ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
Stifel
The Senior Portfolio Solutions Specialist provides customized portfolio analyses, asset allocation, and recommendations to Financial Advisors serving high net worth and institutional clients. The role involves addressing complex client scenarios, developing asset allocation strategies, and training teams on portfolio solutions tools. It requires advanced knowledge of securities, portfolio construction, and investment management principles.
Headquarters
St. Louis, Missouri, United States
Company Size
5001-10000 employees
Founded
1890
Stifel is a full-service brokerage and investment banking firm. It provides securities brokerage, investment banking, trading, investment advisory, and related financial services. Its client base includes individual investors, professional money managers, businesses, and municipalities. Stifel serves both retail and institutional clients with comprehensive financial solutions and capital markets expertise.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Stifel.
Stifel didn’t post a salary, so this is our estimate from similar listings.
Global Investment Office Portfolio Manager Uhnw Team Vice President New York New York United States Of America
Morgan Stanley
Portfolio Manager - Private Asset Management
TIAA
Investment Portfolio Associate (Carlsbad, CA)
Raymond James
Portfolio Manager, Private Asset Management (PAM)
TIAA
Portfolio Manager, Private Asset Management
TIAA
Senior Investment/Portfolio Analyst - Locust Valley, NY
Raymond James