Wealth Management Operations Specialist

Wealth Management Operations Specialist

Location: Tulsa, Ok

Description:

• Develop and execute regression test scenarios from established test cases
• Ensure test coverage includes standard workflows, edge cases, and high-risk scenarios
• Use realistic test data to validate system behavior and reduce false positives
• Execute test cases using standard operational workflows
• Validate end-to-end processing across systems and confirm accurate data flow
• Verify data accuracy, field mapping, and formatting across systems
• Document defects with clear reproduction steps, severity, and supporting evidence
• Collaborate with cross-functional teams to triage issues and support regression review and resolution
• Maintain testing logs to track execution results, pass/fail outcomes, and retest cycles
• Report on defect trends, severity, and overall testing status
• Ensure workflow routing and state progression align with expected business processes
• Retest defects to confirm resolution and prevent regression issues
• Escalate risks, blockers, and critical defects affecting client delivery
• Drive continuous improvement in testing processes and standardization efforts

Experience required:

• Hands-on experience supporting UAT and regression testing in a production-impacting environment
• Experience with QE practices, including test planning, test case design, execution, and defect lifecycle management
• 3–5+ years of experience in bank operations, wealth management, or a comparable financial services environment
• Strong knowledge of client onboarding, account maintenance, and transaction processing workflows
• Experience validating data across systems and identifying data integrity issues
• Familiarity with defect tracking tools, test logs, and audit-ready documentation
• Ability to perform root cause analysis, document expected versus actual results, and partner with developers to validate fixes
• Proven ability to quickly learn new systems, workflows, and business processes
• Effective communication skills and experience working across IT, Product, and Operations teams