Operations Manager-Advisory Billing

Stifel•St. Louis, MO

16d•Onsite

About The Position

The Advisory Billing Manager will provide oversight and day-to-day management of associates 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 for 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.

Requirements

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
Bachelor's Degree or 8+ years of Stifel experience
8+ years' experience within the financial services industry
Series 7 & 63 or Series 99.
Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Responsibilities

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