Stifel Financial Corp. · 8 hours ago
Business Development Associate
New York, NY
Full-time
Onsite
Entry Level
$71K/yr - $107K/yr
2+ years expStifel Financial Corp. is a global wealth management and investment banking firm focused on innovation and client success. The Business Development Associate will work to increase revenue by establishing new Private Equity business and supporting Financial Advisors with targeted marketing strategies to attract prospective clients.
BankingFinanceFinancial Services
Responsibilities
Research all aspects of underlying products in an effort to develop and execute targeted marketing strategies
Develop a pipeline of prospective clients through industry related events, networking opportunities and social media presence
Collaborate with Financial Advisors to implement process to generate new business
Source, develop and maintain contact list of prospective clients using Salesforce technology
Implement processes to select client leads and make the sales process more efficient
Assist in the preparation and delivery of business presentations and proposals
Promote local brand recognition through Firm approved marketing campaigns
Qualification
Required
Bachelor's Degree in Financial Services
2+ years' of financial service or product related experience
FINRA Securities Industry Essentials, Series 7 and Series 66 Licenses or ability to be fully licensed within 6 months
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Strong ability to focus on providing exemplary client service
Strong background developing and analyzing competitive strategies
Ability to use logic and reasoning to identify complex problems; review related information and develop options and implement solutions
Ability to demonstrate proactive approach to problem resolution, strong troubleshooting, and problem solving skills
Ability to prioritize workload and consistently meet deadlines
Benefits
Discretionary bonuses
Health / dental / vision / prescription insurance offerings
Stifel Total Health Connect
Flexible spending accounts
Tuition & certification assistance programs
Paid time off
Comprehensive benefits package to include health, dental and vision care
401k
Wellness initiatives
Life insurance
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
Company data provided by crunchbase