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Client Relationship Manager
Stifel - New York, NY
Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. What We're Looking For Develop in-depth knowledge of client portfolios; regularly engage wit...
Registered Client Service Associate
Stifel - Cincinnati, OH
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...
SPA Servicing Associate
Stifel - Saint Louis, MO
The SPA (Stifel Pledge Asset) Servicing Associate is responsible for interacting with customers to provide general information in response to inquiries about products and services. What We're Looking For Responsible for answering customer inquiries, resolving conflicts, and communicating effectively. Accurately post payments, process manual billin...
Credit Risk Analyst
Stifel - Saint Louis, MO
What We're Looking For • Support the accurate and timely reporting and analysis of credit risk across multiple front office systems to meet enterprise risk management, senior management, and regulatory requirements. • Identify, measure, analyze, and aggregate various counterparty credit risk measures, including margin exposure and financial metrics, as defined in Stifel's ...
Credit Risk Analyst
Stifel - New York, NY
What We're Looking For • Support the accurate and timely reporting and analysis of credit risk across multiple front office systems to meet enterprise risk management, senior management, and regulatory requirements. • Identify, measure, analyze, and aggregate various counterparty credit risk measures, including margin exposure and financial metrics, as defined in Stifel's ...
Public Finance Analyst
Stifel - Saint Louis, MO
Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desire and ability to lea...
Registered Client Service Associate
Stifel - Frontenac, MO
The 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 advertisements, provides overall c...
Deposit Operations Specialist
Stifel - Saint Louis, MO
The Deposit Operations Specialist is responsible for performing daily deposit operations tasks, including account verification, exception processing, and client support. This role works under direct supervision to ensure accuracy, compliance, and timely processing of transactions while providing professional assistance to internal clients. What We're Looking For ...
Business Analyst II
Stifel - Saint Louis, MO
The Business Analyst will engage with business units, product management, and other peers to analyze, document, and understand business processes and procedures as well as support discovery or solutions for firm driven initiatives and developments. The Business Analyst II will gather, validate, and translate requirements into design and development specifications while providing product mana...
KBW - Equity Capital Markets Analyst (NYC)
Stifel - New York, NY
Under general supervision, the Capital Markets Analyst is responsible for supporting deal teams on capital markets transaction origination and execution across both debt and equity products. This role will require the analyst to focus on origination, pricing, structuring, modeling, valuation and execution of a full suite of products, including senior debt, subordinated debt, preferred equity...
Client Service Associate
Stifel - New York, 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...
Operations Associate-Advisory Billing
Stifel - Saint Louis, MO
The Advisory Billing Associate is responsible for aiding in driving departmental results for the Advisory Billing department. This position requires the ability to gain a sound understanding of department subject matter including the processing of maintenance requests related to account fees and fee schedules. This position will require collaboration among team members to execute on departme...
Portfolio Analyst
Stifel - Baltimore, MD
The Portfolio Analyst will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High-touch client service is a hallmark of 1919; the candidate should be skilled in and enjoy analytica...
IB Associate - Leveraged Finance
Stifel - New York, NY
Stifel is seeking an Associate to join its Leveraged Finance team based in New York City. The Leveraged Finance team provides a full array of financing solutions for financial sponsors and corporate clients. Leveraged Finance originates structures, underwrites, and executes non-investment grade debt financings, including leveraged loans, high yield bonds, bridge financings, and private debt ...
Senior Vice President, Bank Payments & Deposit Operations Manager
Stifel - Saint Louis, MO
The Bank Payments & Deposit Operations Manager is responsible for leading payment strategies and overseeing banking products and services to ensure alignment with Stifel Bank's strategic objectives. This role drives innovation in payment solutions, enhances service quality, ensures regulatory compliance, manages operational risk across payments and deposit platforms, and recruits, develops, ...
