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Operations Associate -Fixed Income Settlements
Stifel - Saint Louis, MO
The Operations Associate is responsible for aiding in driving departmental results for the Fixed Income Settlements Team. This position requires the ability to gain a sound understanding of department subject matter including reviewing open trades and ensuring proper exchange of money and securities occurs. This position will require collaboration among team members to execute on departmenta...
Operations Associate - Cost Basis
Stifel - Saint Louis, MO
The Operations Associate is responsible for aiding in driving departmental results for the Operations Tax Lot Accounting department. This position requires the ability to gain a sound understanding of department subject matter. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures. ...
Treasury Management Onboarding Specialist
Stifel - Saint Louis, MO
The Treasury Management Onboarding Specialist I role focuses on facilitating the administrative and operational tasks for opening new commercial bank accounts and performing maintenance on existing commercial accounts. What We're Looking For Process requests to open new commercial bank accounts. Input client data into various bank systems, m...
Senior Client Service Associate
Stifel - San Francisco, CA
The Senior Client Service Associate-1919 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...
Client Service Associate - NR
Stifel - Pinehurst, NC
The 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 ...
Financial Advisor Associate
Stifel - Houston, TX
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...
Treasury Management Analytics Analyst II
Stifel - Saint Louis, MO
The Treasury Management Analytics Analyst II independently transforms Treasury Management data into actionable insights and delivers reporting solutions that support operational performance, product strategy, and decision-making. This role develops data-driven narratives that inform and influence leadership, while functioning as a strategic support partner without direct ownership of busines...
IB Associate - Clean Energy & Power
Stifel - Houston, TX
At Stifel, Associates 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. Associates work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer a unique environment which combines a highly entrepreneurial platform focused on emerging...
Trust Client Support Specialist
Stifel - Saint Louis, MO
The Trust Client Support Specialist provides assistance to Stifel Charitable clients regarding online account access, new account documentation, and general client support. What We're Looking For Assist clients with logging into and navigating the online account portal. Review and process client documentation for new account set up and maintenance...
Registered Client Service Associate
Stifel - Pinehurst, NC
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...
Desk Analyst, High Yield Municipal Bond Trading
Stifel - Los Angeles, CA
Stifel is seeking a highly motivated High Yield Desk Analyst to join our Municipal Bond Trading Desk in Los Angeles. This is a high-impact role within a market-leading franchise. Stifel's Municipal Securities Group includes sales, trading and underwriting of municipal and corporate tax-exempt bonds. The origination platform, Public Fin...
Registered Client Service Associate
Stifel - Irvine, 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...
Advisory Project Management/UMA Program Sr Specialist
Stifel - Saint Louis, MO
The Advisory Project Management/UMA Program Senior Specialist is a key member of the Program Management team responsible for driving the strategic advancement of Stifel's Advisory Programs through project leadership, business innovation, and the application of artificial intelligence (AI) and emerging technologies. The role proactively evaluates business challenges, operational processes, in...
Registered Client Service Associate
Stifel - Fort Worth, TX
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...
IB Associate - Energy
Stifel - New York, NY
At Stifel, Associates 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. Associates work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer a unique environment which combines a highly entrepreneurial platform focused on emerging...
