Platform Strategy Lead — Investment Products & Projects

Stifel Financial Corp.; St. Louis (MO); On-site; USD 90,000 - 120,000; Full time

Job summary

Stifel Financial Corp. in the United States seeks a Platform Strategy Specialist to drive requirements definition, project management, and implementation of strategic initiatives for the Firm’s Investment Products and Services platform.

You will coordinate with Operations, Compliance, IT, and external vendors to ensure design requirements are met, project plans are kept up to date, and communications with stakeholders are clear and timely.

Qualifications

• Bachelor’s degree in business or related field is required.
• 1+ years' related investment services industry experience.
• Strong analytical and problem-solving abilities.
• Demonstrated attention to detail and stakeholder communication.

Responsibilities

• Define and manage detailed project plans across firm initiatives.
• Facilitate requirement gathering and stakeholder communications.
• Collaborate with Ops, Compliance, IT, and vendors throughout project life cycle.
• support launch of new systems and training documentation.

Skills

Project management

Business analysis

Data analysis

Communication skills

Wealth management knowledge

Portfolio accounting knowledge

SQL

Excel

Education

Bachelor’s degree in business or related field

Tools

Morningstar Direct

Bloomberg

Vestmark

APL

Envestnet

FactSet

Job description

Stifel Financial Corp. in the United States seeks a Platform Strategy Specialist to drive requirements definition, project management, and implementation of strategic initiatives for the Firm’s Investment Products and Services platform.

You will coordinate with Operations, Compliance, IT, and external vendors to ensure design requirements are met, project plans are kept up to date, and communications with stakeholders are clear and timely.