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UMA Program/Advisory Project Management Sr Specialist

Saint Louis, MO, USPosted 6 days ago
Full-timeonsite

Job Description

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...
UMA Program/Advisory Project Management Sr Specialist at Stifel | Renata