Manager, BOKFS Operations

Req ID: 69901

Job Location: BOK Park Plaza - 25th Floor Oklahoma City OK

Areas of Interest: Wealth Management

Colorado Base Salary Range: Not Available

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states - Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies

Bonus Type

Formula Based

Summary

We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career.

Job Description

The Manager, BOKFS Operations is primarily responsible for the operational infrastructure of BOK Financial Securities (BOKFS) to include planning, coordinating, and directing priorities. BOKFS processes over 500,000 transactions and $1 trillion in volume annually. This position manages the following departments: Institutional Operations, Retail Client Services, BOKFS Middle Office, FRM Middle Office, PnL Group, Central Supervision, Credit Support, and BOKFS Information Delivery. These departments represent the main support structure for BOKFS's Trading and Sales Operation. Collaborates with business partners to assure strategic alignment. Drives deep partnerships with internal and external partners. Effectively manages operational risk and anticipates evolving risks.

Team Culture

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

How You'll Spend Your Time

• You will be responsible for all operational processes that support the BOK Financial Capital Markets (Bank Dealer) and BOK Financial Securities, Inc., (Broker-Dealer). Provides direct supervision and strategic direction of the employees in BOKFS Operations; defines department objectives; develops operating plan including identifying required resources, provides high-level direction for new business coordination activities, technical and programming support for internally developed systems, client safekeeping, securities settlements, portfolio accounting services, central supervision, PnL verification, and position pricing validation.
• You will provide strategic leadership for BOKFS Operations in collaboration with internal and external business partners. Leverages innovation and emerging technologies to scale businesses. Builds a network of peers to aid in leveraging industry best practices. Acquires an in-depth understanding of business strategies in order to contribute to strategies that meet the future needs of business partners. Keeps apprised of industry trends and integrates applicable solutions into strategic roadmaps. Invests time with strategic partners to assure influence of their strategic roadmaps.
• You will determine department priorities based on risk assessment, client requirements, and resources; reviews and approves internal standards, policies, operating procedures, and new programs designed to improve efficiency. Establishes procedures and risk controls to minimize trading exposure losses. Assures risk control practices are followed related to the entire spectrum of federal laws including FINRA and OCC regulations that are applicable to securities operations.
• You will develop, implement, and support strategic projects for BOKFS which are generally related to process improvement, compliance, new product, and business opportunities. This position is often the Project Sponsor for projects.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's degree and 12-15 years of Securities business experience or equivalent work-related experience of 16+ years. This experience should include a cross-functional understanding of clearing broker-dealer and bank-dealer functions.

• Extensive knowledge of securities regulatory and compliance requirements
• Extensive knowledge of all types of Securities, particularly fixed income products.
• Extensive knowledge of the mechanics of Fixed Income and Equity Markets
• Good working knowledge of accounting and accounting systems.
• Ability to interpret IT-related documents, such as data mapping, flow charts, and schematics.
• Excellent interpersonal, verbal, and written communication skills.
• Excellent organizational and planning skills: ability to handle multiple tasks simultaneously in a competent and professional manner.
• Advanced PC skills including a good working knowledge of Microsoft SQL, Microsoft Word, and Microsoft Excel applications.
• Required: MSRB Series 52 and MSRB Series 53, FINRA series 7, 24, 63.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!
Apply today and take the first step towards your next career opportunity!

If you are interested in a career with BOK Financial text "BOKF" to 25000 to engage with Olivia our virtual recruiting assistant.

BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.

Please contact [email protected] with any questions.