Stifel Financial Corp. · 17 hours ago
Platform Strategy Specialist
St Louis, MO
Full-time
Onsite
Entry Level
1+ years expStifel Financial Corp. is a global wealth management and investment banking firm that values innovation and fresh ideas. The Platform Strategy Specialist will be responsible for managing project implementation critical to the firm's strategic development, requiring strong project management and business analysis skills.
BankingFinanceFinancial Services
Responsibilities
Manage with the day-to-day management of large- and medium-scale projects related to key Firm initiatives
Create and maintain detailed project plans that encompass all requirements and dependencies throughout the Firm for successful completion of a project
Participate in analyzing business processes and data to determine how to satisfy business needs
Organize design review sessions to gather business requirements and issue resolution
Provide business knowledge expertise in a focused area of the business by developing a keen understanding of current processes and areas of need
In collaboration with management and/or senior team members, work closely with Operations, Compliance, IT, and technology vendors to develop design requirements throughout all phases of the project from system design to implementation
Align key technology partner development plans with project priorities, and present reports defining project progress, problems, and solutions
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
Participate in the launch of new systems, services, and/or processes in conjunction with the business unit owner by assisting in the creation of training documentation, adoption plans, and deployment efforts
Qualification
Required
Manage with the day-to-day management of large- and medium-scale projects related to key Firm initiatives
Create and maintain detailed project plans that encompass all requirements and dependencies throughout the Firm for successful completion of a project
Participate in analyzing business processes and data to determine how to satisfy business needs
Organize design review sessions to gather business requirements and issue resolution
Provide business knowledge expertise in a focused area of the business by developing a keen understanding of current processes and areas of need
In collaboration with management and/or senior team members, work closely with Operations, Compliance, IT, and technology vendors to develop design requirements throughout all phases of the project from system design to implementation
Align key technology partner development plans with project priorities, and present reports defining project progress, problems, and solutions
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
Participate in the launch of new systems, services, and/or processes in conjunction with the business unit owner by assisting in the creation of training documentation, adoption plans, and deployment efforts
Strong problem-solving skills and proactive desire to turn problems and questions into potential solutions that are grounded in reality and reflect a strong understanding of the subject matter at hand
Effective time management skills and ability to work on a variety of tasks, changing focus throughout the lifecycle of each project
Excellent verbal and written communication skills along with strong attention to detail for both inter-departmental and external interactions
General knowledge and understanding of the wealth management business, including as it relates to investment products (securities, stocks, bonds, funds, separately manage accounts, options, annuities, etc.), strategies (active v. passive), account types (advisory v. brokerage), and the regulatory environment
General understanding of the fundamentals of portfolio construction, including asset allocation, modern portfolio theory, benchmark assignment, and investment management principles
General knowledge of investment performance reporting and measurement including various methodologies, calculations, and related statistics
Demonstrated strong applied data analysis skills, in an investment services context
General knowledge of portfolio accounting, investment performance measurement, trading methodologies and associated systems within Stifel
Bachelor's degree in business or related field required or equivalent work experience
1+ years' related investment services industry experience
Proficient in Microsoft Outlook, Word, Excel, and PowerPoint
Preferred
Experience with SQL and VBA
Experience with investment product research software such as Morningstar Direct, Bloomberg, FactSet, Zephyr StyleAdvisor, or similar
Experience with portfolio accounting and performance management software such as Vestmark, APL, Envestnet, Advent, or similar
Benefits
Health
Dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off
Company
Stifel Financial Corp.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
5001-10000 employees
H1B Sponsorship
Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
Company data provided by crunchbase