The Senior Portfolio Solutions Specialist provides customized portfolio analyses, asset allocation, and other recommendations to Financial Advisors serving high net worth and institutional clients. The Senior Portfolio Specialist handles complex client situations with strong presentation and communication skills and is well versed in the fundamentals of portfolio construction and wealth management applied through a deep knowledge of Stifel's Investment Products & Services platform.
What We're Looking For• Responsible for the creation of customized client portfolios for high net worth and institutional clients integrating thought leadership from Stifel's Investment Strategy, Product Research, and Investment Product platforms.• Addresses highly complex client scenarios involving multiple entities, concentrated stock positions, and other issues.• Partners with Investment Products & Services teams in providing a seamless experience for high net worth and institutional clients.• Manages the framework for customizing client solutions based on client behavioral characteristics and preferences.• Conducts portfolio analyses and provides recommendations on complex client situations.• Develop asset allocation recommendations for high net worth and institutional clients.• Reviews and evaluates client portfolio performance.• Responsible for the preparation of client presentations illustrating results of customized portfolio analyses.• Produces quantitative manager performance analytics in conjunction with portfolio recommendations.• Trains Financial Advisors, branch support, and advisor service teams on how to use Portfolio Solutions tool sets.• Conduct investigative research projects regarding developments in financial markets.• Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 50%.
What You'll Bring
• Advanced knowledge of securities including but not limited to stocks, bonds, mutual funds, ETFs, SMAs, structured products, alternative investments, and options strategies.• Advanced understanding of the fundamentals of portfolio construction, including asset allocation, modern portfolio theory, and investment management principles.• Knowledge of investment advisory business including advisory program types.• Analytical Skills - Knowledge of investment performance measurement methodologies, calculations, and related statistics.• Working knowledge of portfolio accounting, investment performance measurement, trading methodologies and associated systems within Stifel.
Education & Experience• Minimum Required: B.A. or B.S. in Finance, Economics, or related field• Minimum Required: 5+ years related experience with previous portfolio construction experience in a wealth management organization
Licenses & Credentials• Minimum Required: Series 7, 63, 65 (or 66 in lieu of 63 and 65) or attained within 12 months of hire
Systems & Technology• Proficient in Microsoft Outlook and Microsoft Office Suite: Word, Excel, PowerPoint• Experience with investment product research software such as Morningstar Direct, Bloomberg, FactSet, Stifel AdvisorGuide (PrimaGuide), Zephyr StyleAdvisor, and similar
About Stifel
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.
Skills Required
- Bachelor’s degree in Finance, Economics, or a related field
- At least 5 years of related experience
- Previous portfolio construction experience in a wealth management organization
- Series 7 and Series 63 and 65 licenses, or Series 66 in lieu of Series 63 and 65; may be attained within 12 months of hire
- Advanced knowledge of securities, including stocks, bonds, mutual funds, ETFs, SMAs, structured products, alternative investments, and options strategies
- Advanced understanding of portfolio construction, asset allocation, modern portfolio theory, and investment management principles
- Knowledge of investment advisory business and advisory program types
- Knowledge of investment performance measurement methodologies, calculations, and related statistics
- Working knowledge of portfolio accounting, investment performance measurement, trading methodologies, and associated systems
- Proficiency with Microsoft Outlook and Microsoft Office Suite, including Word, Excel, and PowerPoint
- Experience with investment product research software such as Morningstar Direct, Bloomberg, FactSet, Stifel AdvisorGuide, or Zephyr StyleAdvisor
Stifel Financial Corp. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Stifel Financial Corp. and has not been reviewed or approved by Stifel Financial Corp..
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Strong & Reliable Incentives — Compensation is positioned as highly attractive for financial advisors, with emphasis on meaningful earning upside tied to production. Recognition for advisor satisfaction indicates that incentive mechanics can be a differentiator in producer roles.
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Flexible Benefits — The benefits program is broad and multi-option, spanning multiple health plan choices, FSAs/HSAs, and a wide set of voluntary insurance add-ons. This menu-style design supports tailoring coverage to different life stages and needs.
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Parental & Family Support — Family-oriented benefits are extensive, including parental leave, adoption assistance, fertility and family-building support, and back-up childcare and elder care. These offerings signal a comparatively strong support system for caregiving and family planning.
Stifel Financial Corp. Insights
What We Do
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. Stifel ranks as the 7th largest brokerage firm in the country as measured by number of financial advisors, with approximately 2,300, and features a highly regarded equity research department that has earned numerous accolades from such publications as The Wall Street Journal, Forbes, and the Financial Times. In 2023 and 2024, Stifel was recognized as the No. 1 wealth management firm for employee advisor satisfaction, based on the J.D. Power U.S. Financial Advisor Satisfaction Study*. Stifel is the principal subsidiary of Stifel Financial Corp. (NYSE: SF), a financial services holding company headquartered in St. Louis, Missouri. Stifel Financial Corp.'s other subsidiaries include Stifel Independent Advisors, LLC, an independent contractor broker-dealer firm; Stifel Nicolaus Europe Limited, the Company’s European subsidiary; Stifel Nicolaus Canada, Inc., our Canadian subsidiary; Stifel Bank and Trust and Stifel Bank, retail and commercial banks; and Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A, our trust companies. *Stifel received the highest score among employee advisors in the J.D. Power 2023-2024 U.S. Financial Advisor Satisfaction Studies, which measures employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more details.
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