Private Market Associate Jobs

Summary
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.
Essential Duties And Responsibilities

• Source, develop and maintain contact list of prospective clients using Salesforce technology
• Assist in the preparation and delivery of business presentations and proposals
• Collaborate with Financial Advisors to implement process to generate new business
• 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
• Implement processes to select client leads and make the sales process more efficient
• Promote local brand recognition through Firm approved marketing campaigns

Qualifications

• 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
• Strong background developing and analyzing competitive strategies
• Strong ability to focus on providing exemplary client service
• Ability to prioritize workload and consistently meet deadlines

Education And Experience

• FINRA Securities Industry Essentials, Series 7 and Series 66 Licenses or ability to be fully licensed within 6 months.
• 2+ years' of financial service or product related experience
• Minimum Required: Bachelor's Degree in Financial Services or equivalent experience.
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Hiring Minimum: $61,940
Hiring Maximum: $92,910
About Stifel
Stifel is a 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.