Wealth Management Services Operations Senior Manager; Wealth Fee Processing

Wealth Management Services Operations Senior Manager (Wealth Fee Processing)

Location: Tulsa
-TUL

Areas of Interest: Wealth Management Operations

Pay Transparency Salary Range: Not Available

Final date to receive applications: 01/17/2026

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

Discretionary

For more than a century, BOK Financial Wealth Management has grown alongside its clients, establishing itself as a leader in the financial world with cutting-edge products that rival the biggest banks. Their dedication to building lasting relationships with both institutional and personal clients sets them apart. Committed to creating value, they offer diverse, personalized, and responsive services, along with innovative and value-added offerings, delivering excellence and fostering growth for investors, employees, and the community.

The Wealth Management Services (WMS) Senior Operations Manager is primarily responsible for all aspects of management and oversight of assigned Wealth Fee Processing team within WMS. This position plans, organizes and provides leadership working closely with various units within Wealth Management and Enterprise Operations and Information Technology with considerable focus on controlling significant financial risk. This position oversees department operational functions to ensure they are executed accurately and efficiently while adhering to governing body regulations and achieving service level objectives.

This position will serve as a primary escalation point of high impact issues requiring urgent and immediate resolution.

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.

• You will oversee all departmental operations and resolve complex issues requiring advanced judgment.
• You will develop and implement internal policies and procedures to enhance efficiency and reduce operational risk.
• You will ensure technical problems related to work processes and equipment are effectively resolved.
• You will manage departmental staff through first-line managers, setting priorities and overseeing daily operations.
• You will make staffing decisions, including hiring, training, development planning, and retention strategies.
• You will ensure compliance with regulatory guidelines and handle escalated issues related to control accounts.
• You will lead departmental planning and coordinate with other departments, vendors, and during mergers or conversions.
• You will define annual objectives, manage budgets, and prepare reports on operational and financial performance.

This level of knowledge is normally acquired through 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 and at least 4 years of experience in a management capacity or equivalent combination of education and experience.

• Business Acumen
• Diagnostic Information Gathering
• Empowering Others
• Global Perspective
• Managing Performance
• Personal Credibility
• Vision / Values

Office - 20 lbs

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.

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.