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Summary
The Advisory Marketing Specialist II is responsible for supporting the initiatives offered through the Investment Products & Services Group to Stifel Financial Advisors across the Firm's branch office network. The Specialist II will work closely with the Investment Products & Services Group management to communicate program enhancements, advisory regulations, and tools designed to support Financial Advisors' efforts.
Essential Duties & Responsibilities
* Analyze complex investment situations and provide guidance/solutions to FAs.
* Analyze the competitive landscape and provide management with ideas to ensure Stifel's advisory platform meets/exceeds the competition.
* Coach and assist Specialists in developing appropriate investment solutions for FAs.
* Provide education, support, and solutions to FA inquiries and calls.
* Develop compelling product marketing, presentation, and proposal materials.
* Represent the Investment Products & Services Group as a speaker at industry & Stifel events, including recruiting events.
* Assist Financial Advisors in recommending proper asset allocation for clients' portfolios.
* Represent the Investment products and Services Group as a speaker at industry and Stifel events, including but not limited to recruiting efforts and new Advisor training.
* Lead/Assist with Request for Proposals (RFPs).
* Conduct Financial Advisor training.
* Meet with potential Financial Advisors at the home office visit.
* Present investment advisory topics via Zoom and in person.
Qualifications
* Ability to understand complex investment situations and guide Advisors in implementing solutions.
* In-depth knowledge of advisory business with specific background in mutual funds, ETFs, separate account management, investment performance measurement, and asset allocation.
* Ability to work independently and interact with Investment Products & Services Senior Management to communicate and implement Advisory Marketing initiatives.
Education & Experience
* Minimum Required: Bachelor's degree in business or related field
* Minimum Required: 3-5 years experience in Financial Services and 1-2 years in Advisory.
Licenses & Credentials
* Minimum Required: Series 7, 63 & 65, or 66 within one year of hire.
Systems & Technology
* Proficient in Microsoft Excel, Word, Outlook, and PowerPoint.
* Morningstar Direct and Workstation are preferred.
About Stifel
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.
Stifel is committed to providing equal employment opportunities (EEO) to all associates,
applicants for employment, and individuals providing services in the workplace without regard to
actual or perceived race, color, religion, creed, gender, pregnancy (including childbirth, lactation,
child-bearing capacity, sterilization, fertility, past pregnancy condition and the potential or intention
to become pregnant and related medical condition), sexual and reproductive health decisions, sexual
orientation, gender identity and gender expression (including transgender individuals who are
transitioning, have transitions, or are perceived to be transitioning to the gender with which they
identify), national origin, ancestry, age, disability, weight, genetic information, marital status,
citizenship status, familial status, homelessness (i.e., lack of a permanent mailing address or a
mailing address that is a shelter or social services provider), status as a covered veteran or any
other protected criteria in accordance with applicable federal, state and local laws. Stifel complies
with applicable state and local laws governing non-discrimination in employment applicable to
each location in which the Firm operates. Stifel strictly prohibits any form of unlawful
discrimination.
Equal opportunity extends to all aspects of the employment relationship, including hiring,
transfers, promotions, training, termination, working conditions, compensation, benefits, and other
terms and conditions of employment. All Stifel associates are responsible for implementing this
EEO policy in their daily actions, conduct and decisions. All associates are expected to treat each
other with respect and professionalism.
Stifel is an Equal Opportunity Employer.