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Head of Strategic Initiatives
Stifel - Los Angeles, CA
The Head of Strategic Initiatives is responsible for focusing on increasing Stifel's revenue through the identification and establishment of new business broadly based in products and services offered by the Firm. This role will support one of more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm....
Associate Head of Planning
Stifel - Los Angeles, CA
The Associate Head of Planning develops and implements comprehensive financial plans and strategies tailored to clients' goals and needs. This role provides investment advice, retirement planning, risk management, and tax optimization services. This position collaborates with clients to assess financial situations, set objectives, and monitor progress to ensure long-term financial security a...
