What You'll Be Doing
The Advisor Directed Programs Sr. Specialist works on all aspects of the team's respective advisory programs. The Sr. Specialist collaborates with the Program Manager, Financial Advisors (FAs), Compliance, Advisory Operations, and other groups inside and outside Stifel. The primary goal of the program management team is to provide highly competent support to Stifel Financial Advisors through the efficient and effective management of Advisor Directed advisory programs.
Success in this role requires an engaged, proactive communicator who is comfortable picking up the phone to work directly with Financial Advisors and their staff, including when conversations are complex or difficult. The Sr. Specialist also brings a process-oriented mindset, identifying opportunities to re-imagine legacy processes and develop clearer, more efficient ways of working. The Sr. Specialist fosters a respectful and joyful team culture.
What We're Looking For
- Provides day-to-day support to Financial Advisors and their staff through responsive service and proactive outreach, including phone conversations involving complex, sensitive, or difficult issues.
What You'll Bring
- Knowledge of brokerage and investment advisory industries.
Education & Experience
- Minimum Required: Bachelor's degree
Licenses & Credentials
- Minimum Required: Series 7, 63 and 65 (Series 66 in lieu of 63 and 65) within 12 months of hire
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
Compensation Range
Salary: USD $121,000.00/Yr. - USD $181,500.00/Yr.
Job description provided by Stifel Financial.
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