Retirement Services Project Manager

Summary

The Project Manager (PM) will assess, organize and implement steps to complete various projects throughout the department. The PM will be responsible for managing projects and the resources necessary (internal and external), as well as their timely completion and evaluation with the objective of supporting the Retirement Services Department to improve efficiencies, compliance and effectiveness.

Essential Duties and Responsibilities

• Lead and facilitate projects and meetings

• Assess, plan, develop and execute projects

• Communicate project status, risks, issues and recommended solutions to Director and business stakeholders

• Ensure projects are managed to schedule, within budget and support business stakeholder expectations

• Develop project plans and presentations for stakeholder updates

• When required, work closely with Retirement Plans Associate/Coordinator and other internal and external stakeholders

• Concurrently manage multiple assignments and deadlines

Qualifications

• Minimum Required: Bachelor's degree in related field

• Minimum Required: 5+ year's retirement services-related experience, with project management a plus

Education and Experience

• Sound project management capability

• Quickly adapts to changes in priorities

• Understands practices and vocabulary of the retirement industry

Systems and Technology

• Proficient in Microsoft Outlook and Microsoft Office Suite, especially Excel.

Disclaimer

NOTE: Job descriptions are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about jobs. Nothing in this job description restricts management right to assign or reassign duties and responsibilities to this job at any time.

About Stifel

Stifel is a 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.