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Private Client Group Operations Coordinator - Non Registered
Stifel - Phoenix, AZ
Under general supervision, performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel. What We're Looking For Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.). Trains additional support staff on daily work assignments. Perform...
Treasury Management QA Coordinator
Stifel - Saint Louis, MO
The Treasury Management Quality Assurance (QA) Coordinator is responsible for performing quality control reviews of all newly established deposit accounts and associated customer information file maintenance. The primary objective is to ensure accuracy, completeness of documentation, and strict adherence to all internal procedures and relevant banking laws and regulations. Wh...
Operations Associate-Advisory Billing
Stifel - Saint Louis, MO
The Advisory Billing Associate is responsible for aiding in driving departmental results for the Advisory Billing department. This position requires the ability to gain a sound understanding of department subject matter including the processing of maintenance requests related to account fees and fee schedules. This position will require collaboration among team members to execute on departme...
Data Delivery Lead
Stifel - Saint Louis, MO
The Data Delivery Lead oversees strategic data initiatives and enterprise governance programs to ensure data quality, compliance, and innovation. This role drives complex projects spanning data strategy, analytics, AI/ML, and cloud adoption while establishing governance frameworks for data management, lineage, and standards. Acting as a trusted partner to technology and business leaders, the...
Portfolio Analyst
Stifel - Baltimore, MD
The Portfolio Analyst will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High-touch client service is a hallmark of 1919; the candidate should be skilled in and enjoy analytica...
Branch Intern
Stifel - Frisco, TX
The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects. What We're Looking For Administrative duties as needed such as answering phones, filing, scanning, travel and expense repor...
IB Associate - Leveraged Finance
Stifel - New York, NY
Stifel is seeking an Associate to join its Leveraged Finance team based in New York City. The Leveraged Finance team provides a full array of financing solutions for financial sponsors and corporate clients. Leveraged Finance originates structures, underwrites, and executes non-investment grade debt financings, including leveraged loans, high yield bonds, bridge financings, and private debt ...
CFO - North Atlantic Capital Management
Stifel - Portland, ME
The CFO is responsible for all accounting, regulatory, tax, portfolio valuation, financial reporting, investor reporting, and office operations for the firm. The individual will manage all external audits, tax and servicer relationships of the firm. The individual will be responsible for creating and maintaining all financial policies and procedures of the firm. The individual will assist wi...
Senior Vice President, Bank Payments & Deposit Operations Manager
Stifel - Saint Louis, MO
The Bank Payments & Deposit Operations Manager is responsible for leading payment strategies and overseeing banking products and services to ensure alignment with Stifel Bank's strategic objectives. This role drives innovation in payment solutions, enhances service quality, ensures regulatory compliance, manages operational risk across payments and deposit platforms, and recruits, develops, ...
Stifel Pledged Assets (SPA) Post Close Associate
Stifel - Saint Louis, MO
The Stifel Pledged Assets (SPA) Post Close Associate ensures loan files are complete and works with loan team members to create proper dialogue and accurate loan documentation while balancing service, quality, compliance, and relationship building. What We're Looking For Books SPA loans within the loan system. Tracks the receipt of original loan d...
Mortgage Loan Officer Assistant
Stifel - Saint Louis, MO
The Mortgage Loan Officer Assistant provides support to enhance the effectiveness of the Loan Officer while balancing service, quality and compliance and relationship building. What We're Looking For Facilitates communication between loan officer, client, real estate agents, wholesale lenders, and title companies. Manages pipeline schedules and de...
Operations Assistant Manager - IRA & Qualified Plans
Stifel - Saint Louis, MO
The IRA and Qualified Plans Assistant Manager supports the daily operations, service quality, and regulatory compliance of the IRA/QP Support department. This role assists the Manager in leading team members, ensuring accurate processing of retirement account transactions, and providing guidance on IRA regulations, workflow best practices, and departmental procedures. What We...
Branch Intern
Stifel - Cincinnati, OH
The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects. What We're Looking For Administrative duties as needed such as answering phones, filing, scanning, travel and expense repor...
Client Service Associate - NR
Stifel - Bluffton, 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 ...
Client Service Associate - NR
Stifel - Palm Beach Gardens, FL
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...
