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Operations Associate II - Fixed Income Settlements
Stifel - Saint Louis, MO
This is an entry level backoffice Operations position. The Operations Associate II - Fixed Income Settlements performs departmental duties and ensures accuracy in processing assets received from and/or delivered to the Depository Trust Company (DTC) or the Federal Reserve System (FED) participants/custodians. The Operations Associate II - Fi...
Operations Coordinator
Stifel - Honolulu, HI
The Operations Coordinator performs the daily cashiering and operational functions for the branch office. The Coordinator is also responsible for liaising between the branch and home office on operational matters as well as providing overflow support to other branch associates. What We're Looking For Perform daily cashiering functions for the branch relat...
Private Capital Advisory Associate - Eaton Partners, New York, NY
Stifel - New York, NY
Eaton's PCA platform is a leading advisor to private market investors seeking to raise capital through secondary transactions (GP-led and LP-led), direct equity and co-investment opportunities and GP-stakes. The team advises on a wide range of transaction structures including continuation vehicles, strip-sales, tender offers, annex funds and others. PCA partners and collaborates with both th...
Operations Coordinator
Stifel - Santa Barbara, CA
The Operations Coordinator performs the daily cashiering and operational functions for the branch office. The Coordinator is also responsible for liaising between the branch and home office on operational matters as well as providing overflow support to other branch associates. What We're Looking For Perform daily cashiering functions for the branch relat...
Insurance Solutions Specialist
Stifel - Saint Louis, MO
The Insurance Solutions Specialist assists with marketing of the Firm's insurance products (Life, LTC and Disability) to Financial Advisors and clients. This includes helping to create and execute marketing plans, managing relationships with carriers and general agencies, providing insurance training via WebEx and in-person. The Insurance Specialist assists Financial Advisors and other branc...
Small Business Admin Servicing Associate
Stifel - Saint Louis, MO
The Small Business Administration (SBA) (7A) Servicing Associate works with Stifel Brokers and Guidehouse. The SBA Servicing Associate performs various clerical or administrative tasks in support of the SBA (7A) loan servicing function. What We're Looking For Ensures loan-related documentation is complete and accurate. Records and processes paymen...
Graphic Design Associate
Stifel - Saint Louis, MO
The Graphic Design Associate performs basic layout of copy text and graphic elements for marketing material, including resizing and personalizing existing materials. This position obtains, communicates, and coordinates pricing, quantity, and turn-around information with managers and branch staff. What We're Looking For Design and/or update new and existin...
Advertising Compliance Analyst
Stifel - Saint Louis, MO
The Public Communications Specialist reviews, edits, advises, and verifies the final copy, with the Series 24 Principal approving (or denying) communications intended for public distribution or viewing. What We're Looking For • Review any branch or department communications intended to be distributed to members of the public to ensure they are consistent with ...
IT Sr. Project Manager
Stifel - New York, NY
The IT Sr. Project Manager is responsible for driving maturity and continuous improvement. The PM is required to communicate with both internal departments and third party vendors as needed. Additionally, the PM is responsible for prioritizing projects collaboratively with corporate leadership. What We're Looking For Work closely with business units, tech...
Private Market Associate
Stifel - New York, NY
The Private Market Associate is responsible for focusing on increasing Stifel's revenue through the identification and establishment of new Private Equity business. The Private Market Associate will support one of more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm. This position will support St...
Credit Portfolio Analyst
Stifel - New York, NY
The Credit Portfolio Analyst will assist in managing single and multi-sector investment portfolios. This role will also build and maintain Stifel Capital Management's (SCM) credit analysis documentation on existing holdings and potential buy candidates. The analyst will work with trading desks, executing portfolio strategies with the guidance of the CIO. What We're Looking Fo...
Salesforce Business Analyst
Stifel - New York, NY
The Salesforce Business Analyst will engage with business units, salesforce development, and other peers to analyze, document, and understand business processes and procedures. The analyst will also support discovery or solution design for Salesforce initiatives and development. What We're Looking For Collaborate with business users and stakeholders to el...
Concierge Banking Specialist
Stifel - Saint Louis, MO
The Concierge Banking Specialist will develop and maintain relationships with high-net-worth clients, providing tailored account management and assisting with various transactions. This role requires meticulous attention to detail, empathy, and a proactive approach to client needs. What We're Looking For Develop and maintain strong relationships with hig...
Trade Review Associate- Annuity
Stifel - Saint Louis, MO
The Trade Review Associate verifies that the Financial Advisor (FA) initiating an annuity transaction is appropriately licensed and registered, verifies contract data with insurance companies, responds to a high volume of calls from Financial Advisors and Sales Assistants related to insurance paperwork requirements, and provides some limited general assistance to branches. The Associate assi...
Payment Operations Specialist
Stifel - Saint Louis, MO
The Payment Operations Specialist I supports the daily execution of payment processing activities, including transaction handling, reconciliations, and customer support. This role emphasizes accuracy, compliance, and adherence to operational procedures while contributing to the overall efficiency of the payment operations team. What We're Looking For Proc...
