Wealth Mgmt Services Ops Sr Manager

BOK Financial; Tulsa (OK); On-site; USD 110,000 - 180,000; Full time

Job summary

BOK Financial is seeking a Wealth Management Services Senior Operations Manager to lead a newly centralized oversight and quality function for Retirement Plan Services. You will help design the operating model, drive talent development, and improve workflow visibility across Wealth Management, Operations, and Technology.

The role emphasizes accountability, scalable solutions, and long-term operational excellence.

Qualifications

• This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Management, Accounting, or Finance with 12+ years of directly related experience in Wealth Management Operations, Securities and/or cash processing, and/or Risk management and at least 4 years of experience in a management capacity or an equivalent combination of education and experience.

Responsibilities

• Lead – Develop and coach a team responsible for operational monitoring, balancing, reporting, and corrections.
• Build – Help establish the future operating model, routines, metrics, and accountability standards for a growing function.
• Improve – Identify opportunities to simplify workflows, remove friction, and improve consistency across teams.
• Partner – Collaborate with Operations, Technology, Wealth Management, and business partners to solve complex operational challenges.
• Analyze – Investigate trends, root causes, and process breakdowns to improve quality and operational performance.
• Guide – Support operational oversight, balancing activities, exception management, and workflow visibility.
• Develop – Coach and mentor team members, develop talent, build leadership depth that supports succession planning efforts.
• Drive – Lead strategic initiatives, continuous improvement, and change‑management efforts that strengthen the organization over time.
• Strengthen – Help establish sustainable quality, governance, and accountability practices that support long‑term operational excellence.

Skills

Adaptability

Business Acumen

Decisiveness

Diagnostic Information Gathering

Empowering Others

Fostering Innovation

Global Perspective

Managing Performance

Personal Credibility

Persuasive Communication

Vision / Values

Education

Bachelor’s Degree in Management/Accounting/Finance

Job description

Summary

Are you an operations leader who enjoys building teams, improving processes, and creating sustainable operational excellence? As the Wealth Management Services Senior Operations Manager, you will help establish and mature a newly centralized operational oversight and quality function supporting Retirement Plan Services. This is a unique opportunity to shape the future operating model, develop talent, improve workflow visibility, and strengthen consistency across a growing organization. Working closely with partners across Wealth Management, Operations, and Technology, you will help create scalable solutions that improve quality, accountability, and client outcomes.

Job Description

The Wealth Management Services Senior Operations Manager provides leadership for operational oversight and quality functions supporting Retirement Plan Services operations. The team focuses on balancing oversight, aged‑item monitoring, workflow visibility, operational reporting, corrections, trend analysis, and issue resolution. This is not a participant‑facing, plan administration, or relationship‑management role.

This leader will help build and mature a centralized function that improves visibility, consistency, accountability, and operational effectiveness across Retirement Plan Services. Success in this role requires strong leadership, relationship‑building skills, analytical thinking, and the ability to influence positive change across teams. The ideal candidate is someone who enjoys developing people, improving processes, solving complex operational challenges, and creating sustainable operating models that support long‑term growth. Prior Retirement Plan Services experience is not required.

How You’ll Spend Your Time

• Lead – Develop and coach a team responsible for operational monitoring, balancing, reporting, and corrections.
• Build – Help establish the future operating model, routines, metrics, and accountability standards for a growing function.
• Improve – Identify opportunities to simplify workflows, remove friction, and improve consistency across teams.
• Partner – Collaborate with Operations, Technology, Wealth Management, and business partners to solve complex operational challenges.
• Analyze – Investigate trends, root causes, and process breakdowns to improve quality and operational performance.
• Guide – Support operational oversight, balancing activities, exception management, and workflow visibility.
• Develop – Coach and mentor team members, develop talent, build leadership depth that supports succession planning efforts.
• Drive – Lead strategic initiatives, continuous improvement, and change‑management efforts that strengthen the organization over time.
• Strengthen – Help establish sustainable quality, governance, and accountability practices that support long‑term operational excellence.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Management, Accounting, or Finance with 12+ years of directly related experience in Wealth Management Operations, Securities and/or cash processing, and/or Risk management and at least 4 years of experience in a management capacity or an equivalent combination of education and experience.

• Adaptability
• Business Acumen
• Decisiveness
• Diagnostic Information Gathering
• Empowering Others
• Fostering Innovation
• Global Perspective
• Managing Performance
• Personal Credibility
• Persuasive Communication
• Vision / Values

Working Conditions & Physical Requirements

Office – 20 lbs

Equal Employment Opportunity

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.