Operations Team Lead- IRA & Qualified Plans

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 Operations Team Lead is responsible for providing subject matter expertise for all daily and high level tasks within the department. The Sr. Operations Associate will provide training and mentorship across the department. This position will require collaboration among team members and management to assist in driving departmental objectives and operational efficiency.

What We're Looking For

• Provide subject matter expertise to the department by assisting associates with the resolution of more complex problems and escalated issues in a timely manner and in accordance with departmental policies and procedures.
• Assist areas of the department with various functions when necessary.
• Identify need for process or procedure changes and ensure updates are made while consulting with leadership and peers.
• Provide advanced problem solving skills to both peers and leaders.
• Provide consultation to leadership and outside stakeholders on potential impact of department, firm or regulatory initiatives.
• Mentor and assist with training of new associates to ensure they have the proper level of support.
• Conduct testing for enhancements, upgrades, or implementations and provide experienced feedback and knowledge to focus on end results.
• Assist areas of the department with various functions when volume is high or staffing levels are down.
• Serve as an internal consultant to management as needed.

What You'll Bring

• Significant industry and/or trading knowledge with the ability to interpret and apply industry rules and regulations.
• Ability to train and mentor others within the department.
• Ability to draw on past situations to make sound decisions.
• Able to allocate workload and adjust priorities to meet the demand for the department.
• Strong verbal, written and interpersonal communication skills.

Education & Experience

• Minimum Required: Bachelor's Degree and/or 5+ years' Stifel experience.
• Minimum Required: 5+ years' of experience within the financial services industry.

Systems & Technology

• Proficient in Microsoft Office Suite and Outlook including Excel, Word, PowerPoint and Access running SQL query reports and understanding the results.

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.