Summary
The Business Development Associate is responsible for focusing on increasing Stifel's revenue through the identification and establishment of new Private Equity business.
The Business Development Specialist will support one of more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm.
This position will support Stifel's growth strategy by pursing, establishing and maintaining relationships with potential clients.
Essential Duties & Responsibilities
- Research all aspects of underlying products in an effort to develop and execute targeted marketing strategies
- Develop a pipeline of prospective clients through industry related events, networking opportunities and social media presence
- Collaborate with Financial Advisors to implement process to generate new business
- Source, develop and maintain contact list of prospective clients using Salesforce technology
- Implement processes to select client leads and make the sales process more efficient
- Assist in the preparation and delivery of business presentations and proposals
- Promote local brand recognition through Firm approved marketing campaigns
- Keep assigned FA’s informed of all pertinent information and activity related to client accounts and transactions.
- Monitor and facilitate solutions to client administrative matters as needed while adhering to all compliance policies and procedures.
Qualifications
- Strong ability to focus on providing exemplary client service
- Strong background developing and analyzing competitive strategies
- Ability to use logic and reasoning to identify complex problems; review related information and develop options and implement solutions.
- Ability to demonstrate proactive approach to problem resolution, strong troubleshooting, and problem solving skills
- Ability to prioritize workload and consistently meet deadlines
Education & Experience
- Bachelor's Degree in Financial Services or equivalent experience
- 2+ years' of financial service or product related experience
- FINRA Securities Industry Essentials, Series 7 and Series 66 Licenses or ability to be fully licensed within 6 months.
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Salary : $71,300 - $106,800 per year
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 our Stifel Benefits website.
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