Wealth Mgmt Services Operations Manager

BOK Financial•Tulsa, OK

4d•Onsite

About The Position

Our Wealth Management Securities Services group specializes in providing comprehensive asset servicing for trust accounts, including asset setup, maintenance, pricing, trade execution, settlements, and more. Our expertise extends to fund accounting services, performance reporting, and shadow accounting for our Advisor Trust Services line of business. We are seeking an experienced leader to join our team as an Operations Manager on the Mutual Fund Processing team! If you're passionate about making a difference for clients, fostering a positive work environment, and contributing to your community, this is your opportunity to lead and grow with us! 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.

Requirements

Completion of 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
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

Provide staff with clear, concise guidance, set performance expectations, and deliver ongoing coaching and feedback to ensure adherence to internal standards and quality expectations.
Manage daily department operations, ensuring work is completed accurately, efficiently, and in alignment with business objectives.
Address complex operational issues that require independent judgment and decision-making beyond staff experience and authority.
Review internal policies, procedures, and programs to identify opportunities for increased efficiency, effectiveness, and risk mitigation.
Recommend and execute process improvements, program enhancements, and operational changes that support departmental and organizational goals.
Minimize operational losses and market exposure through the establishment and monitoring of effective internal controls.
Maintain consistent work procedures and operational practices that align with departmental priorities and broader divisional objectives.
Resolve technical issues related to departmental processes, systems, and equipment to support uninterrupted operations.
Partner with internal business units and external vendors to address operational needs, improve service delivery, and support strategic initiatives.
Continuously assess and enhance department processes and procedures to meet customer needs and deliver a high-quality service experience.