Client Relationship Manager

Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel.

• 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 ...

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