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Client Service Operations Associate

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Infographic showing various Wealth Management Operations Associate job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.

Wealth Mgmt Services Ops Sr Manager

Tulsa, OK • On-site

BOK Financial
See more jobs at BOK Financialexternal

Full-time

Retirement

Re-posted 2 days ago

Job description

Req ID: 78258
Location: Tulsa -TUL
Areas of Interest: Bank Operations; Professional; Wealth Management Operations
Pay Transparency Salary Range: Not Available
Application Deadline: 10/09/2026
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
Are you an operations leader who enjoys building teams, improving processes, and creating sustainable operational excellence? As the Wealth Management Services Senior Operations Manager, you will help establish and mature a newly centralized operational oversight and quality function supporting Retirement Plan Services. This is a unique opportunity to shape the future operating model, develop talent, improve workflow visibility, and strengthen consistency across a growing organization. Working closely with partners across Wealth Management, Operations, and Technology, you will help create scalable solutions that improve quality, accountability, and client outcomes.
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. Success in this role requires strong leadership, relationship-building skills, analytical thinking, and the ability to influence positive change across teams. The ideal candidate is someone who enjoys developing people, improving processes, solving complex operational challenges, and creating sustainable operating models that support long-term growth. Prior Retirement Plan Services experience is not required.
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
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.
  • Adaptability
  • Business Acumen
  • Decisiveness
  • Diagnostic Information Gathering
  • Empowering Others
  • Fostering Innovation
  • Global Perspective
  • Managing Performance
  • Personal Credibility
  • Persuasive Communication
  • Vision / Values

Working Conditions & Physical Requirements
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.
Please contact recruiting_coordinators@bokf.com with any questions.

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