field_remote_option

field_job_occupational_field_parents_all

job_organization_name

job_upgrade_is_featured

<h2>Job Details</h2> Education Level Bachelor's <h2>Description</h2> Essential Qualities The EHS Partnership Specialist at Tulsa Educare is responsible for establishing and maintaining positive partnerships with Tulsa Educares Early Head Start Child Care Partnership grantees. The EHS Partnership Specialist will ensure compliance through direct and indirect services and provide coaching and mentoring. Tulsa Educare is seeking an EHS Partnership Specialist who will make the commitment to authentically lead with integrity and vision embodying these essential qualities: <ul> <li>Driven to work collaboratively with a diverse workforce</li> <li>Capability to adopt innovative approaches to developing and empowering others</li> <li>Maintain composure in high pressure environments</li> <li>Ability to quickly adapt to changes, demands and initiatives</li> </ul> Essential Functions The functions outlined in this job description are examples of the general nature of those performed by employees in this position. Any combination of these functions and responsibilities may be performed. The list is descriptive only and should be used for no other purpose. Management retains the right to revise job functions at any time. These functions are not to be construed as exclusive or all-inclusive. Partner Oversight <ul> <li>Develop a strong relationship with the EHS partners built on trust, support and follow-up</li> <li>Ensure the EHS-CCP external partners meet the Head Start Performance Standards (HSPS), either through direct services or training, based on the Memorandum of Understanding</li> <li>Develop systems and supports needed to maximize partner compliance with HSPS and all other relevant local and state licensing requirements</li> <li>Conduct regular visits to each partner, including unannounced monitoring visits, at least once every two weeks</li> <li>Ensure funded enrollment at all partner locations</li> <li>Participate in the development of program policies, service delivery plans, and ongoing monitoring of program quality</li> <li>Facilitate and/or schedule trainings necessary for partner staff to meet all HSPS and MOU requirements</li> </ul> Child Outcomes <ul> <li>Ensure all Education and Child Development Program Services, Transition Services, and Services for Children with Disabilities, and Family and Community Engagement Program Services HSPS are met, either through direct services or through training and support of partner staff based on MOU</li> <li>Implement a predictable schedule of coaching through observation, goal setting, action plan implementation, and reflection</li> <li>Lead, coordinate, and monitor the implementation of curriculum and assessment tools including child developmental screenings and Teaching Strategies GOLD</li> <li>Work closely with consultants for child referrals including mental health and disabilities</li> </ul> Family Outcomes <ul> <li>Ensure all Eligibility, Recruitment, Selection, Enrollment, and Attendance (EPSDT) and Family and Community Engagement Program Services HSPS are met, either through direct services or through training and support of partner staff based on MOU</li> <li>Develop, together with partners, a family engagement approach that meets HSPS. Ensure compliance with approach</li> <li>Ensure completion of the annual Family Assessment and Family Partnership Agreement with each EHS enrolled family</li> <li>Track and update documentation in ChildPlus</li> <li>Together with partner staff, maintain high daily child attendance and work with families to maintain child care subsidy</li> </ul> Child Health <ul> <li>Ensure all Health Program Services HSPS are met, either through direct series or through training and support of partner staff based on MOU</li> <li>Track and monitor child health compliance with the state Early and Periodic Screening, Diagnostic and Treatment (EPSDT) in ChildPlus</li> </ul> Other <ul> <li>Maintain and audit electronic child files to ensure completeness</li> <li>Participate in regular supervision, team meeting, multi-disciplinary and staff meetings/trainings as required</li> <li>Complete weekly and/or monthly reports</li> <li>Assists with special projects, reports and other duties as needed</li> </ul> <h2>Qualifications</h2> Knowledge and Skills Broad knowledge and experience in: <ul> <li>Head Start Performance Standards, child development and community resources</li> <li>Auditing of records and ensuring compliance with written or oral guidelines</li> <li>Facilitation of groups with strong communication skills and successful interpersonal relationship skills</li> <li>Developing collaborative partnerships and work in a team environment</li> <li>Balancing and prioritizing multiple projects and priorities and following through to completion</li> <li>MS Office skills, database software skills, organizational skills, efficiency skills and excellent attention to detail with a demonstrated commitment to completing assignments on a timely basis</li> </ul> Minimum Qualificationsl <ul> <li>Bachelor’s degree from an accredited college/university in Child Development, Early Childhood, Family Services or Social Work with three years’ of relevant early childhood field experience</li> <li>Certification or willingness to become certified in Family Development, Program for Infant Toddler Care and/or CLASS Preschool and Toddler Train the Trainer and demonstrate knowledge in Environmental Rating Scales (FECERS) and Conscious Discipline</li> </ul> Other Must possess a valid Oklahoma Driver License and satisfactory driving record and use personal automobile to travel to locations other than primary office (local traffic hazards). Ability to lift and carry up to 25 pounds. Regular and reliable attendance required

