Wealth Management Services Operations Manager - Mutual Fund Processing

BOK Financial
United States, Oklahoma, Tulsa
101 East 2nd Street (Show on map)
May 05, 2025
Req ID:76502 Location:Tulsa -TUL Areas of Interest:Wealth Management Operations; Professional; Risk Management; Trust Pay Transparency Salary Range:Not Available Application Deadline:05/21/2025 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 Discretionary 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 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! Job Description Join our Wealth Management Services (WMS) team as an Operations Manager, leading the Mutual Fund Processing team. In this role, you'll 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 reconciliation.You'll also collaborate with senior management to resolve high-impact, time-sensitive issues. If you're ready to lead in a fast-paced, high-stakes environment, this role is for you! Team Culture We celebrate each other's 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 You'll 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 Bachelor's 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 Office - 20 lbs 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. Please contactrecruiting_coordinators@bokf.comwith any questions.