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The Securities Services Operations Specialist II is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust and/or bond accounting system which could include setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations and reconciliations. This position works closely with account officers within Wealth Management and Operations & Technology, Risk, Compliance and Audit departments, external depository's, vendors and brokers to ensure that client accounts are reflected accurately for performance and reporting requirements.

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.

BOK Financial Corp

Securities Services Ops Specialist II (Asset Control/Account Opening)

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As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

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LPL Financial Holdings Inc

Vice President, Regional Branch Manager

Responsibilities:Leads the service delivery model and wealth management banking strategy of respective markets to drive business growthHires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client serviceSupervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch auditOversees the client service experience and reviews the approval of new client accountsLeads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goalsManagerial Responsibilities:This position may also have responsibilities for managing associates. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs.

Bank of America Corp

Market Client Relationship Manager

The Trust Officer will work closely with clients, beneficiaries, attorneys, advisors, and internal partners to provide exceptional service while ensuring accounts are administered accurately and in accordance with governing documents, applicable regulations, OCC guidelines, and Bank policies. This position is responsible for supporting or independently administering an assigned portfolio of personal trust and fiduciary accounts, including revocable and irrevocable trusts, estates, IRAs, guardianships, and other investment accounts.

The bank provides a full range of commercial and consumer banking products, as well as investment and trust services. While the bank is primarily owned by the family of its founder, Col. C.T. Herring, the bank has directors and owners in communities that it serves. Through local leadership and ownership, Herring Bank has created a legacy of helping customers with their financial needs for some 110 years.

Herring Bank

Trust Officer

Oversee engagement staffing, workflow, and delivery, effectively leveraging onshore and offshore resources, technology-enabled workflows, automation, and AI-assisted tools to support clients participating in technology-enabled tax service offerings while enhancing scalability, capacity, profitability, and service quality. Ensure engagements are technically sound, appropriately staffed, delivered in accordance with internal service level expectations, and aligned with clients' broader tax, estate, and wealth planning objectives, including those participating in technology-enabled service delivery models.

Citrin Cooperman & Company LLP

Tax Director, Global PCS (52813)

Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Accenture Plc

Senior Manager | Sales Reinvention | Insurance

Communicates directly with clients, carriers, and internal team members through phone, email, virtual meetings, and other remote collaboration tools, in collaboration with senior team members. Maintains consistent availability and responsiveness during business hours while working remotely, including timely participation in scheduled calls, virtual meetings, and team communications.

NFP Corp

Sr. Employee Benefits Account Manager Remote

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Sr. Employee Benefits Account Manager - Remote

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This level of knowledge is normally acquired through completion of a bachelor's degree in business, Accounting, Finance, or related field and 5-8 years of directly related retirement plan compliance or administration experience; or equivalent combination of education and experience. The Consultant serves as a trusted advisor to plan sponsors, applying advanced technical expertise to evaluate complex compliance matters, interprets regulatory requirements, and develops corrective action strategies.

IW Plan Compliance Consultant

This role manages day-to-day accounting activities and contributes to financial statements, cash flow forecasts, budgets, and liquidity reports that inform client planning and decision-making. Process accounts payable activities, including reviewing invoices, issuing payments, maintaining vendor records, and reconciling bank accounts.

Mariner

Associate Family Office

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May have direct contact with clients and relies on a growing knowledge of the details of various insurance coverages Continues relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients Work with advisors or more senior team members to identify the strategies to meet client needs Review & analyze request for proposals and insurance plan designs, negotiate with carriers and recommend renewal actions in drafts of presentations to be reviewed by Account Executives Assist with client renewals and marketing and client meeting presentations; responsible for first draft of presentations Update benefit guides, ensure client resources and communications are up to date following open enrollment or coverage change Prepare document and data for annual client compliance audits to be presented by Account Executive Attend to client requests including product or vendor service or performance challenges Ensure 5500 form is filed and completed in a timely manner Assembles updates for clients regarding appropriate industry trends and events, including all state and federal regulatory issues in conjunction with Account Executives or Advisors Learns about alternative funding strategies. Knowledge, Skills, and/or Abilities: Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services Ability to work independently and anticipate client and team needs Effective time management and decision making skills Diligent follow up skills Ability to express ideas clearly in both written and oral communications Strong Microsoft Excel and PowerPoint skills Commanding presentation and public speaking abilities Ability to work effectively in a remote environment, including strong self-management, proactive communication, and proficiency with virtual meeting and collaboration tools.