Tulsa Educare

Early Head Start Partnership Specialist

Job Summary: Effectively work with tax team to provide quality tax services to clients in various industries, including manufacturing, oil and gas, insurance, health care, wholesale/distribution, financial institution, governmental and nonprofit companies. <ul> <li>Actively maintains the firm’s core values HT3 and service standards.</li> <li>Demonstrate a focused knowledge and understanding of individual, partnership, corporate and fiduciary income tax areas</li> <li>Lead projects to obtain a general knowledge and understanding of estate, gift, nonprofit and pension tax areas</li> <li>Complete various tasks associated with income tax planning, research technical tax issues and assist with other business consulting projects</li> <li>Demonstrate the capacity to apply most general tax rules and concepts</li> <li>Participate in various projects to determine areas of interest for possible niche development</li> <li>Hone tax research and planning skills, including the ability to identify, analyze and articulate problems and opportunities, and propose solutions as a client advocate</li> <li>Effectively communicate results, both internally and externally on project and client information</li> <li>Understand client objectives and maximize the value of the service we provide with respect to attaining those objectives</li> <li>Manage client contacts and assist in the communication process for tax clients</li> <li>Preparation of complex tax returns </li> <li>Supervise and train staff and interns as requested, including (i.e. workflow on returns for less complex clients, use of systems, and internal processes and procedures)</li> <li>Review less complex tax returns</li> <li>Maintain understanding of all relevant computer software applications and how they might best be used to promote efficient use of time</li> <li>Obtain understanding of the economics of job performance by reviewing and working within the Firm operation, budget and billing constraints</li> <li>Attendance and participation in tax training as determined by management</li> <li>Participation in professional and business organizations as requested</li> <li>Participation in client development and marketing efforts as requested</li> <li>Adhere to the Firm’s quality control standards</li> </ul> QUALIFICATIONS: <ul> <li>Bachelor’s degree in accounting from an accredited college</li> <li>CPA preferred</li> <li>Minimum of two (2) years public accounting experience</li> <li>Working knowledge of GAAP and OCBOA</li> <li>Strong technical, research, organizational and analytical skills</li> <li>Proficient in the use of Microsoft Outlook, Excel, Word and other software applications</li> <li>Excellent verbal and written communication skills</li> <li>Ability to meet deadlines</li> </ul> PHYSICAL DEMANDS: While performing the duties of this job the employee will regularly be required to sit, stand, reach, walk, drive, kneel, crouch, crawl and lift and/or move up to 25 lbs.

