Technical Business Analyst III - Wealth Management

Date: Jan 5, 2018

Location: Tulsa, OK, US

Req ID: 37861 

Areas of Interest: Business/Technical Analysis; Information Services; Product Management; Project Management; Software Development; 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 BOKF Wealth Management Technology team is seeking a talented Technologist who is collaborative, polished, and passionate about delivering Digital Solutions to join us as we lead business innovation to the next level. Our organization is accelerating our Digital Technology Strategy initiative, building out a world-class Advisor and Client Servicing Digital Platform in our Wealth space. As an integral member in this fast-paced, multi-stream endeavor, an exciting, long-term opportunity awaits the qualified candidate with proven experience and skills in delivering Digital Solutions.





  • Assess new initiatives for impact to business and enterprise digital landscape
  • Collaborate with digital product owners to maintain product roadmap
  • Collaborate with Business and Technology owners to define and track KPI, KRI, SLA, and usage metrics


  • Facilitate and handle many of the tasks to define, implement and maintain digital advisory and related systems
  • Define and manage the gathering, organization, identification, and reconciliation of product feature gaps and enhancements from internal and external feedback
  • Own the journey mapping sessions and develop test and learn cycles to benefit from fail faster pivots
  • Collaborate with UX to develop wireframes, user flows, and information/interaction architecture
  • Collaborate with QA to specify and develop acceptance criteria and scenarios


  • Own the data, logical, and business process modeling and identify gaps and efficiency opportunities and recommend mitigating improvements
  • Own the journey mapping sessions and develop test and learn cycles to benefit from fail faster pivots
  • Own the asset lifecycle: prioritize features, develop requirements, and drive releases


  • Own the testing cycles and participate in UAT and development of support documentation as needed
  • Own the steady-state hand-off process to Operations and Technology support teams  


  • Project execution work cycles
  • Product management roadmap refresh cycles
  • Assist in Planning and Forecasting for budget
  • Assist in interview process.



  • Self-starter and innovation driver
  • Detail-oriented and strong organizational skills
  • Strong written, verbal, and graphical communication skills
  • Polished team membership and group collaboration skills
  • Efficient at flexing to lead / participate on multiple projects
  • Proficient in the elicitation, analysis, documentation, and communication of requirements
  • Proficient in test scenario building, defining acceptance criteria, and facilitating SIT and UAT cycles
  • Collaborating in an agile software development environment
  • Asset lifecycle management specific to product roadmaps, from defining scope, through development and testing, and release planning
  • Strong understanding of digital concepts and web / mobile technologies
  • Understanding of digital solution creation and delivery for advisors and clients



  • This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business, Computer Technology/Science, or related field and 3+ years of experience in MIS or related field or 9+ years of related work experience.
  • Earned at least one certification in the past 5 years related to Agile, DevOps, Business Analysis, Software Development, Data Science, Project Management, or Business Architect
  • 3+ Years Business Analysis
  • 3+ Years Solution Architecture and Delivery
  • 3+ Years Asset / Application Lifecycle Management Domain2+ Years Digital Domain        
  • 1+ Years Wealth Management / Financial Domain

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. 

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma

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