Wealth Management Services Lead -Securities

BOK Financial • Tulsa, OK

3d

About The Position

The Wealth Management Services (WMS) Lead is primarily responsible for workflow operations, including leading, reviewing, and implementing processes that affect workload, procedures, and schedules. The role works closely with units across Wealth Management, Enterprise Operations, and Information Technology to mitigate risk and ensure operational processes are performed accurately and efficiently, comply with policies, procedures, and regulations, and meet service-level objectives.

The position oversees an operational team and daily processes, controls, and service delivery. It identifies priorities and implements plans to improve efficiency, productivity, and team performance; develops procedures, standards, and controls; coaches and develops team members; investigates complex operational issues and recommends solutions; balances workloads and resources; and coordinates readiness for conversions, initiatives, regulatory requirements, and other business-driven changes.

Requirements

• Bachelor’s degree in Business, Accounting, or Finance, or an equivalent combination of education and experience.
• At least 5 years of directly related experience in a high-volume securities operations environment, or an equivalent combination of education and experience.
• Ability to motivate employees and provide team leadership.
• Advanced ability to oversee multiple department workflow processes and procedures.
• Excellent oral and written communication and interpersonal skills.
• Advanced knowledge of accounting principles.
• Extensive knowledge of production management and operational systems.
• Advanced PC skills, including Microsoft Office and Adobe, to create management reports.
• Excellent research and problem-solving skills, including reconciliation and budget analysis.
• Ability to organize workflows and improve processes to meet numerous critical daily deadlines.

Nice To Haves

• Fixed Income workflow operations experience.

Responsibilities

• Lead an operational team and oversee the execution of daily processes, controls, and service delivery.
• Identify operational priorities and implement plans to improve efficiency, productivity, and team performance.
• Develop and maintain procedures, standards, and controls to strengthen governance and mitigate operational risk.
• Provide leadership, guidance, and development opportunities for team members while reinforcing service expectations and accountability.
• Investigate complex operational issues, analyze root causes, and recommend practical solutions.
• Balance shifting workloads, allocate resources effectively, and maintain relationships with key business partners.
• Coordinate operational readiness for conversions, new initiatives, regulatory requirements, and other business-driven changes.

Benefits

• Training and development to support employees in building long-term careers.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager