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CLIENT SERVICE ASSOCIATE
Stifel - Reno, NV
Summary Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(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) communication...
Client Relationship Manager
Stifel - New York, NY
Summary 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 are able to avail themselves of the full range of investment solutions available to them through Stifel. Essential Duties & Responsibilities Develop in-de...
Bank Specialist II-Treasury Management Operations
Stifel - St. Louis, MO
Summary The Bank Specialist II-Treasury Ops interacts with customers to provide a variety of general information in response to inquiries about products and services. The ideal candidate will have a positive attitude, high attention to detail, knowledge about bank products and services. Essential Duties & Responsibilities Onboard...
BPI – Technical Systems Analyst
Stifel - St. Louis, MO
Summary The BPI – Technical Systems Analyst provides technical analysis and development for Business Process Modeling solutions. This position coordinates with business owners, business analysts, I.T. and vendor development teams to develop and facilitate the technical aspects of project delivery. This position is responsible for application development and will utilize t...
Sr. Security Engineer - Threat & Vulnerability Management
Stifel - St. Louis, MO
Job Summary The IT Security Senior Threat Engineer is responsible for oversight of the threat and vulnerability management processes at Stifel. The IT Security Senior Threat Engineer will work closely with Security Operations and other IT Departments to ensure appropriate security controls are in place, and to ensure that Security policy and procedures are...
CLIENT SERVICE ASSOCIATE
Stifel - Crown Point, IN
Summary 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 advertiseme...
Client Service Associate - Not Registered
Stifel - Washington, DC
Summary Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(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) communication...
Product Owner
Stifel - St. Louis, MO
Summary The Project Owner (PO) is a member of an Agile Development Team. 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 priorit...
Product Owner
Stifel - Memphis, TN
Summary The Project Owner (PO) is a member of an Agile Development Team. 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 priorit...
Investment Strategy Analyst
Stifel - St. Louis, MO
Summary The Investment Strategy Analyst is a contributor to the development and implementation of the Stifel CIO Office offering within Stifel's Investment Products & Services (IP&S). In this capacity, the Investment Strategy Analyst may work at the direction of other members of the CIO Office, and may interact with both Financial Advisors and their clients. The position ...
IT Associate I - Service Desk
Stifel - St. Louis, MO
Summary Under general supervision, the IT Service Desk Associate has primary responsibilities as the first point of contact in IT. Through multiple channels, the Analyst accurately logs and manages requests, incidents, and problems, assessing the services and customers impacted and the urgency for resolution. The Analyst works to resolve and satisfy incidents and...
CLIENT SERVICE ASSOCIATE
Stifel - Bethel Park, PA
Summary Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(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) communication...
Business Analyst- Cash Product & Banking Services
Stifel - St. Louis, MO
Summary This role is a member of the Cash Management and Banking Services team, which is responsible for Brokerage Cash Management Accounts, the Bank Sweeps Program, Stifel Bank Deposit Accounts, Credit Cards programs and the Firm's payments strategy. This will require partnership with Bank Operations, Brokerage Operations, Financial Advisors, and cli...
CLIENT SERVICE ASSOCIATE
Stifel - Portland, OR
Summary Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(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) communication...
Operations Coordinator-Stifel Independent Advisors
Stifel - St. Louis, MO
Summary The Operations Coordinator is responsible for multiple support staff duties for a branch location and also acts as liaison to home office associates. Essential Duties & Responsibilities Interacts with clients, advisors and operations via phone and email correspondence. Coordinates and processes incomin...
