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Wealth Mgmt Risk Consultant I
BOK Financial | |
United States, Oklahoma, Tulsa | |
101 East 2nd Street (Show on map) | |
April 29, 2024 | |
Req ID:74602 Location:Tulsa -TUL Areas of Interest:Risk Management; Business/Technical Analysis; Investment Management; Wealth Management Pay Transparency Salary Range:Not Available BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. . 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 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
You'll work collaboratively with your colleagues and client facing teams across Wealth Management, including Private Wealth, Brokerage, 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 1-4 years of knowledge and experience with Wealth Management relationships, or 5+ 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 contact with any questions. |