Treasury Operations Project Analyst

Why Stifel

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 Doing

The Treasury Operations Project Analyst is responsible for supporting the execution and oversight of Treasury-related initiatives within Treasury Operations. This role will manage project timelines, coordinate cross-functional teams, and ensure compliance with Treasury obligations and operational standards. The Project Analyst will leverage data and process analysis to drive improvements and ensure successful delivery of Treasury-related projects.

What We're Looking For

• Lead Treasury-related projects from initiation to completion, ensuring timely delivery and alignment with strategic goals while monitoring progress and providing regular status updates to leadership.
• Collaborate with internal stakeholders to define project scope, objectives, and deliverables.
• Develop and maintain project plans, risk assessments, and issue logs.
• Facilitate meetings and cross-functional communication between Treasury Operations and partner teams.
• Analyze operational data to identify trends and recommend process enhancements.
• Drive initiatives to improve daily functions, including workflow optimization, process redesign, and system testing.
• Research market trends to inform Treasury strategies and product development.
• Ensure adherence to Treasury terms and regulatory requirements.
• Maintain audit readiness by supporting documentation efforts and gathering data for audits and risk assessments.
• Understand and evaluate risks associated with Treasury Services.
• Collaborate with technology and operations teams to define product requirements and client needs.
• Conduct User Acceptance Testing (UAT) and rollout planning for new features.
• Support product launches and post-launch innovation cycles.
• Assist with training and enablement for internal teams and clients.
• Aid associates and customers with inquiries and issue resolution.

What You'll Bring

Education & Experience

Licenses & Credentials

Systems & Technology

About Stifel

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's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information : Know Your Rights.

Stifel is an Equal Opportunity Employer.