Operations Manager-Advisory Billing

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

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel,where success meets success.

What You'll Be Doing

The Advisory Billing Manager will provide oversite and day to day management of associates who are responsible for ensuring that all advisory accounts are appropriately billed. The manager is responsible for multiple supervisory audits to ensure the client is being charged the fee that was agreed to with their financial advisor. The Manager is responsible providing leadership and guidance to the members of the Advisory Billing team while ensuring the team is delivering on the service metrics and billing timelines established.

What We're Looking For

• Provides leadership to the department
• Ensure associates are fulfilling service levels and following departmental process to accurately bill client accounts
• Utilization of available tools and metrics to help associates improve effectiveness and efficiency
• Oversee the maintenance of department policies and procedures
• Streamlines processes and improve overall operational efficiency
• Responsible for various supervisory controls to ensure work is being completed accurately and according to established procedures.
• Collaborates with operations leadership with respect to department decision making
• Maintain an understanding of the work being completed by associates and the status of various projects
• Maintain appropriate tracking of all departmental responsibilities and supervisory procedures
• Ensure all workflow enhancements are appropriately tested prior to release
• Ensure all internal and external audit requests for data are delivered in a timely manner

What You'll Bring

• Ability to make sound and timely decisions
• Strong analytical skills
• Excellent verbal, written and interpersonal communication skills with the ability to clearly
• Strong organizational, time management and prioritization skills to effectively handle multiple demands while meeting deadlines
• Ability to plan and organize to ensure work is completed in a timely manner
• Able to allocate workload and adjust priorities to meet the demand for the department
• Ability to adapt to changes in functionality, technology, or regulatory policies when necessary
• Excellent relationship building skills
• Strong team leadership skills to acquire, coach, develop and retain talent

Education & Experience

• Minimum Required: Bachelor's Degree or 8+ years of Stifel experience
• Minimum Required: 8+ years' experience within the financial services industry

Licenses & Credentials

• Minimum Required: Series 7 & 63 or Series 99.

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-AS1

About Stifel

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.