Bank of Texas

Req ID: 75884 

Location: Tulsa -TUL 

Areas of Interest: Wealth Management Operations; Accounting; Bank Operations; Professional; Risk Management; Trust; Wealth Management 

Pay Transparency Salary Range: Not Available 

Application Deadline: 04/21/2025

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

Join our dynamic Wealth Management Services team as an Operations Manager in the Corporate Actions and Income Processing department! We 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 held-away accounting for collective investment funds and unitized assets. 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

The Wealth Management Services (WMS) Operations Manager – Corporate Actions and Income Processing is primarily responsible for all aspects of management over the Corporate Actions and Income Processing team. You will provide leadership and oversight in daily operations, metric reporting, process improvement and the managing of compliance and risk exposure ensuring operational processes are executed accurately and efficiently while adhering to governing body regulations and achieving service level objectives. The team you manage handles corporate action processing, Income Processing, Class Action Processing, Proxy Processing and Tax Relief / Reclaim Processing. This position works with senior management to resolve high impact issues requiring urgent and immediate resolution.

Team Culture

We pride ourselves on honesty, dependability, ownership, teamwork, and proactive solutions, delivering exceptional accuracy while exceeding client expectations.

How You'll Spend Your Time

• You will manage assigned personnel, determine work priorities, recommend additions and/or changes to staffing; exercise usual authority of a manager concerning performance reviews, salaries, discipline, counseling, incentives and terminations, provide staff with clear concise guidelines and provides performance feedback related to internal standards.
• You will be responsible for department operations, provides solutions to complex problems which require judgment and handling beyond staff experience and knowledge, review internal policies, operating procedures, and programs to ensure efficiency and recommends/implements new programs or enhancements as necessary.
• You will minimize operational losses and market exposure through effective internal controls, ensures internal work procedures are consistent with departmental and overall divisional goals and objectives, resolves technical problems related to work and equipment, partner with other departments and vendors and ensures department processes and procedures meet customer needs.
• You will work with Corporate Compliance and Audit to ensure compliance with governing regulatory guidelines. compiles and generates monthly 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 Back Office in Securities Operations. As well as, at least 2 years of experience in a management capacity or equivalent combination of education and experience. Preferred candidates will also have their Certified Securities Operations Professional (CSOP) designation from the ABA and / or the Certified Trust Operations Professional (CTOP) designation from Cannon.

• 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 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.