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Institutional Regulatory Officer
Stifel - St. Louis, MO
The Institutional Regulatory Officer will be primarily responsible for carrying out the supervisory program for Fixed Income Sales and Trading. The candidate will serve as an intermediary between legal, compliance, operations and business professionals to advise and coordinate all matters pertaining to the Firm's on-going regulatory obligations. ESSENTIAL DUTIES AND RESPONSIBIL...
Public Finance Analyst
Stifel - Chicago, IL
Summary Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A stro...
Administrative Assistant
Stifel - Cincinnati, OH
Summary The Administrative Assistant to Branch Manager provides sales, administrative, and operational support to the Branch Manager. This positions assists in maintaining the smooth operation of the branch by addressing and resolving a wide variety of sales, administrative, and operational issues. Essential Duties & Responsibilities •Suppo...
CLIENT SERVICE ASSOCIATE
Stifel - Cincinnati, OH
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...
Branch Intern
Stifel - Cincinnati, OH
Summary Under immediate supervision, the Intern will represent Stifel by performing a wide variety of complex and confidential administrative duties in support of the functional area. This position will have the opportunity to work in other service areas and develop professionally by contributing to projects that support the business. Essential Duties & R...
Senior Administrative Assistant
Stifel - New York, NY
The Senior Administrative Assistant performs a higher level of support on a variety of administrative functions. Supports the senior level leadership and departments of Investment Banking. Serves a backup to peer and works to facilitate the smooth operation of day-to-day department activities. ESSENTIAL DUTIES AND RESPONSIBILITES Assist the senior level lead...
Branch Intern
Stifel - Wilmington, NC
Summary Under immediate supervision, the Intern will represent Stifel by performing a wide variety of complex and confidential administrative duties in support of the functional area. This position will have the opportunity to work in other service areas and develop professionally by contributing to projects that support the business. Essential Duties & R...
Compliance Proj Mgr-Policies-Procedures
Stifel - St. Louis, MO
Summary A Compliance Project Manager supports the department's goals through effective project planning, tracking, and implementation. This position works primarily with Stifel Financial's domestic Broker Dealers but may help other Compliance divisions or affiliates of Stifel Financial when appropriate. Essential Duties & Responsibilities
Part Time Client Service Associate
Stifel - Heathrow, FL
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...
Product Development Agile Coach
Stifel - Memphis, TN
Summary The Product Development Agile Coach mentors, provides insights, guides the firm, other technology colleagues, and its teams in the implementation and relentless improvement of agile processes and tools to ensure effective outcomes for the firm using a Lean-Agile mindset. The goal of a Product Development Agile Coach is to be a leader of and helps to innovate an...
CLIENT SERVICE ASSOCIATE
Stifel - Columbus, OH
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. Es...
Lease Document Storage Administrator
Stifel - St. Louis, MO
Summary The Lease-Document Storage Administrator manages all lease agreement aspects, ensures lease terms and conditions compliance, and coordinates document retention efforts across various departments and locations. This role requires strong communication skills, attention to detail, and working efficiently in a fast-paced environment. It will also support the operation...
Facilities Space Planner
Stifel - St. Louis, MO
Summary The Facilities Space Planner at a financial investment firm is critical in optimizing office space utilization and ensuring that the physical layout aligns with the company's operational needs. This role will analyze space requirements, assess current space utilization, and develop plans to maximize efficiency and functionality. This role will include creating flo...
Operations Manager-Entitlements and Access Controls
Stifel - St. Louis, MO
Summary The Operations Manager-Entitlements and Access Controls is responsible for the day-to-day management of workloads, phone/mailbox coverage, associate development, performance management, personnel issues, and additions/reductions in staff. This role includes modeling the attitude and behavior expected by the team and demonstrating and ensuring associates maintai...
Trade Review Analyst
Stifel - St. Louis, MO
Job Summary The Trade Review Analyst verifies account data with the client's Stifel account(s), verifies that the Financial Advisor initiating an annuity transaction is properly licensed and registered, and verifies contract data with insurance companies. The Analyst ensures adherence to Stifel Policy and Procedures by reviewing suitability and best interests of annuit...
