FA-Advised Programs Analyst

Job description

What You'll Be Doing Under immediate supervision, the FA-Advised Programs Analyst works on all aspects of their respective advisory programs. Analysts collaborate with the Program Manager, Financial Advisors (FAs), Advisory Operations, and other groups inside of Stifel. The primary mission of our program management team is to ensure efficient and effective management of advisory programs while delivering first class service to our advisors. What We're Looking For: - Run point on field-facing communications, including on-demand and ad hoc advisor training. The role is responsible for designing, updating, and implementing basic program resources for advisors. The role is also the lead on (but not solely responsible for) proactive outreach to advisors on opportunities and challenges.• Collaborate with Program Manager on monitoring and analyzing Advisor Driven programs.• Interact with FAs providing program details and analysis.• 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.• Responsible for the main...