HoganTaylor LLP

Tax Senior

<a href="#">Apply</a> Description ARCHITECTURAL DESIGNER LOCATION | Tulsa, OK REPORTS TO | Director of Architecture TEAM | Architecture POSITION SUMMARY At Cyntergy, you’ll be involved in all aspects of architectural design and documentation, working within a multi-discipline office of architects and engineers. This role involves architectural production work, including BIM modeling, detailing, and the creation of project construction documents. You’ll also engage with clients and occasionally travel to project sites for scoping existing conditions or observing construction. WHAT YOU’LL DO As an Architectural Designer, you will assist a Lead Architect with a variety of duties, such as creating computer models, drafting, conducting code research, and applying process knowledge as part of a client’s program. You’ll work within an integrated team environment, coordinating with Cyntergy’s in-house engineers and facilitating workflow between different disciplines. SKILLS AND EXPERIENCE <ul> <li>Bachelor’s Degree in Architecture preferred</li> <li>Two to ten years’ experience</li> <li>Experience in architectural document production</li> <li>Proficiency in Autodesk REVIT</li> <li>Experience with AutoCAD, SketchUp, Lumion</li> <li>Proficiency in MS Office</li> <li>Effective oral and written communication skills</li> <li>Ability to identify and correctly respond to project needs</li> <li>Capability to build and maintain relationships with team members</li> <li>Commitment to maintaining a positive and professional work environment</li> </ul> SUMMARY STATEMENT Cyntergy is a dynamic, multi-discipline firm with a strong local Tulsa presence and a national reach. Our extensive and challenging project portfolio is supported by a diverse team of architects, designers, technicians, and engineers. We offer a beautiful work facility, excellent compensation and benefits, and a team culture that supports balanced work schedules and personal development within the workplace. Cyntergy is a family and community-oriented company, we support volunteer work, and we are an EEO employer. WHAT’S NEXT? Click the ‘APPLY’ button below, and we’ll review your qualifications. . Our hiring process typically includes two rounds of interviews and an opportunity to chat informally with a group of potential peers.

Cyntergy

Architectural Designer

Job Summary: Work with an engagement team to provide quality tax services to clients in various industries, including manufacturing, oil and gas, insurance, health care, wholesale/distribution, financial institution, governmental and nonprofit companies. <ul> <li>Actively maintains the firm’s core values HT3 and service standards.</li> <li>Prepare federal and state tax returns for business and individual clients</li> <li>Apply general tax rules and concepts to returns</li> <li>Hone tax research and planning skills, including the ability to identify, analyze and articulate problems and opportunities, and propose solutions as a client advocate</li> <li>Effectively communicate results, both internally and externally on project and client information</li> <li>Understand client objectives and maximize the value of the service we provide with respect to attaining those objectives</li> <li>Maintain understanding of all relevant computer software applications and how they might best be used to promote efficient use of time</li> <li>Obtain understanding of the economics of job performance by reviewing and working within Firm operational budgets and billing constraints</li> <li>Develop time management skills and identify process improvement opportunities</li> <li>Attend and participate in tax training as assigned by management</li> <li>Participate in professional and business organizations as required</li> <li>Participate in client development and marketing efforts as required</li> <li>Compliance to the Firm’s quality control standards</li> </ul> QUALIFICATIONS: <ul> <li>Bachelor’s degree in Accounting or a business related field required; Bachelor’s degree in Accounting from an accredited college preferred</li> <li>Compliance to or working towards compliance to the 150-hour rule preferred </li> <li>Experience as an intern in a public accounting environment and/or six months to 2 years public accounting experience preferred</li> <li>Strong technical, research, organizational and analytical skills required</li> <li>Experience in a paperless accounting software preferred</li> <li>Proficient in the use of Microsoft Outlook, Excel, Word and other software applications</li> <li>Excellent verbal and written communication skills</li> <li>Ability to meet deadlines</li> </ul> PHYSICAL DEMANDS: While performing the duties of this job the employee will regularly be required to sit, stand, reach, walk, drive, kneel, crouch, crawl and lift and/or move up to 25 lbs.

