Wealth Mgmt Bus Process Specialist

Req ID: 78013

Location: Tulsa -TUL

Areas of Interest: Wealth Management; Business/Technical Analysis

Pay Transparency Salary Range: Not Available

Application Deadline: 09/30/2026

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

BOKF Performance Plan (D02)

Summary

If youre passionate about improving business processes, collaborating with stakeholders, and driving meaningful change, we invite you to explore this opportunity. As a Wealth Management Business Process Specialist, youll play a key role in connecting business needs with technology solutions, helping teams deliver improvements that enhance operational efficiency and client experiences. This position offers the opportunity to work closely with business leaders, participate in Agile delivery teams, and make a measurable impact across the Wealth Management organization.

Job Description

The Wealth Management Business Process Specialist serves as a trusted partner to business and technology teams, helping drive process improvements, system enhancements, and strategic initiatives across Wealth Management. This role focuses on understanding business needs, managing requirements, facilitating Agile processes, and ensuring successful delivery of solutions that meet stakeholder expectations.

The ideal candidate is a strong communicator, problem solver, and relationship builder who thrives in a collaborative environment and enjoys translating business challenges into practical solutions.

Team Culture

We are a collaborative and highly engaged team that values teamwork, innovation, and continuous improvement. We work closely with business partners, developers, and operational teams to solve problems and deliver results. Team members are encouraged to share ideas, take initiative, and contribute to an environment where open communication and support are priorities. Our leadership team is approachable, accessible, and committed to helping employees grow and succeed.

How Youll Spend Your Time

• Partner with Wealth Management business leaders, end users, and technology teams to understand business processes, operational challenges, and strategic objectives.
• Elicit, analyze, and document business, functional, and technical requirements through stakeholder interviews, workshops, process reviews, and discovery sessions.
• Translate business needs into detailed user stories, business requirements, acceptance criteria, process flows, and supporting documentation for development teams.
• Create and maintain comprehensive end-user, technical, and process documentation to support solution implementation, training, and ongoing operations.
• Analyze existing workflows and business processes to identify opportunities for automation, efficiency gains, risk reduction, and enhanced user experiences.
• Serve as a liaison between business stakeholders and technology teams, ensuring requirements are clearly understood and solutions align with business objectives.
• Collaborate with developers, architects, and testers to clarify requirements, answer business questions, and support solution delivery throughout the project lifecycle.
• Review proposed technology solutions and provide recommendations to ensure they effectively address business needs while aligning with organizational standards.
• Support testing activities by validating requirements, developing test scenarios, participating in user acceptance testing, and confirming delivered solutions meet business expectations.
• Facilitate requirements reviews, stakeholder working sessions, and solution demonstrations to gather feedback, build consensus, and ensure project alignment.
• Document business processes, workflows, use cases, and system interactions to create clear and actionable artifacts for both technical and non-technical audiences.
• Continuously evaluate business operations and recommend process improvements that enhance productivity, improve service delivery, and support organizational goals.

Education & Experience Requirements

This level of knowledge is normally acquired through the completion of a Bachelors degree in Business, Information Systems, Finance, or a related field and 2-5 years of relevant experience, or an equivalent combination of education and experience.

Preferred Qualifications

• Experience working in Agile delivery environments.
• Experience facilitating Agile ceremonies and coordinating work within Jira.
• Strong business analysis, requirements gathering, and process documentation skills.
• Proven ability to build relationships and communicate effectively with both business and technical stakeholders.
• Experience supporting process improvement, workflow optimization, or operational initiatives.
• Background in financial services, wealth management, or banking is preferred.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.

Working Conditions & Physical Requirements

Office

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.