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BOK Financial Corporation Group
The Wealth Management Services Lead manages workflow operations, including leading teams, reviewing processes, and implementing changes to improve efficiency and mitigate risk. This role collaborates with Wealth Management, Enterprise Operations, and IT to ensure accurate execution of procedures while adhering to regulations and service level objectives.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for BOK Financial Corporation Group.
28% above the average for this role
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