Field Development 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 Field Development Associate will provide administrative and logistical support to the Field Development team, assisting in the coordination and tracking of training programs for new Financial Advisor Trainees. This role will be responsible for maintaining program records, scheduling training sessions, and supporting the development of training materials. The associate will interact with Financial Advisor Trainees, Branch Managers, and internal stakeholders to facilitate smooth program operations. This position is an excellent opportunity for someone looking to gain experience in financial services training and development.

• Assist with scheduling and coordinating training sessions, meetings, and webinars.
• Maintain training records, tracking participant progress and ensuring all necessary documentation is up to date.
• Provide administrative support to the Field Development team, including data entry, filing, and email correspondence.
• Prepare and distribute training materials, presentations, and onboarding documents.
• Assist with onboarding new trainees by ensuring they have access to required resources and information.
• Communicate program updates and deadlines to trainees, branch managers, and internal stakeholders.
• Support the tracking of licensing requirements and program milestones.
• Coordinate travel and logistical arrangements for training events when necessary.
• Assist in compiling reports and summaries related to trainee performance and training effectiveness.
• Perform other administrative tasks as needed to support the success of the Field Development program.

• Strong organizational and time management skills.
• Excellent verbal and written communication skills.
• High attention to detail and ability to manage multiple tasks efficiently.
• Ability to work collaboratively with multiple stakeholders and maintain professionalism in communications.
• Customer service-oriented mindset with the ability to support trainees and leadership effectively.

• Minimum Required: Associate’s Degree in Business, Finance, or a related field or equivalent work experience.
• Minimum Required: 2+ year of experience in an administrative, training, or financial services support role.

• No licensing required; willingness to learn about financial services and industry regulations.

   

• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
• Experience with learning management systems (LMS) or financial services platforms (e.g., Network Gateway, Thompson ONE) is a plus.

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.