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Operations Director-Settlements-Reorg
Stifel - St. Louis, MO
Summary The Operations Director of Settlements and Reorg oversees the receipt and delivery of securities (domestic and foreign) and money and daily reconciliation of the money balances due to or from the clearing organizations or the depository with books and records. The Director is also responsible for overseeing and managing adherence to industry rules, regulations,...
Client Service Associate - Not Registered
Stifel - Bloomsburg, 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...
CLIENT SERVICE ASSOCIATE
Stifel - Chicago, IL
Summary The Client Services Associate 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, ...
Operations Assoc II-Document Control
Stifel - St. Louis, MO
Summary The Operations Associate II - Document Control is responsible for assisting branches in the review process for various documents of all account types across the firm and additional tasks that could require more experience and expertise. This position requires a sound understanding of processes and procedures regarding these account structures and document requi...
Account Executive (Alternative Investment)
Intralinks - Tokyo, Japan
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest insti...
Manager, Corporate Development
CVS Health - Hartford, CT
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we deliver our services is just as important...
Non-Registered Client Service Associate
Stifel - New York, NY
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 Service Associate - Registered
Stifel - Chicago, IL
Summary 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(...
Advisor Directed Programs Senior
Stifel - St. Louis, MO
Summary The Advisor Directed Programs Senior Specialist works on all aspects of the team's respective advisory programs. The Senior Specialist collaborates with the Program Manager, Financial Advisors (FAs), Compliance, Advisory Operations, and other groups both inside and outside of Stifel. The primary goal of the program management team is to provide highly competent su...
Client Service Associate - Registered
Stifel - Indianapolis, IN
Summary 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(...
Client Service Associate - Registered
Stifel - Waukesha, WI
Summary 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(...
Client Service Associate - Registered
Stifel - Cincinnati, OH
Summary 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(...
Human Resources Information Systems (HRIS) Analyst
Stifel - St. Louis, MO
Job Summary The HRIS Analyst will develop and drive efficiencies and processes that align with the firm's and the human resources department's long-term strategic goals. This position will engage with business leaders to analyze, evaluate, recommend, and implement technologically feasible, financially, and functionally reasonable changes to the Human Resources Informat...
Business Process Integration Business Analyst II
Stifel - St. Louis, MO
Summary The Business Integration Business Analyst II will coordinate the development of small to large scale projects from conception to implementation. This position will analyze, design, and document system requirements with business area(s) sponsoring the project. Acts as the liaison between business owners, technical analyst, IT and application vendors throughout t...
Product Manager
Stifel - St. Louis, MO
Job Summary The Product Manager is responsible for developing and communicating product ideas that will improve the customer's experience. The Product Manager will drive product adoption, engagement, and customer satisfaction by prioritizing, managing, and creating new features and products with cross functional teams. This position is responsi...
