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Operations Associate - Mutual Funds Trade Support
Stifel - Saint Louis, MO
The Mutual Funds Trade Support Operations Associate is responsible for for a variety of the department's administrative functions while having gained a solid understanding of the firm's mutual fund offerings, the systems used to trade them and how they relate to the overall Mutual Funds Trade Support team responsibilities. This position will require collaboration among team members to ...
Client Service Associate - Non-Registered Full-time or Part-time
Stifel - Pueblo, CO
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...
Portfolio Analyst
Stifel - Fort Pierce, FL
Under general supervision 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 busin...
HR Systems Analyst
Stifel - Saint Louis, MO
The HR Systems Analyst is responsible for the administration, support, configuration, optimization, and ongoing enhancement of Stifel's HR technology solutions, including UKG, iCIMS, HaloITSM, and related integrations. This role serves as a key partner to HR, Payroll, Benefits, Talent Acquisition, Compensation, and IT teams, providing system expertise, reporting, troubleshooting, testing, an...
Director, Syndications
Stifel - New York, NY
In joining Stifel's Venture Banking team, a Managing Director, Syndications is responsible for leading the syndication strategy and execution for venture debt transactions while supporting the continued growth and scalability of the Venture Banking platform. This role involves structuring and syndicating credit facilities, cultivating relationships with bank and institutional lending partner...
Operations Manager - Stock Records
Stifel - Saint Louis, MO
The Stock Record Operations Manager leads the area and is accountable for the accuracy, integrity, and timely completion of the firm's security position records in accordance with SEC and FINRA requirements. The Manager provides day-to-day management of workloads, associate development, performance management, personnel matters, and staffing changes. The Manager serves as the escalation poin...
Client Service Associate - Non-Registered
Stifel - Abilene, TX
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 serv...
Venture Banking Credit Analyst II
Stifel - New York, NY
The Venture Banking Credit Analyst II will be an integral part of origination, underwriting, and portfolio management. This position will be responsible for banking and lending directly to private investment funds across several asset classes. The Credit Analyst will have exposure to many different business units while creating a differentiated market strategy. What We're Loo...
Vice President Institutional Asset Management
Stifel - Saint Louis, MO
The Vice President Institutional Asset Management is responsible for onboarding, servicing, retaining, and expanding institutional client relationships sourced through internal referral channels. This role leads the client implementation process, coordinates investment policy statement development, delivers portfolio and performance reviews, and partners with portfolio managers and internal ...
Advisor Directed Programs Specialist II
Stifel - New York, NY
The Advisor Directed Programs Specialist II works on all aspects of their respective advisory programs. The Specialist collaborates with the Program Manager, Financial Advisors (FAs), Compliance, Operations, and other groups both inside and outside of Stifel. The primary goal of the program management team is to provide highly competent support to Stifel Financial Advisors through the effici...
Advisor Directed Program Senior Specialist
Stifel - New York, NY
The Advisor Directed Programs Sr. Specialist works on all aspects of the team's respective advisory programs. The Sr. Specialist collaborates with the Program Manager, Financial Advisors (FAs), Compliance, Advisory Operations, and other groups inside and outside Stifel. The primary goal of the program management team is to provide highly competent support to Stifel Financial Advisors through...
Technical Risk Analyst
Stifel - Saint Louis, MO
A Technical Risk Management Analyst is responsible for identifying, assessing, and mitigating risks associated with technology and technical processes within an organization. This role typically involves analyzing potential risks, implementing strategies to minimize their impact, and ensuring compliance with relevant regulations and standards. The Technical Risk Management Analyst will safeg...
Registered Client Service Associate
Stifel - Fort Pierce, FL
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...
Registered - Client Service Associate
Stifel - New York, NY
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...
Quantitative Execution Researcher
Stifel - New York, NY
The Quantitative Execution Researcher works closely with the Electronic Trading team under the direction of the Senior Quantitative Researcher in the development, assessment and management of equity execution models, transaction cost models, and order routing strategies. The responsibilities of this position include initiating research into execution signals and model factors. The Quantitati...
