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Compliance Analyst III-Advisory Services
Stifel - Saint Louis, MO
The Compliance Analyst III - Advisory Services is a key member of the Advisory Services team and has thorough knowledge of firm policy and procedures, specifically, the advisory services and products, as well as and applicable regulations. This position works closely with Home Office departments and Stifel branches and requires independent thought, excellent judgment, and the ability to work...
Operations Manager - Equity Settlements
Stifel - Saint Louis, MO
The Operations Manager is responsible for the day-to-day management of workloads, associate development, performance management, personnel issues, and additions/reductions in staff. What We're Looking For Resolves complex questions or problems of an escalated nature that the support staff cannot/should not resolve. Plans and organizes the activiti...
Product Owner
Stifel - Memphis, TN
The Product Owner (PO) is a member of an Agile Development Team who speaks for the client/end user. The Product Owner is responsible for guiding the team to create and deliver software applications that meet client, business, and firm goals by breaking down and defining small workable tasks (user stories) and prioritizing the team backlog to streamline the execution of priorities. The PO cre...
Data Analyst
Stifel - Saint Louis, MO
The Data Analyst will work as a member of Stifel's Analyst team within the Digital Solutions group. The Data Analyst is responsible for servicing ad-hoc data extraction and reporting requests originating from various areas of the business as well as support discovery or solutions for firm data driven initiatives and developments. This position is expected to work with business users as well ...
Bank Systems Analyst
Stifel - Saint Louis, MO
The Bank Systems Analyst supports the design and connection of Stifel's banking and payment systems. This role will unite various providers' core banking, payment, and digital banking systems. The Analyst will consider user and business needs in designing and defining requirements, creating documentation, and supporting implementation. The Analyst is then available for testing and troublesho...
Fund Banking Analyst
Stifel - San Francisco, CA
The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. K...
Fund Banking Analyst
Stifel - New York, NY
The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. K...
Fund Banking Analyst
Stifel - Austin, TX
The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. K...
Fund Banking Analyst
Stifel - Irvine, CA
The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. K...
Non- Registered Client Service Associate
Stifel - Bethlehem, PA
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...
Client Service Associate - NR
Stifel - West Bend, WI
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 serv...
Client Service Associate - Temp
Stifel - Greenville, NC
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 serv...
Operations Associate - Margins
Stifel - Saint Louis, MO
If you are someone that likes to compile data, do calculations and verifications and are a good communicator, then this Operations Associate role is for you. What We're Looking For Apply for/monitor extensions in accordance with Regulation T and Rule 15c3-3. Perform a review of cash account Free Rides in accordance with Regulation T. Perfo...
Registered Client Service Associate
Stifel - Chico, CA
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(s) communications and advertise...
Non - Registered Client Service Associate
Stifel - New York, NY
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...
