Technical Analyst III - Wealth Management Technology

Req ID: 78781

Location: Tulsa -TUL

Areas of Interest: Information Technology

Pay Transparency Salary Range: Not Available

Application Deadline: 12/01/2026

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

Discretionary
## Summary

You bring together technical knowledge, business insight, and strong interpersonal skills to help teams solve complex problems. You enjoy learning how a business operates, translating needs into clear requirements, and facilitating solutions that create lasting value. Bring your analytical mindset, adaptability, and relationship-building abilities to us as a Technical Analyst III. You’ll join a project-oriented team supporting BOK Financial’s Wealth Business, while helping shape the future of our data environment.

Job Description

The Technical Analyst III job family is responsible for delivering superior services while acting as a liaison between the line of business and Information Technology. As a member of the Wealth Management Data Integration team, you will work in a consulting-style capacity, partnering with business stakeholders, software developers, and data specialists to understand business processes, gather and document requirements, investigate problems, and facilitate effective technical solutions. Using comprehensive technical and systems knowledge, the Technical Analyst III performs analysis, design, planning, testing, implementation, and ongoing support for critical systems, software, and procedures.

The role manages projects and initiatives with organizational impact while supporting the company’s long-term technology and enterprise data strategy.
This is primarily a project-oriented position rather than a traditional production-support role. Team members frequently manage separate initiatives and individual portfolios, so success requires the ability to work independently, engage new stakeholders, ask thoughtful questions, and move work forward with appropriate guidance. The role will also support existing and legacy data environments as the organization continues its modernization toward technologies such as Snowflake, AWS, and Fivetran.

Team Culture

Our mission is to empower our company, teammates, and customers through the delivery of resilient and customer-centric technology. We achieve this by combining our technology expertise with a deep understanding of the business units we support.

The Wealth Management Data Integration team is a five-person, project-oriented group whose members frequently manage their own portfolios of work. While many assignments are completed independently, larger initiatives may involve multiple teammates and partners across the organization. The team values adaptability, curiosity, continuous learning, open communication, and the ability to build trusted relationships with both business and technical stakeholders.

How You'll Spend Your Time

• You will use approved artificial intelligence and automation tools to improve personal productivity and the efficiency of analysis, research, documentation, requirements development, troubleshooting, testing, and other technical work, while applying appropriate judgment and validating AI-generated output.
• You will partner with Wealth business stakeholders and technical teams to understand business needs, investigate problems, gather requirements, and facilitate practical technology and data solutions.
• You will write clear business, functional, and technical requirements for projects ranging from moderately complex to highly complex.
• You will perform business process mapping and modeling, including documenting current-state and future-state processes, system interactions, data flows, logical models, and data-retention requirements.
• You will analyze, design, plan, test, deploy, and support complex systems, software, programs, and data-integration processes.
• You will manage a portfolio of project-oriented work, independently identifying stakeholders, facilitating fact-finding sessions, asking effective questions, and advancing assigned initiatives.
• You will partner with software developers, data specialists, vendors, and other technology teams to determine appropriate solutions, without necessarily implementing every component of the solution yourself.
• You will support existing Microsoft SQL Server and legacy data environments while contributing to the organization’s evolving enterprise data strategy and adoption of technologies such as Snowflake, AWS, and Fivetran.
• You will perform job-scheduling responsibilities, including writing, reading, maintaining, and troubleshooting job plans.
• You will develop and maintain batch scripts, SQL queries, stored procedures, and technical requirements or specifications.
• You will evaluate systems and processes, conduct fit-gap analyses, identify integration needs, and recommend improvements that align with business and technology objectives.
• You will apply IT governance policies, project architecture methodologies, service-oriented architecture policies, security expectations, and established technology standards.
• You will support system and data integrations across multiple applications, environments, and platforms while helping ensure reliable data movement and processing.
• You will contribute to testing, implementation planning, production readiness, disaster recovery, and enterprise resiliency activities, which may occasionally require evening or weekend participation.
• You will share knowledge and provide guidance to other analysts through project collaboration, technical consultation, and day-to-day support.
• You will remain adaptable as priorities, technologies, and business needs evolve, continuously learning new tools and applying transferable experience to emerging platforms.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Information Technology, Computer Science, Management Information Systems, Data Analytics, or a related field of study and/or 3–5 years of directly related experience in technical analysis, systems analysis, data integration, data analytics, financial services technology, bank operations, or project delivery, or an equivalent combination of education and experience.

• Ability to effectively use approved AI-assisted tools to improve productivity, accelerate analysis and problem-solving, and enhance the quality of technical deliverables, while critically evaluating and validating generated results.
• Experience gathering, analyzing, and documenting business, functional, and technical requirements.
• Experience with business process mapping, business process modeling, current-state and future-state analysis, and fit-gap analysis.
• Experience contributing to technology or data-related projects, with the ability to manage assigned work independently and move initiatives forward with appropriate guidance.
• Knowledge of application and data flows across multiple systems, including software integration, system integration, and related technologies.
• Working knowledge of Microsoft SQL Server, SQL queries, stored procedures, relational database management system principles, and data-integration concepts.
• Experience with SQL Server Integration Services or comparable extract, transform, and load or data-integration technologies is beneficial.
• Exposure to Snowflake, AWS, Fivetran, cloud-based data environments, or comparable technologies is preferred but not required.
• Ability to support established or legacy technologies while learning and contributing to future-state platforms and modernization initiatives.
• Knowledge of tiered environments, including development, testing, user acceptance testing, production, and disaster recovery.
• Understanding of application disaster recovery, enterprise resiliency, technology risk, and operational readiness concepts.
• Knowledge of IT and information security standards, technology governance, and application lifecycle concepts.
• Understanding of project management methodologies, including basic frameworks, phases, artifacts, processes, and project funding.
• Experience working within Agile, waterfall, or other project-delivery methodologies.
• Knowledge of quality assurance and testing methodologies, tools, and documentation practices.
• General knowledge of financial services, banking, payments, or wealth management processes is preferred.
• Strong conceptual thinking, analytical, and problem-solving skills, with the ability to resolve moderately complex issues and facilitate solutions across business and technical teams.
• Strong interpersonal and facilitation skills, including the ability to meet new stakeholders, build rapport, conduct discovery sessions, and become a trusted advisor.
• Ability to work independently on a portfolio of initiatives while collaborating effectively with teammates, business partners, developers, data specialists, vendors, and peer technology teams.
• Demonstrated adaptability and openness to change, including the ability to learn unfamiliar business areas, technologies, and operating environments.
• Ability to effectively plan the time, method, manner, and sequence of work assignments while balancing multiple project priorities.
• Strong oral and written communication skills, with the ability to clearly represent yourself and BOK Financial to business stakeholders, technology partners, vendors, and peers.
• Demonstrated ability to establish and maintain healthy working partnerships while influencing outcomes through collaboration, flexibility, and sound judgment.

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 [email protected] with any questions.