Wealth Management Services Operations Manager- Retirement Plan Services CPS and Data Control

BOK Financial • Tulsa, OK

21d

About The Position

Lead and oversee daily operations, compliance, and risk management for Retirement Plan Services CPS and Data Control teams, driving process improvements and ensuring exceptional service delivery. Collaborate with senior management to resolve high-impact issues and manage large, sensitive retirement and trust accounts with a focus on accuracy and client satisfaction. The Wealth Management Services (WMS) Operations Manager is primarily responsible for all aspects of management over assigned teams within WMS providing leadership and oversight in daily operations, metric reporting, process improvement and the managing of compliance and risk exposure ensuring operational processes are executed accurately and efficiently while adhering to governing body regulations and achieving service level objectives. This position works with senior management to resolve high impact issues requiring urgent and immediate resolution.Team Culture We celebrate each other's wins, big and small. We respect, honor and praise one another for a job well done. We are transparent. We are involved, committed, and collaborative. Simply put: We Achieve More Together.

Requirements

• Bachelor's Degree in Management, Accounting, or Finance
• 10-12 years of directly related experience in Wealth Management Operations, Securities and/or cash processing, and/or Risk management
• At least 2 years of experience in a management capacity or equivalent combination of education and experience
• Adaptability
• Business Acumen
• Decision Making/Judgement
• Diagnostic Information Gathering
• Empowering Others
• Fostering Innovation
• Interpersonal Effectiveness
• Managing Performance
• Motivational Support
• Oral/Written Communication
• Personal Credibility
• Vision/Values

Responsibilities

• Manage assigned personnel, determine work priorities, recommend additions and/or changes to staffing; exercise usual authority of a manager concerning performance reviews, salaries, discipline, counseling, incentives and terminations, provide staff with clear concise guidelines and provides performance feedback related to internal standards.
• Responsible for department operations, provides solutions to complex problems which require judgment and handling beyond staff experience and knowledge, review internal policies, operating procedures, and programs to ensure efficiency and recommends/implements new programs or enhancements as necessary.
• Minimize operational losses and market exposure through effective internal controls, ensures internal work procedures are consistent with departmental and overall divisional goals and objectives, resolves technical problems related to work and equipment, partner with other departments and vendors and ensures department processes and procedures meet customer needs.
• Work with Corporate Compliance and Audit to ensure compliance with governing regulatory guidelines. compiles and generates monthly reports for senior management review, define annual department objectives, develop operating plan, prepare management reports, expense reports, budget variances, operational statistics and quality reports.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 1,001-5,000 employees