Advisor Directed Program Senior Specialist

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.

About Stifel

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.