Technical Analyst III - Wealth Management Technology

BOK Financial•Tulsa, OK

20h•Onsite

About The Position

The Technical Analyst III serves as a liaison between Wealth Management business stakeholders and Information Technology, working in a consulting-style capacity on the Wealth Management Data Integration team. The position partners with business stakeholders, software developers, data specialists, vendors, and other technology teams to understand processes, gather and document requirements, investigate problems, and facilitate technical and data solutions. It performs analysis, design, planning, testing, implementation, and ongoing support for critical systems, software, procedures, and data-integration processes, while managing initiatives with organizational impact and supporting the company’s enterprise data strategy. This is primarily a project-oriented role rather than a traditional production-support position. Team members often manage individual portfolios and work independently, identifying stakeholders and advancing initiatives with appropriate guidance. The role supports existing Microsoft SQL Server and legacy data environments while contributing to modernization involving technologies such as Snowflake, AWS, and Fivetran. Work may occasionally involve evening or weekend participation for testing, implementation, production readiness, disaster recovery, or enterprise resiliency activities.

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 technical deliverables 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 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.
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 concepts.
Knowledge of IT and information security standards, technology governance, and application lifecycle concepts.
Understanding of project management methodologies, including frameworks, phases, artifacts, processes, and project funding.
Experience working with 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 resolving moderately complex issues and facilitating solutions across business and technical teams.
Strong interpersonal and facilitation skills, including building rapport with new stakeholders, conducting discovery sessions, and becoming a trusted advisor.
Ability to work independently on a portfolio of initiatives and collaborate effectively with teammates, business partners, developers, data specialists, vendors, and peer technology teams.
Adaptability and openness to change, including 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, and 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 artificial intelligence and automation tools to improve productivity and efficiency in analysis, research, documentation, requirements development, troubleshooting, testing, and other technical work; apply judgment and validate 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 clear business, functional, and technical requirements for moderately complex 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 independently.
Work with software developers, data specialists, vendors, and other technology teams to determine appropriate solutions.
Support Microsoft SQL Server and legacy data environments while contributing to enterprise data strategy and adoption of technologies such as 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 established 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; occasional evening or weekend participation may be required.
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; continuously learn new tools and apply transferable experience to emerging platforms.