investment banking Jobs - Page 8

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Client Service Associate - Non-Registered

Stifel - Tulsa, OK

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...

Data Engineer III

Stifel - Memphis, TN

The Data Engineer III is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Data Engineer III works with large volumes of data, ensuring its quality, reliability, and accessibility. Tasks may include data ingestion, transformation, storage, data sharing and consumption, and implementing data security and privacy measures. This ro...

Salesforce Administrator II

Stifel - Saint Louis, MO

The Salesforce Administrator II independently manages configuration, customization, and ongoing enhancement of Salesforce Financial Services Cloud (FSC) supporting Wealth Management. This role plays a key part in delivering complex configurations, maintaining system integrity, supporting DevOps release processes, and partnering with business stakeholders to optimize advisor and client workfl...

Trade Review Supervisor- Life Insurance

Stifel - Saint Louis, MO

The Trade Review Supervisor ensures conformance to Stifel Policy and Procedures through activities such as, but not limited to, reviewing suitability and best interests of all Life Insurance transactions types, working closely with Financial Advisors and Branch Managers to correct trade details/descriptions for transactions to conform to firm policies and procedures. Executing authority to c...

Client Service Associate - NR

Stifel - Pinehurst, NC

The 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 ...

Registered Client Service Associate

Stifel - Roxbury Township, NJ

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

Stifel - Middletown, RI

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...

FI Financial Institutions Strategist - Vice President or Director, Tax Credit team

Stifel - Birmingham, AL

Under the direction of the Managing Director of Tax Credit Solutions, the Fixed Income ("FI") Financial Institutions Strategist collaborates with the sales team, tax credits team and the remainder of the fixed income strategies team in continuing to build and evolve Stifel's Tax Credit Desk. The FI Financial Institutions Strategist will lead deals with Fixed Income Clients seeking to purchas...

Agile Delivery Specialist

Stifel - Saint Louis, MO

The Agile Delivery Specialist supports and serves the Agile Release Trains (ARTs). This individual is an embedded Agile practitioner who works hands-on with teams to deliver with quality and consistency, facilitating ceremonies, coaching good practices, and ensuring teams have the clarity, tools, and support they need to succeed. Working in close partnership with the RTE, this person support...

ITSM Platform Engineer II

Stifel - Saint Louis, MO

The ITSM Platform Engineer II serves as the primary technical escalation point for ITSM Analysts, resolving complex platforms, integration, and data issues before engaging vendors. Acting as a key bridge between architects, vendors, analysts, and business stakeholders, this role translates requirements into scalable technical solutions while balancing platform standards, operational needs, a...

Platform Strategy Specialist

Stifel - Saint Louis, MO

The Platform Strategy Specialist participates in successful business requirements definition, project management, and implementation of projects critical to the strategic development of the Firm and Stifel's Investment Products and Services platform. The Specialist facilitates prioritizing and overseeing the management of multiple projects and building a good understanding of Stifel's invest...

Registered Client Service Associate

Stifel - Greenwood Village, CO

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...

Sr. Banking Treasury Sales Manager

Stifel - New York, NY

The Sr. Banking Treasury Sales Manager is responsible for partnering with Bankers and specialized coverage teams to drive deposit growth, treasury management revenue, and overall banking relationships across Stifel Bank's commercial, Venture Banking, Fund Banking, and institutional client segments. The role serves as a trusted advisor to prospective and existing clients, delivering treasury,...

Personal Trust Administration Assistant Manager- Remote Offices

Stifel - Saint Louis, MO

The Personal Trust Administration Assistant Manager – Remote Offices administers complex trust accounts in accordance with the governing instrument and all applicable laws. This position provides leadership, guidance, and workflow management for Trust Officers and administration personnel located in Stifel Trust's remote offices. The role serves as a senior resource for trust administration mat...

Client Reporting Services Specialist

Stifel - Saint Louis, MO

The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and consultation to Stifel advisors as they navigate...