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Advisory Marketing Specialist II
Stifel - St. Louis, MO
Summary The Advisory Marketing Specialist II is responsible for supporting the initiatives offered through the Investment Products & Services Group to Stifel Financial Advisors across the Firm's branch office network. The Specialist II will work closely with the Investment Products & Services Group management to communicate program enhancements, advisory regulations, and ...
Operations Coordinator-Stifel Independent Advisors
Stifel - St. Louis, MO
Summary The Operations Coordinator is responsible for multiple support staff duties for a branch location and also acts as liaison to home office associates. Essential Duties & Responsibilities Interacts with clients, advisors and operations via phone and email correspondence. Coordinates and processes incomin...
Operations Director-Settlements-Reorg
Stifel - St. Louis, MO
Summary The Operations Director of Settlements and Reorg oversees the receipt and delivery of securities (domestic and foreign) and money and daily reconciliation of the money balances due to or from the clearing organizations or the depository with books and records. The Director is also responsible for overseeing and managing adherence to industry rules, regulations,...
Origination Marketing Associate - Houston
Stifel - Houston, TX
The Origination Marketing Associate supports senior members of the Firm in the pursuit of marketing, fundraising, and new business relationships management endeavors. This position is responsible for managing all matters related to office coordination. ESSENTIAL DUTIES AND RESPONSIBILITIES Manage and schedule complex calendar requests, including making follo...
Origination Marketing Associate - Stamford, CT
Stifel - Stamford, CT
The Origination Marketing Associate supports senior members of the Firm in the pursuit of marketing, fundraising, and new business relationships management endeavors. This position is responsible for managing all matters related to office coordination. ESSENTIAL DUTIES AND RESPONSIBILITIES Manage and schedule complex calendar requests, including making follo...
Operations Associate- Mutual Funds Trade Support
Stifel - St. Louis, MO
Summary The Mutual Funds Trade Support Operations Associate is responsible for a variety of the department's administrative functions while having gained a solid understanding of the firm's mutual fund offerings, the systems used to trade them and how they relate to the overall Mutual Funds Trade Support team responsibilities. Essential Duties & Responsib...
Associate, Venture Lending & Banking
Stifel - SF, CA
Summary The Associate, Venture Lending & Banking will be an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Associate will have the unique opportunity to help shape their own experience through outbound networking and sourcing, and internal projects t...
IT Technician I - Asset Management
Stifel - St. Louis, MO
Summary The IT Technician I will provide basic technical assistance and support to Stifel employed end-users. This position will help manage and administer the IT hardware allocation for networking devices, other computer-related hardware, and other assets as assigned. Essential Duties and Responsibilities Support the IT department wit...
IT Analyst - Change Enablement
Stifel - St. Louis, MO
Summary In high-velocity organizations, it is common practice to decentralize change approval, making the peer review a top predictor of high performance. At Stifel, this decentralization is performed through an advisory board which facilitates cross-departmental approval. Our main goal is to ensure there is awareness and preparedness for changes which may be imp...
Receptionist - Bethesda, MD
Stifel - Bethesda, MD
Under immediate supervision, the Receptionist greets all clients and guests in a friendly and professional manner whether in person or by phone. Answer inquiries, direct/connect calls and provide general information regarding activities conducted at the company i.e. location of departments, offices and certain information concerning the employees within the organization.
Bank Specialist-Treasury Ops
Stifel - St. Louis, MO
Summary The Bank Specialist-Treasury Ops interacts with customers to provide a variety of general information in response to inquiries about products and services. The ideal candidate will have a positive attitude, high attention to detail, knowledge about bank products and services. Essential Duties & Responsibilities Onboard ne...
Institutional Regulatory Officer
Stifel - St. Louis, MO
The Institutional Regulatory Officer will be primarily responsible for carrying out the supervisory program for Fixed Income Sales and Trading. The candidate will serve as an intermediary between legal, compliance, operations and business professionals to advise and coordinate all matters pertaining to the Firm's on-going regulatory obligations. ESSENTIAL DUTIES AND RESPONSIBIL...
CLIENT SERVICE ASSOCIATE
Stifel - Cincinnati, OH
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duti...
Part Time Administrative Assistant
Stifel - Cincinnati, OH
Summary The Administrative Assistant performs a variety of administrative functions in support of the department and the department Manager/Director and works to facilitate the smooth operation of the day-to-day department activities. Essential Duties & Responsibilities Answer phones; take messages and transfer/direct to the appropriat...
Part Time Client Service Associate
Stifel - Heathrow, FL
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duti...
