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The Carrier Relationship Manager partners with key insurance carriers to increase wholesaler effectiveness and activity, enhance and improve alignment with Stifel initiatives, and support joint marketing and sales activities. This role exists to deepen carrier engagement, strengthen collaboration, and drive measurable growth at the carrier level.
• Develop and execute annual business plans with each carrier relationship, including wholesaler activity goals, marketing strategies, relationship-building activities, and sales targets.
• Partner closely with the carrier's Relationship Manager, Marketing Team, and Sales Managers to ensure strong advocacy for Stifel throughout their organization.
• Monitor and ensure carrier compliance with all relevant regulatory requirements.
• Serve as the central point of contact between carriers and Stifel, coordinating communication and partnerships across teams.
• Collaborate with carriers to resolve issues effectively and in a timely manner.
• Contribute to special projects and initiatives as needed.
• Demonstrated experience developing and executing business plans, preferably within insurance, annuities, or financial services.
• Strong relationship management skills, with the ability to partner effectively with external carrier representatives and internal teams.
• Solid understanding of marketing strategies, sales processes, and wholesaler engagement.
• Knowledge of regulatory requirements relevant to insurance and annuity products, with the ability to monitor and ensure carrier compliance.
• Proven ability to serve as a central communication hub, coordinating cross functional efforts and maintaining aligned messaging across teams.
• Strong problem solving skills with the ability to resolve carrier or operational issues accurately and in a timely manner.
• Ability to manage multiple initiatives simultaneously and contribute to special projects as needed.
• Excellent communication, negotiation, and organizational skills.
• Minimum Required: Bachelor's degree in related field, or equivalent experience.
• Minimum Required: 5+ years of experience in insurance, annuities, or related financial services.
• Minimum Required: Active Life and Health license.
• Minimum Required: Series 7 and Series 66, or the ability to obtain within 6 months of hire.
• Preferred: Professional designations such as CLU or similar credentials.
• Proficient in Microsoft Office. #LI-JK1
Stifel is 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.
