Wealth Management Risk Consultant II

Req ID: 76246

Location: Tulsa -TUL, Dallas -DAL, Oklahoma City -OKC

Areas of Interest: Risk Management; Administrative; Trust

Pay Transparency Salary Range: Not Available

Application Deadline: 04/11/2025

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

All team members are stakeholders and are encouraged to share their ideas and best practices. We provide cross-training and collaboration, as well as opportunities to take on additional responsibility. We lean in and help our teammates as needed.

Job Description

The Strategic Risk Officer is primarily responsible for the development of processes, procedures, and reporting systems to mitigate risk; the development of procedures to ensure compliance with Wealth Management division policies; and ongoing communication and training to employees around risk management measures. The Strategic Risk Officer will work with Line of Business leadership to ensure all risks are appropriately assessed and managed for Line of Business activities, including routine updates and ongoing monitoring.

Team Culture

We’ve created a safe space for you to brainstorm, ask questions, and find solutions together, as a team. Everyone pulls together, no matter what role or level. There is genuine care and concern for a job well done and lifting up one another to become better.

We are deeply connected to our communities, and we give our time to a variety of worthy causes. We are proud of BOK Financial’s generous contributions to local organizations and the numerous ways we give back to our communities.

How You'll Spend Your Time

• You will challenge the current risk and governance structure with a view to make it robust and accountable.
• You will lead the business line for preparation of formal audits and with responses, protocols and actions to be taken during a formal review.
• You will need strong communication skills to work collaboratively with the business line, senior leadership, and other risk and control functions.
• You will need meticulous attention to detail to complete risk assessments, write policies and procedures, implement and test controls to mitigate risk.
• You will need knowledge of the competitive marketplace for recommending the right product set, technology solutions, and pricing.
• You will have a passion for continuous learning to stay on top of industry trends of fiduciary and/or corporate trustee regulations.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s degree and 8-12 years of fiduciary and / or corporate trustee knowledge and experience with Wealth relationships, or 15 + years equivalent experience.

• Extensive and demonstrated knowledge of the laws, rules and regulations of the specific business line supported.
• Thorough understanding of critical trust operations requirements in order to recognize logistical issues in trust documents.
• Extensive knowledge and the experience to properly review and interpret legal agreements (i.e. trust agreements, bond trust indentures, loan agreements, escrows agreements)
• Proven ability to analyze highly complex information and data in order to develop and recommend solutions in challenging projects
• Must have excellent oral, written and communication skills, including interpersonal skills
• Excellent presentation skills including presenting in front of a group
• Excellent leadership and management skills
• Excellent customer service attitude
• Excellent organizational skills with the ability to work with strict time frames and with critical client demands

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.