About the role

Stifel Financial Corp. is seeking a Vice President, Institutional Asset Management to lead onboarding, servicing, and expansion of institutional client relationships. You will oversee client implementation, IPS development, portfolio reviews, and collaboration with portfolio managers to deliver a seamless, high-touch experience. The role involves developing client-facing materials, participating in prospect meetings, RFP responses, and building strong referral partnerships across Stifel.

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JOB OVERVIEW

Experience level

Manager

Location

Kansas City, MO

Occupation

Investment Fund Managers

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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