Financial Management Services Manager

OVERVIEW Merrick is seeking an experienced (8+ years) Structural Engineer to join our Energy, Manufacturing, and Bioprocessing Business Unit. This position entails supporting the design and retrofit of industrial sectors in the oil, gas, power, manufacturing and bioprocessing facilities. Responsibilities include analysis and detailed design of structural steel and concrete structures, performing engineering cost estimates, and working with other disciplines such as mechanical, and electrical group. The Structural Engineer will visit project sites to observe field conditions, evaluate design constraints, and resolve construction-related problems. This position is full-time and located in our Tulsa, OK office. Relocation and a hybrid schedule will be considered. Typical annual pay range for this position is $99,400.00 - $125,000.00. Pay offered may vary depending on job related knowledge, skills, and experience. WHAT YOU'LL DO The Structural Engineer will be proficient in preparing engineering calculations and sketches; reviewing drawings; developing project proposals, scopes, and budgets; generating specifications and technical reports; directing design staff in the preparation of drawings and other engineering deliverables. The Engineer will proficiently use engineering software applications and demonstrate strong analytical and problem-solving skills. As a design professional, this individual will be responsible for producing innovative and cost-effective designs, drawings, and specifications with a customer-friendly focus. Responsibilities: <ul> <li> Application of engineering and construction Knowledge:<ul> <li>Develop complete structural design of various structural systems using the appropriate building and material codes. These systems are typically steel, concrete, or a combination of the two.</li> <li>Develop design concepts and recommend appropriate structural gravity/lateral support and foundation systems</li> <li>Evaluate existing concrete and steel structures and provide written reports on deficiencies for client review. Recommend non-destructive or destructive tests for further evaluation.</li> </ul> </li> <li> Design:<ul> <li>Prepare clear, complete, and concise calculations, including software analysis models, and provides the appropriate level of connection design as required.</li> <li>Coordinate work with other disciplines. Performs interdisciplinary coordination checks to minimize deficiencies, errors, and omissions in engineering deliverables.</li> <li>Prepare design criteria for all assigned projects and assures compliance with project and client requirements.</li> <li>Producing well-organized structural engineering drawings, calculations, and specifications. </li> <li>Participate in bid reviews when requested and the 30%, 60%, and 90% design reviews on all assigned projects.</li> </ul> </li> <li> Construction Support:<ul> <li>Review shop drawings and submittals for specification compliance in a timely manner.</li> <li>Participate in appropriate preconstruction/preparatory meetings.</li> <li>Perform site visits and prepares observation/follow-up phase reports documenting progress and deficiencies.</li> <li>Review all structural-related testing and inspection reports.</li> <li>Respond to all RFI’s and provides construction support as required.</li> </ul> </li> <li> Profitability/Planning/Scheduling:<ul> <li>Provide scope definition, budget and schedule estimates for proposal development.</li> <li>Monitor assigned project progress and keeps appraised of deadlines and advises the technical lead on resource needs to meet project deadlines. </li> </ul> </li> <li> Leadership:<ul><li> Mentor junior engineers and designers to help with professional development. </li></ul> </li> </ul> REQUIRED QUALIFICATIONS <ul> <li>Bachelor’s Degree in Structural Engineering or Civil Engineering with a Structural Focus from ABET accredited program required.</li> <li>Minimum of eight (8) years of experience in industrial and manufacturing facilities.</li> <li>Registered Professional Engineer (PE).</li> <li>Proficiency in MS Office, MathCAD, SAP 2000, SAFE, AutoCAD, PIP, ACI, ASCE-7, and IBC.</li> <li>Client facilities require site visits to gather project information, which may require climbing ladders and stairs.</li> <li>Must have a valid driver's license, a good driving record, and be insurable under Merrick’s insurance carrier.</li> <li>Client projects for this position require U.S. Citizenship.</li> </ul> PERKS <ul> <li>Employee Owned - all eligible U.S. employees have an Employee Stock Ownership Account.</li> <li>Robust Employee Referral Program.</li> <li>Annual performance reviews and merit increases.</li> <li>Professional Training and Development.</li> <li>Employee Recognition Awards.</li> <li>Peer Mentor Program</li> <li>And Much More!</li> </ul> ADDITIONAL INFORMATION <ul> <li>Apply online only. No e-mail, hard copy or third-party resumes accepted.</li> <li>Merrick &amp; Company offers a competitive compensation and benefits package which includes health insurance, dental and vision coverage, 401(k), and paid time off (PTO).</li> <li>Merrick is an Equal Opportunity Employer, including disability/vets.</li> <li>Employment with Merrick is contingent upon successful completion of a pre-employment background check and drug screen.</li> <li>#LI-Hybrid</li> </ul> <ul><li>Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions</li></ul>

