What are the responsibilities and job description for the Advisor Marketing Manager position at Stifel?
Why Stifel:
Let’s talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing:
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
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.
The Advisor Marketing Manager leads a team of Marketing Associates and Marketing Specialists who support Financial Advisors, branches, and home office associates with their marketing needs. This role is responsible for developing and coaching a team of advisor-facing marketing professionals who serve as strategic partners to their assigned regions, ensuring a high level of service, strong advisor relationships, and effective execution of marketing initiatives. The Manager also identifies common advisor marketing needs and develops scalable, pre-approved marketing campaigns and resources that support advisor growth while improving efficiency across the department.
What We're Looking For:
- Manage, coach, and develop Marketing Associates and Marketing Specialists, providing direction, training, and performance feedback to support team growth and effectiveness.
- Ensure Marketing Specialists build strong relationships with Financial Advisors, branches, and key stakeholders within their assigned regions, serving as trusted marketing partners and primary points of contact.
- Guide team members on marketing best practices, project planning, campaign development, and effective management of advisor requests and initiatives.
- Oversee team workload, prioritization, and resource allocation to ensure timely and high-quality support for advisor and home office marketing needs.
- Identify recurring advisor marketing needs, emerging trends, and opportunities to create scalable solutions that can be leveraged across multiple advisors and branches.
- Lead the development and implementation of pre-approved marketing campaigns, coordinating traditional and digital marketing tactics to create integrated advisor marketing solutions.
- Partner with Marketing, Compliance, Digital, Brand, and other internal teams to ensure campaigns, resources, and recommendations align with firm standards and business objectives.
- Monitor advisor feedback, marketing request activity, and campaign performance to identify opportunities for continuous improvement and enhanced advisor support.
- Promote adoption of approved marketing tools, platforms, campaigns, and self-service resources to improve efficiency and consistency across the advisor experience.
- Participate in department initiatives, process improvement efforts, and other marketing projects as assigned by leadership.
- Deep understanding and knowledge of marketing strategy, communication, and dissemination techniques and methods.
- Strong customer service, interpersonal, communication skills, and attention to detail.
- Highly organized individual, capable of handling a large volume of requests and tight deadlines.
- Ability to work as part of a team or individually, depending on project requirements and scope.
- Strong knowledge of the rules and regulations governing advertising in the securities industry.
- Minimum Required: B.S. or B.A. in Marketing or a related field, or a combination of education and experience.
- Minimum Required: 7 years related experience.
- Minimum Required: None.
- Extensive knowledge in Microsoft Excel, Word, PowerPoint, Outlook.
- Experience with digital marketing and knowledge of digital strategies.
- Experience with Adobe Creative Suite a plus.
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Benefits:
Health Insurance, 401K Plan, Vacation & Paid Time OffSalary : $69,687 - $107,435