Wealth Mgmt Services Operations Manager

BOK Financial Corporation; Tulsa (OK); On-site; USD 120,000 - 160,000; Full time

Job summary

BOK Financial Corporation in Tulsa seeks an experienced Wealth Management Services Operations Manager to lead the Mutual Fund Processing team, overseeing daily operations, risk controls, and client service quality.

You will drive process improvements, coach staff, and partner with vendors and internal units to ensure accurate, compliant processing and timely reporting for trust and securities services.

Qualifications

• Bachelor’s Degree in Management, Accounting, or Finance with 10–12 years of directly related experience in Wealth Management Operations, Securities and/or cash processing, and at least 2 years of management experience.
• Experience in risk management and regulatory compliance within Wealth Management operations is desired.
• At least 2 years in a management capacity or equivalent leadership experience.

Responsibilities

• Lead staff with clear guidance, set performance expectations, and provide ongoing coaching.
• Oversee daily department operations ensuring accuracy, efficiency, and alignment with objectives.
• Resolve complex operational issues requiring independent judgment beyond staff level.
• Evaluate internal policies and programs to identify opportunities for efficiency and risk mitigation.
• Implement process improvements and program enhancements to support goals.
• Mitigate losses and risk by establishing and monitoring internal controls.
• Ensure consistent work procedures aligned with priorities and objectives.
• Troubleshoot technical issues related to processes, systems, and equipment.
• Collaborate with internal units and external vendors to meet operational needs.
• Optimize department processes to improve customer service and delivery.

Skills

Business Acumen

Decision Making

Diagnostic Information Gathering

Empowering Others

Interpersonal Effectiveness

Managing Performance

Motivational Support

Personal Credibility

Vision/Values

Education

Bachelor’s Degree in Management, Accounting, or Finance

Job description

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Wealth Mgmt Services Operations Manager

Location: Tulsa -TUL

Areas of Interest: Wealth Management Operations; Finance; Trust

Pay Transparency Salary Range: Not Available

Application Deadline: 09/18/2026

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

Our Wealth Management Securities Services group specialize in providing comprehensive asset servicing for trust accounts, including asset setup, maintenance, pricing, trade execution, settlements, and more. Our expertise extends to fund accounting services, performance reporting, and shadow accounting for our Advisor Trust Services line of business. We are seeking an experienced leader to join our team as an Operations Manager on the Mutual Fund Processing team! If you're passionate about making a difference for clients, fostering a positive work environment, and contributing to your community, this is your opportunity to lead and grow with us!

Job Description

The Wealth Management Services (WMS) Operations Manager is primarily responsible for all aspects of management over assigned teams within WMS providing leadership and oversight in daily operations, metric reporting, process improvement and the managing of compliance and risk exposure ensuring operational processes are executed accurately and efficiently while adhering to governing body regulations and achieving service level objectives. This position works with senior management to resolve high impact issues requiring urgent and immediate resolution.

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

• Lead – Provide staff with clear, concise guidance, set performance expectations, and deliver ongoing coaching and feedback to ensure adherence to internal standards and quality expectations.
• Oversee – Manage daily department operations, ensuring work is completed accurately, efficiently, and in alignment with business objectives.
• Resolve – Address complex operational issues that require independent judgment and decision-making beyond staff experience and authority.
• Evaluate – Review internal policies, procedures, and programs to identify opportunities for increased efficiency, effectiveness, and risk mitigation.
• Implement – Recommend and execute process improvements, program enhancements, and operational changes that support departmental and organizational goals.
• Mitigate – Minimize operational losses and market exposure through the establishment and monitoring of effective internal controls.
• Ensure – Maintain consistent work procedures and operational practices that align with departmental priorities and broader divisional objectives.
• Troubleshoot – Resolve technical issues related to departmental processes, systems, and equipment to support uninterrupted operations.
• Collaborate – Partner with internal business units and external vendors to address operational needs, improve service delivery, and support strategic initiatives.
• Optimize – Continuously assess and enhance department processes and procedures to meet customer needs and deliver a high-quality service experience.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of Bachelor’s Degree in Management, Accounting, or Finance with 10-12 years of directly related experience in Wealth Management Operations, Securities and/or cash processing, and/or Risk management and at least 2 years of experience in a management capacity or equivalent combination of education and experience.

• Business Acumen
• Decision Making/Judgement
• Diagnostic Information Gathering
• Empowering Others
• Interpersonal Effectiveness
• Managing Performance
• Motivational Support
• Personal Credibility
• Vision/Values

Working Conditions & Physical Requirements

Office - 20 lbs

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: Operations Manager, Bank, Banking, Business Process, Operations, Finance, Management