Wealth Mgmt Services Operations Lead

BOK Financial•Tulsa, OK

12d•Onsite

About The Position

The Wealth Management Services (WMS) Lead is primarily responsible for workflow operations which includes leading, reviewing and implementing processes that impact workload, procedures and schedules. This position works closely with various units within Wealth Management, Enterprise Operations and Information Technology to mitigate risk and ensure operational processes are executed accurately and efficiently while adhering to policies, procedures, regulations and achieving service level objectives.

Requirements

Bachelor’s Degree in Business, Accounting or Finance
8 – 10 years of directly related experience in a high volume securities operations environment or equivalent combination of education and experience.
Adaptability
Attention to Communication
Customer Orientation
Decision Making/Judgment
Diagnostic Information Gathering
Influencing Others
Initiative
Managing Performance
Motivational Support
Oral/Written Communication
Personal Accountability
Technical Expertise
Vision/Values

Nice To Haves

Wealth Management workflow operations experience is strongly preferred.

Responsibilities

Lead a team of Exempt and Non-Exempt personnel, oversee departmental activity; identify department priorities; recommend workforce headcount; develop and implement action plans based on directives from upper management.
Identify savings and efficiencies in overall operation; prepare management reports, operational statistics and quality reports.
Identify, develop, and recommend revision of internal standards, policies, operating procedures, and new programs to improve efficiency; provide clear concise written guidelines to WMS support personnel and provides coaching related to internal standards; minimizes losses through effective internal controls; ensures internal work procedures are consistent with departmental and overall divisional goals and objectives; ensures service level objectives are met.
Research and resolve complex problems requiring considerable judgment and handling beyond staff experience and knowledge.
May participate in meetings/interactions directly with external customers to assist in determining/meeting their expectations.
Ensure department efficiency by predicting, controlling, implementing and approving changes in workload, procedures, and schedules through analysis of internal operation and appraisal of external needs identified with other departments.
Establish and maintain working relationships with department managers, regulators, and auditors to ensure needs of customers and organization are met.
Participate as a WMS representative in mergers and acquisitions and operational conversions; serve on committees relative to operations, products, and equipment; participates in collaborative study and review of proposals and design of new products.
Review, research, and analyze effect of governmental regulations on policies and procedures of bank operations.