IW Plan Compliance Consultant

Req ID: 77972

Location: Tulsa- TUL

Areas of Interest: Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 05/23/2026

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

You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us in Institutional Wealth as a Plan Compliance Consultant. You'll be positioned for a great career!

Job Description

The Institutional Wealth- Plan Compliance Consultant position is primarily responsible for providing in-depth technical, analytical, and managerial assistance to the Manager, Plan Compliance Services; ensures pension and profit sharing information is in compliance with plan documents and government regulations; works with complex client situations providing compliance services and developing relationships.

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.

We've created a safe space for you to brainstorm, ask questions, and find solutions together as a team. Everyone pulls together, no matter what role or level. There is genuine care and concern for a job well done. We lift up one another to become better.

How You'll Spend Your Time

• You will provide in-depth technical, analytical, and managerial assistance to the Manager of Compliance Services.
• You will supervise and review the work of the Institutional Wealth Plan Compliance staff.
• You will train new employees, provide continuing education, guidance and training, as well as conduct performance reviews.
• You will manage and supervise the ADP (Actual Deferral Percentage) /ACP (Actual Contribution Percentage) testing for all plan compliance clients, review and perform reviews and perform ADP/ACP tests, and set up spreadsheets to do calculations for tests.
• You will manage and supervise the 5500 filings for all plan compliance clients to ensure compliance and minimize risk to the bank.
• You will determine participant eligibility for employer contributions

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business or related field of study and 6-8 years of directly related experience in Trust Retirement Plan Administration or 12-14 years equivalent combination of education and experience.

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.