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Platform Strategy Lead — Wealth Management Projects

st. louis, mo • Posted 1 weeks ago
Onsite Full Time Finance

Stifel seeks a Platform Strategy Specialist to drive business requirements, manage projects, and implement initiatives across its Investment Products and Services platform.

You will collaborate with Operations, Compliance, IT, and vendors to translate goals into design requirements, ensure successful deployment, and support training and adoption plans. A strong background in wealth management and data analysis is essential.

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