[ref. a18291816] Saint Louis - Product & Relationship Management Associate

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 position will also be responsible for conducting product comparisons, monitoring asset flow, and industry trends. The Associate I must continually develop an in-depth knowledge of investment products. This position works closely with other key members of the firm, including the Product Management and Product Advice teams, Relationship Management, Traditional Products Research Group, Alternative Investments, Advisory Marketing, Product Control and Oversight, Compliance, Legal, Program Management, and Operations along with Mutual Fund Operations.

What We're Looking For:

• Performs initial on-boarding and ongoing review of ETPs, Mutual Funds, and 529 Savings Plans products to determine suitability for Stifel's Financial Advisor and client use subject to review by senior members of the Product Management team. Review for suitability, complexity, and potential negative effects to clients and the firm.
• Documents process via on-boarding due diligence reports. Updates internal models, portal page, and internal and external materials.
• Performs analysis on product platforms using internal and external tools including Morningstar Advisor Workstation, Morningstar Direct, and resources from product partners.
• Works with Product Advice team and Operations to fulfill Financial Advisor's requests related to products.
• Develops and continually enhances knowledge of investment products and Stifel's various business areas.
• Delivers outstanding service to Financial Advisors to create an enhanced client experience.
• Special projects as assigned by the manager or senior members of the Product Management team to support department initiatives.

What You'll Bring:

• Excellent time management and critical thinking skills
• Ability to integrate well into a team environment
• Strong written and oral communication skills
• Flexibility to keep up in a fast-paced, dynamic work environment
• Self-accountability

Education & Experience:

• Minimum Required: B.S. or B.A. in Finance, Business Administration or related field
• Minimum Required: 0-1 years of professional business experience or an internship in a related Financial Services area

Systems & Technology:

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook
• SQL Proficiency is highly favorable

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.

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.