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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...
Registered Client Service Associate
Stifel - Rochester, MN
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...
Deposit Operations Business Systems Specialist
Stifel - Saint Louis, MO
The Deposit Operations Business Systems Specialist supports the daily maintenance, monitoring, and administration of core banking and ancillary systems. This role focuses on user access controls, system updates, reporting support, and audit preparation activities to ensure operational accuracy, data integrity, and compliance. The Specialist partners with internal teams to troubleshoot basic ...
Registered Client Service Associate
Stifel - Houston, TX
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...
Treasury Client Service Support Specialist
Stifel - Saint Louis, MO
The Treausry Client Service Support Specialist provides information and support in response to inquiries from clients and various business units to aide in the delivery of treasury products and services. What We're Looking For Support the daily operational duties and functions of the Treasury Deposit Team. Build and maintain relationships with Sti...
Managing 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...
Client Service Associate - NR
Stifel - Tuscaloosa, AL
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 ...
Trust Investment Associate
Stifel - Saint Louis, MO
The Trust Investment Associate provides administrative and analytical investment support to portfolio managers, including completing required paperwork, updating databases, maintaining records, conducting limited research projects, and providing administrative coordination with trading, operations, and client service areas. What We're Looking For Assist p...
Research Associate II - Medical Technology & Supplies
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...
Client Service Associate
Stifel - Miami Beach, 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...
Technology Office & Workforce Admin
Stifel - Memphis, TN
The Technology Office & Workforce Administrator provides comprehensive administrative and operational support to the Information Technology office, ensuring the smooth day-to-day functioning of an office. Performs standard Administrative Assistant assignments as well as traditional office administration with workforce-support coordination—partnering with IT leadership, Human Resources, and T...
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,...
Sr. Banking Treasury Sales Manager
Stifel - Boston, MA
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,...
Client Service Associate - Non-Registered
Stifel - Greenwood Village, CO
Under immediate supervision, Client Services Associate - Non-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 adver...
SPA Post Close Associate
Stifel - Saint Louis, MO
The SPA Post Close Associate ensures loan files are complete and works with loan team members to create proper dialogue and accurate loan documentation while balancing service, quality, compliance, and relationship building. What We're Looking For Books SPA loans within the loan system. Tracks the receipt of original loan documents. Images...
