Operations Specialist - Investment Advisory

BOK Financial
United States, Oklahoma, Tulsa
101 East 2nd Street (Show on map)
Jul 23, 2025
Req ID:76808 Location:Tulsa -TUL Areas of Interest:Wealth Management; Wealth Management Operations Pay Transparency Salary Range:Not Available Application Deadline:08/16/2025 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 BOK Financial Wealth Management stands out by offering sophisticated products that rival those of the largest banks, and by fostering long-term relationships with both institutional and personal clients. Our commitment to creating value for our clients, investors, employees, and communities is demonstrated through our diverse, personalized, and responsive fee-based services, as well as our innovative and value-added products and services. Job Description The Operations Specialist- Investment Advisory is primarily responsible for the middle office support of all managed accounts/investment advisory accounts for BOKFS, BOKFA and BOKFPWI. The Advisory Specialist is a control point to ensure that all operational policies and procedures are followed. Incumbent will be highly involved in the transition of new and existing advisory accounts onto the NetX360 or Wove Platform. Team Culture We are committed to providing exceptional wealth management solutions tailored to the unique needs of our clients. Our team is dedicated to fostering strong relationships, offering strategic financial advice, and helping our clients achieve their long-term financial goals. How You'll Spend Your Time You will handle routine tasks and review documentation for Investment Advisory Middle Office Operations. You will manage all money movement requests for Advisory accounts, ensuring accuracy and compliance. You will approve new Advisory accounts, ensuring information and documentation meet regulatory requirements. You will assist with problem resolution by researching various systems and platforms. You will develop training materials and communications for Advisors and operations staff. Education & Experience Requirements This level of knowledge is normally acquired through completion of a bachelor's degree and 3-5 years of experience investment sales/operations or 7-9 years of equivalent work-related experience. Series 7 and 66 Licenses required for incumbents in BOK Financial Securities. Thorough understanding and knowledge of investment advisory products and services provided by BOKFS, Inc. and BOKFA & BOKFPWI FINRA Series 7 and Series 66 licenses for incumbents in BOKFS Excellent PC skills including appropriate systems usage (including but not limited to NetX360, Albridge, TPSS, and Wove) Excellent interpersonal, verbal, and written communication skills Excellent organization skills; ability to handle multiple tasks simultaneously in a competent and professional manner Exceptional attention to detail BOK Financial Corporation Groupis 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 todayand 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 contactrecruiting_coordinators@bokf.comwith any questions.