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Senior Field Development Specialist
Stifel - Saint Louis, MO
The Senior Field Development Specialist will serve our firm primarily as a liaison between our Private Client Group (PCG) Regional Directors, Branch Managers and the Director of Field Development. This is an exciting role to assist in our firm's overall growth strategies and to help build our next generation of Financial Advisors. This role will have multiple moving parts during any given da...
Managing Director, Venture Banking
Stifel - San Francisco, CA
In joining Stifel's Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies across all their financial services needs. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth a...
Client Service Associate
Stifel - Columbia, MO
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 advertisements, provides overall customer ...
Client Service Associate
Stifel - Orlando, FL
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(s) communications and advertise...
Wealth Strategist II
Stifel - Saint Louis, MO
The Wealth Strategist II is a subject matter expert and resource for Financial Advisors ("FA") on issues affecting clients of varying wealth profiles. The Wealth Strategist provides expert estate planning knowledge and consultation in addition to serving as the primary external sales and marketing support for Estate & Tax Planning Services, part of Stifel's Wealth Planning Department. Estate...
Client Service Associate - Non-Registered
Stifel - Corpus Christi, TX
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...
Client Service Associate - NR
Stifel - Walnut Creek, CA
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...
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...
Sr Developer
Stifel - Saint Louis, MO
The Senior Developer will participate in all phases of the development process including complex design, integration and maintenance while observing proper behaviors, patterns, and standards. The Senior Developer will demonstrate leadership in mentoring and assisting all on the team, and will actively participate in all disciplines required in a full-stack environment. The Senior Developer w...
Fraud Investigator
Stifel - Saint Louis, MO
The Fraud Investigator will be responsible for researching and investigating instances of fraud across all payment channels. The Fraud Investigator is predominantly self-directed, self-motivated and receives occasional direction and oversight from the Deposit Operations Manager. What We're Looking For Investigate complex crimes committed against the organ...
Managing Director, Venture Lending
Stifel - New York, NY
In joining Stifel's Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies across all their financial services needs. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and inn...
Client Service Associate - NR
Stifel - Chapel Hill, NC
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...
Client Service Associate
Stifel - Chapel Hill, NC
Under immediate supervision, Client Services Associate (NR) 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 FA(s) communications and advertisements, provides ...
Client Service Associate - Registered
Stifel - Chapel Hill, NC
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(s) communications and advertise...
Trust Fiduciary Officer
Stifel - Saint Louis, MO
The Fiduciary Officer supports the acceptance of accounts and provides legal support to the Marketing Department, Administration Department, Investment Department and management of Stifel Trust Companies {STC}. In coordination with Senior Trust Officers, this position will have responsibility for STC regulatory issues. The Fiduciary Officer will provide complex legal advice concerning trust ...
