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Sr. Private Banking Operations Specialist
Stifel - Saint Louis, MO
The Sr. Private Banking Operations Specialist supports the operational lifecycle of private banking loans and accounts, including onboarding, servicing, documentation, and post‑closing activities. This senior level role is responsible for accurate data entry, documentation review, and transaction processing while ensuring adherence to internal controls and applicable banking regulations. The...
Documentation Control Specialist
Stifel - Saint Louis, MO
The Documentation Specialist will assist the New Accounts & Document Control Manager with creating, modifying, storing, organizing, and maintaining client-facing documents as well as assist department leaders in developing and documenting internal procedures. What We're Looking For Assist department leaders in developing o...
SPA Coordinator
Stifel - Saint Louis, MO
The Stifel Pledge Asset (SPA) Coordinator is responsible for loan requests from application to closing. This position will assist in the lending process of SPA loan requests through proper documentation while balancing service, quality compliance, and relationship building. What We're Looking For Works closely with SPA Lenders to review loan application p...
Trust Investment Analyst
Stifel - Saint Louis, MO
The Trust Investment Analyst is to support the Portfolio Managers in managing discretionary investment portfolios while also being responsible for managing a small book of business. The primary function of this role is day-to-day portfolio strategy implementation, rebalancing, and monitoring across a board range of multi-asset class, multi-manager portfolios. The Trust Investment Analyst is ...
Client Service Associate - Non-Registered
Stifel - Medford, OR
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...
Fund Banking Analyst
Stifel - Saint Louis, MO
The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. K...
Client Service Associate - Non-Registered - Part-time
Stifel - Portland, OR
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...
Data Analyst
Stifel - Memphis, TN
The Data Analyst will work as a member of Stifel's Analyst team within the Digital Solutions group. The Data Analyst is responsible for servicing ad-hoc data extraction and reporting requests originating from various areas of the business as well as support discovery or solutions for firm data driven initiatives and developments. This position is expected to work with business users as well ...
Associate Venture Lending & Banking
Stifel - New York, NY
The Associate Venture Lending & Banking will be an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Credit Analyst will have the unique opportunity to help shape their own experience through outbound networking and sourcing, and internal projects to further streamline the gr...
Product Owner (Enterprise Data)
Stifel - Memphis, TN
The Product Owner (PO) is a member of an Agile Development Team who speaks for the client/end user. The Product Owner is responsible for guiding the team to create and deliver software applications that meet client, business, and firm goals by breaking down and defining small workable tasks (user stories) and prioritizing the team backlog to streamline the execution of priorities. The PO cre...
Senior Vice President, Commercial Real Estate
Stifel - Chicago, IL
The Senior Vice President, Commercial Real Estate is responsible for identifying, structuring, closing, monitoring, and servicing commercial real-estate loan opportunities of varying complexity. The complexity of loan opportunities and portfolio responsibilities are larger than lower level lender roles. The SVP is responsible for ensuring that all loan decisions, actions, and recommendations...
Senior Venture Executive Assistant
Stifel - San Francisco, CA
The Senior Venture Executive Assistant supports Venture leadership, including Managing Directors, by providing advanced administrative oversight and leadership across the Venture administrative function. This role serves as a trusted strategic and operational partner, ensuring consistent, efficient, and high‑quality administrative support within the Venture organization. What...
Client Service Associate - NR
Stifel - Walker, MN
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 ...
Receptionist
Stifel - Pocatello, ID
The Receptionist greets all clients and guests in a friendly and professional manner whether in person or by phone. This position answers inquiries, directs/connects calls, and provides information regarding activities conducted at establishment; location of departments, offices, and employees within the Firm. What We're Looking For Answer, screen, and fo...
Client Service Specialist III
Stifel - Saint Louis, MO
The Client Service Specialist III 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 Stifel clients. •...
