Retirement Plans Specialist I



The Retirement Plans Specialist serves as a resource to Financial Advisors (FAs) and their clients regarding overall business retirement plan issues. This may include plan type and design reviews, product analysis, vendor selection, proposal generation and presentation, and regulatory updates in an effort to increase plan sales. The Specialist position requires extensive contact with internal and some external stakeholders to provide retirement plan consultative services. Complex problems may require assistance from Manager or Senior Specialist.


* Demonstrate knowledge of ERISA and employer sponsored retirement plans and assist FAs with technical questions
* Support FAs with selling and servicing retirement plans including ordering proposals, developing product comparisons, conducting sales presentations and conference calls, responding to Request for Proposals (RFPs) and coordinating details to implement/convert plans
* Assist in creation and maintenance of business development ideas and marketing materials
* Help build and deliver training to new and seasoned FAs
* Stay abreast of industry trends and regulations that impact ERISA, and assist with communications to stakeholders
* Assist with the planning, organizing and execution of retirement-related conferences, meetings and campaigns
* Working knowledge of retirement plans, ERISA regulations and plan administration


* High level of knowledge of qualified plans, ERISA regulations and plan administration.
* Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration and sales techniques
* Experience in developing, designing, or creating new applications, ideas, or tactics to promote products, services and sales.
* Bachelor's degree in related field
* 1-3 years of relevant experience
* Series 7, ASPPA or other ERISA-related certifications
* Proficient in Microsoft Outlook and Microsoft Office Suite


Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises. In addition our Stifel Bank subsidiary provides a comprehensive range of banking services.

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.

The health and safety of our employees and candidates is very important to us. We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates. We look forward to "virtually" meeting you.

Stifel is an Equal Opportunity Employer.


Compensation, Benefits, and Job Analysis Specialists


Bachelor's Degree


1 to 3 years

Job type

Full time

Salary Range
$40,000.00 - 72,000.00
per Year
Salary range estimated by
Saint Louis, MO 63101, US