Advisory Billing Operations Lead

Stifel Financial Corp.; St. Louis (MO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health

Dental and Vision Care

401k

Wellness Initiatives

Life Insurance

Paid Time Off

Job summary

Stifel Financial Corp. is seeking an Advisory Billing Manager to oversee the billing of advisory accounts and lead the billing team. You will supervise audits, ensure fee accuracy, and drive efficiency and timely reporting across the department.

The role requires strong leadership, analytical thinking, and collaboration with operations to meet service metrics and regulatory requirements. This on-site position offers competitive benefits.

Qualifications

• Bachelor's Degree required or 8+ years of Stifel experience.
• 8+ years' experience in the financial services industry.

Responsibilities

• Oversee advisory accounts billing and day-to-day management of the team.
• Lead supervisory audits to ensure fees align with agreements.
• Provide leadership to Advisory Billing team and meet service metrics and timelines.
• Ensure accuracy and efficiency in billing processes and data requests.

Skills

Leadership

Analytical skills

Communication

Organization

Time management

Attention to detail

Team leadership

Education

Bachelor's degree

8+ years in financial services

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel Financial Corp. is seeking an Advisory Billing Manager to oversee the billing of advisory accounts and lead the billing team. You will supervise audits, ensure fee accuracy, and drive efficiency and timely reporting across the department.

The role requires strong leadership, analytical thinking, and collaboration with operations to meet service metrics and regulatory requirements. This on-site position offers competitive benefits.