Platform Strategy Intern- Summer 2027

Stifel • Saint Louis, MO

2d

About The Position

The Platform Strategy Intern will work under immediate supervision and represent the Platform Strategy and Reporting Services Team, performing complex and confidential administrative duties in support of the functional area. The intern may work in other service areas and develop professionally by contributing to projects that support the business.

The role includes researching legal, regulatory, and other wealth management topics; documenting processes for ongoing system or service support; tracking user enhancement requests; gathering requirements for system updates; and helping facilitate user integration and acceptance testing. The intern will also attend training and development presentations and apply academic knowledge while learning new skills through project work.

Requirements

• High school diploma or equivalent.
• Currently pursuing a bachelor's degree in Business Administration or a related field.
• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
• Effective organizational skills and strong attention to detail.
• Ability to manage time effectively, meet tight deadlines, and handle a high volume of requests.
• Ability to communicate effectively in writing for the needs of the audience.
• Ability to combine information to form conclusions or plans.
• Ability to use logic and reasoning to evaluate alternative solutions, conclusions, or approaches to problems.
• Ability to manage a variety of tasks and shift focus throughout a project lifecycle.
• Interest in expanding knowledge of the wealth management business, including investment products.

Responsibilities

• Contribute to various projects by applying academic knowledge and developing new skills.
• Research legal, regulatory, and other topics within the wealth management industry.
• Attend training and development presentations to enhance professional competencies.
• Document processes required for ongoing system or service support.
• Maintain detailed logs tracking user enhancement requests.
• Participate in requirements gathering for ongoing system updates and enhancement requests.
• Help facilitate, and take ownership of, user integration and acceptance testing efforts.

Benefits

• Health care
• Dental care
• Vision care
• 401(k)
• Wellness initiatives
• Life insurance
• Paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: High school or GED