Refine Your Search
Displaying results 1 - 15 of 174
Part Time Client Service Associate
Stifel - Heathrow, FL
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duti...
INTERN
Stifel - NJ
SUMMARY Under immediate supervision, the Intern will represent Stifel by performing a wide variety of complex and confidential administrative duties in support of the functional area. This position will have the opportunity to work in other service areas and develop professionally by contributing to projects that support the business.
Product Development Agile Coach
Stifel - Memphis, TN
Summary The Product Development Agile Coach mentors, provides insights, guides the firm, other technology colleagues, and its teams in the implementation and relentless improvement of agile processes and tools to ensure effective outcomes for the firm using a Lean-Agile mindset. The goal of a Product Development Agile Coach is to be a leader of and helps to innovate an...
CLIENT SERVICE ASSOCIATE
Stifel - Columbus, OH
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Es...
Lease Document Storage Administrator
Stifel - St. Louis, MO
Summary The Lease-Document Storage Administrator manages all lease agreement aspects, ensures lease terms and conditions compliance, and coordinates document retention efforts across various departments and locations. This role requires strong communication skills, attention to detail, and working efficiently in a fast-paced environment. It will also support the operation...
Facilities Space Planner
Stifel - St. Louis, MO
Summary The Facilities Space Planner at a financial investment firm is critical in optimizing office space utilization and ensuring that the physical layout aligns with the company's operational needs. This role will analyze space requirements, assess current space utilization, and develop plans to maximize efficiency and functionality. This role will include creating flo...
Operations Manager-Entitlements and Access Controls
Stifel - St. Louis, MO
Summary The Operations Manager-Entitlements and Access Controls is responsible for the day-to-day management of workloads, phone/mailbox coverage, associate development, performance management, personnel issues, and additions/reductions in staff. This role includes modeling the attitude and behavior expected by the team and demonstrating and ensuring associates maintai...
Trade Review Analyst
Stifel - St. Louis, MO
Job Summary The Trade Review Analyst verifies account data with the client's Stifel account(s), verifies that the Financial Advisor initiating an annuity transaction is properly licensed and registered, and verifies contract data with insurance companies. The Analyst ensures adherence to Stifel Policy and Procedures by reviewing suitability and best interests of annuit...
INVESTMENT BANKING ASSOCIATE- TECHNOLOGY (NEW YORK, NY)
Stifel - New York, NY
SUMMARY At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Junior Analysts. Associates work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer Associates a unique environment which combine...
IT Analyst I - Asset Management (Software)
Stifel - St. Louis, MO
Summary The IT Analyst I - Asset Management (Software) supports the daily and long-term strategic management of physical and logical IT assets Firm-wide. This includes planning, monitoring, and recording software licenses and/or hardware assets to ensure compliance with vendor contracts. Initial duties would including assisting to institute the IT Asset Management prog...
IT Analyst I - Asset Management (Hardware)
Stifel - St. Louis, MO
Summary The IT Analyst I - Asset Management (Hardware) supports the daily and long-term strategic management of physical and logical IT assets Firm-wide. This includes planning, monitoring, and recording software licenses and/or hardware assets to ensure compliance with vendor contracts. Initial duties would including assisting to institute the IT Asset Management prog...
Compliance Analyst I - Municipal Compliance
Stifel - Baltimore, MD
Summary The Municipal Compliance Analyst I is a key member of the Municipal Compliance team responsible for compliance analysis and reporting requirements, including conducting conflict check requests and reviewing and approving political contribution requests and bond ballot contributions for the Firm. Essential Duties & Responsibilities ...
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...
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...
