{"id":959174,"url":"https://alion.io/job/stifel-branch-operations-manager","title":"Branch Operations Manager","company":{"id":692655,"name":"Stifel","domain":"stifel.com","url":"https://alion.io/company/stifel","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"iCIMS","truth_index":null},"role":"Management","role_family":"Management","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["San Francisco, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":98700,"max":131000,"currency":"USD","period":"year","gross":null,"usd_annual":131000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-09-16T08:14:08Z","employer_posted_date":"2026-09-19","last_verified_at":"2026-10-22T21:41:02Z","board_verified":true,"closed_at":null,"days_open":36,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":36},"description":"Why Stifel\nStifel 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.\nLet’s talk about how you can find your place here at Stifel, where success meets success.\nWhat You'll Be Doing\nOversees the daily activities of the support staff and assists with the long-range planning and administration activities of the branch. Duties and responsibilities include managing daily operations and planning the use of materials and human resources.\nWhat We're Looking For\nHires, directs, evaluates, counsels and terminates support staff.\nPlans and ensures the training and development needs of the staff.\nPlans and organizes the activities of the support staff including periodically reviewing work allocation for balance and efficient utilization of personnel.\nAssists with the development of employees' goals and performance objectives and works to help the employees achieve them.\nAssists with the development of and adheres to branch budget, including controlling expenses.\nAdheres to the established policies and practices of the Company. Ensures adherence to the established polices and practices of various regulatory agencies.\nResolves complex questions or problems of an escalated nature that the support staff can not/should not resolve.\nActs as liaison to home office for the Branch Manager.\nMay be responsible for the orientation and paperwork of all branch employees.\nMay order materials/supplies needed for the branch.\nOther duties as assigned by Manager.\nWhat You'll Bring\nGives full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.\nMotivates, develops and directs people as they work, identifying the best people for the job.\nManages one's own time and the time of others.\nConsiders the relative costs and benefits of potential actions to choose the most appropriate one.\nMonitors/assesses performance to make improvements or take corrective action.\nDetermines how money will be spent to get the work done, and accounting for these expenditures.\nAble to persuade others to change their minds or behavior.\nKnowledge of business and management principles involved in strategic planning, resource allocation, human resource modeling, leadership technique, production methods, and coordination of people and resources.\nKnowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.\nKnowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits.\nKnowledge or economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.\nThorough knowledge of all Stifel investment products or the resources to obtain this knowledge.\nKnowledge of Exchange(s) Rules and NASD Regulations.\nEducation & Experience\nMinimum Required: 1 to 2 years college courses in Business/Finance.\nMinimum Required: 5+ years branch office support experience.\nLicenses & Credentials\nMinimum Required: FINRA Series 7 and 63.\nSystems & Technology\nProficient in Microsoft Excel, Word, PowerPoint, and Outlook.\nCompensation Range\nSalary: USD $98,700.00/Yr. - USD $131,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.About Stifel\nStifel 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.\nWhile 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.\nAt 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.\nStifel is an Equal Opportunity Employer.","description_format":"text","description_chars":5362,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Home office","Life insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Investment Banking & M&A Advisory","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-09-16T08:14:08Z"}],"visa":[],"liveness":{"score":21,"band":"cold","label":"Long shot","p_open":1,"p_active":0.595,"p_room":0.35,"age_days":35,"expected_fill_days":16,"reasons":["conf:2","velocity","win:tail","comp:brand"],"computed_at":"2026-10-22T06:10:10Z"},"pay":{"stated_usd_annual":131000,"is_top_pay":false},"html_url":"https://alion.io/job/stifel-branch-operations-manager","json_url":"https://alion.io/job/stifel-branch-operations-manager.json","meta":{"generated_at":"2026-10-22T22:54:49Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":8329,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-23T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":692655},"rest":"https://alion.io/mcp/rest/get_company?id=692655"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fstifel-branch-operations-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fstifel-branch-operations-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fstifel-branch-operations-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/stifel-branch-operations-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fstifel-branch-operations-manager"}]}