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IT Technician II - Endpoint
Stifel - New York, NY
An IT Technician II is responsible for maintaining computer systems and other technologies within Stifel. Their duties include working with other IT Technicians to install hardware troubleshoot computer issues, respond to IT questions from other associates. What We're Looking For • Install and resolve technical issues with user PCs, laptops, tablets, printers,...
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 ...
Small Business Admin Servicing Associate
Stifel - Saint Louis, MO
The Small Business Administration (SBA) (7A) Servicing Associate works with Stifel Brokers and Guidehouse. The SBA Servicing Associate performs various clerical or administrative tasks in support of the SBA (7A) loan servicing function. What We're Looking For Ensures loan-related documentation is complete and accurate. Records and processes paymen...
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...
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...
Receptionist
Stifel - Santa Barbara, CA
The Operations Coordinator performs the daily cashiering and operational functions for the branch office. The Coordinator is also responsible for liaising between the branch and home office on operational matters as well as providing overflow support to other branch associates. What We're Looking For Perform daily cashiering functions for the branch relat...
Operations Associate-Salesforce
Stifel - Saint Louis, MO
The Operations Associate is responsible for aiding in driving departmental results for the Salesforce Department. This position requires the ability to gain a sound understanding of department subject matter including Salesforce application support, assisting with relevant training materials and level 1 troubleshooting. This position will require collaboration among team members and branch o...
IT Sr. Project Manager
Stifel - New York, NY
The IT Sr. Project Manager is responsible for driving maturity and continuous improvement. The PM is required to communicate with both internal departments and third party vendors as needed. Additionally, the PM is responsible for prioritizing projects collaboratively with corporate leadership. What We're Looking For Work closely with business units, tech...
HR Operations Associate
Stifel - Saint Louis, MO
The HR Operations Associate is responsible for performing daily, tactical operations essential to maintaining a workforce, including associate master data maintenance, data governance, reporting, and other tasks in support of the Human Resources department. This position will serve as the first point of contact for both internal and external customers by answering inquiries, providing inform...
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....
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...
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...
Credit Portfolio Analyst
Stifel - New York, NY
The Credit Portfolio Analyst will assist in managing single and multi-sector investment portfolios. This role will also build and maintain Stifel Capital Management's (SCM) credit analysis documentation on existing holdings and potential buy candidates. The analyst will work with trading desks, executing portfolio strategies with the guidance of the CIO. What We're Looking Fo...
Salesforce Business Analyst
Stifel - New York, NY
The Salesforce Business Analyst will engage with business units, salesforce development, and other peers to analyze, document, and understand business processes and procedures. The analyst will also support discovery or solution design for Salesforce initiatives and development. What We're Looking For Collaborate with business users and stakeholders to el...
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...