{"id":3802370,"url":"https://alion.io/job/stifel-operations-manager-new-accounts","title":"Operations Manager-New Accounts","company":{"id":692655,"name":"Stifel","domain":"stifel.com","url":"https://alion.io/company/stifel","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"iCIMS","truth_index":{"grade":"A","score":100,"open_postings":3,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":13,"computed_at":"2026-11-11T05:49:22Z"}},"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":["Saint Louis, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Outlook","optional":false},{"name":"SQL","optional":false}],"status":"live","first_seen_at":"2026-11-05T12:03:29Z","employer_posted_date":"2026-11-05","last_verified_at":"2026-11-12T04:02:02Z","board_verified":true,"closed_at":null,"days_open":6,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":6},"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\nThe Operations Manager leads the team and is accountable for the accuracy, integrity, and timely completion of department processes. The Manager provides day-to-day management of workloads, associate development by administrating department objectives and measures, and associate development and performance management. This position requires experience in handling challenging subject matter and ensuring department completion of all necessary work on time and with the highest quality while complying with firm policies and regulatory requirements.\nWhat We're Looking For\nOversee departmental responsibilities, including logging Lost Security Holder accounts in internal systems, partnering with branch offices regarding Abandoned Accounts, and ensuring compliance with Escheatment processes.\nProvide leadership to the team through coaching, mentorship, training, and the development of employee goals and performance objectives.\nMaintain a strong understanding of account types, account structures, and regulatory requirements, including SEC Rule 17Ad-17 (Lost Security Holders) and state-specific Escheatment laws.\nServe as a subject matter expert by assisting associates with complex inquiries, escalated issues, and advanced problem-solving and decision-making.\nManage the day-to-day operations of the department to ensure procedures are followed, deadlines are met, and team members perform at expected levels.\nPlan, organize, and oversee team activities, including workload distribution, system utilization, and process reviews to drive operational efficiency.\nWhat You'll Bring\nExpert knowledge of interpreting and applying financial industry rules and regulations.\nProven leadership skills, strong teamwork capabilities, and the ability to lead projects through completion.\nAbility to ensure all departmental controls are met while effectively managing multiple priorities and business demands.\nAbility to make timely, informed decisions by evaluating facts, objectives, regulations, and associated risks.\nExcellent relationship-building, organizational, communication, and interpersonal skills, with the ability to communicate effectively across all levels of the firm.\nAbility to adapt to changes in functionality, technology, and regulatory requirements as needed.\nStrong team leadership skills with the ability to acquire, coach, develop, and retain talent.\nEducation & Experience\nMinimum Required: Bachelor's Degree or equivalent work experience.\nMinimum Required: 5+ years of experience within the financial services industry.\nLicenses & Credentials\nMinimum Required: SIE, Series 7 or 99, or ability to obtain within one year.\nSystems & Technology\nProficient in Outlook, Word, Excel, and Access.\nKnowledge of SQL.\nThomson One, BETA, eQuest, Salesforce, and Onbase experience preferred. #LI-AS1\nAbout 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":4305,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["401k plan","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":"2026-11-05T12:03:29Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"H-1B filings in 12 months: 12 · green card filings: 1","filings_12m":12,"filings_prev_12m":12,"green_card_filings_12m":1,"median_offered_wage_usd":113269,"route":null,"cap_exempt":false,"checked_at":"2026-11-11T07:38:50+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":85,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.895,"p_room":0.945,"age_days":5,"expected_fill_days":13,"reasons":["conf:3","velocity","win:mid"],"computed_at":"2026-11-11T05:49:22Z"},"pay":null,"html_url":"https://alion.io/job/stifel-operations-manager-new-accounts","json_url":"https://alion.io/job/stifel-operations-manager-new-accounts.json","meta":{"generated_at":"2026-11-12T05:06:30Z","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":11182,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"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-operations-manager-new-accounts"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"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-operations-manager-new-accounts"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"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-operations-manager-new-accounts"},{"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-operations-manager-new-accounts\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fstifel-operations-manager-new-accounts"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3802370}},{"tool":"search_jobs","arguments":{"company":"stifel.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3802370},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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