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Operations Associate - ACAT
Stifel - St. Louis, MO
Summary If you are a collaborator and like doing a variety of processing and are customer service oriented, then this job is for you. Duties are assigned in accordance with department procedures and include customer service, reconciliation, document review, and research. Essential Duties & Responsibilities Will gain an understand...
Client Service Associate - Registered
Stifel - Alton, IL
Summary Under immediate supervision, Client Service 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...
Portfolio Analyst
Stifel - Frontenac, MO
Summary 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. Essential Duties & Responsibilities F...
Bank Financial Analyst
Stifel - St. Louis, MO
Summary The Bank Financial Analyst will support the banks with financial statement spreading, data generation, financial analysis and document management. This position will be based in Stifel's St. Louis Headquarters. Essential Duties & Responsibilities Inputs financial data from client's financial statements using Bank analytic...
System Engineer II- Endpoint
Stifel - St. Louis, MO
Job Summary The Endpoint System Engineer II will provide assistance for all software deployment activities within the IT Operations team. This individual will provide input for all projects that involve workstation imaging. The Endpoint System Engineer is responsible for assisting in the maintenance and deploy functions of desktop, laptop and mobile hardware and operat...
Cloud Operations Engineer
Stifel - St. Louis, MO
Summary The Cloud Operations Engineer manages, monitors, and optimizes cloud-based infrastructure, applications, and services. This role ensures the smooth functioning of cloud environments by handling tasks such as resource provisioning, configuration management, deployment, automation, and incident response. Essential Duties & Responsibilities
Mortgage Loan Officer Assistant
Stifel - St. Louis, MO
Summary The Mortgage Loan Officer Assistant provides support to enhance the effectiveness of the Loan Officer while balancing service, quality and compliance and relationship building. Essential Duties & Responsibilities Facilitates communication between loan officer, client, real estate agents, wholesale lenders, and title compa...
Options Specialist
Stifel - St. Louis, MO
Summary The Options Specialist is an essential member of the Options Department under Stifel's Investment Products and Services offering. The Specialist will work closely with other department members to deliver sound product knowledge and services to Financial Advisors (FAs) and their clients. The position requires strong qualitative and quantitative skills and a strong ...
Annuity Solutions Specialist
Stifel - St. Louis, MO
Summary 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, s...
Financial Planning Specialist
Stifel - St. Louis, MO
Summary The Financial Planning Specialist works with Financial Advisors to gather all applicable data, prepare, and explain financial plans for clients and prospects. This position may conduct a pre-review of financial plans created by some associates in the department. This position may present completed financial plans to clients and prospects. Assists branch o...
Financial Planning Associate
Stifel - St. Louis, MO
Summary The Financial Planning Associate works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. This position may assist branch offices in the use of MoneyGuidePro (Stifel's online Financial Planning platform). Essential Duties & Responsibilities:
Commercial Post Close Associate
Stifel - St. Louis, MO
Summary The Commercial Post Close Associate will ensure loan files are completed accurately and tracked for the life of the loan. This role will work with other commercial loan team members to create proper dialogue and accurate loan documentation while balancing service, quality, compliance, and relationship building. Essential Duties & Responsibilities&...
IT System Engineer II - RPG Support
Stifel - St. Louis, MO
Job Summary The Systems Engineer II-Core Systems is responsible for the firm's servers and infrastructure by ensuring our systems are operational. The Systems Engineer II is responsible for assessing systems, determining problems, providing solutions to issues that arise, designing systems, upgrading systems, maintaining systems, and brainstorming possible...
Operations Assoc II-Document Control
Stifel - St. Louis, MO
Summary The Operations Associate II - Document Control is responsible for assisting branches in the review process for various documents of all account types across the firm and additional tasks that could require more experience and expertise. This position requires a sound understanding of processes and procedures regarding these account structures and document requi...
Product Specialist-Digital Support
Stifel - St. Louis, MO
Summary The Product Specialist assists the team in researching and collaborating on digital strategies that drive the product's success. The Product Digital Specialist will periodically interface with members of Stifel's development, marketing, and branch personnel teams. In addition, responsibilities may include ensuring a high-quality user experience, contribute to t...
