Advisory Project Management/UMA Program Sr Specialist
On-siteSt. Louis, Missouri, United States
Job Summary
Lead project planning, execution, and monitoring for Stifel's Advisory Programs and strategic initiatives by defining objectives, managing timelines, and delivering executive updates. Evaluate business challenges and industry trends to identify opportunities for efficiency and scalability, then recommend and implement AI-enabled solutions that enhance productivity while maintaining regulatory and governance compliance. Operate as the primary resource for Financial Advisors regarding UMA Program features, fees, and policies, while collaborating with business and technology teams to optimize workflows and drive program enhancements.
Required Qualifications
- Strong understanding of financial services and brokerage industry experience
- Demonstrated experience leveraging artificial intelligence technologies, including generative AI solutions (e.g., Microsoft Copilot, ChatGPT, Claude, Power Platform AI capabilities), to improve operational efficiency, streamline workflows, enhance decision-making, and support business objectives
- Ability to identify, evaluate, and implement AI-enabled solutions while ensuring appropriate governance, data privacy, security, and compliance standards are maintained
- Demonstrated project management skills with the ability to lead initiatives, manage competing priorities, and drive projects to successful completion
- Experience designing and implementing AI-assisted workflows, automations, reporting solutions, or productivity enhancements
- Minimum Required: B.S. or B.A. in a business or related field degree
- Minimum Required: 5+ years investment industry experience, with project management experience
- Minimum Required: Series 7 & 66 (or 63 and 65 in lieu of 66) or obtained within 12 months
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
- Knowledge of Addepar, SQL, Thomson/BETA, Vestmark, and SmartSheets
- Experience with AI solutions (e.g., Microsoft Copilot, ChatGPT, Claude, Power Platform AI capabilities)
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.