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Corporate Writing Specialist
Stifel - St. Louis, MO
Summary The Corporate Writing Specialist develops creative, clear-written material in support of the firm's communications strategies. The Specialist plans, designs, and publishes internal or external communications (e.g., newsletters, brochures, manuals, website content). Essential Duties & Responsibilities • Writes and edits articles and ...
Retirement Plans Sr. Specialist
Stifel - St. Louis, MO
Summary The Retirement Plans Sr. Specialist serves as a resource to Financial Advisors (FAs) and their clients regarding overall business retirement plan issues. This may include plan type and design reviews, product analysis, vendor selection, proposal generation and presentation, and regulatory updates, in an effort to increase plan sales. The Senior Specialist position...
Venture Banking Credit Analyst
Stifel - SF, CA
Summary The Venture Banking Credit Analyst plays an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Analyst will have the unique opportunity to help shape their own experience through outbound networking and sourcing, and internal projects to further ...
CLIENT SERVICE ASSOCIATE
Stifel - Indianapolis, IN
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duti...
Client Service Associate - Registered
Stifel - Waukesha, WI
Summary 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(...
CLIENT SERVICE ASSOCIATE
Stifel - Waukesha, WI
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duti...
Client Service Associate - Registered
Stifel - Chicago, IL
Summary 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(...
Business Analyst- Cash Product & Banking Services
Stifel - St. Louis, MO
Summary This role is a member of the Cash Management and Banking Services team, which is responsible for Brokerage Cash Management Accounts, the Bank Sweeps Program, Stifel Bank Deposit Accounts, Credit Cards programs and the Firm's payments strategy. This will require partnership with Bank Operations, Brokerage Operations, Financial Advisors, and cli...
CLIENT SERVICE ASSOCIATE
Stifel - Dublin, OH
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. If not currently licensed an...
Registered Client Service Associate
Stifel - San Jose, CA
Summary Under immediate supervision, the Registered Client Services Associate assists one or more Financial Advisors 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...
.Net Software Developer
Stifel - Reno, NV
The .Net Software Developer will design and build proprietary computer applications, databases, and tools using the .NET stack. They will conduct requirement analysis, document technical specifications, and write, review, and debug code. The .Net Software Developer will recommend product revisions or enhancements based on user feedback. They will also help in the development and...
CLIENT SERVICE ASSOCIATE
Stifel - Naples, FL
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duti...
Technical Architect - Salesforce
Stifel - New York, NY
Job Summary The Technical Salesforce Architect designs and develops IT architecture (integrated process, applications, data and technology) solutions to business problems in alignment with the enterprise architecture direction and standards, specifically with regards to the firms use and implementation of Salesforce products. Essential Duties...
