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Business Development Associate - Private Equity

Stifel Financial Corp.

Stifel Financial Corp.

Business Development Associate - Private Equity

Palm Beach Gardens, FL
Full Time
Paid
  • Responsibilities

    Job 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 and 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 and 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.
  • Industry
    Financial Services
  • About Us

    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 – and 26 years of continual growth – 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.