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Operations Associate -Fixed Income Settlements
Stifel - Saint Louis, MO
The Operations Associate is responsible for aiding in driving departmental results for the Fixed Income Settlements Team. This position requires the ability to gain a sound understanding of department subject matter including reviewing open trades and ensuring proper exchange of money and securities occurs. This position will require collaboration among team members to execute on departmenta...
Operations Associate - Cost Basis
Stifel - Saint Louis, MO
The Operations Associate is responsible for aiding in driving departmental results for the Operations Tax Lot Accounting department. This position requires the ability to gain a sound understanding of department subject matter. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures. ...
Treasury Management Onboarding Specialist
Stifel - Saint Louis, MO
The Treasury Management Onboarding Specialist I role focuses on facilitating the administrative and operational tasks for opening new commercial bank accounts and performing maintenance on existing commercial accounts. What We're Looking For Process requests to open new commercial bank accounts. Input client data into various bank systems, m...
Portfolio Analyst
Stifel - Zionsville, IN
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. What We're Looking For Facilitates the overall business development of cliente...
Senior Client Service Associate
Stifel - San Francisco, CA
The Senior Client Service Associate-1919 will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High-touch client service is a hallmark of 1919; the candidate should be skilled in...
Endpoint Support Technician II - Stifel Bank
Stifel - Saint Louis, MO
The IT Technician II performs technical troubleshooting and diagnosis of root cause, and performs the steps necessary to fully log the incident, including the troubleshooting steps taken to resolve the incident. Provides technical support across hardware and software applications for an organizations data center. What We're Looking For Installs, maintains...
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 ...
Client Service Associate - NR
Stifel - Edwardsville, 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 ...
Financial Advisor Associate
Stifel - Houston, TX
The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will assist in prospecting new clients to grow the business and should remain current on industry trends. What We're Looking For Engage with clients and prospects to identify their financia...
Treasury Management Analytics Analyst II
Stifel - Saint Louis, MO
The Treasury Management Analytics Analyst II independently transforms Treasury Management data into actionable insights and delivers reporting solutions that support operational performance, product strategy, and decision-making. This role develops data-driven narratives that inform and influence leadership, while functioning as a strategic support partner without direct ownership of busines...
IB Associate - Clean Energy & Power
Stifel - Houston, TX
At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Associates work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer a unique environment which combines a highly entrepreneurial platform focused on emerging...
Operations Associate III-New Account Technology
Stifel - Saint Louis, MO
The Operations Associate III-New Accounts Technology is responsible for being a lead contributor in the development and aiding of driving departmental results for the ongoing support for Stifel's branch offices and additional tasks that could require more experience and expertise. This position requires the ability to gain a sound understanding of department subject matter, including applica...
Trust Client Support Specialist
Stifel - Saint Louis, MO
The Trust Client Support Specialist provides assistance to Stifel Charitable clients regarding online account access, new account documentation, and general client support. What We're Looking For Assist clients with logging into and navigating the online account portal. Review and process client documentation for new account set up and maintenance...
Registered Client Service Associate
Stifel - Pinehurst, NC
The 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 advertisements, provides overall c...
FI Int Rate Sales Associate
Stifel - Cleveland, OH
The FI Int Rate Sales Associate will provide analytical and sales support for senior interest rate derivative marketers. This role will work directly with end-user clients to determine the most appropriate and advantageous loan and swap structures unique to multiple lines of business (owner occupied RE, investment RE, C&I). What We're Looking For Custom m...
