Wealth Mgmt Services Operations Manager

BOK Financial; Tulsa (OK); On-site; USD 100,000 - 150,000; Full time

Job summary

BOK Financial is seeking an experienced Operations Manager to lead the Mutual Fund Processing team within Wealth Management Services. The role focuses on managing daily operations, metrics, risk controls, and compliance, while partnering with senior leadership to resolve high-impact issues.

The ideal candidate will have a Bachelor’s degree in Management, Accounting, or Finance with 10–12 years in Wealth Management Operations and at least 2 years in a management role, demonstrating strong

Qualifications

• Bachelor’s Degree in Management, Accounting, or Finance with 10–12 years of directly related Wealth Management Operations, Securities and/or cash processing, and risk management experience.

Responsibilities

• Lead and oversee assigned WMS teams, providing leadership and oversight in daily operations and metric reporting.
• Identify and implement process improvements to enhance efficiency and risk controls.
• Collaborate with senior management to resolve high-impact issues requiring urgent resolution.
• Ensure compliance with governing body regulations and service level objectives.

Skills

Adaptability

Business Acumen

Decision Making/Judgement

Diagnostic Information Gathering

Empowering Others

Fostering Innovation

Interpersonal Effectiveness

Managing Performance

Motivational Support

Oral/Written Communication

Personal Credibility

Vision/Values

Education

Bachelor’s Degree in Management, Accounting, or Finance

Job description

Req ID:

78591

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.

• Adaptability
• Business Acumen
• Decision Making/Judgement
• Diagnostic Information Gathering
• Empowering Others
• Fostering Innovation
• Interpersonal Effectiveness
• Managing Performance
• Motivational Support
• Oral/Written Communication
• 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.

Please contact [e-mail] with any questions.