Financial Services Operations Expert

6 days ago


Tulsa, Oklahoma, United States BOK Financial Full time
Wealth Management Services Operations Analyst II

Combine innovation, growth, and teamwork in a dynamic role that drives business success.

About the Role

The Wealth Management Services Operations Analyst II is responsible for defining and performing analysis, programming, planning, implementation, and supporting of Wealth Management Services' applications and processes. This analyst will serve as a subject matter expert on process improvement methodology, system functionality, and integration with focus on controlling significant financial risk associated with trading, securities processing, and cash movement.

Main Responsibilities
  • Develop an in-depth understanding of information needs from business partners within Wealth Management through collaboration with users, observation of day-to-day operations, and review of procedures and system documentation.
  • Perform extensive analysis of operational data to determine priorities for improvement opportunities.
  • Work closely with lines of business, including management, to identify, analyze, and implement core business processes to ensure appropriate controls are in place to mitigate risk.
  • Support process change by integrating new processes with existing documentation; communicate changes to impacted departments to ensure integration with other functional areas.
  • Attend regular project meetings with project managers, IT business analysts, end-users, and others to understand and prioritize business goals and information needs; provide feedback, when necessary, related to impacts and best practices.
Key Qualifications

This role requires a Bachelor's Degree in Information Technology/Computer Science and 5-7 years of directly related system administration experience in a high-volume operations environment or equivalent combination of education and experience.

What We Offer

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building 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 estimated annual salary for this position is $90,000 - $120,000 per year.



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