Wealth Management Risk Consultant II
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![]() United States, Oklahoma, Tulsa | |
![]() 101 East 2nd Street (Show on map) | |
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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
We are a trusted and experienced Financial Institution that acts in the best interest of our clients and the communities we serve. We thrive using our knowledge, experience, resources and disciplined approach to help others make the right decisions for their future. Job Description
The Wealth Management Risk Consultant is primarily responsible for assisting with the management of the Control Objectives for their respective business line, which includes among other things, identifying areas of potential risk for the business line and/or its clients. Performs independent reviews of new and existing accounts. Reports any findings to the Strategic Risk Officer. Identifies training needs and process improvements based upon review finding. Assists with the development of processes, procedures and reporting systems to mitigate that risk. Assists with routine audits and compliance tests. Team Culture
You'll work collaboratively with your colleagues and client facing teams across Wealth Management, including Private Wealth, Brokerage, BOKF Insurance and Institutional Wealth. Integrity is the foundation on which our team builds relationships, trust, and effective partnerships. We live the company values in everything we do and act with honor and truthfulness. How You'll Spend Your Time
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor's degree and 5-7 years of knowledge and experience with Wealth Management relationships, or 9+ years equivalent experience. 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! Please contactrecruiting_coordinators@bokf.comwith any questions. |