Business Development Associate

Stifel • New York, NY

5d

About The Position

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 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.

Requirements

• 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
• Minimum Required: Bachelor's Degree in Financial Services
• Minimum Required: 2+ years' of financial service or product related experience
• Minimum Required: 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

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

Benefits

• health
• dental
• vision care
• 401k
• wellness initiatives
• life insurance
• paid time off
• discretionary bonuses
• health / dental / vision / prescription insurance offerings
• Stifel Total Health Connect
• flexible spending accounts
• tuition & certification assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees