Advisor Directed Program Senior Specialist

The Advisor Directed Programs Sr. Specialist works on all aspects of the team's respective advisory programs. The Sr. Specialist collaborates with the Program Manager, Financial Advisors (FAs), Compliance, Advisory Operations, and other groups inside and outside 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 advisory programs. Success in this role requires an engaged, proactive communicator who is comfortable picking up the phone to work directly with Financial Advisors and their staff, including when conversations are complex or difficult. The Sr. Specialist also brings a process-oriented mindset, identifying opportunities...