Operations Leader for Wealth Management Services

1 week ago


Tulsa, Oklahoma, United States BOK Financial Full time

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, Enterprise Operations, and Information Technology to mitigate risks and ensure that operational processes are carried out accurately and efficiently. Adherence to policies, procedures, and regulations while achieving service level objectives is paramount.

Team Culture:
At BOK Financial, we foster a culture that celebrates achievements, respects contributions, and promotes transparency. Our commitment to collaboration and involvement is at the heart of our operations.

Daily Activities:
- Lead a diverse team of personnel, overseeing departmental activities and identifying priorities.
- Recommend workforce adjustments and develop action plans based on management directives.
- Identify opportunities for savings and operational efficiencies; prepare management reports and operational statistics.
- Develop and recommend revisions to internal standards, policies, and procedures to enhance efficiency.
- Provide clear guidelines and coaching to support personnel, ensuring internal controls minimize losses.
- Research and resolve complex issues requiring significant judgment and expertise.

Collaboration:
Establish and maintain productive relationships with department managers, regulators, and auditors to meet the needs of customers and the organization. Participate as a representative in mergers, acquisitions, and operational transitions.

Regulatory Compliance:
Review and analyze the impact of governmental regulations on banking operations policies and procedures.

Qualifications:
A Bachelor's Degree in Business, Accounting, or Finance is typically required, along with relevant experience in a high-volume securities operations environment. Experience in Wealth Management workflow operations is highly preferred.

Essential Skills:
- Adaptability
- Strong Communication Skills
- Customer Focus
- Decision-Making Abilities
- Information Gathering
- Influencing Skills
- Initiative and Performance Management
- Motivational Support
- Written and Oral Communication
- Personal Accountability
- Technical Proficiency
- Vision and Values Alignment

Work Environment:
This position is primarily office-based with occasional travel requirements.

BOK Financial Corporation is committed to providing equal employment opportunities and fostering a diverse workplace. We value the contributions of all employees and strive to create an inclusive environment.



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