Operations Assistant Manager-Advisory Services

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.

The Operations Assistant Manager-Advisory Services will provide oversight and day-to-day management of associates who are responsible for the completion of all requests related to the establishment and maintenance of Advisory Accounts at Stifel. The Assistant Manager is responsible for aiding the manager with evaluating workloads, staff scheduling, and associate development for their team. The Assistant Manager is responsible for aiding the manager in providing leadership and guidance to the members of the Advisory Account Services team.

• Provide leadership to the department and ensure all account opening and maintenance responsibilities are fulfilled.
• Assist with oversight and maintenance of department policies and procedures.
• Streamline processes and improve overall operational efficiency.
• Administer various supervisory controls to ensure work is being completed accurately and according to established procedures.
• Collaborate with manager with respect to department decision making.
• Maintain an understanding of the work being completed by associates and the status of the various projects.
• Assist with tracking of all departmental responsibilities and supervisory procedures.
• Ensure all workflow enhancements are appropriately tested prior to release.

• Ability to demonstrate sound and timely decision making.
• Excellent verbal, written, and interpersonal communication skills.
• 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.

• Minimum Required: Bachelor's Degree or equivalent experience, or 6+ years of Stifel experience.
• Minimum Required: 6+ years of industry experience.

• Minimum Required: Series 7 or Series 99.

• Proficient in Microsoft Office Suite and Outlook including Excel, Word, PowerPoint. #LI-AS1

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.