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Sr. Banking Treasury Sales Manager
Stifel - New York, NY
The Sr. Banking Treasury Sales Manager is responsible for partnering with Bankers and specialized coverage teams to drive deposit growth, treasury management revenue, and overall banking relationships across Stifel Bank's commercial, Venture Banking, Fund Banking, and institutional client segments. The role serves as a trusted advisor to prospective and existing clients, delivering treasury,...
Sr. Banking Treasury Sales Manager
Stifel - Boston, MA
The Sr. Banking Treasury Sales Manager is responsible for partnering with Bankers and specialized coverage teams to drive deposit growth, treasury management revenue, and overall banking relationships across Stifel Bank's commercial, Venture Banking, Fund Banking, and institutional client segments. The role serves as a trusted advisor to prospective and existing clients, delivering treasury,...
Client Service Associate - Non-Registered
Stifel - Greenwood Village, CO
Under immediate supervision, Client Services Associate - Non-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 adver...
SPA Post Close Associate
Stifel - Saint Louis, MO
The 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 documents. Images...
Registered Client Service Associate
Stifel - Greenwood Village, CO
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...
Small Business Administration 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...
Cash Prod Banking Services Specialist
Stifel - Saint Louis, MO
The Cash Products and Banking Services Specialist supports cash-related products and services within Stifel. They handle various tasks, such as conducting industry research and account analysis, to create reporting that drives strategic decisions. The Specialist will provide tier-two support to Stifel's financial advisors and client services teams as a subject matter expert on cash products ...
Commercial Servicing Team Lead
Stifel - Saint Louis, MO
The Commercial Servicing Team Lead provides advanced support for Commercial loans throughout the onboarding and servicing lifecycle. This role helps ensure accurate, timely loan servicing while balancing service quality, regulatory compliance, and strong relationship management. What We're Looking For Onboard commercial loans into the loan syst...
Operations Associate - Cost Basis
Stifel - Saint Louis, MO
The Operations Associate is responsible for aiding in driving departmental results for the Operations Tax Lot Accounting department. This position requires the ability to gain a sound understanding of department subject matter. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures. ...
Operations Associate -Fixed Income Settlements
Stifel - Saint Louis, MO
The Operations Associate is responsible for aiding in driving departmental results for the Fixed Income Settlements Team. This position requires the ability to gain a sound understanding of department subject matter including reviewing open trades and ensuring proper exchange of money and securities occurs. This position will require collaboration among team members to execute on departmenta...
Treasury Management Onboarding Specialist
Stifel - Saint Louis, MO
The Treasury Management Onboarding Specialist I role focuses on facilitating the administrative and operational tasks for opening new commercial bank accounts and performing maintenance on existing commercial accounts. What We're Looking For Process requests to open new commercial bank accounts. Input client data into various bank systems, m...
Portfolio Analyst
Stifel - Zionsville, IN
The Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients. What We're Looking For Facilitates the overall business development of cliente...
Senior Client Service Associate
Stifel - San Francisco, CA
The Senior Client Service Associate-1919 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...
Endpoint Support Technician II - Stifel Bank
Stifel - Saint Louis, MO
The IT Technician II performs technical troubleshooting and diagnosis of root cause, and performs the steps necessary to fully log the incident, including the troubleshooting steps taken to resolve the incident. Provides technical support across hardware and software applications for an organizations data center. What We're Looking For Installs, maintains...
Client Service Associate - NR
Stifel - Edwardsville, IL
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 ...
