Wealth Management Services Operations Manager - Mutual Fund Processing (76502)
Wealth Management Services Operations Manager - Mutual Fund Processing (76502)
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Job Description
Req ID:76502
Location:Tulsa -TUL
Areas of Interest:Wealth Management Operations; Professional; Risk Management; Trust
Pay Transparency Salary Range:Not Available
Application Deadline:06/13/2025
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.
Bonus Type
Summary
Our Wealth Management Securities Services group specialize 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 Asset Control team! If youre 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!
Job Description
Join our Wealth Management Services (WMS) team as an Operations Manager leading the Mutual Fund Processing team. In this role youll oversee daily operations drive process improvements monitor metrics and manage compliance and risk to ensure accuracy efficiency and adherence to regulations while meeting service level objectives. Your team handles all functions associated with Mutual Funds such as trading income processing corporate actions and also collaborate with senior management to resolve high-impact time-sensitive issues. If youre ready to lead in a fast-paced high-stakes environment this role is for you!
Team Culture
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
- You will manage assigned personnel determine work priorities recommend additions and/or changes to staffing; exercise the usual authority of a manager concerning performance reviews salaries discipline counseling incentives and terminations provide staff with clear concise guidelines and provideperformance feedback related to internal standards.
- You will be responsible for department operations providesolutions to complex problems which require judgment and handling beyond staff experience and knowledge review internal policies operating procedures and programs to ensure efficiency and makingrecommendations and implementingnew programs or enhancements as necessary.
- You will minimize operational losses and market exposure through effective internal controls.
- You will ensureinternal work procedures alignwith departmental and overall divisional goals and objectives. Additionally you willresolvetechnical problems related to work and equipment collaborate with other departments and vendors and ensuredepartment processes and procedures meet customer needs.
- You will work with Corporate Compliance and Audit to ensure compliance with governing regulatory guidelines. You will compileand generatemonthly reports for senior management review define annual department objectives develop operating plan prepare management reports expense reports budget variances operational statistics and quality reports.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of Bachelors Degree in Management Accounting or Finance with 10-12 years of directly related experience in Wealth Management Operations Securities and/or cash processing and/or Risk management and at least 2 years of experience in a management capacity or equivalent combination of education and experience.
- 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
Working Conditions & Physical Requirements
BOK Financial Corporation Groupis 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 todayand 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.
Required Experience:
Manager
Employment Type
Full-Time
