Investment Trust Specialist
7 days ago
We are seeking a highly skilled and detail-oriented Investment Trust Specialist to join our team at Stifel. As a key member of our department, you will be responsible for providing marketing, sales support, and product information to our Financial Advisors.
Key Responsibilities- Develop and maintain educational and marketing materials for our Financial Advisors
- Maintain the UIT Trading System and Rollover functions
- Provide portfolio reviews for our Financial Advisors
- Facilitate secondary trading with UIT sponsors and broker-dealer community
- Contribute to the development of Firm product policies
- Respond to compliance, legal, or regulatory inquiries related to products
- Set up and maintain electronic filing systems for records, correspondence, and other material
- Strong analytical, quantitative, and communication skills
- Working knowledge of the financial markets, industry, analysis, and reporting of financial data, and associated terminology
- Minimum Required: Bachelor's degree in Finance, Economics, or related study
- Minimum Required: 1-3 years of related experience
- Series 7 & 63 (ability to obtain within first 12 months)
We offer a comprehensive benefits package, including health, dental, and vision care, 401(k), wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.
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