Aon Plc

Sr. Account Manager - Remote Role

The Work: Program Delivery Leadership - Lead end-to-end delivery of Salesforce transformation programs, ensuring successful outcomes across scope, schedule, budget, quality, and client expectations. You are comfortable leading complex Financial Services Salesforce programs and serving as the trusted advisor to senior client stakeholders while directing high-performing delivery teams.

Salesforce Delivery Lead - Financial Services

As a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.

PwC’s accounting practice originated in London well over a century ago. As times changed and PwC expanded worldwide, our commitment to clients—like you—never wavered. With us, you’re always supported by a global network of more than 223,000 people in 157 countries with one goal: to help your business thrive.

PwC’s professional services include audit and assurance, tax and consulting that cover such areas as cybersecurity and privacy, human resources, deals and forensics. We help resolve complex issues and identify opportunities across these industries.

Let’s combine your ​aspirations with our world-class capabilities to achieve your goals.

Korean Business Network - Private Tax Manager

This level of knowledge is normally acquired through completion of Bachelor's Degree in business or related field of study and 3-5 years of directly related experience in Personal Trust and/or 6-8 years of experience in Personal Trust or equivalent combination of education and experience. 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.

BOK Financial Corp.

You will be a partner with operations, line of business stakeholders, and technical teams to analyze complex business and data requirements, ask targeted questions, and translate findings into clear business and functional requirements with testable acceptance criteria. The analyst creates data flows, process flows, and requirement documentation that give the operations team, business line, and developers a shared understanding of how processes work and what solutions must accomplish to meet our long-term technology roadmap.

Technical Analyst III - Retirement Platform IT (RPIT)

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We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Educating and promoting the benefits of fee-based business, facilitating adoption of the firm’s advisory technology, introducing appropriate investment managers based on the client’s needs, and helping those advisors grow their overall advisory businesses.

Osaic

Vice President, Regional Advisory Consultant South

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GardaWorld Security is a global champion in sophisticated and tailored security solutions, employing and training highly skilled and dedicated professionals across the globe, offering a wealth of opportunities to individuals looking to gain experience and develop professionally in a growing industry. As a Human Resources Generalist, you serve as a trusted partner to employees and managers by supporting a wide range of human resources functions, including employee relations, recruitment, onboarding, policy administration, leave management, and regulatory compliance.

GardaWorld Security Services U.S.

Human Resources Generalist

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Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

Morgan Stanley

Client Relationship Analyst

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Provide administrative coverage for a FA/PWA/team including: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed).

Team Administrator

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A successful candidate will possess the following skills: Client service: Builds trusted relationships with high-net-worth clients and their advisors through responsive service, clear communication, and a strong understanding of client needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Wealth Management Advisor Jobs in Oklahoma

Securities Services Ops Specialist II (Asset Control/Account Opening) BOK Financial Corp

Vice President, Regional Branch Manager LPL Financial Holdings Inc

Market Client Relationship Manager Bank of America Corp

Trust Officer Herring Bank

Tax Director, Global PCS (52813) Citrin Cooperman & Company LLP

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Sr. Employee Benefits Account Manager Remote NFP Corp

Sr. Employee Benefits Account Manager - Remote NFP Corp

IW Plan Compliance Consultant BOK Financial Corp

Associate Family Office Mariner

Sr. Account Manager - Remote Role Aon Plc

Salesforce Delivery Lead - Financial Services Accenture Plc

Korean Business Network - Private Tax Manager PwC

Trust Officer BOK Financial Corp.

Technical Analyst III - Retirement Platform IT (RPIT) BOK Financial Corp

Vice President, Regional Advisory Consultant South Osaic

Human Resources Generalist GardaWorld Security Services U.S.

Client Relationship Analyst Morgan Stanley

Team Administrator Morgan Stanley

Tax Delivery Manager, Japanese Services (Global Employer Tax) Deloitte Touche Tohmatsu Ltd

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