Cash Management Solutions Specialist

Stifel Financial Corp.; Missouri; On-site; USD 65,000 - 95,000; Full time

Job summary

Stifel is seeking a Cash Products and Banking Services Specialist to support cash-related products and services, conduct industry research, and produce reporting that informs strategic decisions.

The role provides tier-two support to financial advisors and client services teams, develops client-facing materials, and uses no-code platforms to enhance forms and workflows. Collaboration across departments is essential.

Qualifications

• Bachelor's degree in finance, accounting, or related field required.
• 0–3 years of financial services experience, wealth management or banking preferred.
• Strong written and verbal communication with analytical skills.

Responsibilities

• Provide tier-two support to financial advisors and client services teams.
• Develop reporting from industry research and account analysis.
• Create and update client and internal documents and marketing materials.
• Use no-code platforms to design client-facing forms.
• Assist in training staff on products and services.
• Monitor and improve cash management products and banking services.

Skills

Clear communication

Analytical thinking

Customer service

Team collaboration

Regulatory knowledge

Ownership mindset

Education

Bachelor's degree in finance/accounting or related field

Tools

MS Excel

SQL basics

Office Suite

Job description

Stifel is seeking a Cash Products and Banking Services Specialist to support cash-related products and services, conduct industry research, and produce reporting that informs strategic decisions.

The role provides tier-two support to financial advisors and client services teams, develops client-facing materials, and uses no-code platforms to enhance forms and workflows. Collaboration across departments is essential.