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Senior Personal Trust Officer
Stifel - Baltimore, MD
The Senior Personal Trust Administration Officer Administers complex trust accounts in accordance with the terms of the trust document and all applicable laws. What We're Looking For Communicate and maintain relationships with FAs, attorneys, and CPAs regarding client needs. Act as a resource for other Trust Officer's to help them prepare for meet...
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...
Non - Registered Client Service Associate
Stifel - Wilkes Barre, PA
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...
Registered Client Service Associate
Stifel - Stockton, CA
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...
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...
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...
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 ...
Client Service Associate
Stifel - Hauppauge, NY
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...
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...
Bank Systems Analyst
Stifel - Saint Louis, MO
The Bank Systems Analyst supports the design and connection of Stifel's banking and payment systems. This role will unite various providers' core banking, payment, and digital banking systems. The Analyst will consider user and business needs in designing and defining requirements, creating documentation, and supporting implementation. The Analyst is then available for testing and troublesho...
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...
Private Market Associate
Stifel - Palm Beach Gardens, FL
The Private Market Associate is responsible for focusing on increasing Stifel's revenue by identifying and establishing new Private Equity business. The Private Market Associate will support one or more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm. This role allows for exposure and access to s...
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...
