Wealth Tech Analyst III — Data & Systems

BOK Financial Corporation

Tulsa (OK)

Presencial

USD 85.000 - 120.000

Jornada completa

Hace 8 días

Una candidatura completa en un minuto

Currículum y carta de presentación personalizados, listos para enviar.

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Descripción de la vacante

BOK Financial Corporation in Tulsa, OK seeks a Technical Analyst III to join the Wealth Management Technology group. You will collaborate with business stakeholders and developers to analyze, document, and deliver data integration solutions; support legacy and evolving platforms, and help drive the enterprise data strategy in a project‑driven environment.

You will write requirements, map processes, and plan testing, deployment, and production readiness while leveraging AI tools to improve

Formación

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Information Technology, Computer Science, Management Information Systems, Data Analytics, or a related field of study and/or 3–5 years of directly related experience in technical analysis, systems analysis, data integration, data analytics, financial services technology, bank operations, or project delivery, or an equivalent combination of education and experience.
Ability to effectively use approved AI-assisted tools to improve productivity, accelerate analysis and problem-solving, and enhance the quality of technical deliverables, while critically evaluating and validating generated results.
Experience gathering, analyzing, and documenting business, functional, and technical requirements.
Experience with business process mapping, business process modeling, current-state and future-state analysis, and fit-gap analysis.
Experience contributing to technology or data-related projects, with the ability to manage assigned work independently and move initiatives forward with appropriate guidance.
Knowledge of application and data flows across multiple systems, including software integration, system integration, and related technologies.
Working knowledge of Microsoft SQL Server, SQL queries, stored procedures, relational database management system principles, and data-integration concepts.
Experience with SQL Server Integration Services or comparable extract, transform, and load or data-integration technologies is beneficial.
Exposure to Snowflake, AWS, Fivetran, cloud-based data environments, or comparable technologies is preferred but not required.
Ability to support established or legacy technologies while learning and contributing to future-state platforms and modernization initiatives.
Knowledge of tiered environments, including development, testing, user acceptance testing, production, and disaster recovery.
Understanding of IT governance policies, project architecture methodologies, service-oriented architecture policies, security expectations, and established technology standards.
Knowledge of IT and information security standards, technology governance, and application lifecycle concepts.
Understanding of project management methodologies, including basic frameworks, phases, artifacts, processes, and project funding.
Experience working within Agile, waterfall, or other project-delivery methodologies.
Knowledge of quality assurance and testing methodologies, tools, and documentation practices.
General knowledge of financial services, banking, payments, or wealth management processes is preferred.
Strong conceptual thinking, analytical, and problem-solving skills, with the ability to resolve moderately complex issues and facilitate solutions across business and technical teams.
Strong interpersonal and facilitation skills, including the ability to meet new stakeholders, build rapport, conduct discovery sessions, and become a trusted advisor.
Ability to work independently on a portfolio of initiatives while collaborating effectively with teammates, business partners, developers, data specialists, vendors, and peer technology teams.
Demonstrated adaptability and openness to change, including the ability to learn unfamiliar business areas, technologies, and operating environments.
Ability to effectively plan the time, method, manner, and sequence of work assignments while balancing multiple project priorities.
Strong oral and written communication skills, with the ability to clearly represent yourself and BOK Financial to business stakeholders, technology partners, vendors, and peers.
Demonstrated ability to establish and maintain healthy working partnerships while influencing outcomes through collaboration, flexibility, and sound judgment.

Responsabilidades

This role will partner with Wealth business stakeholders and technical teams to understand needs, investigate problems, gather requirements, and facilitate practical technology and data solutions.
It will write clear business, functional, and technical requirements for projects ranging from moderately complex to highly complex.
It will perform business process mapping and modeling, documenting current-state and future-state processes, data flows, and retention requirements.
It will analyze, design, plan, test, deploy, and support complex systems, software, programs, and data-integration processes.
It will manage a portfolio of project-oriented work, engaging stakeholders and moving initiatives forward independently.
It will support existing Microsoft SQL Server and legacy data environments while contributing to the modernization toward Snowflake, AWS, and Fivetran.