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Wealth Mgmt Risk Consultant I BOK Financial United States, Oklahoma, Tulsa 101 East 2nd Street (Show on map) Sep 08, 2026

Req ID:

78611

Location:

Tulsa -TUL, Oklahoma City -

OKC Areas of Interest:

Risk Management Pay Transparency Salary Range:

Not Available Application Deadline:

09/30/2026 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 dedicated financial institution, leveraging our expertise and resources to serve our clients and communities, and help them make informed future decisions. The Wealth Management Risk Consultant I plays a key role in managing business line control objectives, identifying potential risks, conducting account reviews, reporting findings, recommending improvements, and assisting in the development of risk mitigation strategies and compliance tests. Job Description The Wealth Management Risk Consultant I 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 reviews of new and existing accounts. Reports any findings to the Strategic Risk Officer. Recommends 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 In your role, you'll partner with peers and client-facing teams in Wealth Management, including Private Wealth, Brokerage, BOKF Insurance, and Institutional Wealth. Upholding integrity, we embody company values, fostering trust and partnerships through honorable and sincere actions. How You'll Spend Your Time

You will conduct regular tests and monitor workflows to ensure the effectiveness of internal controls and manage risks, while also addressing any incomplete tasks.

You will aid in establishing risk management controls, contribute to the creation of policies and procedures to ensure control effectiveness, and periodically test these controls.

You will be responsible for preparing for audits, participating in meetings with relevant stakeholders to ensure data collection and review, and regularly interacting with corporate compliance, internal audit, and wealth management risk teams.

You will be analyzing business data to support the implementation of new capabilities, applications, processes, and internal controls.

Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's degree and 1-4 years of knowledge and experience with Wealth Management relationships, or 5+ years equivalent experience. Excellent knowledge and experience in developing, executing, and managing multiple projects, resource management, and project plan techniques to ensure required outcome through organizational planning and communications. Strong ability to multi-task.

Ability to solve complex problems by taking ownership to address needs, provide information, or solve problems

Excellent teamwork and interpersonal skills at all management levels. Ability to collaborate with other departments and lines of business.

Excellent PC skills, including advanced spreadsheet skills.

Working knowledge of various securities and investment-related products and services

Excellent oral, written and communication skills, including interpersonal skills 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.