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Wealth Management Strategic Risk Officer

Oklahoma City, OK, US

Req ID: 51427 

Areas of Interest: Trust; Wealth Management 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

The Wealth Management Strategic Risk Officer is primarily responsible for first line of defense Risk Management and line of business Strategy Execution, which includes among other things; identifying areas of potential risk for the business line and/or its clients; development of processes, procedures, and reporting systems to mitigate that risk; development of procedures to ensure compliance with Wealth Management division policies; and ongoing communication and training to employees around risk management measures. The Strategic Risk Officer will also develop the necessary processes and reporting tools to provide regular risk management oversight and escalation of risk management issues to Senior Management.

  1. Develop and maintain fiduciary and / or corporate trustee policies and procedures and have oversight of the fiduciary and / or corporate trustee management process within Wealth Management; In cooperation with the Wealth Policy and Risk Assessment Officer, challenge the current risk and governance structure with a view to making it robust and accountable; Working in collaboration with the Wealth Policy and Risk Assessment Officer, ensure that the line of business risk assessments are completed, including risk identification and implementation of controls to manage the identified risks; Implement controls to manage identified risks, write policies and procedures to ensure that controls are effective, test those controls on a periodic basis, and generate management reports to oversee compliance with the controls. Work in partnership with other risk and control functions to ensure that any failed controls or risks are addressed in a timely manner and continue to work with management to drive action that will reduce material risks; and provide ongoing communication and training related to risk management, policy and procedural enhancements.
  2. Maintain up-to-date familiarity with current fiduciary and / or corporate trustee regulations, policies and stays current on industry trends in order to provide guidance to Wealth Management business lines;

  • Extensive and demonstrated knowledge of the laws, rules and regulations of the specific business line supported.
  • Thorough understanding of critical trust operations requirements in order to recognize logistical issues in trust documents.
  • Extensive knowledge and the experience to properly review and interpret legal agreements (i.e. trust agreements, bond trust indentures, loan agreements, escrows agreements)
  • Proven ability to analyze highly complex information and data in order to develop and recommend solutions in challenging projects
  • Must have excellent oral, written and communication skills, including interpersonal skills
  • Excellent presentation skills including presenting in front of a group
  • Excellent leadership and management skills
  • Excellent customer service attitude
  • Excellent organizational skills with the ability to work with strict time frames and with critical client demands
This level of knowledge is normally acquired through completion of a Bachelors degree and 10 + years of fiduciary and / or corporate trustee knowledge and experience with Wealth relationships, or 15 + years equivalent experience.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer.  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, sexual orientation, genetic information or veteran status.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact with any questions. 


Investing in our talent and building a great workplace is a top priority at BOK Financial.

  • Empowered employees
  • Award-winning culture
  • Community commitment


BOK Financial is a regional banking powerhouse and one of the top 25 banks in the U.S. We are based in Tulsa, Oklahoma, and diversified in a variety of industries, businesses, and geographies throughout the U.S.


  • 4,900 employees
  • 27 Years of financial profitability
  • $30+ billion in assets
  • $5.2 million in charitable contributions in 2017

Nearest Major Market: Oklahoma City
Nearest Secondary Market: Oklahoma

Job Segment: Risk Management, Manager, Bank, Banking, Finance, Management, Strategy