Now Hiring - Financial Services Business Development Associate - Private Equity in Palm Beach Gardens, FL

Summary

The Business Development Associate is responsible for focusing on increasing Stifel's revenue through
the identification and establishment of new Private Equity business. The Business Development
Specialist 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 & Responsibilities

• 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.
• 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

Qualifications

• 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

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

About Stifel

Established in 1890, Stifel is one of the nation’s leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation’s seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry’s largest research franchises. In addition our Stifel Bank subsidiary provides a comprehensive range of banking services.

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.

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