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Market Data Procurement Associate
Stifel - Memphis, TN
The Market Data Services Specialist processes incoming invoices for vendor services, generates allocations for submission to accounting, monitors expected invoicing for any missing/delayed items, generates reports on an ad-hoc as well as scheduled reporting basis to critical business unit heads for service determinations, generates reporting for MISU credit program to the 3 applicable exchan...
Concierge Banking Specialist
Stifel - Saint Louis, MO
The Concierge Banking Specialist will develop and maintain relationships with high-net-worth clients, providing tailored account management and assisting with various transactions. This role requires meticulous attention to detail, empathy, and a proactive approach to client needs. What We're Looking For Develop and maintain strong relationships with hig...
Operations Associate- Margins
Stifel - Saint Louis, MO
The Operations Associate is responsible for aiding in driving departmental results for the Operations Margins department. This position requires the ability to gain a sound understanding of department subject matter including compiling data, doing calculations and verifications. This position will require collaboration among team members to execute on departmental objectives under direct sup...
Technical Writer
Stifel - Saint Louis, MO
The Business Process Integration Technical Writer focuses on creating and supporting the technical documentation efforts of the Business Process Integration (BPI) department. Responsibilities will include writing, structuring, and updating technical documentation for systems and processes within the department by working closely with Project Managers, Business Analysts, and Technical Analyst...
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...
Trade Review Associate- Annuity
Stifel - Saint Louis, MO
The Trade Review Associate verifies that the Financial Advisor (FA) initiating an annuity transaction is appropriately licensed and registered, verifies contract data with insurance companies, responds to a high volume of calls from Financial Advisors and Sales Assistants related to insurance paperwork requirements, and provides some limited general assistance to branches. The Associate assi...
Cloud Engineer (Azure)
Stifel - Memphis, TN
The Cloud Engineer (Azure) is responsible for designing, implementing, and maintaining Azure cloud infrastructure and services. They collaborate with cross-functional teams to ensure the availability, scalability, and security of Azure-based applications and systems. This role involves troubleshooting and optimizing Azure environments while staying updated on emerging Azure technologies and ...
Portfolio Analyst
Stifel - Indianapolis, IN
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...
Supervisory Analyst
Stifel - New York, NY
The Supervisory Analyst will provide a high quality and timely review of all equity research products across a global platform, ensuring that all research is compliant with FINRA, FCA, CIRO and jurisdictional rules and regulations and Stifel company policies and procedures. *This position is fully remote and requires working Sunday through Thursday, 4:00 PM to 12:00 ...
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 Senior Analyst Advisory
Stifel - Saint Louis, MO
The Advertising Compliance Senior Analyst – Advisory reviews, edits, advises, and verifies the final copy in accordance with all appropriate marketing rules and regulations promulgated under the Investment Advisers Act of 1940 (as amended). What We're Looking For • Reviews investment advisory communications intended to be distributed to members of the public f...
Client Service Associate - Part Time
Stifel - Blue Ash, OH
The Client Service Associate performs a variety of administrative functions in support of the Financial Advisor / Team and works to facilitate the smooth operation of the day-to-day activities. What We're Looking For Compose and distribute meeting notes, routine correspondence, and reports. Maintain calendars; schedule appointments, meetings, and ...
Product & Relationship Management Associate
Stifel - Saint Louis, MO
The Product & Relationship Management Associate is responsible for assisting with daily platform management of Exchange Traded Products (ETPs) and Mutual Funds/529 Plans, which includes initial evaluation of products for acceptability, viability, and risk as utilized by Stifel Financial Advisors with their clients subject to review by senior members of the Product Management team. The positi...
Product Programs Oversight Assoc II
Stifel - New York, NY
The Product & Programs Oversight Associate II assists in defining and enhancing strategic initiatives, procedure development, business risk assessments, and overall design of the governance and control environment for the products and programs within the Investment Products & Services (IP&S) department. The Associate II will be expected to understand each group's products and services, proce...
Municipal Underwriter
Stifel - San Francisco, CA
Stifel's 250-member Municipal Securities Group is seeking a Municipal Underwriter to join our Municipal Syndicate Desk, preferred location in Denver, CO and San Francisco, CA. The candidate will join the Municipal Underwriting team and work directly with the Head of Municipal Underwriting and Senior Underwriters across the country. Stifel is the top national underwriter of negoti...