Job Details
Description
The Retirement Services Platform Specialist assists with the day-to-day support and ongoing development of Retirement Services platforms. The Specialist will perform daily tasks related to maintaining the systems while providing frontline support and consultation to Stifel advisors as they navigate the offering. The Specialist will also assist in designing and implementing enhancements to the Retirement Services systems. The Specialist will be expected to maintain a working understanding of Stifel's IP&S offering, the operational processes, compliance policies, and all related technology integrations to provide a comprehensive support experience to Stifel advisors and help with continuous improvements to the platform.
Summary
Assist with the day-to-day administration of the Retirement Services tools/platforms.
Essential Duties and Responsibilities
General knowledge and understanding of the wealth management business, including investment products (securities, stocks, bonds, funds, separately managed accounts, options, annuities, etc.), account types (advisory v. brokerage), and the general regulatory environment.
Qualifications
Minimum Required Bachelor's degree in Business or related field.
Education and Experience
Proficient in Microsoft Outlook, Word, Excel, and PowerPoint.
Systems and Technology
Disclaimer
About Stifel
Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
Stifel is an Equal Opportunity Employer.