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Senior Payroll Technician
Stifel - St. Louis, MO
Summary The Senior Payroll Technician plays a crucial role in ensuring employees are paid accurately and on time. This position is responsible for managing all payroll functions, from calculating employee paychecks and withholding taxes to maintaining accurate payroll records. As a mentor to the Payroll Technician, the Senior Payroll Technician also conducts research on v...
Unit Investment Trust (UIT) Specialist
Stifel - St. Louis, MO
Summary The Unit Investment Trust (UIT) Specialist assists the department and Stifel's Financial Advisors with all matters relating to Unit Investment Trusts, including marketing, sales, trading, servicing and operations. The UIT Specialists works closely with other key members of the Firm including Compliance, Operations and Sales Management. Essential Duti...
Advertising Compliance Senior Analyst – Advisory
Stifel - St. Louis, MO
Summary The Advertising Compliance Senior Analyst – Advisory reviews, edits, advises, and verifies the final copy in accordance with all appropriate marketing rules and regulations promulgated under the Investment Advisers Act of 1940 (as amended). Essential Duties and Responsibilities • Reviews investment advisory communications intended to be d...
CLIENT SERVICE ASSOCIATE
Stifel - SF, CA
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...
New Accounts Operations Associate-International
Stifel - Miami, FL
Summary 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. Essential Duties & Responsibilities
Administrative Assistant II
Stifel - St. Louis, MO
Summary: The Administrative Assistant II performs a variety of administrative functions in support of the department and the department Manager. This position works to facilitate the smooth operation of the day-to-day department activities. The Administrative Assistant II performs all the functions of an Administrative Assistant I but to a higher level and with additio...
Operations Coordinator
Stifel - Tallahassee, FL
Summary The Operations Coordinator performs the daily cashiering and operational functions for the branch office. The Coordinator is also responsible for liaising between the branch and home office on operational matters as well as providing overflow support to other branch associates. Essential Duties & Responsibilities Perform daily ...
IB Managing Director
Stifel - St. Louis, MO
The Investment Banking Managing Director is primarily responsible for setting the strategic direction with a specific industry or product area while directing team efforts and analyzing market trends and opportunities. ESSENTIAL DUTIES AND RESPONSIBILITIES Corporate Finance - pitch and execute all types of transactions at the firm (across all products); prim...
Offshore ETF Product Mgmt Associate
Stifel - Miami, FL
Job Summary The Offshore ETF Product Management Associate is responsible for assisting with daily platform management of UCITS Exchange Traded Products (ETPs), which includes initial evaluation and ongoing review of products for acceptability, viability, and risk as utilized by Stifel International Financial Advisors with their clients subject to review by senior members ...
Credit Portfolio Analyst
Stifel - New York, NY
Summary The Credit Portfolio Analyst will assist in managing single and multi-sector investment portfolios. This role will also build and maintain Stifel Capital Management's (SCM) credit analysis documentation on existing holdings and potential buy candidates. The analyst will work with trading desks, executing portfolio strategies with the guidance of the CIO.
Operations Associate II-Special Review
Stifel - St. Louis, MO
Summary The Operations Associate II-Special Review assists branches in opening and maintaining more complex account types, including corporations, partnerships, trusts, and 501(c)3 accounts, as well as additional tasks that could require more experience and expertise. This position requires a sound understanding of processes and procedures regarding these account struc...
Branch Intern
Stifel - Westlake Village, 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...
Senior Client Service Associate - Registered
Stifel - New York, NY
Job Summary Under general supervision, the Senior Client Service Associate enhances the client experience and maintains a high level of client service and branch support. This role is responsible for daily branch operations while identifying and anticipating client, Financial Advisor and branch office needs. The Senior Client Service Associate is responsible for unders...
Client Relationship Manager
Stifel - New York, NY
Summary Under general supervision The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients are able to avail themselves of the full range of investment solutions available to them through Stifel. Essential Duties & Responsibilities Develop in-de...
Client Service Associate - Registered
Stifel - New York, NY
Summary Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(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...
