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Investment Strategist Senior
Stifel - New York, NY
The Investment Strategist Sr. is a primary contributor to the development and implementation of the Investment Strategy offering within Stifel's Investment Products & Services (IP&S). In this capacity, the Senior Investment Strategist interacts with both Financial Advisors and their clients with a high level of accountability to multiple constituencies. The position requires a deep knowledge...
IB Senior Associate/Junior Vice President
Stifel - New York, NY
At Stifel, Senior Associates/Junior Vice Presidents are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Senior Associates/Junior Vice Presidents work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer a unique environment which co...
Video-Digital Marketing Associate
Stifel - Saint Louis, MO
The Video & Digital Marketing Associate will assist Stifel's Video & Digital Marketing team with all projects related to corporate videos, advisor videos, and digital marketing campaigns. This role acts as a project coordinator between the firm's financial advisors, our third-party agencies, and our marketing department team members to complete video & digital projects promptly and competent...
Client Service Associate - Not Registered
Stifel - Goshen, 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...
Registered Client Service Associate
Stifel - Goshen, NY
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...
Client Service Associate - Not Registered
Stifel - Harwich, MA
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...
Registered Client Service Associate
Stifel - Harwich, MA
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...
Client Service Support Specialist- Treasury Management
Stifel - Saint Louis, MO
The Client Service Support Specialist- Treasury Management provides information and support in response to inquiries from clients and various business units to aide in the delivery of treasury products and services. What We're Looking For Support the daily operational duties and functions of the Treasury Deposit Team. Build and maintain relationsh...
Trust Chief Fiduciary Officer
Stifel - Saint Louis, MO
The Chief Fiduciary Officer directs the Fiduciary Department, which is the area in charge of acceptance of accounts and provides legal support to the Marketing Department, Administration Department, Investment Department, and management of the Stifel Trust Companies (STC). This position is to participate in management committees and chair the committee involved with most discretionary decisi...
Client Service Associate - Not Registered
Stifel - Garden City, 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...
Client Service Associate - NR
Stifel - Wooster, OH
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 Coverage Analyst
Stifel - Philadelphia, PA
Stifel's Client Coverage group leads cross-organizational business development for the firm and is responsible for the coordination and delivery of resources across the platform to clients. The Client Coverage Analyst will have a unique opportunity to receive exposure to a full platform and a variety of senior leaders throughout the Firm. This position will gain an understanding of the full ...
Accountant II
Stifel - Saint Louis, MO
Under general supervision, the Accountant II prepares financial reports and analyzes financial information to determine or maintain records of assets, liabilities, profit and loss, tax liability, or other financial activities within the company. What We're Looking For • Prepares, examines and analyzes records, financial statements and reports to assess accurac...
Assistant Vice President, Fund Banking
Stifel - San Francisco, CA
The Assistant Vice President, Fund Banking plays an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Fund Banking group provides commercial banking services to private investment funds. This includes funds investing across all alternative asset classes but with a specific fo...
Senior Vice President, Fund Banking
Stifel - Irvine, CA
Stifel Bank is seeking a high caliber Senior Vice President to join our Fund Banking team. The Fund Banking group provides commercial banking services to private investment funds. This includes funds investing across all alternative asset classes but with a specific focus on venture capital, growth equity, and lower middle market private equity. Products and services include capital call / s...
