Stifel Financial
Options Specialist
Stifel Financial, Saint Louis, Missouri, United States, 63146
SummaryThe 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 Preferred: 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.DisclaimerJob 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.
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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 Preferred: 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.DisclaimerJob 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.
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