Branch Operations Manager

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.

Oversees 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.

• Hires, directs, evaluates, counsels and terminates support staff.
• Plans and ensures the training and development needs of the staff.
• Plans and organizes the activities of the support staff including periodically reviewing work allocation for balance and efficient utilization of personnel.
• Assists with the development of employees' goals and performance objectives and works to help the employees achieve them.
• Assists with the development of and adheres to branch budget, including controlling expenses.
• Adheres to the established policies and practices of the Company. Ensures adherence to the established polices and practices of various regulatory agencies.
• Resolves complex questions or problems of an escalated nature that the support staff can not/should not resolve.
• Acts as liaison to home office for the Branch Manager.
• May be responsible for the orientation and paperwork of all branch employees.
• May order materials/supplies needed for the branch.
• Other duties as assigned by Manager.

• Gives 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.
• Motivates, develops and directs people as they work, identifying the best people for the job.
• Manages one's own time and the time of others.
• Considers the relative costs and benefits of potential actions to choose the most appropriate one.
• Monitors/assesses performance to make improvements or take corrective action.
• Determines how money will be spent to get the work done, and accounting for these expenditures.
• Able to persuade others to change their minds or behavior.
• Knowledge of business and management principles involved in strategic planning, resource allocation, human resource modeling, leadership technique, production methods, and coordination of people and resources.
• Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
• Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits.
• Knowledge or economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
• Thorough knowledge of all Stifel investment products or the resources to obtain this knowledge.
• Knowledge of Exchange(s) Rules and NASD Regulations.

• Minimum Required: 1 to 2 years college courses in Business/Finance.
• Minimum Required: 5+ years branch office support experience.

• Minimum Required: FINRA Series 7 and 63.

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

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.