- You will analyze operational data, collaborate with Wealth Management to optimize business processes for risk mitigation and service level objectives, lead change management, and coordinate with various departments and vendors for effective integration.
- You will gain a comprehensive understanding of the operational needs of Wealth Management and Operations & Technology, maintain necessary technical skills, and suggest enhancements for systems and reports to improve automation.
- You will provide project methodology, oversee progress, report status to senior management and stakeholders, and ensure timely and budget-compliant delivery of projects using sound business and technical judgment.
- You will engage in vendor and industry groups, represent and seek solutions for Wealth Management and Operations & Technology divisions, and advocate for the adoption of industry best practices.
- Extensive functional knowledge of financial systems and operational processes.
- Extensive knowledge of project/change management methodologies such as ADKAR, PMI, Prince 2.
- Extensive knowledge of process improvement methodologies.
- Advanced knowledge of requirement gathering, analysis and deployment management.
- Advanced PC skills including spreadsheets, VBA, SQL Database and report writer applications.
- Advanced knowledge of trust accounting, investment performance reporting systems.
- Advanced knowledge of risk management.
- Excellent organizational skills including written and oral communication.
- Excellent negotiation, presentation and problem solving skills.
- Strong teamwork and interpersonal skills at all management levels and with internal and external partners.
- Self-motivated with the ability to multi-task.
- Ability to present and explain technical information in a way that establishes rapport/persuades others and gains understanding.
- Understanding of complex application data flows across multiple highly integrated applications.
- Understanding of Quality/Testing Methodologies. 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
-
Plant Operations Analyst I
3 weeks ago
Tulsa Public Schools Tulsa, United StatesJob Description · Job DescriptionFull Job Description: Plant Operations Analyst I · Salary Grade: Hourly 4 · TulsaPublic Schools' existing salary schedules provide career increment adjustmentsbased on education/experience and/or years of creditable service. For moreinformation ab ...
-
WMS Senior Operations Analyst
2 weeks ago
BOK Financial Tulsa, United StatesReq ID: 75034 · Location: Tulsa -TUL · Areas of Interest: Bank Operations · Pay Transparency Salary Range: Not Available · Application Deadline: 06/12/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Weal ...
-
Senior Sales Operations Analyst
1 week ago
Wolters Kluwer Tulsa, United StatesWolters Kluwer · Senior Sales Operations Analyst · Denver , · Colorado · Apply Now · This is a remote-friendly role where you will be focused on assisting the end-to-end process for compensation and sales quota setting related to the global CE (Clinical Effectiveness) and CS ...
-
Enterprise Risk Operations Analyst I
1 week ago
BOK Financial Tulsa, United StatesReq ID:74763 · Location: Tulsa -TUL, Oklahoma City -OKC · Areas of Interest: Risk Management; Audit; Internal Audit; Risk Management, BSA/AML; Risk Management, Compliance · Pay Transparency Salary Range: Not Available · Application Deadline: 06/28/2024 · BOK Financial, Headquarte ...
-
NDE Quality Operations Reporting Analyst
1 week ago
Tulsa Inspection Resources, LLC Tulsa, United StatesJob Description · Job DescriptionPOSITION SUMMARY · This position ensures NDE field personnel meet customer project requirements and expectations by identifying and resolving deficiencies in company processes or executions that relate to project deliverables. The successful candi ...
-
WMS Operations Analyst I Job Details
4 weeks ago
BOK Financial Tulsa, United StatesReq ID:74792 · Location: Tulsa -TUL · Areas of Interest: Wealth Management Operations; Accounting · Pay Transparency Salary Range: Not Available · Application Deadline: 05/31/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top ...
-
WMS Senior Operations Analyst Job Details
4 weeks ago
BOK Financial Tulsa, United StatesReq ID: 75034 · Location: Tulsa -TUL · Areas of Interest: Bank Operations · Pay Transparency Salary Range: Not Available · Application Deadline: 06/12/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, I ...
-
Sr. Data Analyst
1 week ago
Laredo Petroleum, Inc. Tulsa, United States Full timeJob Details · Description · Company: Vital Energy, a forward-focused digital upstream oil and gas enterprise. · About Vital Energy: · Based in Tulsa, OK, Vital Energy stands as a paragon of innovation within the upstream oil and gas sector. As a nexus between state-of-the-art ...
-
Quality Assurance Analyst
3 weeks ago
Mid-Continent Group Tulsa, United StatesEssential Job Functions and Responsibilities: · This Quality Assurance Analyst will be working both independently and as part of a team to perform software development testing. This position will be interacting with developers, business analysts, and the user community. · Perform ...
