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Operations Associate-Advisory Billing
Stifel - Saint Louis, MO
In this role, you'll gain hands-on experience supporting the processes that ensure advisory clients are billed accurately. You'll learn how account setup, fee schedules, billable values, account activity, and adjustments work together to calculate advisory fees. You'll use internal systems and reporting tools to review account information, research discrepancies, reconcile data, an...
Advisory Trading Analyst
Stifel - Saint Louis, MO
Join a team that plays an important role in supporting Financial Advisors and their advisory business. As an Operations Advisory Trading Analyst, you'll assist with advisory trading activities, research and resolve trade-related questions, and help ensure requests are processed accurately and efficiently. You'll gain hands-on experience with advisory ...
Deposit Operations Specialist
Stifel - Saint Louis, MO
The Deposit Operations Specialist is responsible for performing daily deposit operations tasks, including account verification, exception processing, and client support. This role works under direct supervision to ensure accuracy, compliance, and timely processing of transactions while providing professional assistance to internal clients. What We're Looking For ...
IT Internal Auditor I
Stifel - Saint Louis, MO
The IT Auditor, under supervision of IT Seniors and Directors, performs audits for Stifel locations and auditable entities (domestic and international) to ensure the adequacy of IT controls, information security, integrity of IT assets, and compliance with corporate and legal requirements. Responsible for verifying compliance with IT policies, standards, systems development methodology and o...
IT Technician-ITAM
Stifel - Saint Louis, MO
The IT Technician-IT Asset Management (ITAM) is an entry-level, hands-on role supporting the daily operation of the IT inventory room. This position is responsible for receiving, preparing, imaging, tracking, shipping, and supporting the lifecycle management of IT devices and related equipment. This position will follow and document procedures to ensure accurate inventory control, timely ful...
Bank Fraud Investigations Specialist
Stifel - Saint Louis, MO
The Bank Fraud Investigation Specialist supports the fraud investigations team by assisting in the identification, documentation, and resolution of suspected fraudulent activity across various payment channels. What We're Looking For Monitor and review alerts for suspicious activity across ACH, wires, online banking, and check transactions. Assist...
Financial Planning Specialist
Stifel - Saint Louis, MO
The Financial Planning Specialist works with Financial Advisors to gather all applicable data and prepare and explain financial plans to clients and prospects. This position may thoroughly review financial plans created by some department associates and present completed financial plans to clients and prospects. The Financial Planning Specialist assists branch offices using MoneyGuide (Stife...
Financial Planning Associate
Stifel - Saint Louis, MO
Under close supervision, works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. May assist branch offices in the use of MoneyGuide (Stifel's online Financial Planning platform). What We're Looking For • Responds to in-bound calls from Financial Advisor and members...
Operations Manager-New Accounts
Stifel - Saint Louis, MO
The Operations Manager leads the team and is accountable for the accuracy, integrity, and timely completion of department processes. The Manager provides day-to-day management of workloads, associate development by administrating department objectives and measures, and associate development and performance management. This position requires experience in handling challenging subject matter a...
Information Security Analyst
Stifel - Saint Louis, MO
The Information Security Analyst reports to the Chief Information Security Officer (CISO) and is responsible for specific aspects of the security program including regulatory reporting, metrics/KPIs, training and awareness, security process integration and risk management. What We're Looking For Support day to day information security activities, includin...
Operations Associate - Equity Settlements
Stifel - Saint Louis, MO
The Operations Associate – Equity Settlements plays an important role in supporting the accurate and timely settlement of equity transactions. In this position, the Associate will gain hands-on experience with the trade settlement lifecycle while monitoring transactions, researching and resolving settlement issues, and coordinating with internal business partners and external financial insti...
Operations Associate-Addepar Performance
Stifel - Saint Louis, MO
In this role, you'll gain hands-on experience supporting the data and reporting Financial Advisors use to understand client investment performance. You'll learn how account activity, cash flows, valuations, and investment data come together to produce accurate performance reporting. You'll use Addepar and other internal systems to review information, research discrepancies, and rec...
Operations Associate-Margins
Stifel - Saint Louis, MO
Join a team that supports Financial Advisors and branch associates with margin and brokerage account needs across the firm. As a Margin Operations Associate, you'll learn to review accounts, research margin requirements, resolve account issues, and provide accurate and timely support. You'll gain hands-on experience with both margin and cash accounts, buying power, trading activity...
Central Supervision Associate
Stifel - Saint Louis, MO
The Central Supervision Associate is responsible for office support and reviewing email for assigned Branches of the Private Client Group for accuracy and compliance. What We're Looking For • Review electronic communication for compliance with Firm and Industry regulations. • Recognize/analyze/escalate common trends and/or frequent offenders for further ove...
Portfolio Solutions Sr Specialist
Stifel - Saint Louis, MO
The Senior Portfolio Solutions Specialist provides customized portfolio analyses, asset allocation, and other recommendations to Financial Advisors serving high net worth and institutional clients. The Senior Portfolio Specialist handles complex client situations with strong presentation and communication skills and is well versed in the fundamentals of portfolio construction and wealth mana...
