operations and IT to mitigate risk and meet SLAs.

The position requires a Bachelor’s degree in Business/Accounting/Finance with 8–10 years in high-volume securities operations, and a track record of leadership in workflow improvements.

Qualifications

• Bachelor’s Degree in Business, Accounting or Finance with 8–10 years of directly related experience in a high-volume securities operations environment.
• Wealth Management workflow operations experience is strongly preferred.

Responsibilities

• Oversee an operational team, ensuring effective execution of daily processes, controls, and service delivery.
• Prioritize operational priorities and implement plans that improve efficiency, productivity, and overall team performance.
• Establish procedures, standards, and controls that strengthen governance and mitigate operational risk.
• Coach team members with leadership, guidance, and development opportunities while reinforcing service expectations and accountability.
• Research complex operational issues, analyze root causes, and recommend practical, effective solutions.
• Manage shifting workloads, allocate resources effectively, and maintain strong relationships with key business partners.
• Support readiness for conversions, new initiatives, regulatory requirements, and other business-driven changes.

Skills

Attention to Communication

Customer Orientation

Decision Making/Judgment

Diagnostic Information Gathering

Influencing Others

Initiative

Managing Performance

Motivational Support

Personal Accountability

Technical Expertise

Vision/Values

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

Pay Transparency Salary Range: Not Available

Application Deadline: 12/05/2026

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're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career. 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.

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

We celebrate each other's wins, big and small. We respect, honor and praise one another for a job well done. We are transparent. We are involved, committed, and collaborative. Simply put: We Achieve More Together.

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 with 8-10 years of directly related experience in a high volume securities operations environment or equivalent combination of education and experience. Wealth Management workflow operations experience is strongly preferred.

• Attention to Communication
• Customer Orientation
• Decision Making/Judgment
• Diagnostic Information Gathering
• Influencing Others
• Initiative
• Managing Performance
• Motivational Support
• Personal Accountability
• Technical Expertise
• Vision/Values

Working Conditions & Physical Requirements

Office - Occasional Travel

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, Operations Manager, Manager, Finance, Operations, Management