Advisor Directed Programs Specialist II

About the role

The Advisor Directed Programs Specialist II works on all aspects of their respective advisory programs. The Specialist collaborates with the Program Manager, Financial Advisors (FAs), Compliance, Operations, and other groups both inside and outside of Stifel. The primary goal of the program management team is to provide highly competent support to Stifel Financial Advisors through the efficient and effective management of Advisor Directed programs.

Responsibilities

• Provide day-to-day support of Financial Advisors and their staff including; program applications, model/strategy support and account set-up and maintenance support
• Collaborate with Program Manager on monitoring and analyzing Advisor Driven programs
• Interface with Advisory Operations and Advisory Compliance to resolve items regarding accounts, fees, trading, and other issues
• Coordinate with the Advisory Marketing team to ensure appropriate program information is shared with FAs and new recruits