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Portfolio Analyst
Stifel - Grand Rapids, MI
The Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients. What We're Looking For Facilitates the overall business development of cliente...
Registered Client Service Associate
Stifel - Haddonfield, NJ
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 II - IRA & Qualified Plans
Stifel - Saint Louis, MO
The Operations Associate II is responsible for aiding in driving departmental results as well as additional tasks which could require more experience and expertise to perform. This position requires a sound understanding of the processes while serving as a liaison to internal and external stakeholders. This position will require strong collaboration among team members and direct supervision....
Business Process Integration Project Manager
Stifel - Saint Louis, MO
The Business Process Integration Project Manager (PM) will oversee various projects throughout the department and firm. The PM will be responsible for managing projects, the resources (internal and external) assigned to that work, the timelines established in which that work needs to be completed, and the costs (if applicable) to the work. The PM will determine project viability and necessit...
Customer Complaint Coordinator
Stifel - Saint Louis, MO
Primarily responsible for receiving, tracking, reviewing, and responding to sales practice and operational customer complaints received by the firm, as well as FINRA regulatory reporting related to customer complaints. Works closely with members of the legal department and internal business counterparts, including compliance and branch personnel. Prepares written responses to customers and t...
Benefits Specialist
Stifel - Saint Louis, MO
The Benefit Specialist interprets the Firm's associate benefit program. This position also leads the associate benefit program, implements projects, and addresses associate benefit needs and concerns, in both the U.S. and abroad. What We're Looking For Lead and coordinate benefit projects including open enrollment and merger processes for all benefit prog...
Sr Developer - Full Stack
Stifel - Memphis, TN
The Senior Developer will participate in all phases of the development process including complex design, integration and maintenance while observing proper behaviors, patterns, and standards. The Senior Developer will demonstrate leadership in mentoring and assisting all on the team, and will actively participate in all disciplines required in a full-stack environment. The Senior Developer w...
Branch Intern
Stifel - Blue Ash, OH
The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will be starting immediately working between 8 AM and 5 PM. What We're Looking For Administrative duties as needed such as answering phones, filing, scanning, travel ...
Sr Developer - Full Stack
Stifel - New York, NY
The Senior Developer will participate in all phases of the development process including complex design, integration and maintenance while observing proper behaviors, patterns, and standards. The Senior Developer will demonstrate leadership in mentoring and assisting all on the team, and will actively participate in all disciplines required in a full-stack environment. The Senior Developer w...
Equity Product Support Associate
Stifel - New York, NY
The Equity Product Support Associate is responsible for assisting with the day-to-day operations and support of KBW's Equity desk in New York City. This is a multi-faceted role that will provide broad exposure to the entirety of the firm's Equity business. What We're Looking For Support the equity sales and trading desk in New York City. Assist wi...
Research Associate II- Aerospace & Defense
Stifel - New York, NY
Stifel Equities Research is seeking an Associate for its Aerospace & Defense team. This role, has mastered the foundational skills required of an Associate level 1, and is responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. At this level, assumes significantly more writing and modeling responsibilities. ...
Senior Bank Treasury Product Owner
Stifel - Saint Louis, MO
As a Sr. Bank Treasury Product Owner, you will manage and oversee the development and implementation of treasury products and services offered. The Product Owner will work closely with cross-functional teams, including product managers, developers, and stakeholders, to define product requirements, prioritize features, and ensure successful product launches. Additionally, the Product Owner wi...
Client Service Associate - NR
Stifel - Waterloo, IA
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 ...
Credit Risk Review Manager
Stifel - Saint Louis, MO
The Credit Risk Review (CRR) Manager plays a critical role in safeguarding the bank's credit quality by leading independent evaluations of banks' loan portfolios and credit exposures. This position is responsible for assessing the accuracy of risk ratings, ensuring compliance with internal policies and regulatory standards, and identifying emerging credit risks. The CRR Manager delivers acti...
Personal Trust Associate
Stifel - Saint Louis, MO
The Personal Trust Associate provides trust administration service to trust clients, beneficiaries, attorneys and CPA's. The Trust Associate works with Trust Officers and Financial Advisors to facilitate the administration of trust accounts in accordance with the terms of the trust document. The Trust Associate must be familiar with the trust accounts in order to respond to various questions...
