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 DoingThe 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
- 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.
- 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
- Minimum Required: None
- 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
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.
Skills Required
- Bachelor’s degree in Information Technology, Computer Science, Business Administration, or equivalent experience
- 5+ years of related experience analyzing business practices and related data
- Experience with Kanban, Scaled Agile Framework, Agile, or Scrum processes
- Intermediate knowledge of the securities industry and company policies
- Strong Wealth Management domain experience and industry knowledge
- Strong analytical, organizational, leadership, communication, and people skills
- Ability to manage multiple projects and tasks, prioritize work, adapt to change, and make decisions
- Ability to create advanced Microsoft T-SQL or SQL queries for large, complex datasets
- Ability to conceptualize and develop normalized datasets for enterprise business intelligence
- Proficiency with Microsoft Excel, Word, Outlook, and PowerPoint
- Understanding of client/server architecture, user interfaces, application programming interfaces, and relational databases
- Experience with ticketing or workflow systems such as JIRA
- Business process, data analysis, operational, and controls awareness
Stifel Financial Corp. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Stifel Financial Corp. and has not been reviewed or approved by Stifel Financial Corp..
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Strong & Reliable Incentives — Compensation is positioned as highly attractive for financial advisors, with emphasis on meaningful earning upside tied to production. Recognition for advisor satisfaction indicates that incentive mechanics can be a differentiator in producer roles.
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Flexible Benefits — The benefits program is broad and multi-option, spanning multiple health plan choices, FSAs/HSAs, and a wide set of voluntary insurance add-ons. This menu-style design supports tailoring coverage to different life stages and needs.
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Parental & Family Support — Family-oriented benefits are extensive, including parental leave, adoption assistance, fertility and family-building support, and back-up childcare and elder care. These offerings signal a comparatively strong support system for caregiving and family planning.
Stifel Financial Corp. Insights
What We Do
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 and 2024, 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. *Stifel received the highest score among employee advisors in the J.D. Power 2023-2024 U.S. Financial Advisor Satisfaction Studies, which measures employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more details.








