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: Business Analysis, T-SQL, Data Modeling, Agile, Scrum
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…
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…
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…
San Francisco, California, United States · On-site
$99k–$131k/yr
Senior
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…
Bank Compliance Director- Complaints & Third Party Oversight
St. Louis, Missouri, United States · On-site
Senior+
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…
Accounts Payable Associate - Thomas Weisel Investment Management - Hybrid
San Francisco, California, United States · Hybrid
$60k–$75k/yr
Mid level
What You'll Be Doing The Accounts Payable Associate for Thomas Weisel Investment Management is responsible for accounts payable processing, general ledger bookkeeping, expense reimbursements, and other operational tasks …
Skills: Accounts Payable, Bookkeeping, General Ledger, QuickBooks, Expense Reimbursement
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…
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: Venture Lending, Loan Structuring, Underwriting, Portfolio Management, Team Leadership
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Full-time
bachelor degree
Health Insurance, Dental Care, Vision Care, 401k, Wellness Initiatives, Life Insurance
Posted 13d ago
Apply by Jun 15
~40 hrs/week
Responsibilities
The Sr. Business Analyst will partner with business units and product management to develop and test strategies that optimize the relationship between the company and its customers. They will leverage data insights to translate product strategies into detailed specifications and provide leadership in training and delegating tasks within the team.
Requirements
Candidates must have a Bachelor's degree in IT, Computer Science, or Business and at least 5 years of experience in business practice analysis. Proficiency in T-SQL, business intelligence tools, and strong domain knowledge of the Wealth Management industry are required.
Full job description
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 firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Sr. Business Analyst will apply strategic and analytical skills to the support and expansion of firm priorities. The Sr. Analyst will partner with business units and product management to develop and test strategies that ultimately impact the bottom line. Your contribution as a Sr. Digital Solutions Analyst is essential to our collaborative environment that values your insight, encourages you to take on new responsibilities, promotes continuous learning, and rewards innovation.
What We're Looking For
Develop an understanding of the Stifel business & data models, and use that knowledge to optimize the relationship between the company and the customer
Applies knowledge of data structure, products/services, customer needs, business operations and technology to facilitate improvements related to client or firm experience
Partners with Product Management and Agile teams to cultivate meaningful data sets that curate compelling stories of our digital user base that can be leveraged for reactive and proactive strategy designs
Partners with Technology & Business units to conduct competitive analysis including ad-hoc data sets and reports
Maintains awareness and consideration of enterprise risk
Leverages data insights as needed to translate product strategy into detailed specifications and user interface design tradeoffs
Demonstrates leadership including oversight of training and development of fellow associates
Identifies team and individual skillsets and bandwidth to effectively triage new assignments and delegate tasks on larger team efforts
What You'll Bring
Strong analytical, organizational, leadership, and people skills
Excellent verbal and written communication skills with the ability to build collaborative relationships across various levels in the organization ( e.g., executive management, team members, individual contributors.)
Ability to manage multiple projects and tasks simultaneously, flexibility and adaptability to change, decision-making and critical thinking skills
Experience with Kanban, the Scaled Agile Framework, Agile, or Scrum processes
Ability to understand evolving technologies and relate to current business demands
Must have intermediate knowledge of the securities industry and company policies
Demonstrated ability of taking ownership, prioritizes appropriately, and propose business solutions to solve issues
Strong ability to leverage Microsoft T-SQL or business intelligence tools to create queries which model and/or aggregate large complex datasets
Ability to conceptualize and develop normalized data sets for enterprise wide business intelligence purposes
Strong Wealth Management domain experience.
Education & Experience
Minimum Required: Bachelor's Degree in Information Technology, Computer Science, Business Administration or equivalent experience
Minimum Required: 5+ years related experience in analysis of business practices and related data
Licenses & Credentials
Minimum Required: None
Systems & Technology
Proficient in Microsoft Excel, Word, Outlook, PowerPoint
Understands client/server computing architecture, user interfaces and application programing interfaces
Understand concepts related to relational databases
Ability to create advanced SQL queries
Experience with ticketing or workflow systems such as JIRA
Wealth Management industry knowledge
Data analysis capabilities
Business process understanding
Operational and controls awareness
Strong analytical and communication skills
About Stifel
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.
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
Wealth ManagementEquity and Debt OfferingsInvestment BankingStrategic Advisory ServicesEquity and Fixed Income SalesTrading and ResearchPrivate Placementsand Public FinanceWealth ManagementFinance
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
Wealth ManagementEquity and Debt OfferingsInvestment BankingStrategic Advisory ServicesEquity and Fixed Income SalesTrading and ResearchPrivate Placementsand Public FinanceWealth ManagementFinance