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Administrative Assistant
Stifel - Santa Barbara, 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...
Private Bank Lending Credit Analyst I
Stifel - Saint Louis, MO
The Private Bank Credit Analyst I is responsible for supporting the origination underwriting, structuring, and ongoing management of credit facilities for ultra-high net worth individuals, family offices, and entrepreneurs. The Credit Analyst will assist in performing financial diligence on borrowers, technical analysis on collateral assets, and portfolio risk management analysis, as well as...
Client Service Associate - NR
Stifel - Green Bay, WI
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 Support Specialist - Treasury Management
Stifel - Saint Louis, MO
The Bank Client Support Specialist is responsible for a variety of moderate to highly complex operational recurring functions to support bank and brokerage operations. Works closely with teammates and manager to achieve department goals and objectives. What We're Looking For Performs a variety of work assignments, including new account activity, mobile de...
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...
IB Analyst- Consumer
Stifel - Boston, MA
The Investment Banking Analyst – Consumer supports the execution of transactions and strategic advisory services within the Consumer sector. The Analyst conducts industry and company research, builds financial models, prepares client materials, and contributes to deal execution across mergers and acquisitions, public offerings, and private placements. What We're Looking For
Client Service Associate
Stifel - Pueblo, CO
Under immediate supervision, Client Services Associate 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, provid...
Personal Trust Admin Assistant Manager
Stifel - Saint Louis, MO
The Personal Trust Administration Assistant Manager administers complex trust accounts in accordance with the terms of the trust document and all applicable laws. This position is also responsible for leading and directing the work flow for a team of Personal Trust Officers What We're Looking For Review trusts to ensure compliance with regulatory guidelin...
Portfolio Analyst
Stifel - Grand Rapids, MI
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...
Client Service Associate
Stifel - Fort Jones, CA
Under immediate supervision, Client Services Associate 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, provid...
Security Investigator
Stifel - Saint Louis, MO
The Security Investigator will be responsible for the daily operation of the company's security protocols and systems designed to safeguard employees, customers, and operations. The Security Investigator will be integral in the development and implementation of enterprise policy, processes, training, and procedures. The security investigator will investigate issues on behalf of an organizati...
Registered Client Service Associate
Stifel - Haddonfield, 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...
Operations Associate II - IRA & Qualified Plans
Stifel - Saint Louis, MO
The Operations Associate II is responsible for aiding in driving departmental results as well as additional tasks which could require more experience and expertise to perform. This position requires a sound understanding of the processes while serving as a liaison to internal and external stakeholders. This position will require strong collaboration among team members and direct supervision....
Client Service Associate - Non-Registered
Stifel - Fort Worth, TX
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...
AML CIU EDD Analyst III
Stifel - Saint Louis, MO
The AML- Client Intelligence Unit (CIU) EDD Analyst III is responsible for providing a holistic review of high risk clients from a risk based approach. The CIU analyst conducts surveillance reviews to identify potential suspicious transactional activity, Politically Exposed Persons (PEPs) reviews, negative news/derogatory information reviews (including PEP, sanction, or OFAC reviews), ...