-
Technical Analyst III
2 weeks ago
BOK Financial Tulsa, United StatesReq ID: 74939 · Location: Tulsa -TUL · Areas of Interest: Information Technology; Finance · Pay Transparency Salary Range: Not Available · Application Deadline: 06/28/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Pr ...
-
Technical Analyst IV
2 days ago
BOK Financial Tulsa, United StatesReq ID: 74788 · Location: Tulsa -TUL · Areas of Interest: Information Technology; Finance; Information Services; Infrastructure · Pay Transparency Salary Range: Not Available · Application Deadline: 06/28/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial ...
-
Sales Analyst
2 weeks ago
Brunswick Tulsa, United States Full timeSales Analyst · Reports to: V.P. of Sales · Summary · Navico Group is a division of Brunswick Corporation, the world's largest recreational marine company with a portfolio of iconic brands like Sea Ray, Boston Whaler, and Mercury. · Navico Group is a leading provider of produ ...
-
Consumer Research
1 week ago
BOK Financial Tulsa, United StatesReq ID: 75099 · Location: Tulsa -TUL · Areas of Interest: Consumer Product Analyst; Consumer Operations · Pay Transparency Salary Range: Not Available · Application Deadline: 07/06/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BO ...
-
Information Technology Infrastructure Leader
1 week ago
CommunityCare Tulsa, United StatesJOB SUMMARY: · The IT Infrastructure Leader will be a strategic leader responsible for overseeing the design, implementation, and management of our healthcare plan's technology infrastructure. This role requires a seasoned professional with a strong background in IT infrastructur ...
-
Senior System Analyst
2 weeks ago
inTulsa Tulsa, United States*InTulsa is partnering with Onafriq to find candidates for this exciting role in Tulsa* · **Location: Tulsa, OK. This is a hybrid position for those already in Tulsa, OK or willing to relocate to Tulsa, OK** · Who We Are · Onafriq is an omnichannel network of networks, making bor ...
-
Treasury Client Svcs Professional II
1 week ago
BOK Financial Tulsa, United StatesReq ID: 74726 · Location: Tulsa -TUL, Oklahoma City -OKC · Areas of Interest: Treasury Services · Pay Transparency Salary Range: Not Available · Application Deadline: 06/14/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a ...
-
Financial Analyst
13 hours ago
Williams Tulsa, United States Full timeDo something that means something at Williams. This isn't just a job - it's an opportunity to explore and discover your passion with coworkers who become friends and mentors who push you to be your best self in and out of the office. At Williams, we make clean energy happen. And ...
-
Technical Analyst IV
1 week ago
Bank of Oklahoma Tulsa, United StatesLocation: Tulsa -TUL Application Deadline: 05/26/2024 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. Technical Analyst, Technical, ...
-
Security Analyst, Security Delivery
3 weeks ago
Stsarabia Tulsa, United StatesSecurity Analyst, Security Delivery AddThis Sharing Buttons Job Location Jordan DESCRIPTION: **Summary of Duties and Responsibilities:** · The Security Analyst is responsible for the confidentiality, integrity, and availability of systems and networks that belong to STS and STS ...
-
Sr. Inventory Analyst
5 days ago
BFG Supply Tulsa, United States**Sr. Inventory Analyst** · Employment Type Full Time Contact Email Location Burton, OH 44021 **Description** · BFG Supply is a rapidly growing, private equity owned distribution company servicing that is achieving its growth goals through both organic growth and acquisitions. ...
WMS Senior Operations Analyst - Tulsa, United States - Bank of Texas
Description
Summary
This WMS Senior Operations Analyst position is perfect for those who value innovation, personal growth, and teamwork. The responsibilities include managing changes, processes, and projects for all major Wealth Management Services initiatives, requiring a systematic approach to problem-solving and a dedication to precision. The role is well-suited for individuals who are technologically proficient, have strong numerical skills, are proactive in task completion, and possess the ability to validate and analyze project data.
Job Description
The WMS Senior Operations Analyst is primarily responsible for championing and overseeing successful change, process and project management in all aspects of Wealth Management Services' major initiatives. This position will define and perform analysis, programming, planning, implementation, documented justification, preparation and submission of all project proposals for WMS. The senior analyst is a subject matter expert on process improvement methodologies, system functionality and integration with considerable focus on controlling the significant financial risk associated with operational business strategies while maintaining the highest level of quality in service standards.
Team Culture
BOK Financial is a collaborative and respectful firm that values shared success and career growth, with analysts playing a key role in managing vital applications and building relationships. Rooted in honesty and guided by core principles, it offers a career path with the benefits of being part of a leading industry player.
How You'll Spend Your Time
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor's Degree in Information Technology/ Computer Science and 8-10 years of directly related systems administration and workflow operations experience in a high volume operations environment or equivalent combination of education and experience.
Preferred Certifications: Lean Six Sigma or project/change management.
