BOK Financial
Wealth Management Services Operations Lead
BOK Financial, Tulsa, Oklahoma, United States, 74101
Wealth Management Services Operations Lead
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. We celebrate each others 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. How youll spend your time: 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. Establishes and maintains 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. Education & Experience Requirements: This level of knowledge is normally acquired through completion of a Bachelors Degree in Business, Accounting or Finance with 8
10 years of directly related experience in a high volume securities operations environment or equivalent combination of education and experience. Wealth Management workflow operations experience is strongly preferred. 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 Working Conditions & Physical Requirements: Office - Occasional Travel BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_coordinators@bokf.com with any questions.
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. We celebrate each others 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. How youll spend your time: 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. Establishes and maintains 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. Education & Experience Requirements: This level of knowledge is normally acquired through completion of a Bachelors Degree in Business, Accounting or Finance with 8
10 years of directly related experience in a high volume securities operations environment or equivalent combination of education and experience. Wealth Management workflow operations experience is strongly preferred. 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 Working Conditions & Physical Requirements: Office - Occasional Travel BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_coordinators@bokf.com with any questions.