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Registered Client Service Associate
Stifel - Chicago, IL
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...
Client Relationship Manager
Stifel - San Francisco, CA
Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. What We're Looking For Develop in-depth knowledge of client portfolios; regularly engage wit...
Client Service Associate - NR
Stifel - Greenville, SC
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 ...
Assistant Vice President, Venture Banking
Stifel - New York, NY
The Assistant Vice President Venture Lending & Banking will both support and lead a variety of initiatives aimed at supporting the needs of existing and prospective clients. This dynamic role requires engaging with senior leaders in- and outside of the organization to understand technology and capital trends and how they impact the companies we work to support. An AVP is materially involved ...
Client Service Associate - Non-Registered
Stifel - Dallas, 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...
Accountant I
Stifel - Saint Louis, MO
Under immediate supervision, the Accountant analyzes basic financial information and prepares financial reports to determine or maintain records of assets, liabilities, profit and loss, tax liability, or other financial activities within the company. The Accountant may perform many or all of these duties for external reporting. What We're Looking For • Prepare...
CRE Construction Disbursement & Loan Closing Specialist
Stifel - Saint Louis, MO
The Commercial Real Estate (CRE) Construction Disbursement & Loan Closing Specialist is responsible for the timely and accurate execution of construction loan closings and disbursement activity across the commercial real estate portfolio. This role focuses on executing construction loan closings and disbursement activities, requiring independent judgment to assess documentation, interpret lo...
Wire Transfer Associate
Stifel - Saint Louis, MO
The Bank Associate-Wire Team role is a high-demand position requiring a high level of self-motivation and independence. This role focuses on processing domestic and international wire transfers, ensuring accuracy and compliance with internal policies and external regulations. This role involves minimal customer service, account reconciliation, fraud monitoring, and close collaboration with v...
Fund Banking Analyst
Stifel - San Francisco, CA
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...
Fund Banking Analyst
Stifel - Irvine, CA
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...
Fund Banking Analyst
Stifel - New York, NY
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...
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 ...
