Summary

The Field Development Director (FDD) will oversee training and development for the firm’s overall growth strategies to help build our next generation of Financial Advisors. The Director will be responsible for all aspects of training - exam preparation, branch curriculum, product and sales training. Additional responsibilities include developing and delivering training curriculum, production tracking, and some coaching elements to follow up and assist our Financial Advisors. The FDD will also develop and present Branch Manager training for newly hired or promoted branch managers, as well as oversee the Closer Look Program for newly hired experienced financial advisors to a full understanding of the product and services Stifel offers to FA's.

Essential Duties & Responsibilities

• Manage the coordination and delivery of live St. Louis based training for our new Financial Advisors.
• Oversees and participates in the overall progression of each new Financial Advisor once hired and enrolled within one of our class offerings (from licensing through graduation).
• Responsible for producing monthly production reporting for each training class through the first five years of production (revenues, assets under management, targets, minimums, etc.)
• Coaches and delivers accountability standards along with best practices.
• Consults with the Executive Branch Administration team and Regional Managers with financial advisor agreements.

Qualifications

• Excellent organizational and communication skills.
• Advanced logic and reasoning skills to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Strong ability to effectively communicate with different audiences from leadership, internal and external stakeholders, and program participants in large groups as well as one-on-one interactions.
• Demonstrate ability to lead and develop training and group facilitation
• Excellent customer service, interpersonal, communication skills, and attention to detail.
• Ability to formulate and translate complex data in to summary formats
• Ability to travel if needed to conduct training sessions within our various regions and branch locations across the country (up to 20%).

Education & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or Business Management; or equivalent experience work experience in business or technology.
• 10+ years’ experience of Financial Services industry experience required.

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.