Client Relationship Manager

Stifel Financial Corp.; New York (NY); On-site; USD 71,000 - 107,000; Full time

Job summary

Stifel Financial Corp. is seeking a Client Relationship Manager to develop and maintain long-term relationships with high net worth clients. This role entails engaging clients, managing their financial profiles, and collaborating with Financial Advisors to ensure comprehensive service. The ideal candidate will have a solid background in financial services, proven relationship-building abilities, and strong communication skills.

Benefits

Discretionary bonuses

Health/dental/vision insurance

401k and wellness initiatives

Tuition assistance

Paid time off

Qualifications

• 5-10 years' Financial Services/Brokerage experience required.
• Proven success in establishing rapport with high net worth clients.
• In-depth understanding of the Financial Services industry.

Responsibilities

• Build and maintain long-term relationships with high net worth clients.
• Develop financial profiles to craft comprehensive strategies.
• Prepare for client meetings and lead them alongside Financial Advisors.

Skills

Communication

Relationship Building

Analytical Skills

Problem Solving

Education

Associates Degree or equivalent financial services experience

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

Join to apply for the Client Relationship Manager role at Stifel Financial Corp.

13 hours ago Be among the first 25 applicants

Join to apply for the Client Relationship Manager role at Stifel Financial Corp.

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Client Relationship Manager (CRM) builds and maintains long-term relationships with high net worth clients by being their key point of contact for their investment needs. The CRM develops client's financial profiles and will lead client meetings on behalf of, or in conjunction with the Financial Advisor (FA). This position will fulfill some administrative duties for the FA.

What We're Looking For

• Build and maintain long-term relationships with high net worth clients and be the key point of contact maintaining continual interactive dialogue.
• Develop client's financial profile with respect to personal risk tolerance and financial status to determine investment objectives and craft comprehensive financial strategies in the best interest of the client.
• Prepare for high net worth client meetings and lead the meeting on behalf of, or in conjunction with, the Financial Advisor; domestic travel may be required.
• Research and investigate client queries and other escalated business issues; use independent judgement to develop a strategic response and action plan.
• Accept and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.
• Solicit orders to clients at the direction of the Financial Advisor.
• Assist with administrative functions not limited to processing account and transaction documentation, disbursements, and maintenance of client information.
• Identify matters that require escalation including suspicious activity, customer complaints, trading errors, and violation of industry regulation or Firm policy.
  
  

What You'll Bring

• Proven success in establishing rapport with clients; building and maintaining a mutually beneficial, long-term relationships.
• Ability to effectively communicate information verbally and in writing; especially information that is not easily understood.
• In-depth understanding of the Financial Services industry, domestic and international markets, and applicable regulatory environment.
• Integrity to perform job functions ethically within the boundaries of the regulatory environment.
  
  

Education & Experience

• Minimum Required: Associates Degree or equivalent financial services experience
• Minimum Required: 5-10 years' Financial Services/Brokerage experience
  
  

Licenses & Credentials

• Minimum Required: Series 7 and Series 63 or 66
  
  

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook
  
  

Compensation Range

Salary: USD $71,300.00/Yr. - USD $106,800.00/Yr.

Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

Referrals increase your chances of interviewing at Stifel Financial Corp. by 2x

Get notified about new Client Relationship Manager jobs in New York, NY.

New York City Metropolitan Area $70,000.00-$80,000.00 2 weeks ago

New York, NY $120,000.00-$140,000.00 1 day ago

New York City Metropolitan Area $90,000.00-$95,000.00 1 day ago

GUCCI Senior Manager Retail Client Engagement and Development - East

New York, NY $115,000.00-$135,000.00 1 day ago

New York, NY $64,350.00-$84,850.00 3 days ago

New York, NY $150,000.00-$200,000.00 1 week ago

New York, NY $126,800.00-$158,500.00 1 week ago

Lead Client Solutions Manager, Strategic Accounts, Marketing Solutions

New York, NY $189,000.00-$287,000.00 1 week ago

Sr. Client Solutions Manager, Strategic Accounts, Marketing Solutions

New York, NY $139,000.00-$213,000.00 1 week ago

VP, Senior Client Success & Relationship Manager

New York, NY $100,000.00-$115,000.00 1 week ago

New York, NY $55,000.00-$75,000.00 1 week ago

Holmdel, NJ $126,800.00-$158,500.00 1 week ago

BloombergNEF (BNEF) Relationship Manager - New York

New York, NY $115,000.00-$185,000.00 1 week ago

Newark, NJ $107,300.00-$166,400.00 1 day ago

New York, NY $120,000.00-$140,000.00 8 hours ago

New York, NY $129,500.00-$230,000.00 1 week ago

Sales & Service Manager - East Rutherford

New York, NY $90,000.00-$105,000.00 1 day ago

Manager, Account Management, Consumer/Retail and Health and Healthcare

New York, NY $150,000.00-$170,000.00 1 week ago

Associate Director - Client Relationship Management

New York, NY $150,000.00-$200,000.00 1 week ago

Sr. Client Services Manager- New York, NY

New York, NY $80,000.00-$90,000.00 2 weeks ago

New York, NY $103,680.00-$193,428.00 1 week ago

Brooklyn, NY $180,000.00-$200,000.00 1 week ago

Account Manager - Technical Customer Support

Merrill Market Client Relationship Manager

New York, NY $115,000.00-$155,000.00 2 weeks ago

Client Relationship Manager - Commercial Property Underwriting Solutions - REMOTE

New York, NY $132,260.00-$171,160.00 2 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.