Advisory Marketing Specialist II

Responsibilities

• Supports Advisory Program Marketing initiatives within the Investment Products & Services Group for Financial Advisors.
• Provide education, communicate advisory program enhancements and regulatory updates, and promote tools.
• Analyze complex investment situations and provide guidance and solutions to Financial Advisors.
• Evaluate the competitive landscape and deliver insights to management.
• Coach and support Specialists in developing appropriate investment solutions.
• Provide education, support, and solutions in response to Financial Advisor inquiries.
• Develop impactful product marketing, presentation, and proposal materials.
• Travel to branch locations to serve as home office liaison providing Advisory Platform training.
• Assist Financial Advisors in recommending appropriate asset allocations.
• Represent the Investment Products and Services Group as a speaker at industry and Stifel events, including recruiting initiatives and new Advisor training.

Requirements

• Bachelor's degree in business or related field.
• 3-5 years of experience in Financial Services and 1-2 years in Advisory.
• Series 7, 63 & 65, or 66 within six months of hire.
• Proficient in Microsoft Excel, Word, Outlook, and PowerPoint.
• In-depth knowledge of the advisory business with strong background in mutual funds, ETFs, separately managed accounts, investment performance measurement, and asset allocation.
• In-depth knowledge of Stifel policies and procedures as well as industry regulations related to investment advisory business.
• Ability to work independently and collaborate with Investment Products & Services senior Management to communicate and implement Advisory Program Marketing initiatives.

Preferred

• Morningstar Direct and Workstation are preferred.

Benefits

• 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.