Merrick & Company

Structural Engineer III

Job Summary: Perform financial statement audits, reviews, compilations and other attestation engagements under supervision of more experienced staff in various industries, including manufacturing, oil and gas, professional services, health care, governmental, wholesale/distribution, financial institution and nonprofit companies. <ul> <li>Actively maintain the Firm’s core values HT3 and service standards</li> <li>Contribute to the assurance workflow by researching and analyzing financial statement issues utilizing various electronic sources and software</li> <li>Hone assurance research and planning skills, including the ability to identify, analyze and articulate problems and opportunities, and propose solutions </li> <li>Effectively communicate results, both internally and externally, on project and client information</li> <li>Carry tasks through to completion </li> <li>Maintain understanding of all relevant computer software applications and how they might best be used to promote efficient use of time</li> <li>Obtain understanding of the economics of job performance and Firm operation by reviewing and working within Firm and client budgets </li> <li>Attendance and participation in Level 1 and 2 assurance training as assigned</li> <li>Working towards completion of the CPA certification. Required in order to promote to Manager.</li> <li>Participation in professional and business organizations as assigned</li> <li>Participate in staff recruiting activities and events to support the Firm’s recruiting agenda</li> <li>Participation in client development and marketing efforts as assigned</li> <li>Expected level of chargeable time is 1,400 to 1,500 billable hours, within the context of a 2,250 hour year</li> <li>Maintain a positive, constructive relationship with clients</li> <li>Adhere to the Firm’s quality control standards</li> <li>Adhere to a high standard of independence and integrity</li> <li>Travel as required</li> </ul> QUALIFICATIONS: <ul> <li>Bachelor’s degree in Accounting or a business related field required; Bachelor’s degree in Accounting from an accredited college preferred</li> <li>Compliance to or working towards compliance to the 150-hour rule preferred </li> <li>Experience as an intern in a public accounting environment and/or six (6) months to two (2) years recent public accounting experience preferred</li> <li>Experience in a paperless assurance software preferred</li> <li>Understanding of generally accepted auditing standards, generally accepted accounting principles (FASB, GAAP, OCBOA) and industry specific rules</li> <li>Proficient in the use of Microsoft Outlook, Excel, Word </li> <li>Excellent verbal and written communication skills</li> <li>Experience with Caseware and RSM methodology preferred</li> <li>Ability to meet deadlines</li> </ul> PHYSICAL DEMANDS: While performing the duties of this job the employee will regularly be required to sit, stand, reach, walk, drive, kneel, crouch, crawl and lift and/or move up to 25 lbs.

Assurance Experienced Staff

Job Summary: Serve as senior assurance professional on engagements through all phases of the audit process with minimal supervision, in various industries, including manufacturing, oil and gas, professional services, health care, governmental, wholesale/distribution, financial institution and nonprofit entities. <ul> <li>Actively maintain the firm’s core values HT3 and service standards.</li> <li>Research and analyze financial statement issues utilizing various electronic sources and software</li> <li>Contribute to the assurance workflow by researching and using planning skills to identify, analyze and articulate problems and opportunities and propose solutions to client issues</li> <li>Gain a comprehensive understanding of company operations in order to assess internal controls and provide value-added, business process solutions to client management</li> <li>Effectively communicate timely results, both internally and externally, on project and client information</li> <li>Maintain positive, professional relationships with clients and colleagues</li> <li>Carry moderately complex tasks through to completion </li> <li>Supervise and coach staff and interns on detailed engagements for moderately complex to less complex clients</li> <li>Maintain understanding of all relevant computer software applications and how they might best be used to promote efficient use of time</li> <li>Obtain understanding of the economics of job performance and Firm operation by reviewing and working within budgets and billing constraints</li> <li>Attendance and participation in Level 3, 4, and 5 assurance training</li> <li>Participation in professional and business organizations as requested</li> <li>Participation in client development and marketing efforts as needed</li> <li>Participation in staff recruiting activities and events to support Firm recruiting efforts</li> <li>Expected level of chargeable time is 1,600 hours, within the context of a 2,250 hour year</li> <li>Adhere to the Firm’s quality control standards</li> <li>Adhere to a high standard of independence and integrity</li> <li>Travel as needed</li> </ul> QUALIFICATIONS: <ul> <li>Bachelor’s degree in accounting from an accredited college</li> <li>CPA preferred</li> <li>Two (2) years to four (4) years recent public accounting experience </li> <li>Understanding of generally accepted auditing standards, generally accepted accounting principles (FASB, GAAP, OCBOA) and industry specific rules</li> <li>Experience with a paperless auditing application preferred</li> <li>Proficient use of Microsoft Outlook, Excel, and Word.</li> <li>Strong research, organizational, computer and analytical skills needed</li> <li>A desire to provide exceptional client service with the highest level of integrity</li> <li>Excellent verbal and written communication skills</li> <li>Experience with Caseware and McGladrey methodology preferred.</li> <li>Ability to meet budget and time deadlines</li> </ul> PHYSICAL DEMANDS: While performing the duties of this job the employee will regularly be required to sit, stand, reach, walk, drive, kneel, crouch, crawl and lift and/or move up to 25 lbs.

