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OPTIONS ASSOCIATE III
Stifel - St. Louis, MO
JOB SUMMARY The Options Associate III is responsible for supporting the options business at the Firm. This role is required to have working knowledge of options in order to educate and assist Financial Advisors (FAs) and assistants with all areas of the business. The Associate will collaborate with various departments at the Firm to resolve option related issues and ac...
CLIENT SERVICE ASSOCIATE - REGISTERED
Stifel - Clayton, MO
POSITION SUMMARY 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, obtain...
OPERATIONS ASSOCIATE- DIGITAL CONTROLS
Stifel - St. Louis, MO
SUMMARY The Operations Associate- Digital Controls will be responsible for Tier 2 support and health of several applications primarily used by the PCG business and the processing of client facing controls. The Operations Associate will promote collaboration, teamwork, and communication when troubleshooting, analyzing, testing, and providing inpu...
TREASURY DEPOSIT SPECIALIST
Stifel - Clayton, MO
SUMMARY At Stifel Bank, you will have the opportunity to create a lasting connection with customers by providing outstanding, personalized service.The Treasury Deposit Specialist provides information and support in response to inquiries from clients and various business units to aide in the delivery of treasury products and services. The ideal candidate will have expe...
OPERATIONS ASSOCIATE II - PORTFOLIO TRADER
Stifel - St. Louis, MO
SUMMARY The Operations Associate II - Portfolio Trader is responsible for trading discretionary accounts within Stifel's internal advisory programs. The Portfolio Trader is responsible for all transactions associated with portfolio changes, model maintenance, periodic rebalancing, and monitoring accounts to ensure that model portfolios are being maintained...
IS APPLICATION SUPPORT ANALYST
Stifel - St. Louis, MO
ESSENTIAL DUTIES AND RESPONSIBILITIES Monitor the Information Systems ticketing program for same day response to ticket requests related to job function Monitor other request such as phone, email, in-person and respond accordingly to those requests With supervision, empower Stifel population by assisting business users through the...
SENIOR TREASURY DEPOSIT SPECIALIST
Stifel - Clayton, MO
SUMMARY At Stifel Bank, you will have the opportunity to create a lasting connection with customers by providing outstanding, personalized service. In this role, the Senior Treasury Deposit Specialist will provide information and support in response to inquiries from clients and various business units to aide in the delivery of treasury products and services. The ideal...
COMPLIANCE ASSOCIATE I- AML- FINANCIAL INTELLIGENCE UNIT
Stifel - St. Louis, MO
SUMMARY Stifel's Anti-money Laundering (AML), Financial Intelligence Unit (FIU) is looking to add an enthusiastic, service oriented individual to it's growing team. In this role, the Compliance Associate I- AML- FIU will assist in researching and analyzing high risk transactions across all payment channels to identify possible cases of money laundering and/or fraud. Th...
OPERATIONS ASSOCIATE- CLIENT SERVICES HELP DESK
Stifel - St. Louis, MO
SUMMARY The Client Services Help Desk department is looking for an enthusiastic, service-oriented associate to join our unique and exciting team. The Client Services Help Desk Specialist provides support for Stifel associates and Stifel clients. This includes technology support, training on core applications, and working collaboratively with tea...
CLIENT DIRECTED PROGRAMS SPECIALIST
Stifel - St. Louis, MO
The Client Directed Advisory Programs Specialist works with the Program Management team on all aspects of their respective advisory programs. The Specialist collaborates with all members of Program Management, Financial Advisors (FAs), Advisory Operations, Compliance, Advertising, Traditional Products Research Group, investment managers and other groups both inside and outside of Stife...
COMPLIANCE ASSOCIATE II- AML- FINANCIAL INTELLIGENCE UNIT
Stifel - St. Louis, MO
SUMMARY Stifel's Compliance Anti-money Laundering (AML), Financial Intelligence Unit (FIU) is looking to add an enthusiastic, service- oriented individual to it's growing team. In this role, the Compliance Associate II- AML- FIU will assist with researching and analyzing high risk transactions across all payment channels to identify possible cas...
COMPLIANCE ASSOCIATE I- AML- CLIENT INTELLIGENCE UNIT
Stifel - St. Louis, MO
SUMMARY Stifel's Compliance Anti-money Laundering (AML) department is looking for a dedicated associate to join its growing Client Intelligence Unit (CIU). In this role, the Compliance Associate I- AML- Client Intelligence Unit will assist in creating transactional data and background reviews. The AML CIU associate will also be responsible for requesting KYC documentat...
IT TELECOMMUNICATIONS ANALYST
Stifel - St. Louis, MO
ESSENTIAL DUTIES AND RESPONSIBILITIES Analyzes the needs of the organization and end-users and procures voice and data communication solutions, which may include broadband (cable/DSL/fiber), NxT1 circuits, Ethernet circuits, POTS lines, PRIs, and SIP services. Responsible for the evaluation and procurement of voice and data services for new br...
SENIOR IA MARKETING REVIEW ANALYST - ADVISORY SERVICES
Stifel - St. Louis, MO
SUMMARY In this role, the IA Advertising & Marketing Review will be responsible for reviewing and approving all communications required by various rules that govern investment adviser marketing activities, including but not limited to: marketing materials; custom requests, factsheets; presentation books, request for proposals; due diligence questionna...
COMPLIANCE ANALYST II- AML- CLIENT INTELLIGENCE UNIT
Stifel - St. Louis, MO
SUMMARY Stifel's AML team is looking to add an experienced AML professional to it's growing team. In this role, the AML- Client Intelligence Unit (CIU) Analyst II is responsible for providing a holistic review of high risk clients from a risk based approach. The CIU analyst conducts surveillance reviews to identify potential high risk trans...
