Description
The Private Market Associate is responsible for focusing on increasing Stifel's revenue through the identification and establishment of new Private Equity business. The Private Market Associate 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.
What We're Looking For
- Research all aspects of underlying products in an effort to develop and execute targeted marketing strategies
- Identify and establish a new private equity business.
- 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
What You'll Bring
- 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
Licenses & Credentials
- 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
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.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. 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.
We Value Diversity
Stifel is an equal opportunity employer dedicated to fostering, cultivating, and preserving a culture of diversity and inclusion by embracing and welcoming everyone. At Stifel, we believe a diverse team is a critical element of how we find success and strive to build on diversity, inclusion, respect, and engagement in all that we do, across the firm. Accordingly, we welcome applications for employment from all qualified candidates.
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