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Portfolio Analyst
Stifel - Fort Pierce, FL
Under general supervision 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 busin...
Advisory Trading Analyst
Stifel - Saint Louis, MO
The Advisory Trading Analyst is responsible for trading discretionary accounts within Stifel's internal advisory programs. The Analyst is responsible for transactions associated with portfolio changes, model maintenance, periodic rebalancing, and monitoring accounts to ensure that model portfolios are being maintained. The Analyst will collaborate with other Stifel departments to ensure comp...
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...
Annuity Solutions Specialist II
Stifel - Saint Louis, MO
The Annuity Solutions Specialist II is responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists II are product experts for branch personnel with product-specific questions and technical, sales, and/or marketing matters. T...
Head of Strategic Initiatives
Stifel - Los Angeles, CA
The Head of Strategic Initiatives is responsible for focusing on increasing Stifel's revenue through the identification and establishment of new business broadly based in products and services offered by the Firm. This role will support one of more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm....
Public Finance Analyst
Stifel - Saint Louis, MO
Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desire and ability to lea...
Advisor Directed Programs Specialist II
Stifel - New York, NY
The Advisor Directed Programs Specialist II works on all aspects of their respective advisory programs. The Specialist collaborates with the Program Manager, Financial Advisors (FAs), Compliance, Operations, and other groups both inside and outside of Stifel. The primary goal of the program management team is to provide highly competent support to Stifel Financial Advisors through the effici...
Commercial Servicing Associate III
Stifel - Saint Louis, MO
The Commercial Servicing Associate III is responsible for providing sufficient support for Commercial loans through onboarding and servicing responsibilities. This position will be located in our 100% Creve Coeur, MO. What We're Looking For Onboard commercial loans into loan systems for various types of lending verticals. Work closely with L...
Operations Associate-Document Control
Stifel - Saint Louis, MO
The Operations Associate-Document Control is responsible for assisting branches in reviewing various documents of all account types across the firm. This position requires the ability to understand processes and procedures regarding these account structures and document requirements with a high level of detail. This position will also require collaboration among team members, branch office p...
Operations Associate-Stifel Support
Stifel - Saint Louis, MO
The Stifel Support Associate is responsible for aiding in driving departmental results for the ongoing support for Stifel's branch offices. This position requires the ability to gain a sound understanding of department subject matter including application support and training and general operational questions. This position will require collaboration among team members, branch office personn...
Quantitative Execution Researcher
Stifel - New York, NY
The Quantitative Execution Researcher works closely with the Electronic Trading team under the direction of the Senior Quantitative Researcher in the development, assessment and management of equity execution models, transaction cost models, and order routing strategies. The responsibilities of this position include initiating research into execution signals and model factors. The Quantitati...
Advisor Directed Programs Specialist II
Stifel - Saint Louis, MO
The Advisor Directed Programs Specialist II works on all aspects of their respective advisory programs. The Specialist collaborates with the Program Manager, Financial Advisors (FAs), Compliance, Operations, and other groups both inside and outside of Stifel. The primary goal of the program management team is to provide highly competent support to Stifel Financial Advisors through the effici...
New Account Operations Associate II-International
Stifel - Coral Gables, FL
The New Accounts Operations Associate II-International will review, process, and monitor new and existing international customer accounts. This role includes using critical thinking skills, reviewing documents and data, supporting branch offices to onboard and maintain foreign accounts, and knowledge of general operational and industry questions. This position will require collaboration amon...
Wealth Strategist I
Stifel - Saint Louis, MO
The Wealth Strategist I serves as a resource for Financial Advisors ("FAs") on issues affecting clients of varying wealth profiles. The Wealth Strategist provides estate and tax planning knowledge and consultation in addition to serving as the primary external sales and marketing support for Estate & Tax Planning Services, part of Stifel's Wealth Planning Department. Estate & Tax Planning Se...
Annuity Solutions Specialist
Stifel - Saint Louis, MO
The Annuity Solutions Specialists are responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists serve as product experts for any branch personnel with product-specific questions, technical, sales, and/or marketing issues. ...
