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Operations Manager-New Accounts
Stifel - Saint Louis, MO
The Operations Manager leads the team and is accountable for the accuracy, integrity, and timely completion of department processes. The Manager provides day-to-day management of workloads, associate development by administrating department objectives and measures, and associate development and performance management. This position requires experience in handling challenging subject matter a...
Information Security Analyst
Stifel - Saint Louis, MO
The Information Security Analyst reports to the Chief Information Security Officer (CISO) and is responsible for specific aspects of the security program including regulatory reporting, metrics/KPIs, training and awareness, security process integration and risk management. What We're Looking For Support day to day information security activities, includin...
KBW Research Associate II - Real Estate Technology and Fintech Software
Stifel - New York, NY
Under general supervision, responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate level 1. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developing a solid understanding of the assigned sector...
Operations Associate - Equity Settlements
Stifel - Saint Louis, MO
The Operations Associate – Equity Settlements plays an important role in supporting the accurate and timely settlement of equity transactions. In this position, the Associate will gain hands-on experience with the trade settlement lifecycle while monitoring transactions, researching and resolving settlement issues, and coordinating with internal business partners and external financial insti...
Vice President, Commercial Real Estate
Stifel - Saint Louis, MO
The Vice President, Commercial Real Estate is responsible for identifying, structuring, closing, monitoring, and servicing commercial real estate loan opportunities. The VP manages a portfolio of commercial real estate relationships and is responsible for ensuring that all loan decisions, actions, and recommendations are based on a thorough understanding of each customer's financi...
Operations Associate-Addepar Performance
Stifel - Saint Louis, MO
In this role, you'll gain hands-on experience supporting the data and reporting Financial Advisors use to understand client investment performance. You'll learn how account activity, cash flows, valuations, and investment data come together to produce accurate performance reporting. You'll use Addepar and other internal systems to review information, research discrepancies, and rec...
Operations Associate-Margins
Stifel - Saint Louis, MO
Join a team that supports Financial Advisors and branch associates with margin and brokerage account needs across the firm. As a Margin Operations Associate, you'll learn to review accounts, research margin requirements, resolve account issues, and provide accurate and timely support. You'll gain hands-on experience with both margin and cash accounts, buying power, trading activity...
Branch Manager
Stifel - Great Falls, MT
The Branch Manager (BM) supervises the individual Financial Advisor (FA) businesses within their branch and manages all support staff daily. This position is responsible for growing the branch through recruitment, finding new business, and cultivating existing business. This position also performs the duties of a Financial Advisor providing investment services to their clients. ...
Central Supervision Associate
Stifel - Saint Louis, MO
The Central Supervision Associate is responsible for office support and reviewing email for assigned Branches of the Private Client Group for accuracy and compliance. What We're Looking For • Review electronic communication for compliance with Firm and Industry regulations. • Recognize/analyze/escalate common trends and/or frequent offenders for further ove...
Client Service Associate - NR
Stifel - Chicago, IL
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 ...
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...
Portfolio Solutions Sr Specialist
Stifel - Saint Louis, MO
The Senior Portfolio Solutions Specialist provides customized portfolio analyses, asset allocation, and other recommendations to Financial Advisors serving high net worth and institutional clients. The Senior Portfolio Specialist handles complex client situations with strong presentation and communication skills and is well versed in the fundamentals of portfolio construction and wealth mana...
Client Service Associate - NR
Stifel - Redlands, 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...
Client Service Associate - NR
Stifel - Vero Beach, FL
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...
Client Service Associate - NR
Stifel - Daytona Beach, FL
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...
