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Personal Trust Administrative Officer II
Stifel - Saint Louis, MO
The Personal Trust Administration Officer II administers simple to complex trust accounts in accordance with the terms of the trust document and all applicable laws. What We're Looking For Develop relationships with clients through frequent contact via telephone, email, or in writing. Communicate with FAs, attorneys, and CPAs regarding client needs. <...
Third-Party Information Security Risk Analyst
Stifel - Saint Louis, MO
The Third-Party Cyber Risk Analyst performs comprehensive third-party risk assessments, focusing on data security, regulatory compliance and emerging AI use risks. This includes reviewing DDQs, SOC reports, AI governance disclosures, vendor security reports, and supporting documentation from vendors and service providers. The Third-Party Cyber Risk Analyst plays a critical role in safeguardi...
Platform Strategy Specialist
Stifel - Saint Louis, MO
The Platform Strategy Specialist participates in successful business requirements definition, project management, and implementation of projects critical to the strategic development of the Firm and Stifel's Investment Products and Services platform. The Specialist facilitates prioritizing and overseeing the management of multiple projects and building a good understanding of Stifel's invest...
Client Service Associate - NR
Stifel - Chicago, IL
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 ...
Vice President/ Senior Vice President, Venture Lending and Banking
Stifel - New York, NY
As a Vice President (VP)/ S enior Vice President (SVP) on Stifel's Venture Banking team, you'll play a key role in growing and managing relationships with early- and growth-stage companies. You'll be responsible for building a robust pipeline, developing new client relationships, and guiding opportunities through the entire business development lifecycle — fr...
Trade Review Supervisor- Annuity
Stifel - Saint Louis, MO
The Trade Review Supervisor ensures conformance to Stifel Policy and Procedures through activities such as, but not limited to, reviewing suitability and best interests of all Annuity transactions types, working closely with Financial Advisors and Branch Managers to correct trade details/descriptions for transactions that likely conform to firm policies and procedures, but do not appear that...
Registered Client Service Associate
Stifel - Walnut Creek, CA
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 - Wayzata, MN
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 serv...
Retirement Business Development & Marketing Specialist
Stifel - Saint Louis, MO
The Retirement Business Development & Marketing Specialist is primarily responsible for helping Stifel Financial Advisors sell Stifel's Retirement Plan services to their clients. The role focuses on cultivating new business opportunities, consulting with advisors to assist them with prospecting, benchmarking, closing retirement plan opportunities. This may involve telephone conversations and...
Real Assets PM & Origination Director
Stifel - Houston, TX
Our leading practice is looking to add a Director to our Project Management team. This Director will participate in the execution/project management of current real asset mandates as well as in the sourcing of new prospective clients across real assets. The Director will have exposure to all aspects of the real asset alternative investment market as well as North American-focused and Global ...
Operational Risk Manager
Stifel - Saint Louis, MO
The Operational Risk Manager supports the Enterprise Risk Management (ERM) Managing Director in the day to day management of Operational Risk and the development of sound operational risk management practices. Their duties include key risk management activities such as: Operational Risk Event reporting and error resolution, Risk and Control Assessments, Business/project risk assessments, Key...
Trading Operations Specialist - Asset Management
Stifel - Morristown, NJ
The Trading and Operations Specialist supports the Washington Crossing Advisors (WCA) Trading and Operations team and is responsible for the day-to-day operations and coordination of trading activities. Washington Crossing Advisors is a wholly owned subsidiary of Stifel Financial Corp. What We're Looking For Develop portfolio setup and maintenance related...
Technical Architect-Salesforce
Stifel - New York, NY
The Technical Architect-Salesforce is responsible for the design and build of the technical architecture of the Salesforce platform. This role level will require a structured analysis of technical issues, translating this analysis into technical designs and development specifications. The Technical Architect-Salesforce oversees development within the platform, whether custom code, vendor pac...
Client Service Associate - NR
Stifel - West Des Moines, IA
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 serv...
IB Senior Associate/Junior Vice President
Stifel - Baltimore, MD
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...
