Senior Advisor Programs Lead – Strategy & Ops

Stifel Financial Corp.; Northern (KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Stifel Financial Corp. seeks a Sr. Specialist for Advisor Directed Programs to support Financial Advisors and staff with proactive service and clear, compliant communications. You will help analyze programs, draft FA communications, and partner with multiple teams on process improvements.

You will contribute to documenting SOPs, manage cross-functional projects, and escalate issues as a subject matter expert to drive scalable solutions.

Qualifications

• Bachelor's degree required.
• 5+ years investment industry experience.
• Leadership or team management experience preferred.

Responsibilities

• Provide day-to-day support to Financial Advisors and staff with responsive service.
• Maintain understanding of Advisory Programs from operations, compliance, and analytics perspectives.
• Collaborate with Program Manager on monitoring Advisor Driven programs.

Skills

Brokerage knowledge

Communication skills

Customer service

Analytical thinking

Process improvement

Regulatory understanding

Independent work

Collaboration

Project management

Cost/benefit assessment

Education

Bachelor's degree

Tools

Excel

PowerPoint

Tableau

Outlook

PM software

Job description

Stifel Financial Corp. seeks a Sr. Specialist for Advisor Directed Programs to support Financial Advisors and staff with proactive service and clear, compliant communications. You will help analyze programs, draft FA communications, and partner with multiple teams on process improvements.

You will contribute to documenting SOPs, manage cross-functional projects, and escalate issues as a subject matter expert to drive scalable solutions.