Retirement Business Development & Marketing Specialist jobs in United States
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Stifel Financial Corp. · 3 days ago

Retirement Business Development & Marketing Specialist

positionSt Louis, MO
timeFull-time
remoteHybrid
senioritySenior Level
date7+ years exp

Stifel Financial Corp. is a global wealth management and investment banking firm focused on innovation and client success. They are seeking a Retirement Business Development & Marketing Specialist to help financial advisors sell retirement plan services, cultivate new business opportunities, and educate clients about retirement solutions.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Cultivate and sustain strong relationships with financial advisors, third-party administrators (TPAs), recordkeeping and DCIO wholesalers to identify business opportunities in order to drive proposal generation and plan sales
Educate Stifel Financial Advisors about Stifel's Retirement Plan services, how to identify good plan prospects, and the merits of incorporating retirement plans into their business
Meet with Stifel Financial Advisors and/or their clients to assist the Financial Advisors in discussing and selling Stifel's retirement plan services to the clients
Utilize a consultative business development approach to understand client objectives and recommend suitable retirement plan services
Clearly articulate the benefits and features of various retirement solutions
Stay informed about various retirement plan products, tools and resources
Prepare proposals, materials and similar documents while explaining and helping to sell/coordinate Stifel's retirement plan services
Overnight travel is required up to 25% of the time

Qualification

Retirement plan knowledgeBusiness developmentRelationship buildingFINRA Series 7Microsoft 365Consultative approachAutonomous workCommunication skills

Required

Experience in building relationships and communicating with financial advisors
In-depth understanding of retirement plans, such as 401(k)s, Cash Balance, and Non-Qualified Plans, and relevant compliance regulations
Capable of working autonomously to deliver tangible outcomes
Minimum Required: Bachelor's degree or equivalent experience
Minimum Required: 7+ years of related experience
Minimum Required: FINRA Series 7
Proficient in Microsoft 365
Overnight travel is required up to 25% of the time

Benefits

Health, dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off

Company

Stifel Financial Corp.

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Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
dateFounded in 1890
location
St Louis, Missouri, USA
people-size5001-10000 employees
web-link
http://www.stifel.com

H1B Sponsorship

Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)

Funding

Current Stage
Public Company
Total Funding
unknown
1993-01-08IPO

Leadership Team

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Ronald Kruszewski
Chairman and CEO
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Anne Perlman
Managing Director, Investment Banking - Stifel
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