Business Initiative Consultant II

Req ID: 77675

Location: Oklahoma City- OKC, Tulsa- TUL

Areas of Interest: Wealth Management Operations; Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 04/30/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

Bonus Type

BOKF Performance Plan (D02)

Summary

If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you! If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you!

Job Description

The Business Initiative Consultant II is responsible for the leadership of cross-functional/virtual teams to strategize, plan, and execute a variety of programs, services, and initiatives. Examples might include but are not limited to finance/operational/executive management review coordination, process improvement, and redesign, change management initiatives, ongoing involvement, and oversight of leadership programs. Provides management in the integration/implementation/of programs/services/initiatives with cross-functional business partners, recognizing the significance of competing priorities and strategies, and adjusting as necessary. Works with functional management to obtain resources, influence outcomes, address conflict, and ensure alignment with BOKF/Wealth strategy/policies and business line objectives. Develops metrics and tracks/evaluate the performance of programs, services, and initiatives. Ensures plans/programs adhere to appropriate policies and regulations.

This position is a utility role within Wealth Management and the duties and responsibilities may vary based upon the incumbent's department.

Must hold SIE, Series 7 & 66 and willing to obtain the Series 24.

Team Culture

We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide opportunities for growth.

How You'll Spend Your Time

• You will lead large cross-functional teams to strategize, plan, and execute a variety of programs, services, and initiatives such as process improvement and redesign, change management initiatives, BOKF sponsored priorities.
• You will provide management in the integration and implementation of programs, services, and initiatives with cross-functional business partners, recognizing the significance of competing priorities and strategies, and adjusting as necessary. Work with functional management to obtain resources, influence outcomes, address conflict, and ensure alignment with BOKF/Wealth strategy/policies and business line objectives.
• You will be responsible for the ongoing review of current processes in an effort to improve efficiency and ensure compliance. Develop metrics and track/evaluate the performance of programs, services, and initiatives. Ensure plans and programs adhere to appropriate policies and regulations.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business Finance/Management/Accounting and 6-8 years related experience or 11+ years of equivalent work-related experience in Finance, Management, Project Management, Implementation, or Strategic Planning

Working Conditions & Physical Requirements

Office

BOK Financial Corporation Group is 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!

Apply today and take the first step towards your next career opportunity!

The companies in BOK Financial Corporation Group are equal opportunity employers. 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, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions.