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New Accounts Operations Associate-International
Stifel - Miami, FL
The New Accounts Operations Associate-International will review, process, and monitor new and existing international customer accounts. This role includes using critical thinking skills, reviewing documents and data, and supporting branch offices to onboard and maintain foreign accounts. What We're Looking For Investigate and review documentation for open...
Advisory Trading Analyst
Stifel - Saint Louis, MO
The Advisory Trading Analyst is responsible for trading discretionary accounts within Stifel's internal advisory programs. The Analyst is responsible for transactions associated with portfolio changes, model maintenance, periodic rebalancing, and monitoring accounts to ensure that model portfolios are being maintained. The Analyst will collaborate with other Stifel departments to ensure comp...
Client Service Associate - Non-Registered
Stifel - Scottsdale, AZ
Under immediate supervision, 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 advertisements, p...
Wire Transfer Associate
Stifel - Saint Louis, MO
The Wire Transfer Associate will specialize in wire transfers including outgoing, incoming, domestic and international transfers. Other responsibilities include customer service, wire processing, reconcilements, research, trouble shooting, and vendor relations. In addition, the wire specialist will work closely with the Treasury, Commercial, Finance, Lending & Wealth Teams. W...
Operations Assistant Director - Advisory Operations
Stifel - Saint Louis, MO
The Assistant Director of Advisory Operations will manage several teams to achieve departmental and firm goals. This role requires a comprehensive understanding of the department's high-level functions to effectively guide and direct managers on a variety of topics pertaining to Stifel's Advisory business. Acting as an internal consultant, the Assistant Director will collaborate extensively ...
Scrum Master
Stifel - Saint Louis, MO
The Scrum Master supports agile team(s) in delivery of complex solutions that deliver business value. This position will partner with the product owner to support product backlog definition / refinement / prioritization to feed sprints. Proactively eliminate barriers, coach team members on best practices and run scrum ceremonies. What We're Looking For Te...
Financial Planning Associate
Stifel - Saint Louis, MO
Under close supervision, works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. May assist branch offices in the use of MoneyGuide (Stifel's online Financial Planning platform). What We're Looking For • Responds to in-bound calls from Financial Advisor and members of t...
Bank Compliance Director- Compliants & Third Party Oversight
Stifel - Saint Louis, MO
The Bank Compliance Director - Complaints and Third-Party Oversight will design, implement, and oversee a structured compliance complaints program that ensures comprehensive complaint capture, timely responses, root cause analysis, operational improvements, board reporting, and remediation of potential issues. The complaints management framework will incorporate robust third-party oversight ...
Financial Planning Specialist
Stifel - Saint Louis, MO
The Financial Planning Specialist works with Financial Advisors to gather all applicable data and prepare and explain financial plans to clients and prospects. This position may thoroughly review financial plans created by some department associates and present completed financial plans to clients and prospects. The Financial Planning Specialist assists branch offices using MoneyGuide (Stife...
Equity Capital Markets (ECM) Syndicate Analyst
Stifel - Baltimore, MD
The Equity Capital Markets (ECM) Syndicate Analyst is responsible for assisting clients in raising funds in the equity capital markets, through IPO, Follow-on, Convertible, and Private Placement offerings, in coordination with the Investment Banking team. In addition, to capital raising exposure, responsibility will also include advising on strategic assignments related to business developme...
IT Endpoint Engineer I
Stifel - Saint Louis, MO
The IT Endpoint Engineer is responsible for assisting in the maintenance and deploy functions of desktop, laptop and mobile hardware and operating systems. Expected for assisting in patch management as well configuration management activities and processes. This position performs a variety of tasks including top level endpoint support of hardware, OS and applications of all types. This posit...
Concierge Banking Specialist
Stifel - Saint Louis, MO
The Concierge Banking Specialist will develop and maintain relationships with high-net-worth clients, providing tailored account management and assisting with various transactions. This role requires meticulous attention to detail, empathy, and a proactive approach to client needs. What We're Looking For Develop and maintain strong relationships with hig...
Branch Intern
Stifel - Crown Point, IN
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. What We're Looking For Administrative duties as needed such as answering phones, filing, scanning, travel and expense repor...
PCG Operations Coordinator - NR
Stifel - Athens, GA
The Operations Coordinator performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel. What We're Looking For Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.). Trains additional support staff on daily work assignments. Perform...
Senior Administrative Assistant
Stifel - New York, NY
The Sr. Administrative Assistant provides administrative support to Senior Portfolio and Client Service Managers and their support staff. The Sr. Administrative Assistant is expected to carry out multiple administrative duties and provide exemplary communication between the executives' office, management, and external resources. The Sr. Administrative Assistant provides the highest level of ...
