Responsibilities

• Lead Advisory Program Marketing strategy, development, and execution in alignment with firm-wide objectives.
• Collaborate with the Advisory Marketing Director to enhance strategy to further develop marketing efforts to gain greater awareness and adoption of the advisory programs.
• Serve as the subject matter expert on Advisory Programs, educating and training Financial Advisors on advisory program offerings and the consulting services process.
• Maintain a strong understanding of investment advisory regulations and assess how changes impact the Advisory Program offerings.
• Partner with Investment Products & Services associates, vendors, and key stakeholders to develop integrated marketing and communications plans supporting department and firm initiatives.
• Represent the Investment Products & Services Department at advisor-facing events (including Stifel branch visits and recruiting events) to drive awareness and adoption of Stifel's Advisory Programs.
• Lead advisor training sessions to increase awareness of Stifel's Advisory Programs and the highlight the benefits of transitioning from a brokerage to a fee-based client relationship where appropriate.
• Address advisor inquiries and efficiently resolve issues to ensure a high level of service and support.
• Provides guidance and training to less experienced Specialists, supporting their development into subject matter experts.
• Travel up to 25% to support advisor events, training sessions, and business development activities.

Requirements

• Minimum Requirement: Bachelor’s degree in business or related discipline.
• Minimum Requirement: 12+ years of experience in Financial Services, including 8+ years’ experience in Investment Advisory.
• Licenses & Credentials: Minimum Required: Series 7, 66, & 24 within six months of hire.
• Systems & Technology: Proficient in Microsoft Excel, Word, Outlook, and PowerPoint.

Preferred

• Professional Industry Designations such as CFP or CIMA 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.