Stifel Financial Corp. · 7 hours ago
Client Relationship Manager
Dallas, TX
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expStifel Financial Corp. is a global wealth management and investment banking firm focused on innovation and client success. The Client Relationship Manager serves as a key liaison for larger clients, ensuring they have access to the full range of investment solutions while developing and enhancing client relationships.
BankingFinanceFinancial Services
Responsibilities
Develop in-depth knowledge of client portfolios; regularly engage with clients
Conduct quarterly/annual client performance reviews in conjunction with the Investment Representative
Coordinate enrollment campaigns/meetings for high-net-worth individuals/individual investors
Analyze and evaluate client needs and provide recommendations concerning the identified issues and potential strategies for further enhancing client relationships
Research, investigate, and analyze client queries and other significant matters, develop strategic responses as needed, and at own judgment
Partner with the Relationship Manager to assess and evaluate client needs and to create further client development opportunities; prepare recommendations for client development opportunities
Other such duties may be necessary to maximize client relationships
Qualification
Required
Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality service standards, and evaluation of customer satisfaction
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
Understanding new information's implications for current and future problem-solving and decision-making
Managing one's own time and priorities to ensure the meeting of deadlines
The ability to communicate information and ideas in spoken or written form so that others will understand
High School diploma or equivalent required
10 years of financial services experience
FINRA Series 7 & 63
Proficient in Microsoft Excel, Word, PowerPoint, and Outlook
Preferred
FINRA Series 65 (66) may be required depending on the business coverage
Benefits
Health, dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off
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 (14)
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
Company data provided by crunchbase