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Client Service Associate - Non- Registered
Stifel - Bellevue, WA
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...
Sr Corporate Events Associate
Stifel - New York, NY
The Sr Corporate Event Associate works with the Investment Banking, Research, and Institutional Sales departments to coordinate, plan, and execute conferences and conference-related events. During events, they will provide on-site work direction to the Corporate Events Coordinators and other staff members. What We're Looking For Executes annual conference...
Client Service Associate - NR
Stifel - San Francisco, CA
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...
Small Business Admin Servicing Associate
Stifel - Saint Louis, MO
The Small Business Administration (SBA) (7A) Servicing Associate works with Stifel Brokers and Guidehouse. The SBA Servicing Associate performs various clerical or administrative tasks in support of the SBA (7A) loan servicing function. What We're Looking For Ensures loan-related documentation is complete and accurate. Records and processes paymen...
Third-Party Risk Management Senior Analyst
Stifel - Saint Louis, MO
The Enterprise Risk Management (ERM) Third Party Risk Analyst Senior is responsible for promoting the Third-Party Risk Management (TPRM) framework through monitoring of adherence to established policies, vendor risk identification and mitigation, collaboration with internal stakeholders, and comprehensive reporting to various risk committees and senior management. Key responsibilities includ...
Operations Associate - Margins
Stifel - Saint Louis, MO
The Operations Associate is responsible for aiding in driving departmental results for the Operations Margins department. This position requires the ability to gain a sound understanding of department subject matter including compiling data, doing calculations and verifications. This position will require collaboration among team members to execute on departmental objectives under direct sup...
Product Manager
Stifel - Saint Louis, MO
Product management is the role and function within the organization that is responsible for a product's overall success. The Product Manager is responsible for identifying the client's needs, understanding the larger business objectives, and analyzing this information to create a product roadmap that will deliver the highest value and outcomes. The Product Manager articulates what success lo...
Branch Intern
Stifel - La Crosse, WI
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 - Walker, MN
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 ...
Small Business Administration Loan Coordinator
Stifel - Saint Louis, MO
The Small Business Administration (SBA) Coordinator is responsible for the arrangement of settlement and sale of SBA loans. This position will assist in the process of small business loan purchases and sales requests through proper documentation while balancing service, quality compliance, and relationship building. What We're Looking For Works closely wi...
HRIS System Administrator I
Stifel - Saint Louis, MO
The HRIS Systems Administrator is responsible for analyzing, evaluating and maintaining employee data in the Firm's Human Resources Information Systems. This position will serve as Tier 2 Support for escalations from HR Operations. This position collaborates with other members of the HRIS and HR teams to facilitate accurate and efficient audit reporting. What We're Looking Fo...
New Accounts Operations Associate-International
Stifel - Coral Gables, FL
The New Accounts Operations Associate-International will review, process, and monitor new and existing international customer accounts. This role includes using critical thinking skills, reviewing documents and data, and supporting branch offices to onboard and maintain foreign accounts. What We're Looking For Investigate and review documentation for open...
Advisory Trading Analyst
Stifel - Saint Louis, MO
The Advisory Trading Analyst is responsible for trading discretionary accounts within Stifel's internal advisory programs. The Analyst is responsible for transactions associated with portfolio changes, model maintenance, periodic rebalancing, and monitoring accounts to ensure that model portfolios are being maintained. The Analyst will collaborate with other Stifel departments to ensure comp...
Client Service Associate - Non-Registered
Stifel - Scottsdale, AZ
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...
Wire Transfer Associate
Stifel - Saint Louis, MO
The Wire Transfer Associate will specialize in wire transfers including outgoing, incoming, domestic and international transfers. Other responsibilities include customer service, wire processing, reconcilements, research, trouble shooting, and vendor relations. In addition, the wire specialist will work closely with the Treasury, Commercial, Finance, Lending & Wealth Teams. W...
