VP-Institutional Equity Sales

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

 

Let’s talk about how you can find your place here at Stifel, where success meets success.

This position is primarily responsible for marketing the Firm's products and services to established client relationships. This role will continually foster internal and external relationships to distribute research and banking products. Work in conjunction with senior partners to develop business opportunities.

• Will market the Firm's research and banking products to assigned clients.
• Cultivation of current client relationships to maximize revenue opportunities.
• Some prospecting of new investment firms to develop a business relationship.
• Continually develop research knowledge and the Firm's products and services to deliver them to our client base effectively.
• Review accounts regularly to ensure Stifel is meeting our clients' expectations.
• Effective allocation of firm resources relative to the business opportunity.

• Ability to work within a team structure to achieve mutual goals.
• Growing understanding of sales & marketing principles, strategies, and tactics.
• Demonstrate knowledge of capital markets, including portfolio management, research, and sales and trading.
• Effective communication skills with the ability to exchange information and influence others with a high-level of professionalism.

• Minimum Required: Bachelor's degree in Finance, Business, Economics, or a related field or an equivalent combination of education and experience.
• Minimum Required: 3+ years of Institutional Equity Sales experience in a related industry.

• Minimum Required: FINRA Series 7 & 63.

• Proficient in Microsoft Excel, Word, and Outlook.
• Preferred experience with Salesforce or similar CRM databases.

Salary: USD $150,000.00/Yr. - USD $150,000.00/Yr.

Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.

The Stifel Equity Research Group is a recognized leader with a deep and broad spectrum of coverage. Our award-winning analysts are thought leaders, many with hands-on experience in their respective industries, offering objective, in-depth analysis and timely, actionable research ideas.

 

Stifel is a top 10 provider of U.S. equity coverage in:

 

• Aerospace & Defense
• Consumer & Retail
• Diversified Industrials
• Internet & Media
• Healthcare
• Real Estate
• Technology
• Transportation
• Business Services
• Energy & Power
• Materials