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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...
Client Service Associate - NR
Stifel - Redlands, 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...
Client Service Associate - NR
Stifel - Vero Beach, FL
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 - Daytona Beach, FL
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...
Assistant Vice President, Venture (Enterprise)
Stifel - San Francisco, CA
The Assistant Vice President within Stifel's Venture Enterprise team supports and leads initiatives designed to meet the financing and banking needs of existing and prospective clients. This role engages with senior leaders across the organization and within the venture and technology ecosystem to understand emerging technology, industry, and capital markets trends and evaluate their impact on ...
Registered Client Service Associate
Stifel - Indianapolis, IN
The 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 advertisements, provides overall c...
Sr Administrative Assistant, Institutional
Stifel - San Francisco, CA
The Sr Administrative Assistant provides a higher level of support on a variety of administrative functions to senior level leadership and other senior group members within the designated area of the Institutional Group. Serves as backup to peers and works to facilitate the smooth operation of day-to-day department activities. What We're Looking For Assis...
Director/Managing Director, Fund Banking (Fund Finance)
Stifel - New York, NY
Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). The Fund Banking group consists of 10+ people and manage...
Client Service Associate - NR
Stifel - Fort Myers, FL
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...
Temp Client Service Associate - NR
Stifel - Zionsville, IN
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 ...
IB Analyst - Clean Energy & Power (New York)
Stifel - New York, NY
Under general supervision, the Investment Banking Analyst is responsible for conducting industry research, building financial models to analyze company projections and or potential transactions, drafting offering memorandums for public or private financings, drafting client presentation materials and working with clients to execute financing or merger transactions. This role is based in New ...
Compliance Manager-Asset Management
Stifel - New York, NY
The Compliance Manager-Asset Management is responsible for the department's daily activities and ensures requirements are fulfilled, as required by Firm policies or regulatory rules. In addition to the management level department duties, the manager trains and advises the staff and oversees their work for completion of assigned duties. The Compliance Manager will report to the Chief Complian...
Salesforce Technical Analyst
Stifel - New York, NY
The Salesforce Technical Analyst will bridge the gap between business needs and technical solutions within the Salesforce platform. They will collaborate with stakeholders to gather requirements, analyze technical feasibility, and design and implement scalable and efficient Salesforce solutions. What We're Looking For Collaborate with Business and Archite...
Investment Strategist
Stifel - New York, NY
The Investment Strategist is a contributor to the development and implementation of the Investment Strategy offering within Stifel's Investment Products & Services (IP&S). In this capacity, the Investment Strategist interacts with both Financial Advisors and their clients with a high level of accountability to multiple constituencies. The position requires meaningful knowledge of equity and ...
Special Assets Associate
Stifel - New York, NY
The Special Assets Associate supports the Special Assets Team members in the underwriting, monitoring, and resolution of criticized, classified, and other heightened-risk commercial credit relationships at Stifel Bank. The Associate applies completed credit training and prior credit experience to prepare financial and credit analyses, draft credit memoranda and recommendations, and support w...
