Private Market Associate

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.

The Private Market Associate is responsible for focusing on increasing Stifel's revenue by identifying and establishing new Private Equity business. The Private Market Associate will support one or more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm. This role allows for exposure and access to several top-performing Private Equity investment strategies. The Private Market Associate will be communicating with investors not only in the United States but around the world. The Private Market Associate will also be taught to make contact with professional institutions and assist in introducing these institutions to the investment team. This position will support Stifel's growth strategy by pursuing, establishing, and maintaining relationships with potential clients.

• Identify and establish a new private equity business.
• Research all aspects of underlying products to develop and execute targeted marketing strategies.
• Develop a pipeline of prospective clients through industry-related events, networking opportunities, and social media presence.
• Collaborate with Financial Advisors to implement processes to generate new business.
• Source, develop, and maintain a contact list of prospective clients using Salesforce technology.
• Implement processes to select client leads and make the sales process more efficient.
• Assist in the preparation and delivery of business presentations and proposals.
• Promote local brand recognition through firm-approved marketing campaigns.

• Strong ability to focus on providing exemplary client service.
• Strong background in developing and analyzing competitive strategies.
• Ability to use logic and reasoning to identify complex problems, review related information, develop options, and implement solutions.
• Ability to demonstrate a proactive approach to problem resolution, strong troubleshooting, and problem-solving skills.
• Ability to prioritize workload and consistently meet deadlines.

• Minimum Required: Bachelor's Degree.
• Minimum Required: 2+ years of financial service or product-related experience.

• Minimum Required: FINRA Securities Industry Essentials, Series 7 and Series 66 Licenses or ability to be fully licensed within six months.

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

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 is an Equal Opportunity Employer.