Description
Summary
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.
Essential Duties and Responsibilities
• Assist with the day-to-day administration of the Retirement Services tools/platforms.
• Provide general frontline support to Stifel Financial Advisors utilizing the platform, including general system navigation, key workflows, best practices, and calculation information.
• Maintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the platform(s)/tool(s).
• Document required processes for ongoing system support, participate in requirements gathering for continuing system updates, and help facilitate user integration and acceptance testing.
• Under the guidance of senior team members, design and maintain marketing collateral aimed at Stifel Advisors, recruits, and clients who may benefit from the Retirement Services platform(s)/tool(s).
Qualifications
• 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.
• Excellent verbal and written communication skills with an ability to discuss industry knowledge effectively during inter-departmental and external interactions.
• Effective organizational skills with strong attention to detail and an ability to manage time effectively to meet tight deadlines while managing a high volume of requests.
• Initiative and self-direction when performing tasks with an ability to identify inefficiencies and recommend solutions.
Education and Experience
• Minimum Required: Bachelor's degree in Business or related field.
• Minimum Required: 1+ years of related investment services industry experience.
Systems and Technology
• Proficient in Microsoft Outlook, Word, Excel, and PowerPoint.
Disclaimer
NOTE: Job descriptions are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about jobs. Nothing in this job description restricts management right to assign or reassign duties and responsibilities to this job at any time.
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.
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