Advisor Programs Specialist II - Drive Advisory Initiatives

Stifel Financial Corp.; St. Louis (MO); On-site; USD 90,000 - 120,000; Full time

Job summary

Stifel Financial Corp. is seeking an Advisor Directed Programs Specialist II in St. Louis to provide hands-on support to Financial Advisors and their staff.

The role collaborates with multiple teams to monitor programs, resolve account and trading issues, and ensure documentation is complete and up to date. The position requires knowledge of investment securities and strategy, and a strong ability to analyze data and communicate complex concepts clearly.

Qualifications

• Minimum: Bachelor's in business or related field.
• Minimum: 3–5 years' investment advisory industry experience.
• Must obtain Series 7, 63 and 65 (Series 66 in lieu) within 6 months of hire.

Responsibilities

• Provide day-to-day support of Financial Advisors and staff, including applications, model/strategy support, and account setup and maintenance.
• Collaborate with Program Manager on monitoring and analysis of Advisor Driven programs.
• Interface with Advisory Operations and Advisory Compliance to resolve account, fee, trading, and related issues.
• Coordinate with Advisory Marketing to share program information with FAs and new recruits.
• Maintain program procedures and documentation; review for opportunities to improve.
• Maintain documentation and program files.

Skills

Investment knowledge

Analytical thinking

Customer service

Portfolio analysis

Regulatory understanding

Independent work

Collaboration

Decision making

Education

Bachelor's in business or related field

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Morningstar Direct

FactSet

Aladdin

Moxy

EIKON

Vestmark

Black Diamond

Tableau

Job description

Stifel Financial Corp. is seeking an Advisor Directed Programs Specialist II in St. Louis to provide hands-on support to Financial Advisors and their staff.

The role collaborates with multiple teams to monitor programs, resolve account and trading issues, and ensure documentation is complete and up to date. The position requires knowledge of investment securities and strategy, and a strong ability to analyze data and communicate complex concepts clearly.