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The Advisory Marketing Senior Specialist leads strategic Advisory Program Marketing initiatives within the Investment Products & Services Group, supporting Financial Advisors across the firm. This role drives the development and execution of marketing strategies, enhances advisory platform positioning, and serves as a key subject matter expert. The Senior Specialist partners with senior leadership to shape program direction, mentors team members, and delivers advanced guidance on complex investment and advisory solutions.
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The Marketing Compliance Specialist position will focus primarily on reviewing social media for compliance and approving items for use with the public, such as social media profiles, posts, and firm-level marketing campaigns. In addition, this position will assist in reviewing and approving marketing materials such as videos, digital ads, podcasts, and materials for advisor recruits.
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The Insurance & Annuity Product Governance Analyst supports the oversight and administration of Stifel’s insurance and annuity product platform. This role assists with product governance, regulatory implementation, carrier coordination, and operational processes to ensure insurance and annuity products are managed in accordance with firm standards and regulatory requirements. The position works closely with internal partners—including Legal, Compliance, Operations, and Order Entry—as well as external insurance and annuity carriers. The Analyst will work alongside an experienced team member to learn the firm’s insurance and annuity governance framework, carrier relationships, and regulatory processes, with increasing responsibility...
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The Carrier Relationship Manager partners with key insurance carriers to increase wholesaler effectiveness and activity, enhance and improve alignment with Stifel initiatives, and support joint marketing and sales activities. This role exists to deepen carrier engagement, strengthen collaboration, and drive measurable growth at the carrier level.
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Under immediate supervision, the FA-Advised Programs Analyst works on all aspects of their respective advisory programs. Analysts collaborate with the Program Manager, Financial Advisors (FAs), Advisory Operations, and other groups inside of Stifel. The primary mission of our program management team is to ensure efficient and effective management of advisory programs while delivering first class service to our advisors.
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The Senior Estate & Tax Associate at Stifel, Nicolaus & Company, Inc. ("Stifel") supports the Estate & Tax Planning Services team, a Stifel's Wealth Planning Department component. Estate & Tax Planning Services covers topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust planning. The Sr Associate assists in drafting detailed analyses of individual clients' estate plans and/or income tax situations, emphasizing the most advanced matters, and creating client-approved marketing and internal reference materials. The Senior Associate also helps the Estate & Tax Planning Services team members prepare for conference calls and...
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The Wealth Strategist I serves as a resource for Financial Advisors ("FAs") on issues affecting clients of varying wealth profiles. The Wealth Strategist provides estate and tax planning knowledge and consultation in addition to serving as the primary external sales and marketing support for Estate & Tax Planning Services, part of Stifel's Wealth Planning Department. Estate & Tax Planning Services covers topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust planning. Specific issues covered include strategies for concentrated positions, equity-based compensation, asset protection, multi-generational wealth transfer, federal and state death...