Assurance Senior

MECHANICAL/PROJECT ENGINEER In this position, you will provide engineering consulting services and lead design team members for a variety of clients. Clients will include midstream/downstream oil and gas, industrial and commercial. Coordinate with other engineering disciplines and construction personnel. Provide engineering services for the full life cycle of projects, from conceptual planning to completed construction. <h1><a href="#">In this role you will…</a></h1> <ul> <li>Assist in the mechanical/process/project engineering for a variety of clients.</li> <li>Assist in the development of design and construction documents, including PFD's, P&amp;ID's, plans and sections, piping drawings, details, specifications, isometrics, bill of materials, and calculations.</li> <li>Build and maintain project lists and folder structure for a variety of clients, including but not limited to equipment list, line list, instrument list, etc.</li> <li>Responsible for maintaining clean and organized folder structure within projects.</li> <li>Check BOM against project specifications and ISO’s</li> <li>Take detailed meeting minutes during project meetings to distribute internally for comment.</li> <li>Coordinate with other technical staff including site civil, structural, electrical, instrumentation, controls, and architectural.</li> <li>Create equipment spec sheets and send Requests for Quote out to multiple vendors. Track each vendor along with due dates and follow up as required.</li> <li>Assemble bid tabulations and provide recommendations from vendor submittals.</li> <li>Coordinate with in-house construction personnel for EPC projects.</li> <li>Provide input regarding the execution plan for each project with the project manager.</li> <li>Ensure that cost, customer service, quality, schedule and safety is incorporated into the design from commencement through completion.</li> <li>Address questions and issues during construction.</li> <li>Provide start-up assistance as required.</li> <li>Proactively working on best practices, engineering guidelines and internal procedures, and maintaining internal and external networks to be informed of new developments in the field.</li> </ul> <a href="#">As the ideal candidate you have …</a> <ul> <li>2 to 5 years of mechanical/process/project engineering experience preferred.</li> <li>Diverse experience and variety of past project types.</li> <li>Expertise with HVAC and central plants is a plus.</li> <li> A Bachelor’s Degree or equivalent experience in related field. (PE is a plus.)<ul> <li> Mechanical Engineering or</li> <li> Chemical Engineering</li> </ul> </li> <li>The ability to plan, lead, organize and communicate with team members and client representatives. </li> <li>Proven successful project history. (Cost, Customer Service, Quality, and Schedule)</li> <li>The ability to work extended hours as needed to meet critical deadlines.</li> <li>Basic knowledge of AutoCAD and 3D piping software. Proficiency in CadWorx a plus.</li> <li>Proficient with MS Office Suite.</li> </ul> <ol start="11"><li><a href="#"> in this role include …</a></li></ol> <ul> <li>Engaging in multiple projects simultaneously.</li> <li>Participating in the analysis, deployment, implementation and maintenance of technical policies and procedures.</li> <li>Continuously increasing knowledge and exhibiting ability to learn and apply new skills.</li> <li>Making timely decisions using sound and accurate judgment while keeping appropriate people informed in the decision process. </li> <li>Identifying problems, gathering and analyzing information skillfully. Consulting with entities associated and affected by issue.</li> <li>Continually reviewing progress of designs to verify requirements are achieved and identifying issues for resolution early in project lifecycle.</li> <li>Organizing and prioritizing work activities while utilizing efficient time management skills in meeting deadlines or staying on schedule with projects.</li> <li>Communicating effectively and professionally both verbally and in written correspondence.</li> <li>Meeting established goals while demonstrating accuracy and thoroughness to ensure quality of work.</li> </ul> <a href="#">You are physically able to …</a> <ul> <li>Operate a computer, telephone and other commonly used business-related items.</li> <li>Put in extended hours to meet critical deadlines and handle rapidly changing priorities to accomplish project goals.</li> <li>Attend and participate in meetings.</li> <li>Travel (approximately 10%) as need to support projects.</li> </ul> Reports to: Project Manager Secondarily Reports to: COO of Engineering Primary Location: Oklahoma City

