Stifel Financial Corp. · 16 hours ago
Manager of Personal Trust Administration
US-MO-Saint Louis
Full-time
Onsite
Director/Executive
10+ years expStifel Financial Corp. is a global wealth management and investment banking firm that prioritizes client and associate success. The Manager of Personal Trust Administration leads trust and estate administration, overseeing a team and ensuring compliance with Stifel Trust standards while managing complex administrative matters.
BankingFinanceFinancial Services
Responsibilities
Manage administrative employees including all levels of Trust Officers and Trust Associates
Manage employee activities such as conducting annual performance reviews and making recommendations for salary increases, bonus payments, and promotions where appropriate
Oversee the training and development of new employees and coach and develop existing employees including guidance to help employees reach career goals
Interview and hire new employees as needed
Oversee the administration of all Stifel Trust accounts to ensure compliance with various state laws and regulations while adhering to the governing instrument. Work with Trust Officers on complex issues including communications on complaints, litigation or other sensitive matters that may involve attorneys, CPAs, FAs, and clients. Manage a small account load of complex trust and estate accounts
Approve higher-dollar discretionary distributions and all distributions of trust assets ensuring distributions are allowed under the trust instrument and appropriate for the account
Lead and/or participate on several Stifel Trust Committees to ensure new business, administration, and investment decisions and actions are in compliance with Stifel Trust policy and procedure and various regulations
Manage the administrative systems, processes, policies and staff to support organizational effectiveness. Review staffing needs and makes recommendations for increases in staff to President / COO as needed
Responsible for improving and maintaining department's procedures and efficiencies to cultivate and deliver excellent client experience and employee satisfaction. Review new vendors based on administrative or client needs and existing vendors to determine continued effectiveness
Meet with auditors and regulators as required to explain the departmental policies, procedures, and controls
Answer general questions from the field related to estate and trust administration, including revocable, irrevocable, charitable, special needs, and insurance trusts
Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc
Expertise in the administration of trusts, thorough understanding of legal, investment and tax principals, in depth knowledge of complex estate planning and the ability to apply the concepts
Demonstrated professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment
Take pride of ownership for wins and accountability for losses/mistakes
Ability to use logic and reasoning to identify complex problems, review related information, and develop options to then implement solutions
Ability to assess liability and react appropriately and promptly
Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
Qualification
Required
Bachelors degree in Business, Finance or related field, or equivalent experience
10+ years' experience in Trust Administration or Estate Administration
10+ years' experience in staff management
CTFA or CFP
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Expertise in the administration of trusts, thorough understanding of legal, investment and tax principals, in depth knowledge of complex estate planning and the ability to apply the concepts
Demonstrated professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment
Ability to use logic and reasoning to identify complex problems, review related information, and develop options to then implement solutions
Ability to assess liability and react appropriately and promptly
Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
Preferred
MBA, JD, or LLM
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
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
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