Operations Team Lead-Advisory Support

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 Advisory Operations Support Team Lead performs a variety of higher level departmental duties requiring thorough knowledge of advisory accounts to assist in answering calls and emails from the branches. In addition, the team lead will assist in training and cross-training of department associates. The Team Lead is a subject matter expert for associates and may be given responsibility over several job functions based on departmental processes and needs. The Team Lead is responsible for understanding the various tasks that are performed on a daily basis within the department and working with management to re-assign tasks based on changes in volume and/or personnel.

• Aid in providing leadership and oversight to the department.
• Serve as a subject matter expert for associates.
• Receives department assignment of work, coordinates and distributes/assigns the work among department Associates.
• Assist with ensuring associates are fulfilling service levels and following departmental process to accurately.
• Assists associates with resolution of more complex problems and escalated issues in a timely manner and in accordance with departmental policy and procedures.
• Utilization of available tools and metrics to help associates improve effectiveness and efficiency.
• Aid in the oversight and maintenance of department policies and procedures.
• Administer various supervisory controls to ensure work is being completed accurately and according to established procedures.
• Ensure all workflow and vendor enhancements are appropriately tested prior to release.
• Ensure all service levels are maintained to the standards set by department leadership.

• Ability to make sound and timely decisions.
• Excellent verbal, written and interpersonal communication skills with the ability to clearly communicate at multiple levels of the firm.
• 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.
• Excellent relationship building skills.

• Minimum Required: Bachelor's Degree or equivalent combination of education and experience or 5+ years of Stifel experience.
• Minimum Required: 5+ years of industry experience.

• 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.