Platform Strategy Intern- Summer 2027

First Roles; United States; On-site; USD 21,000 - 34,000; Full time

Job summary

Stifel is seeking an intern to support the Platform Strategy and Reporting Services team with a variety of administrative tasks, research, and documentation. You will gain exposure to wealth management topics and contribute to ongoing projects while developing professional skills.

Qualifications include a high school diploma or equivalent, and you may be pursuing a Bachelor's in business. Proficiency in Excel, Word, PowerPoint, and Outlook is expected.

Qualifications

• High School Diploma or equivalent is required.
• Pursuing a Bachelor's degree in Business Administration or related field is preferred for development.

Responsibilities

• Assist Platform Strategy and Reporting Services team with administrative duties.
• Research legal, regulatory, and wealth management topics as part of ongoing projects.
• Document required processes for system support and track enhancement requests.
• Support user acceptance testing and requirements gathering for system updates.

Skills

Attention to detail

Time management

Written communication

Requirement gathering

Education

High School Diploma or equivalent

Pursuing Bachelor's Degree in Business Administration or related field

Tools

Excel

Word

PowerPoint

Outlook

Job description

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 .

Under immediate supervision, the Intern will represent the Platform Strategy and Reporting Services Team by performing a wide variety of complex and confidential administrative duties in support of the functional area. This position will have the opportunity to work in other service areas and develop professionally by contributing to projects that support the business.

• Apply academic knowledge to learning new skills by contributing to various projects.
• Research various legal, regulatory, and other topics within the wealth management industry.
• Attend training and development presentations to enhance professional competencies.
• Document required processes for ongoing system support, maintain detailed logs tracking user enhancement requests, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing.
• Participate in with the documentation of required processes for ongoing system or service support, organize requirements gathering sessions for ongoing enhancement requests, and own user integration and acceptance testing efforts.
• Effective organizational skills with strong attention to detail and an ability to manage time effectively to meet tight deadlines while managing a high volume of requests.
• Ability to communicate effectively in writing as appropriate for the needs of the audience.
• Ability to combine small amounts of information to form conclusions or plans.
• Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Effective time management skills and ability to work on a variety of tasks, changing focus throughout the lifecycle of a project.
• Interest in expanding knowledge of the wealth management business, including as it relates to investment products.
• Minimum Required: High School Diploma or equivalent. Pursuing Bachelor's Degree in Business Administration or related field.
• 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.