Head of Strategic Initiatives

Stifel•Sherman Oaks, CA

2d•$92,000 - $160,000•Onsite

About The Position

The Head of Strategic Initiatives is responsible for focusing on increasing Stifel's revenue through the identification and establishment of new business broadly based in products and services offered by the Firm. This role 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.
Bachelor's Degree in Financial Services.
2+ years of financial service or product related experience.
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.
Manage industry events and webinars for respective branch.
Collaborate with Financial Advisors to implement process to generate new business.
Source, develop, and maintain a 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.
Assist with marketing campaign execution and communication, including the management of email campaigns across platforms (i.e., Seismic, Salesforce, email).
Track and manage ongoing marketing projects and coordinate with corporate marketing and compliance divisions.
Provide oversight of data and CRM management.