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Registered Client Service Associate
Stifel - St Simons Island, GA
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...
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...
IB Vice President - Technology
Stifel - New York, NY
We are seeking a dynamic and experienced Vice President to join our Investment Banking team with a focus on the Technology sector. This role is ideal for a strategic thinker with a strong background in complex financial transactions and a passion for advising innovative companies through pivotal moments in their growth and transformation. Experience in running sell-side M&A transaction is a ...
Director/Managing Director, Fund Banking (Fund Finance)
Stifel - New York, NY
Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes but with a specific lean towards venture capital and growth equity funds. The Fund Banking group consists of 10+ people and manages a portfolio of $8B+ in...
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...
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...
IB Senior Associate / Junior VP - ECM
Stifel - New York, NY
At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as project manager taking guidance from senior bankers and managing and mentoring Analysts. Associates work on small, client-focused teams within Stifel's leading equities and capital markets franchise. We offer Associates a unique environment which combines a highly entrepreneurial platf...
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...
Advertising Compliance Analyst
Stifel - Saint Louis, MO
The Public Communications Specialist reviews, edits, advises, and verifies the final copy, with the Series 24 Principal approving (or denying) communications intended for public distribution or viewing. What We're Looking For • Review any branch or department communications intended to be distributed to members of the public to ensure they are consistent with ...
Client Service Associate - Non-Registered
Stifel - Tyler, TX
Under immediate supervision, Client Services Associate 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, provid...
PCG Operations Coordinator - NR
Stifel - Tallahassee, FL
Under general supervision, performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel. What We're Looking For Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.). Trains additional support staff on daily work assignments. Perform...
Registered Client Service Associate
Stifel - Garden City, 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...
Private Capital Advisory Associate - Eaton Partners, New York, NY
Stifel - New York, NY
Eaton's PCA platform is a leading advisor to private market investors seeking to raise capital through secondary transactions (GP-led and LP-led), direct equity and co-investment opportunities and GP-stakes. The team advises on a wide range of transaction structures including continuation vehicles, strip-sales, tender offers, annex funds and others. PCA partners and collaborates with both th...
Technology Product Development Tools Administrator
Stifel - Saint Louis, MO
The Technology Product Development Tools Administrator will manage, configure, and optimize the development tools used by our Technology Product Software Development teams. This individual will play a key role in ensuring the smooth operation of tools like Jira, Azure DevOps, etc. setting up workflows and managing permissions, and ensuring tools are aligned with our Software Development Life...
