Wealth Mgmt Services Ops Sr Manager

Job Description

The Wealth Management Services Senior Operations Manager provides leadership for operational oversight and quality functions supporting Retirement Plan Services operations. The team focuses on balancing oversight, aged-item monitoring, workflow visibility, operational reporting, corrections, trend analysis, and issue resolution.

This is not a participant-facing, plan administration, or relationship management role. This leader will help build and mature a centralized function that improves visibility, consistency, accountability, and operational effectiveness across Retirement Plan Services.

Team Culture

Our team collaborates effectively to meet client objectives. We value diverse perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive, high-performing team that consistently delivers outstanding results for our clients.

How You'll Spend Your Time

• Lead – Develop and coach a team responsible for operational monitoring, balancing, reporting, and corrections.
• Build – Help establish the future operating model, routines, metrics, and accountability standards for a growing function.
• Improve – Identify opportunities to simplify workflows, remove friction, and improve consistency across teams.
• Partner – Collaborate with Operations, Technology, Wealth Management, and business partners to solve complex operational challenges.
• Analyze – Investigate trends, root causes, and process breakdowns to improve quality and operational performance.
• Guide – Support operational oversight, balancing activities, exception management, and workflow visibility.
• Develop – Coach and mentor team members, develop talent, build leadership depth that support succession planning efforts.
• Drive – Lead strategic initiatives, continuous improvement, and change management efforts that strengthen the organization over time.
• Strengthen – Help establish sustainable quality, governance, and accountability practices that support long-term operational excellence.

Education & Experience Requirements

• Completion of Bachelor’s Degree in Management, Accounting, or Finance with 12+ years of directly related experience in Wealth Management Operations, Securities and/or cash processing, and/or Risk management.
• At least 4 years of experience in a management capacity or equivalent combination of education and experience.

Working Conditions & Physical Requirements

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!

Company Information

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Equal Opportunity Employer

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.