Platform Strategy Lead — Wealth Management Projects

Stifel; St. Louis (MO); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health, dental and vision care

401k

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel seeks a Platform Strategy Specialist to drive business requirements, manage projects, and implement initiatives across its Investment Products and Services platform.

You will collaborate with Operations, Compliance, IT, and vendors to translate goals into design requirements, ensure successful deployment, and support training and adoption plans. A strong background in wealth management and data analysis is essential.

Qualifications

• Bachelor’s degree in business or related field required or equivalent work experience.
• 1+ years' related investment services industry experience.

Responsibilities

• Assist in defining and managing business requirements for strategic initiatives.
• Create and maintain detailed project plans for firm-wide initiatives.
• Collaborate with Operations, Compliance, IT and vendors to develop design requirements across all project phases.
• Support training documentation, adoption plans and deployment efforts.

Skills

Problem solving

Time management

Communication

Wealth management knowledge

Portfolio construction

Performance measurement

Data analysis

Portfolio accounting

Education

Bachelor’s degree in business or related field

Tools

SQL

VBA

Morningstar Direct

Bloomberg

FactSet

Zephyr StyleAdvisor

Vestmark

APL

Envestnet

Advent

Job description

Stifel seeks a Platform Strategy Specialist to drive business requirements, manage projects, and implement initiatives across its Investment Products and Services platform.

You will collaborate with Operations, Compliance, IT, and vendors to translate goals into design requirements, ensure successful deployment, and support training and adoption plans. A strong background in wealth management and data analysis is essential.