Wealth Management Data Analyst

Position Overview: As a Wealth Management Advisor at MidFirst Bank, you will be responsible for cultivating and overseeing a diverse portfolio of high-net-worth clients, including entrepreneurs, medical professionals, legal experts, and affluent families. Client Engagement: Your role will involve building strong relationships with clients, ensuring their...

About the RoleWe are seeking a highly skilled Wealth Product Manager II to join our team at BOK Financial Corporation Group. As a key member of our wealth management team, you will be responsible for driving new product development from concept to completion, working closely with internal and external partners.Key ResponsibilitiesCollaborate with the Senior...

About the RoleBOK Financial is seeking a highly skilled Wealth Product Manager II to join our team. As a key member of our wealth management group, you will be responsible for driving new product development from concept to completion, working closely with internal and external partners.Key ResponsibilitiesCollaborate with the Senior Product Manager to...

Position Overview:As a Wealth Management Advisor, you will play a pivotal role in guiding high-net-worth clients through their financial journeys. Your expertise will be essential in delivering tailored financial solutions that align with their unique goals and aspirations.Key Responsibilities:- Develop and execute a comprehensive relationship management...

About the RoleWe are seeking a highly skilled and experienced Private Wealth Manager to join our team at BOK Financial Corporation. As a Private Wealth Manager, you will be responsible for providing exceptional financial services to high-net-worth clients and businesses, including commercial and individual loans, deposit services, brokerage, investment...

Job SummaryThe Senior Health Data Analyst provides analytical support to Executives and departments, including analysis, pricing, capitation, network, and provider-specific reporting. This role involves programming customer-based specifications, producing statistics, reports, and presentations, analyzing results, and generating written reports with...

About the RoleWe are seeking a highly skilled Wealth Product Manager II to join our team at BOK Financial. As a key member of our wealth management group, you will be responsible for driving new product development from concept to completion, working closely with internal and external partners.Key ResponsibilitiesLead a team of professionals in the...

About the RoleCounseling & Recovery Services, LLC is seeking a highly skilled Data Analyst to join our team at our Yale office. As a Data Analyst, you will play a critical role in supporting our efforts to demonstrate effectiveness in meeting grant and program outcomes through data collection, monitoring, and reporting.Key ResponsibilitiesData collection and...

Job Title: Wealth AdvisorWealth Advisors at Capital Advisors, Inc. play a vital role in helping clients achieve their long-term financial goals through expert investment advice and personalized service.Key Responsibilities:Develop and maintain strong relationships with clients, providing tailored investment solutions to meet their unique needs and...

Private Banker Job DescriptionAt MidFirst Bank, we are seeking a skilled Private Banker to join our team. As a Private Banker, you will be responsible for developing and managing a portfolio of private banking clients, including business owners, senior executives, entrepreneurs, and high-net-worth individuals.Key Responsibilities:Build and maintain strong...

Position Overview:The Operations Leader for Wealth Management Services is a pivotal role focused on overseeing workflow operations. This position is essential for leading, assessing, and executing processes that influence workload, procedures, and schedules.Key Responsibilities:This role collaborates closely with various departments within Wealth Management,...

About the RoleWe are seeking an experienced Technical Data Analyst to join our team at BOK Financial Corporation. As a key member of our Enterprise Data Solutions team, you will be responsible for delivering superior services and acting as a liaison between the line of business and IT with a focus on end-user experience.Key ResponsibilitiesDesign and...

Job SummaryWe are seeking a skilled Private Wealth Banker to join our team at BOK Financial. As a trusted advisor, you will be responsible for identifying and building relationships with high net worth clients, providing personalized financial solutions to help them achieve their goals.Key ResponsibilitiesDevelop and implement a relationship management plan...

Job Title: Private Wealth BankerAt BOK Financial, we are seeking a skilled Private Wealth Banker to join our team. As a Private Wealth Banker, you will be responsible for providing exceptional service to our high-net-worth clients, identifying and building relationships, and delivering tailored financial solutions to meet their needs.Key...

Position Overview:The Wealth Management Services Operations Lead plays a pivotal role in overseeing workflow operations. This includes guiding, assessing, and executing processes that influence workload, procedures, and scheduling.Key Responsibilities:Lead a team of both Exempt and Non-Exempt staff, managing departmental activities, setting priorities, and...

Position Overview:The Wealth Management Services Operations Lead plays a crucial role in overseeing workflow operations, focusing on the leadership, assessment, and implementation of processes that influence workload, procedures, and scheduling.Key Responsibilities:Lead a diverse team of both Exempt and Non-Exempt personnel, managing departmental activities...

About Vital EnergyVital Energy is a forward-thinking digital upstream oil and gas enterprise based in Tulsa, OK. We're a paragon of innovation, harnessing cutting-edge technology to optimize operational efficacy and drive business growth.Our ApproachWe strive to optimize capital efficiency, developing more assets, creating more jobs, and bringing more energy...

Job SummaryWe are seeking a highly skilled Technical Analyst II to join our team at BOK Financial. As a Technical Analyst II, you will play a critical role in supporting our financial systems and processes.Key ResponsibilitiesAct as a liaison between Enterprise Financial Systems, Financial Planning and Analysis (FP&A), and Accounting to ensure accurate,...

Job SummaryWe are seeking a highly skilled and experienced Operations Lead to join our Wealth Management Services team at BOK Financial. As a key member of our operations team, you will be responsible for leading workflow operations, implementing processes, and ensuring operational efficiency.Key ResponsibilitiesLead a team of exempt and non-exempt...

Job SummaryWe are seeking a highly skilled Private Wealth Banker to join our team at BOK Financial Corporation. As a trusted advisor, you will be responsible for providing exceptional service to our high-net-worth clients, helping them achieve their financial goals and grow their wealth.Key ResponsibilitiesDevelop and implement relationship management plans...