Advisory Billing Operations Manager

Stifel Financial Corp.; Missouri; On-site; USD 90,000 - 130,000; Full time

Job summary

Stifel Financial Corp. in Missouri seeks an Advisory Billing Manager to oversee day-to-day billing for advisory accounts, supervise a team, and ensure fees align with client agreements and advisor specifications.

You will drive service metrics, manage audits, streamline processes, mentor staff, and partner with operations to support accurate, timely billing and continuous improvement.

Qualifications

• Bachelor's degree or 8+ years of Stifel experience.
• 8+ years' experience within the financial services industry.
• Series 7 & 63 or Series 99 required.
• Strong leadership and supervisory experience.
• Ability to manage billing processes and audits.

Responsibilities

• Oversee advisory billing accounts and ensure correct fees.
• Lead the Advisory Billing team and meet service metrics.
• Conduct supervisory audits and ensure timely billing.
• Collaborate with operations leadership on decisions.
• Maintain departmental policies and procedures.
• Streamline processes for efficiency.

Skills

Leadership

Analytical skills

Communication skills

Time management

Organizational skills

Strategic thinking

Team leadership

Process improvement

Education

Bachelor's Degree

Series 7 & 63 or Series 99

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel Financial Corp. in Missouri seeks an Advisory Billing Manager to oversee day-to-day billing for advisory accounts, supervise a team, and ensure fees align with client agreements and advisor specifications.

You will drive service metrics, manage audits, streamline processes, mentor staff, and partner with operations to support accurate, timely billing and continuous improvement.