Technical Analyst III - Wealth Management Technology

BOK Financial•Tulsa, OK

2d•Onsite

About The Position

The Technical Analyst III serves as a liaison between Wealth Management business stakeholders and Information Technology as part of the Wealth Management Data Integration team. In a consulting-style, project-oriented capacity, the role partners with business stakeholders, software developers, data specialists, vendors, and technology teams to understand business processes, document requirements, investigate problems, and facilitate technical and data solutions. The analyst performs analysis, design, planning, testing, implementation, and ongoing support for critical systems, software, procedures, and data-integration processes. The role manages initiatives with organizational impact in support of the company’s long-term technology and enterprise data strategy. It is primarily project-oriented rather than traditional production support: analysts often manage separate initiatives and individual portfolios, working independently while engaging new stakeholders and moving work forward with appropriate guidance. The analyst supports existing Microsoft SQL Server and legacy data environments while contributing to modernization efforts involving technologies such as Snowflake, AWS, and Fivetran. The position uses approved AI and automation tools to improve productivity and technical work, while applying judgment and validating generated output. It also supports job scheduling, technical documentation, integrations, testing, production readiness, disaster recovery, and enterprise resiliency. The team is a five-person group that values adaptability, curiosity, continuous learning, open communication, and trusted relationships with business and technical stakeholders.

Requirements

Bachelor’s degree in Information Technology, Computer Science, Management Information Systems, Data Analytics, or a related field, and/or 3–5 years of directly related experience, or an equivalent combination of education and experience.
Ability to use approved AI-assisted tools to improve productivity and problem-solving while critically evaluating and validating generated results.
Experience gathering, analyzing, and documenting business, functional, and technical requirements.
Experience with business process mapping and modeling, current-state and future-state analysis, and fit-gap analysis.
Experience contributing to technology or data-related projects and managing assigned work independently with appropriate guidance.
Knowledge of application and data flows across multiple systems, including software and system integration.
Working knowledge of Microsoft SQL Server, SQL queries, stored procedures, relational database principles, and data-integration concepts.
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 application disaster recovery, enterprise resiliency, technology risk, and operational readiness.
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.
Strong conceptual thinking, analytical, and problem-solving skills, including the ability to resolve moderately complex issues and facilitate solutions across business and technical teams.
Strong interpersonal and facilitation skills, including the ability to build rapport, conduct discovery sessions, and become a trusted advisor.
Ability to work independently on multiple initiatives and collaborate effectively with teammates, business partners, developers, data specialists, vendors, and peer technology teams.
Adaptability and openness to change, including the ability to learn unfamiliar business areas, technologies, and operating environments.
Ability to plan the time, method, manner, and sequence of work assignments while balancing multiple project priorities.
Strong oral and written communication skills for representing oneself and BOK Financial to business stakeholders, technology partners, vendors, and peers.
Ability to establish and maintain healthy working partnerships and influence outcomes through collaboration, flexibility, and sound judgment.

Nice To Haves

Experience with SQL Server Integration Services or comparable extract, transform, load, or data-integration technologies.
Exposure to Snowflake, AWS, Fivetran, cloud-based data environments, or comparable technologies.
General knowledge of financial services, banking, payments, or wealth management processes.

Responsibilities

Use approved AI and automation tools to improve productivity and the efficiency of analysis, research, documentation, requirements development, troubleshooting, testing, and other technical work, validating AI-generated output.
Partner with Wealth business stakeholders and technical teams to understand business needs, investigate problems, gather requirements, and facilitate technology and data solutions.
Write business, functional, and technical requirements for moderately to highly complex projects.
Map and model business processes, documenting current and future states, system interactions, data flows, logical models, and data-retention requirements.
Analyze, design, plan, test, deploy, and support complex systems, software, programs, and data-integration processes.
Manage a portfolio of project-oriented work, identify stakeholders, facilitate fact-finding sessions, ask effective questions, and advance assigned initiatives.
Partner with developers, data specialists, vendors, and technology teams to determine appropriate solutions.
Support Microsoft SQL Server and legacy data environments and contribute to enterprise data strategy and adoption of Snowflake, AWS, and Fivetran.
Write, read, maintain, and troubleshoot job plans as part of job-scheduling responsibilities.
Develop and maintain batch scripts, SQL queries, stored procedures, and technical requirements or specifications.
Evaluate systems and processes, conduct fit-gap analyses, identify integration needs, and recommend improvements aligned with business and technology objectives.
Apply IT governance policies, project architecture methodologies, service-oriented architecture policies, security expectations, and technology standards.
Support system and data integrations across applications, environments, and platforms to help ensure reliable data movement and processing.
Contribute to testing, implementation planning, production readiness, disaster recovery, and enterprise resiliency activities, occasionally participating in evening or weekend work.
Share knowledge and provide guidance to other analysts through project collaboration, technical consultation, and day-to-day support.
Adapt to changing priorities, technologies, and business needs, and learn new tools and platforms.