Financial Services Relationship Manager

2 days ago


New York, New York, United States Stifel Financial Full time
Job Summary

We are seeking a highly skilled and experienced Financial Services Relationship Manager to join our team at Stifel Financial. As a key liaison between our clients and our investment solutions, you will be responsible for ensuring that our clients have access to the full range of investment solutions available to them.

Key Responsibilities
  • Develop in-depth knowledge of client portfolios and regularly engage with clients to understand their needs and goals.
  • Conduct quarterly and annual client performance reviews in conjunction with the Investment Representative to assess portfolio performance and provide recommendations for improvement.
  • Coordinate enrollment campaigns and meetings for high net worth individuals and individual investors to promote our investment solutions.
  • Analyze and evaluate client needs and provide recommendations for potential strategies to enhance client relationships.
  • Research and investigate client queries and develop strategic responses as needed.
  • Partner with the Relationship Manager to assess and evaluate client needs and create opportunities for further client development.
Requirements
  • High School Diploma or Equivalent required.
  • 4+ years of experience in financial services.
  • Series 7 and 63 licenses (Series 66 preferred).
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
About Stifel Financial

Stifel Financial is a global wealth management and investment banking firm with a rich history of innovation and fresh ideas. We are committed to helping families, companies, and municipalities find their own success. Our team of approximately 9,000 individuals is dedicated to providing exceptional service and expertise to our clients.



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