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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...
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...
Product & Relationship Management Associate
Stifel - Saint Louis, MO
The Product & Relationship Management Associate is responsible for assisting with daily platform management of Exchange Traded Products (ETPs) and Mutual Funds/529 Plans, which includes initial evaluation of products for acceptability, viability, and risk as utilized by Stifel Financial Advisors with their clients subject to review by senior members of the Product Management team. The positi...
Operations Control Analyst
Stifel - Saint Louis, MO
The Operations Control Analyst, under general supervision, will plan and perform operational and regulatory control reviews of various operations departments to evaluate the adequacy and effectiveness of the operations risk management process, system of internal control structure, and the quality of performance in carrying out assigned responsibilities. What We're Looking For...
Release Train Engineer
Stifel - Saint Louis, MO
The Release Train Engineer (RTE) is a servant leader and coach for the Agile Release Train (ART). The RTE's major responsibilities are to facilitate the ART events and processes and assist the teams in delivering value. RTEs communicate with stakeholders, escalate impediments, help manage risk, and drive relentless improvement. What We're Looking For Esca...
Bank Compliance Director
Stifel - Saint Louis, MO
We are seeking a skilled Compliance Officer to execute and oversee regulatory compliance under the direction of the Chief Compliance Officer. This role is responsible for directly developing and implementing compliance testing and monitoring programs while supervising broader compliance initiatives across multiple banking functions. As our institution expands into new mark...
Compliance Analyst I - Supervisory Control Policies and Procedures
Stifel - Saint Louis, MO
The Compliance Analyst I is responsible for testing policies and procedures for multiple broker-dealer affiliates focusing on (FINRA rule 3120) Supervisory Control Testing. The Compliance Analyst I will enforce the system of supervisory control policies and procedures, test and verify compliance with securities laws and regulation, and create additional or amend supervisory procedures when i...
Operations Associate-Lost Security Holder
Stifel - Saint Louis, MO
The Operations Associate-Lost Security Holder is responsible for logging and researching large volumes of returned mail across the firm. In addition, this position will use critical thinking skills to perform database searches for accounts and research more complex situations. This position requires the ability to gain a sound understanding of department subject matter, including application...
Insurance Solutions Specialist
Stifel - Saint Louis, MO
The Insurance Solutions Specialist assists with marketing of the Firm's insurance products (Life, LTC and Disability) to Financial Advisors and clients. This includes helping to create and execute marketing plans, managing relationships with carriers and general agencies, providing insurance training via WebEx and in-person. The Insurance Specialist assists Financial Advisors and other branc...
Insurance Solutions Specialist II
Stifel - Saint Louis, MO
The Insurance Solutions Specialist II assists with marketing the Firm's insurance products (Life, LTC, and Disability) to Financial Advisors and clients, as well as helping them and other branch personnel with product-specific questions and technical, sales, and marketing matters. The Specialist II has a strong understanding of the uses of Life insurance in estate planning and business appli...
Graphic Design Associate
Stifel - Saint Louis, MO
The Graphic Design Associate performs basic layout of copy text and graphic elements for marketing material, including resizing and personalizing existing materials. This position obtains, communicates, and coordinates pricing, quantity, and turn-around information with managers and branch staff. What We're Looking For Design and/or update new and existin...
Payment Operations Specialist
Stifel - Saint Louis, MO
The Payment Operations Specialist I supports the daily execution of payment processing activities, including transaction handling, reconciliations, and customer support. This role emphasizes accuracy, compliance, and adherence to operational procedures while contributing to the overall efficiency of the payment operations team. What We're Looking For Proc...
Treasury Management Operations Specialist II
Stifel - Saint Louis, MO
The Treasury Management Operations Specialist II interacts with customers to provide a variety of general information in response to inquiries about products and services. The ideal candidate will have a positive attitude, high attention to detail, knowledge about bank products and services. What We're Looking For Onboard new Treasury Management Customers...
Commissions Team Lead
Stifel - Saint Louis, MO
The Commission Team Lead works with the Commission Accounting Manager and Commission Accounting Assistant Manager to oversee the workflow of the assigned team and coaches the Commission Accountants and Commission Accounting Associates. They autonomously perform routine accounting tasks, analyze commission data and maintain electronic records. The Commission Team lead processes commission cal...
