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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 ...
Branch Intern
Stifel - New York, NY
Summary The Branch Intern will perform a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This Intern may participate in special projects. The Intern may also work with various Investment Products & Services teams. Essential Duties & Responsibilities ...
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...
Advisory Marketing Specialist II
Stifel - St. Louis, MO
Summary The Advisory Marketing Specialist II is responsible for supporting the initiatives offered through the Investment Products & Services Group to Stifel Financial Advisors across the Firm's branch office network. The Specialist II will work closely with the Investment Products & Services Group management to communicate program enhancements, advisory regulations, and ...
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...
Disaster Recovery Manager
Stifel - St. Louis, MO
Summary The IT Disaster Recovery (DR) Manager is responsible for the technical strategies that ensure the firm's IT systems can be recovered and restored during a disaster or disruption. They oversee creating, testing, and maintaining disaster recovery plans and runbooks and work across technology disciplines to orchestrate recovery approaches. They will collaborate wi...
Senior Application Security Engineer
Stifel - St. Louis, MO
Summary The Sr. Application Security Engineer is responsible for the secure design and testing of internally developed software and deeply understands security principles, technologies, and methodologies. The Sr Application Security Engineer works with software development teams from design to code implementation, ensuring security is included in the complete software ...
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...
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...
