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Senior Portfolio Associate
Stifel - Birmingham, AL
Summary The Senior Portfolio Associate works closely with the entire client service team to provide administrative support for the management of client relationships. The Senior Portfolio Associate brings good judgment and excellent organizational skills to his or her work with the client service team. This position will work closely with the client service team to han...
CLIENT SERVICE ASSOCIATE
Stifel - Holland, MI
Summary The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertiseme...
Commercial Loan Coordinator II
Stifel - St. Louis, MO
Summary The Commercial Loan Coordinator II is responsible for the commercial loan request from application to closing. This position will assist in the lending process of commercial loan requests through proper documentation while balancing service, quality compliance, and relationship building. Essential Duties & Responsibilities
Branch Intern
Stifel - SF, CA
Summary The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects. Essential Duties & Responsibilities Administrative duties as needed such as answering ph...
Client Service Associate - Registered
Stifel - Dublin, OH
Summary Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(...
Research Associate II - Consumer Finance/Payments
Stifel - New York, NY
Under general supervision, the Research Associate is responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. This is an opportunity to work for a top ranked II team on Wall Street and as such, the expectations are that the candidate for this job is prepared for a fast paced and dynamic experience. As s...
Commercial Loan Coordinator I
Stifel - St. Louis, MO
Summary The Commercial Loan Coordinator I is responsible for the commercial or syndication loan request from the time of application to closing. This position will assist in lending process of commercial loan requests through proper documentation while balancing service, quality and compliance and relationship building. Essential Duties & Responsibilities...
FI Economic Analyst
Stifel - Chicago, IL
The Economic Analyst position reports directly to staff economists and supports the economics department in modeling and forecasting. This role will include analyzing data and using critical thinking skills to develop models to forecast economic indicators and interest rates, as well as assisting the economics team in day-to-day activities. ESSENTIAL DUTIES AND RESPONISIBILITES...
IT Cloud Engineer II
Stifel - New York, NY
Job Summary The Cloud Engineer II is an experienced professional responsible for advanced cloud infrastructure design, configuration, and optimization. They work closely with development and operations teams to enhance cloud-based applications and implement automation for efficiency. This role involves mentoring junior engineers and providing expertise in ...
Corporate Writing Specialist
Stifel - St. Louis, MO
Summary The Corporate Writing Specialist develops creative, clear-written material in support of the firm's communications strategies. The Specialist plans, designs, and publishes internal or external communications (e.g., newsletters, brochures, manuals, website content). Essential Duties & Responsibilities • Writes and edits articles and ...
Retirement Plans Sr. Specialist
Stifel - St. Louis, MO
Summary The Retirement Plans Sr. Specialist serves as a resource to Financial Advisors (FAs) and their clients regarding overall business retirement plan issues. This may include plan type and design reviews, product analysis, vendor selection, proposal generation and presentation, and regulatory updates, in an effort to increase plan sales. The Senior Specialist position...
Venture Banking Credit Analyst
Stifel - SF, CA
Summary The Venture Banking Credit Analyst plays an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Analyst will have the unique opportunity to help shape their own experience through outbound networking and sourcing, and internal projects to further ...
CLIENT SERVICE ASSOCIATE
Stifel - Indianapolis, IN
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duti...
Client Service Associate - Registered
Stifel - Waukesha, WI
Summary Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(...
CLIENT SERVICE ASSOCIATE
Stifel - Waukesha, WI
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duti...
