St. Louis, Missouri, United States · On-site
What You'll Be Doing The UMA Program Senior Specialist assists the Program Management team on all aspects of their respective Advisory Program. The Senior Specialist collaborates with all members of Program Management, F…
Skills: Project Management, Financial Advisory, Compliance Oversight, Business Process Analysis, Stakeholder Management
Durham, North Carolina, United States · On-site
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the fi…
Skills: Portfolio Analytics, Debt Structuring, Underwriting, Credit Analysis, Financial Reporting
New York, New York, United States · On-site
$125k–$150k/yr
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the fi…
Skills: Financial Modeling, Equity Research, Valuation Methodologies, P&C Insurance Metrics, GAAP
Fort Worth, Texas, United States · On-site
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the fi…
Skills: Account Maintenance, Customer Service, Trade Entry, Administrative Support, Microsoft Excel
Missouri, United States · On-site
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the fi…
Skills: Apple iOS, Android, Mobile Device Management, Troubleshooting, Technical Support
St. Louis, Missouri, United States · On-site
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the fi…
Skills: Order Life Cycle Management, Trade Reconciliation, Customer Service, Financial Services Applications, Risk Management
New York, New York, United States · On-site
$175k–$225k/yr
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the fi…
Skills: Financial Modeling, Valuation Analysis, M&A Execution, Corporate Finance, Project Management
St. Louis, Missouri, United States · On-site
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the fi…
Skills: Trade Exception Resolution, Regulatory Compliance, Risk Management, Microsoft Office Suite, Communication Skills
New York, New York, United States · On-site
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the fi…
Skills: M&A Execution, Financial Modeling, Valuation Analysis, Capital Raises, Debt Financing
Baltimore, Maryland, United States · On-site
$88k–$132k/yr
What You'll Be Doing The Senior Operations Analyst brings extensive operations expertise on a variety of subject matters including reconciliation, corporate actions processing, security master setup & maintenance, accoun…
Skills: Position Reconciliation, Transaction Reconciliation, Corporate Actions Processing, Security Master Maintenance, Performance Calculation
Memphis, Tennessee, United States · On-site
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the fi…
Skills: Instructional Design, eLearning Development, Project Management, LMS Administration, Adult Learning Principles
Baltimore, Maryland, United States · On-site
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the fi…
Skills: Equity Capital Markets, Syndicate Analysis, Financial Research, Company Valuation, Deal Structuring
St. Louis, Missouri, United States · On-site
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the fi…
Skills: Accounts Payable, Invoice Processing, General Ledger, Financial Reporting, Expense Report Review
St. Louis, Missouri, United States · On-site
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the fi…
Skills: Accounts Payable, Invoice Coding, Expense Reimbursement, Financial Data Analysis, Microsoft Excel
Atlanta, Georgia, United States · On-site
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the fi…
Skills: Financial Modeling, Industry Research, Financial Analysis, Quantitative Skills, Time Management
St. Louis, Missouri, United States · On-site
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the fi…
Skills: Treasury Services, Client Relationship Management, Bank Account Management, Compliance, Bank Fee Analysis
Austin, Texas, United States · On-site
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the fi…
Skills: Account Maintenance, Administrative Support, Customer Service, Trade Entry, Record Keeping
New York, New York, United States · On-site
$54k–$81k/yr
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the fi…
Skills: Account Maintenance, Customer Service, Administrative Support, Trade Entry, Clerical Procedures
San Francisco, California, United States · On-site
$51k–$68k/yr
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the fi…
Skills: Cashiering, Operational Support, Account Transfer Processing, Margin Notification Resolution, Client Account Opening
St. Louis, Missouri, United States · On-site
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the fi…
Skills: Trading, Portfolio Rebalancing, Analytical Skills, Attention To Detail, Time Management
St. Louis, Missouri, United States • On-site
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Senior Specialist supports the UMA Advisory Program by managing project implementations and collaborating with stakeholders to ensure operational and compliance efficiency. They serve as a subject matter expert for Financial Advisors regarding program fees, marketing materials, and account upgrades.
Candidates must have a bachelor's degree and at least 5 years of investment industry experience with a background in project management. Required licenses include Series 7 and either 63/65 or 66.
The UMA Program Senior Specialist assists the Program Management team on all aspects of their respective Advisory Program. The Senior Specialist collaborates with all members of Program Management, Financial Advisors (FAs), Advisory Operations, Compliance, Advertising, Traditional Products Research Group, investment managers and other groups both inside and outside of Stifel to ensure the efficient and effective management of the Advisory Program. The Senior Specialist has a thorough understanding of Advisory Programs from an operational, compliance and analytical point of view and has the ability to apply this knowledge to recommend changes or enhancements to programs and processes. The Senior Specialist will also be responsible for collaborating with the key stakeholders in efforts to prioritize and oversee the management of multiple projects while building a deep understanding of Stifel’s investment products and services, operational processes, compliance policies and technology infrastructure. The Senior Specialist is expected to understand the inputs and goals for each project and use this knowledge to manage aspects of a project’s implementation in addition to helping compile and provide status communications for key stakeholders throughout the firm.
Stifel is 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.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Where success meets success.
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. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. In 2023, 2024, and 2025 Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power U.S. Financial Advisor Satisfaction Study*. Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.'s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies. *Based on the results of the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study℠. For J.D. Power 2025 award information, visit jdpower.com/awards. Compensation provided for using, bot obtaining the award.
Offices: 501 N. Broadway, St. Louis, MO 63102, US
Where success meets success.
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. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. In 2023, 2024, and 2025 Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power U.S. Financial Advisor Satisfaction Study*. Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.'s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies. *Based on the results of the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study℠. For J.D. Power 2025 award information, visit jdpower.com/awards. Compensation provided for using, bot obtaining the award.
Offices: 501 N. Broadway, St. Louis, MO 63102, US
