Stifel Financial Corp. · 1 day ago
Real Assets PM & Origination Director
Houston, TX
Full-time
Onsite
Mid, Senior Level
7+ years expStifel Financial Corp. is a leading financial services firm that prioritizes a culture of inclusivity and success for clients and associates. They are seeking a Project Management Director to oversee the execution of real asset mandates, manage client relationships, and lead fundraising efforts within the alternative investment market.
BankingFinanceFinancial Services
Responsibilities
Participate in, and take some leadership of the diligence, launch, and project management of Funds
Serve as a product specialist for distribution team
Manage client relationships, with oversight. May co-lead or lead team on fund assignments
Participate in origination/interacting with potential clients, and perform due diligence
Oversee the production, maintenance, and updating of Fund materials
Oversee upkeep/internal distribution of management reports, client reports, meeting notes, call notes, etc
Manage and mentor junior team members
Create and maintain good relationships with GP clients
Generate new business GP leads when possible
Qualification
Required
Solid knowledge of financial services
Solid technical understanding of alternative investment products
Superior verbal and written communication skills with credibility to deal with clients at a senior level and respond to detailed and challenging questions
Exceptional analytical, sales and marketing instincts
Solid understanding of alternative investment products and the fundraising process
Minimum Required: B.S. or B.A
Minimum Required: 7+ years' of financial services experience
Minimum Required: FINRA SIE, FINRA Series 79, & FINRA Series 63 at or within 3 months of start date
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Company
Stifel Financial Corp.
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.
5001-10000 employees
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 CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
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