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Client Service Associate - NR
Stifel - West Bend, WI
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 serv...
Client Service Associate - Temp
Stifel - Greenville, NC
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 serv...
Operations Associate - Margins
Stifel - Saint Louis, MO
If you are someone that likes to compile data, do calculations and verifications and are a good communicator, then this Operations Associate role is for you. What We're Looking For Apply for/monitor extensions in accordance with Regulation T and Rule 15c3-3. Perform a review of cash account Free Rides in accordance with Regulation T. Perfo...
Registered Client Service Associate
Stifel - Chico, CA
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...
Non - Registered Client Service Associate
Stifel - New York, NY
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...
Compensation Specialist
Stifel - Saint Louis, MO
The Compensation Specialist is responsible for administering company compensation programs and maintaining compensation systems, procedures, and controls consistent with the Firm's policies and practices. This position works with the HR department and leadership to manage job descriptions while acting as a subject matter expert and point of contact for compensation solutions. The Specialist ...
Compliance Analyst II - Taxable Fixed Income
Stifel - New York, NY
The Compliance Analyst II–Taxable Fixed Income is member of our Institutional Compliance Team. The position is responsible for gathering regulatory reporting data, compiling daily and other periodic reports, and documenting compliance with fixed income reporting requirements. What We're Looking For Compile and distribute daily TRACE data for all Stifel en...
Central Supervision Analyst
Stifel - Saint Louis, MO
The Central Supervision Analyst provides first-level supervisory review function for assigned Branch Managers and Financial Advisors of the Central Supervision Department. What We're Looking For Review, analyze, approve and/or escalate money movement requests. Conduct verification calls to confirm client instructions, ensure veracity of request, a...
Technical Architect-Salesforce
Stifel - New York, NY
The Technical Architect-Salesforce is responsible for the design and build of the technical architecture of the Salesforce platform. This role level will require a structured analysis of technical issues, translating this analysis into technical designs and development specifications. The Technical Architect-Salesforce oversees development within the platform, whether custom code, vendor pac...
Business Development Associate
Stifel - New York, NY
The Business Development Associate is responsible for focusing on increasing Stifel's revenue through the identification and establishment of new Private Equity business. The Business Development Specialist will support one of more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm. This position wi...
Product Relationship Management Assoc II
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...
Client Service Associate - NR
Stifel - Chico, 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...
Operations Associate - Dividends
Stifel - Saint Louis, MO
The Operations Associate is responsible for aiding in driving departmental results. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures. What We're Looking For Accurately perform job duties as provided by leadership while adhering to departmental ...
Financial Advisor Associate
Stifel - Sarasota, FL
The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will assist in prospecting new clients to grow the business and should remain current on industry trends. What We're Looking For Engage with clients and prospects to identify their financia...
Fund Banking Analyst
Stifel - Saint Louis, MO
The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. K...
