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Wealth Management Operations Manager Jobs in Tulsa, OK

Ecowaste Solutions

Operations Manager

Tulsa, OK · On-site

Ecowaste Solutions is one of the fastest growing companies in the waste management industry ... As our Operations Manager, you'll oversee daily waste collection, transportation, disposal, and ...

Real Alloy

Operations Manager

Sapulpa, OK

Lead change management initiatives and help drive operational improvements across the facility * Develop and implement operating methods and procedures designed to meet and/or exceed KPI'

Real Alloy

Operations Manager

Sapulpa, OK · On-site

Lead change management initiatives and help drive operational improvements across the facility * Develop and implement operating methods and procedures designed to meet and/or exceed KPI'

Real Alloy

Operations Manager

Sapulpa, OK

Lead change management initiatives and help drive operational improvements across the facility * Develop and implement operating methods and procedures designed to meet and/or exceed KPI'

Pwc

Asset & Wealth Management Tax Manager

Tulsa, OK · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Quantam

Industrial Operations Manager

Sapulpa, OK · On-site

Lead change management initiatives and help drive operational improvements across the facility. * Develop and implement operating methods and procedures designed to meet and/or exceed KPIs.

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Wealth Management Operations Manager information

See Tulsa, OK salary details

$26.9K

$55K

$102.7K

How much do wealth management operations manager jobs pay per year?

As of Aug 11, 2026, the average yearly pay for wealth management operations manager in Tulsa, OK is $55,015.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,500.00 and $67,200.00 per year, depending on experience, location, and employer.

What are some common challenges faced by wealth management operations managers, and how can they be addressed?

Wealth Management Operations Managers often encounter challenges such as navigating evolving regulatory requirements, maintaining data accuracy, and streamlining complex workflows across multiple platforms. To address these, it's important to stay updated on financial regulations, implement robust compliance processes, and foster strong communication between front-office advisors and back-office teams. Leveraging automation tools and encouraging ongoing professional development for team members can also help maintain efficiency and minimize errors in daily operations.

What are the key skills and qualifications needed to thrive as a wealth management operations manager, and why are they important?

To thrive as a Wealth Management Operations Manager, you need a solid background in finance, operations management, and regulatory compliance, often supported by a bachelor’s degree in finance or business and relevant industry experience. Familiarity with portfolio management systems, financial reporting tools, and regulatory platforms like FINRA or SEC compliance systems is typically required. Strong leadership, analytical thinking, and effective communication skills help manage teams and ensure smooth operational workflows. These skills are essential for maintaining regulatory standards, optimizing efficiency, and delivering high-quality service to clients.

What does a wealth management operations manager do?

A Wealth Management Operations Manager oversees the daily operations and administrative functions within a wealth management firm or division. Their responsibilities typically include managing client account processes, ensuring compliance with financial regulations, implementing operational policies, and coordinating with advisors and other departments to deliver seamless client service. They play a crucial role in optimizing workflow efficiency, minimizing risk, and maintaining the overall quality of financial services provided to clients.

What is the difference between Wealth Management Operations Manager vs Financial Advisor?

AspectWealth Management Operations ManagerFinancial Advisor
Primary RoleOversees operational processes, compliance, and client account administration within wealth management firms.Provides personalized financial planning and investment advice to clients.
Required CredentialsTypically requires industry certifications like Series 7, Series 63, or Series 65; strong knowledge of financial regulations.Often requires certifications such as CFP, Series 7, or Series 66; focus on financial planning credentials.
Work EnvironmentWorks within financial institutions, supporting advisors and client service teams.Works directly with clients, offering tailored financial strategies and investment recommendations.

While both roles operate within the wealth management industry, the Wealth Management Operations Manager focuses on internal processes and compliance, whereas the Financial Advisor directly engages with clients to develop financial plans. Understanding these differences helps in choosing the right career path or job opportunity.

What are popular job titles related to Wealth Management Operations Manager jobs in Tulsa, OK? For Wealth Management Operations Manager jobs in Tulsa, OK, the most frequently searched job titles are:
What job categories do people searching Wealth Management Operations Manager jobs in Tulsa, OK look for? The top searched job categories for Wealth Management Operations Manager jobs in Tulsa, OK are:
What cities near Tulsa, OK are hiring for Wealth Management Operations Manager jobs? Cities near Tulsa, OK with the most Wealth Management Operations Manager job openings:
Wealth Management Operations Manager jobs near you

Wealth Mgmt Services Ops Sr Manager

BOK Financial

Tulsa, OK

Full-time

Retirement

Re-posted 3 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: 08/24/2026

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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