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Full-time
bachelor degree
Health Insurance, Dental Care, Vision Care, 401k, Wellness Initiatives, Life Insurance
Posted 19h ago
Apply by Jul 27
~40 hrs/week
Responsibilities
The Operations Manager oversees the advisory billing team to ensure accurate client billing and adherence to service metrics. They are responsible for conducting supervisory audits, maintaining departmental policies, and streamlining operational processes.
Requirements
Candidates must have a Bachelor's degree or equivalent experience and at least 8 years of experience in the financial services industry. Required credentials include Series 7 & 63 or Series 99 licenses.
Full 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.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. In 2023, 2024, and 2025 Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power U.S. Financial Advisor Satisfaction Study*.
Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.'s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies.
*Based on the results of the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study℠. For J.D. Power 2025 award information, visit jdpower.com/awards. Compensation provided for using, bot obtaining the award.
Offices: 501 N. Broadway, St. Louis, MO 63102, US
Wealth ManagementEquity and Debt OfferingsInvestment BankingStrategic Advisory ServicesEquity and Fixed Income SalesTrading and ResearchPrivate Placementsand Public FinanceWealth ManagementFinance
How much do Finance & Accounting jobs in St. Louis, MO pay?
Based on 328 listings with disclosed salaries, most finance & accounting jobs in St. Louis, MO pay between $46k–$163k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in St. Louis, MO right now?
There are currently 628 open finance & accounting positions in St. Louis, MO listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in St. Louis, MO?
Companies currently hiring include U.S. Bank, Stifel Financial Corp., Focus Financial Partners, Accenture, Cigna Healthcare, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in St. Louis, MO?
Yes — 279 of the 628 open finance & accounting positions offer remote or hybrid work (69 remote, 210 hybrid).
How do I apply for Finance & Accounting jobs in St. Louis, MO?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.