Description
Summary
The Options Specialist is an essential member of the Options Department under Stifel's Investment Products and Services offering. The Specialist will work closely with other department members to deliver sound product knowledge and services to Financial Advisors (FAs) and their clients. The position requires strong qualitative and quantitative skills and a strong knowledge of the equity options markets.
Essential Duties and Responsibilities
• Utilizing data to publish actionable option strategy ideas for FA and client use.
• Develops marketing plans and distribution strategies for ideas to maximize FA response.
• Works with advisors to find solutions for specific client needs, including income generation, hedging, and speculation strategies.
• Collaborates with other departments at the Firm to create and enhance risk measurement tools for more complex client relationships.
• Reviews T+1 client trades and positions.
• Provides support and training for option strategies.
Qualifications
• Solid understanding of the financial services industry.
• General understanding of option strategies and markets.
• Solid mathematical skills.
Education and Experience
• Minimum Required: Bachelor's degree in Finance, related field, or equivalent combination of education and experience.
• Minimum Required: 3+ years of Options-related experience.
Licenses and Credentials
• Minimum Required: FINRA Series 7, 66 at time of hire; Series 4 within one year of hire.
Systems and Technology
• Proficient in Microsoft Office Suite, most importantly Excel.
• Efficiently utilizes Stifel-specific Systems BETA, Thompson, OnBase, etc.
Disclaimer
NOTE: Job descriptions are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about jobs. Nothing in this job description restricts management right to assign or reassign duties and responsibilities to this job at any time.
About Stifel
Stifel is a 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.
#LI-JK1
Apply on company website
Find Connections via Linkedin
