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Technology Product Development Tools Administrator
Stifel - Saint Louis, MO
The Technology Product Development Tools Administrator will manage, configure, and optimize the development tools used by our Technology Product Software Development teams. This individual will play a key role in ensuring the smooth operation of tools like Jira, Azure DevOps, etc. setting up workflows and managing permissions, and ensuring tools are aligned with our Software Development Life...
Personal Trust Administrative Officer II
Stifel - Saint Louis, MO
The Personal Trust Administration Officer II administers simple to complex trust accounts in accordance with the terms of the trust document and all applicable laws. What We're Looking For Develop relationships with clients through frequent contact via telephone, email, or in writing. Communicate with FAs, attorneys, and CPAs regarding client needs. <...
Branch Intern
Stifel - Golden Valley, MN
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...
Operations Associate II - Dividends
Stifel - Saint Louis, MO
The Operations Associate II - Dividends is responsible for aiding in driving departmental results as well as additional tasks which could require more experience and expertise to perform. This position requires a sound understanding of the processes while serving as a liaison to internal and external stakeholders. This position will require strong collaboration among team members and direct ...
Third-Party Information Security Risk Analyst Approved
Stifel - Saint Louis, MO
The Third-Party Cyber Risk Analyst performs comprehensive third-party risk assessments, focusing on data security, regulatory compliance and emerging AI use risks. This includes reviewing DDQs, SOC reports, AI governance disclosures, vendor security reports, and supporting documentation from vendors and service providers. The Third-Party Cyber Risk Analyst plays a critical role in safeguardi...
Personal Trust Administrative Officer
Stifel - Saint Louis, MO
The Personal Trust Administration Officer administers simple trust accounts in accordance with the terms of the trust document and all applicable laws. What We're Looking For Develop relationships with clients through frequent contact via telephone, email, or in writing. Communicate with FAs, attorneys, and CPAs regarding client needs. With supervisor app...
Platform Strategy Specialist
Stifel - Saint Louis, MO
The Platform Strategy Specialist participates in successful business requirements definition, project management, and implementation of projects critical to the strategic development of the Firm and Stifel's Investment Products and Services platform. The Specialist facilitates prioritizing and overseeing the management of multiple projects and building a good understanding of Stifel's invest...
Operations Manager-New Accounts
Stifel - Saint Louis, MO
The New Accounts Manager is responsible for providing leadership within the department by administrating department objectives and measures, day-to-day management of workloads, and associate development and performance management. This position requires experience in handling challenging subject matter and ensuring department completion of all necessary work on time and with the highest qual...
Portfolio Analyst
Stifel - Indianapolis, IN
The Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients. What We're Looking For Facilitates the overall business development of cliente...
AML Compliance Analyst-CDD-CIP
Stifel - Saint Louis, MO
The AML Customer Due Diligence (CDD)/Customer Identification Program Analyst is responsible for a holistic review of high-risk clients from a risk-based approach. The Analyst conducts surveillance reviews to identify potential high-risk transactional activity, PEPs reviews, sanctioned individual Negative News/ Derogatory information reviews, potential OFAC match reviews, beneficial ownership...
Market Data Procurement Associate
Stifel - Memphis, TN
The Market Data Services Specialist processes incoming invoices for vendor services, generates allocations for submission to accounting, monitors expected invoicing for any missing/delayed items, generates reports on an ad-hoc as well as scheduled reporting basis to critical business unit heads for service determinations, generates reporting for MISU credit program to the 3 applicable exchan...
Associate, Venture Lending & Banking
Stifel - New York, NY
The Associate Venture Lending & Banking will be an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Credit Analyst will have the unique opportunity to help shape their own experience through outbound networking and sourcing, and internal projects to further streamline the gr...
Deposit Operations Specialist II
Stifel - Saint Louis, MO
The Bank Specialist II interacts with customers to provide a variety of general information in response to inquiries about products and services. What We're Looking For Process the daily balancing of exception items which includes both paid and returned NSF items, unposted items and check adjustments. Responsible for daily processing of requests f...
SPA Post Close Associate
Stifel - Saint Louis, MO
The SPA Post Close Associate ensures loan files are complete and works with loan team members to create proper dialogue and accurate loan documentation while balancing service, quality, compliance, and relationship building. What We're Looking For Books SPA loans within the loan system. Tracks the receipt of original loan documents. Images...
Client Service Associate - Non-Registered
Stifel - Salem, OR
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...
