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Jobs · Information Technology · California

Head of Strategic Initiatives

Stifel Financial Corp. · Los Angeles, California, United States · Yesterday
On-siteInformation Technology$92k/yrFull-time

About the role

Stifel strives for a culture that prioritizes its clients and associates, fostering an environment where everyone feels valued and contributes to the firm's success.

Responsibilities

  • Research all aspects of underlying products to develop and execute targeted marketing strategies.
  • Develop a pipeline of prospective clients through industry-related events, networking opportunities, and social media presence.
  • Manage industry events and webinars for respective branches.
  • Collaborate with Financial Advisors to implement processes to generate new business.
  • Source, develop, and maintain a contact list of prospective clients using Salesforce technology.
  • Implement processes to select client leads and make the sales process more efficient.
  • Aid in the preparation and delivery of business presentations and proposals.
  • Promote local brand recognition through Firm-approved marketing campaigns.
  • Assist with marketing campaign execution and communication, including the management of email campaigns across platforms (i.e., Seismic, Salesforce, email).
  • Track and manage ongoing marketing projects and coordinate with corporate marketing and compliance divisions.
  • Provide oversight of data and CRM management.

Requirements

Minimum Required: Bachelor's Degree in Financial Services. Minimum Required: 2+ years of financial service or product related experience.

Minimum Required: None.

Systems & Technology: Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

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 a proactive approach to problem resolution, strong troubleshooting, and problem-solving skills.

Ability to prioritize workload and consistently meet deadlines.

Skills

Microsoft Excel, Word, PowerPoint, Outlook.

Benefits

Salary: USD $92,000.00/Yr. - USD $160,000.00/Yr.

Additional benefits 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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