Ross Group

Mechanical Engineer

Req ID: 75712 Location: Tulsa -TUL Areas of Interest: Corporate Trust; Financial Advisor; Information Technology; Institutional/401(K) Services; Insurance; Investment Management; Marketing; Private Banking; Product Management; Project Management; Risk Management; Training &amp; Development; Trust; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 11/20/2024 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®. <h2>Bonus Type</h2> Formula Based <h2>Summary</h2> BOK Financial Wealth Management distinguishes itself by providing advanced products comparable to major banks and nurturing enduring relationships with institutional and personal clients. The role in focus acts as a bridge between internal and external business partners, contributing significantly to the strategy and roadmap for wealth products, and assists in managing projects that boost revenue and broaden customer relationships. The bank's dedication to adding value for clients, investors, employees, and communities is evident in its diverse, personalized, responsive fee-based services, and innovative, value-added products and services. <h2>Job Description</h2> The Wealth Associate Product Manager will be responsible for acting as a liaison between internal and external business partners. This role will be a key contributor to the overall strategy and roadmap for wealth products and will be responsible for assisting in the management of projects that increase revenue and expand customer relationships. <h2>Team Culture</h2> Our team collaborates across various sectors of Wealth Management, building relationships based on integrity. We embody the company’s values in all our actions, celebrating each other’s achievements and maintaining transparency. Our commitment to collaboration underpins our motto: We Achieve More Together. <h2>How You'll Spend Your Time</h2> <ul> <li>You will collaborate with design teams, IT, and management to enhance wealth roadmaps and participate in Agile scrum to ensure accurate implementation of wealth products.</li> <li>You will collaborate with the wealth product team to enhance the wealth roadmap, leveraging industry research and consumer insights.</li> <li>You will analyze behavior and adoption rates for wealth apps to innovate and develop new methods.</li> <li>You will discuss with clients issues and improvements on the wealth platforms.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a bachelor’s degree in a business-related field and 1-3 years’ experience in product management or 5-7 years’ equivalent work experience. <ul> <li>Thorough knowledge of marketing principals including product management, development, and positioning</li> <li>The ability to manage and prioritize multiple competing priorities to ultimately drive products to a successful completion</li> <li>The ability to manage and communicate with outside vendors and strategic partners</li> <li>Experience providing analytical reports and project updates directly to executive leadership teams </li> <li>Thorough knowledge of wealth management products and services</li> <li>Experience with Agile software development processes</li> <li>Experience implementing or supporting industry leading financial data aggregation tools, such as Black Diamond, Quovo, or Wealth Access</li> <li>Excellent interpersonal skills including oral and written communication skills</li> </ul> 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 <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Bank of Oklahoma

Wealth Associate Product Manager

<h2>Job Description</h2> We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities <ul> <li>Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings</li> <li>Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements</li> <li>Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want</li> <li>Assists clients and the branch team by helping with new account openings when needed <ul> <li>Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures</li> </ul> </li> </ul> Required qualifications, capabilities, and skills <ul> <li>6+ months of customer service experience </li> <li>High school diploma or GED equivalent </li> </ul> Preferred qualifications, capabilities, and skills <ul> <li>Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures</li> <li>Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills</li> <li>Strong desire and ability to influence, educate, and connect customers to technology</li> <li>Cash handling experience</li> </ul>

612 Jobs in Oklahoma