Manager, Institutional Operations

Bonus Type

Summary

This role leads a team that focuses on managing and growing the financial assets of large organizations and entities, specializing in retirement plans and asset services, corporate trust, and reinsurance. We offer a wide range of services, including trust and investment management, retirement planning, investment consulting, and more, serving a diverse clientele such as corporate entities, foundations, and municipalities. This is a team of experienced professionals that works closely with clients to provide tailored financial solutions, leveraging extensive industry knowledge to drive client success.

Job Description

The Manager, Institutional Operations position serves as the strategic partner and operational lead supporting the Senior Manager, Institutional Operations.  This role is responsible for driving process improvements and managing cross-functional initiatives across BOK Financial Securities (BOKFS) and BOKF Capital Markets.  The position ensures coordination between Investment Operations, Institutional Middle Office, BOKFS Business Operations Institutional Client Services, and FRM Middle Office. 

The Manager will act as a key liaison between trading desks, institutional sales and technology partners to ensure operational integrity and efficiency.  In addition, the Manager will contribute to strategic planning efforts by identifying operational priorities, aligning resources and supporting long-term business objectives.

Team Culture

We emphasize collaboration and professionalism to seamlessly address clients’ complex financial needs. Innovation and continuous learning are highly valued, encouraging team members to stay ahead of market trends and deliver cutting-edge solutions.   Our culture of mutual respect and trust focuses on everyone's contributions, enabling us to create and adapt customized strategies that grow with our clients' needs.

How You'll Spend Your Time

• You will collaborate with internal stakeholders to resolve operational issues and support new product or system implementations.
• You will assist the Senior Manager in managing cross-departmental projects and act as proxy when needed.
• You will provide expertise on operational workflows, risk mitigation strategies, and system integrations.
• You will develop and maintain procedural documentation and training materials for consistency and team development.
• You will work closely with IT partners to manage complex projects and keep senior management informed of progress.
• You will identify, evaluate, and implement process improvements to enhance efficiency, reduce risk, and support scalability.
• You will perform special projects as directed by senior and executive management.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a bachelor’s degree in finance, Business Administration, or related field and 7+ years of directly related experience in institutional operations, middle office functions or trade support, or equivalent combination of education and experience.

• Strong understanding of institutional trading workflows and clearing/settlement processes
• Proficiency in Bloomberg TOMS, Impact, Pershing Netx, InTrader, Openlink, Spectrum and other financial systems
• Experienced in Microsoft Excel and Power Platform as well as SQL for data querying and analysis; familiarity with Python is a plus
• Excellent communication and leadership skills with the ability to influence cross-functional teams
• Analytical mindset with a focus on operational risk management and process optimization
• Ability to manage multiple priorities in a fast-paced environment