Advisory Marketing Specialist II

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 Advisory Marketing Specialist II is responsible for supporting the Advisory Program Marketing initiatives offered through the Investment Products & Services Group to Financial Advisors across the Firm. The Specialist II will work closely with the Advisory Marketing Team to provide education, communicate Advisory Program enhancements, advisory regulations, and tools designed to support Financial Advisors' efforts.

• 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.
• Travel to branches in assigned territory as home office liaison to train Advisors on the Advisory Platform and provide program updates. 

• 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.

• Conduct Financial Advisor training.
• Meet with potential Financial Advisors during home office visits.
• Present investment advisory topics via Zoom and in person.

• 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.
• In-depth knowledge of Stifel policies/procedures and industry regulations related to investment advisory business.
• Ability to work independently and interact with Investment Products & Services Senior Management to communicate and implement Advisory Marketing initiatives.

• 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.

• Minimum Required: Series 7, 63 & 65, or 66 within six months of hire.

• Proficient in Microsoft Excel, Word, Outlook, and PowerPoint.
• Morningstar Direct and Workstation are preferred.

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.