Wealth Mgmt Bus Process Specialist

BOK Financial Corp

Tulsa, OK

JOB DETAILS
SKILLS
Analysis Skills, Banking Services, Business Analysis, Business Model, Business Process Management, Business Processes, Business Solutions, Business Support, CSS (Cascading Style Sheet), Computer Science, Documentation, Finance, HTML (HyperText Markup Language), Identify Issues, Investment Management, JSON, Management of Information Systems/Technology (MIS), Microsoft Excel, Microsoft Visio, Physical Demands, Process Analysis, Process Improvement, Process Modeling, Quality Management, SQL (Structured Query Language), Securities, Software Administration, Team Player, Technical Analysis, Training/Teaching, Wealth Management, Workflow/BPM (Business Process Management) Software
LOCATION
Tulsa, OK
POSTED
30+ days ago

Req ID: 78013

Location: Tulsa -TUL

Areas of Interest: Wealth Management; Business/Technical Analysis

Pay Transparency Salary Range: Not Available

Application Deadline: 05/30/2026

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 you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then youve come to the right place. We have an exciting opportunity awaiting someone like you!

Job Description

The Wealth Management Business Process Specialist is primarily responsible for assisting with analysis, in-depth testing, implementing, documentation, and deployment of software and procedures which require complex technical and systems knowledge and apply testing for complex projects.

Team Culture

We are a smaller, collaborative team that works and communicates closely together by bouncing ideas off one another. We welcome and value initiative and creative thinking. Our Manager is readily available, interactive, and accessible for any needs you might have. Our team takes extra time to create efficiencies for our internal stakeholders.

How Youll Spend Your Time

  • Building logic to evaluate data, enforce policies and trigger actions will be essential.
  • You will use workflow software, Visio, Excel, HTML, SQL, CSS, and JSON to complete large projects and daily tasks.
  • Youll partner with your team to divide and troubleshoot any end user issues on a daily basis.
  • You will provide complex business process modeling by analyzing current processes to improve efficiency and quality.
  • You will work closely with the business lines to identify, analyze, and implement core business process and workflows to ensure accuracy and garner approval.
  • You will meet with different groups weekly to discuss improvements, enhancements, additions to current processes that come out of compliance/audit or users having issues.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelors Degree in Management Information Systems or Computer Science and 2 - 5 years related experience or 5 - 7 years of work related experience, which includes business application support and project understanding.

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.

About the Company

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BOK Financial Corp

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.

We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.

We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

COMPANY SIZE
5,000 to 9,999 employees
INDUSTRY
Banking
WEBSITE
http://www.bokf.com