Strategic Advisor Programs Senior Specialist

Stifel, Incorporated; St. Louis (MO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health, dental, and vision benefits

401(k) retirement plan

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel is seeking an Advisor Directed Programs Sr. Specialist to support Financial Advisors and staff in delivering effective advisory programs. The role emphasizes proactive communication, process improvement, and collaboration with Compliance, Advisory Operations, and cross-functional teams.

You will help manage program changes, document SOPs, and implement scalable solutions while maintaining clear stakeholder communication and project execution across firm initiatives.

Qualifications

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

Responsibilities

• Provide day-to-day support to Financial Advisors and staff with responsive service.
• Understand advisory programs from operations, compliance and analytical views; suggest improvements.
• Collaborate with the Program Manager on monitoring and analyzing programs.

Skills

Brokerage knowledge

Analytical thinking

Customer service

Verbal communication

Written communication

Process improvement

Regulatory understanding

Independent judgment

Stakeholder collaboration

Prioritization

Education

Bachelor's degree

Tools

Excel

Word

PowerPoint

Outlook

Project management apps

Tableau

Job description

Stifel is seeking an Advisor Directed Programs Sr. Specialist to support Financial Advisors and staff in delivering effective advisory programs. The role emphasizes proactive communication, process improvement, and collaboration with Compliance, Advisory Operations, and cross-functional teams.

You will help manage program changes, document SOPs, and implement scalable solutions while maintaining clear stakeholder communication and project execution across firm initiatives.