Operations Manager-Advisory Billing

Why StifelStifel 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 DoingThe 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 ForProvides leadership to the departmentEnsure associates are fulfilling service levels and following departmental process to accurately bill client accountsUtilization of available tools and metrics to help associates improve effectiveness and efficiencyOversee the maintenance of department policies and proceduresStreamlines processes and improve overall operational efficiencyResponsible 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 makingMaintain an understanding of the work being completed by associates and the status of various projectsMaintain appropriate tracking of all departmental responsibilities and supervisory proceduresEnsure all workflow enhancements are appropriately tested prior to releaseEnsure all internal and external audit requests for data are delivered in a timely mannerWhat You'll BringAbility to make sound and timely decisionsStrong analytical skillsExcellent verbal, written and interpersonal communication skills with the ability to clearlyStrong organizational, time management and prioritization skills to effectively handle multiple demands while meeting deadlinesAbility to plan and organize to ensure work is completed in a timely mannerAble to allocate workload and adjust priorities to meet the demand for the departmentAbility to adapt to changes in functionality, technology, or regulatory policies when necessaryExcellent relationship building skillsStrong team leadership skills to acquire, coach, develop and retain talentEducation & ExperienceMinimum Required: Bachelor's Degree or 8+ years of Stifel experienceMinimum Required: 8+ years' experience within the financial services industryLicenses & CredentialsMinimum Required: Series 7 & 63 or Series 99. Systems & TechnologyProficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-AS1About StifelStifel 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.Job SummaryCategory: OperationsPosition Type: Regular | Full TimeWork Type: Onsite