Senior Portfolio Solutions Strategist

Stifel Financial Corp.; St. Louis (MO); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel Financial Corp. seeks a Senior Portfolio Solutions Specialist to deliver customized portfolio analyses, asset allocation, and recommendations for high net worth and institutional clients.

You will present insights clearly, drawing on Stifel's Investment Strategy and product platforms. You will also train Advisors on Portfolio Solutions tools, work with research teams, and travel up to 50% to service clients across regions.

Qualifications

• 5+ years related experience in wealth management with portfolio construction.
• Bachelor's degree in Finance or Economics.
• Series 7, 63, 65 (or 66 in lieu of 63 and 65) within 12 months of hire.

Responsibilities

• Create customized portfolios for high net worth and institutional clients.
• Provide portfolio analyses and asset allocation recommendations.
• Prepare client presentations illustrating results of analyses.
• Train Financial Advisors and support teams on Portfolio Solutions tools.
• Conduct investigative research on financial markets.
• Travel up to 50% for local, regional and national engagements.

Skills

Securities knowledge

Portfolio construction

Advisory knowledge

Performance analysis

Portfolio systems

Education

Bachelor's degree in Finance/Economics

Tools

Morningstar Direct

Bloomberg

FactSet

Stifel AdvisorGuide (PrimaGuide)

Zephyr StyleAdvisor

Job description

Stifel Financial Corp. seeks a Senior Portfolio Solutions Specialist to deliver customized portfolio analyses, asset allocation, and recommendations for high net worth and institutional clients.

You will present insights clearly, drawing on Stifel's Investment Strategy and product platforms. You will also train Advisors on Portfolio Solutions tools, work with research teams, and travel up to 50% to service clients across regions.