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Registered Client Service Associate
Stifel - Daytona Beach, FL
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...
Hedge Fund Liquid Alternative Specialist II
Stifel - New York, NY
The Specialist II, Hedge Funds and Liquid Alternative Investments leads the ongoing due diligence and assists the initial due diligence of liquid alternative investment products, which includes hedge funds, liquid alternative mutual funds, long-only limited partnerships, tax-deferral products, and other alternative investment products. What We're Looking For •...
Part-time Client Service Associate - NR
Stifel - Greenville, NC
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 ...
Operations Associate-Digital Support
Stifel - Saint Louis, MO
The Digital Support Associate is responsible for aiding in driving departmental results for the ongoing support for Stifel's Client Facing Platforms. This position requires the ability to gain a sound understanding of department subject matter including Digital Client Application Support, assisting with relevant training materials, and level 2 troubleshooting. This position will require coll...
Client Service Associate - NR
Stifel - Canfield, OH
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...
Operations Associate-Document Control
Stifel - Saint Louis, MO
The Operations Associate-Document Control is responsible for assisting branches in reviewing various documents of all account types across the firm. This position requires the ability to understand processes and procedures regarding these account structures and document requirements with a high level of detail. This position will also require collaboration among team members, branch office p...
Head of Strategic Initiatives
Stifel - Los Angeles, CA
The Head of Strategic Initiatives is responsible for focusing on increasing Stifel's revenue through the identification and establishment of new business broadly based in products and services offered by the Firm. This role will support one of more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm....
Associate Head of Planning
Stifel - Los Angeles, CA
The Associate Head of Planning develops and implements comprehensive financial plans and strategies tailored to clients' goals and needs. This role provides investment advice, retirement planning, risk management, and tax optimization services. This position collaborates with clients to assess financial situations, set objectives, and monitor progress to ensure long-term financial security a...
Vice President, Venture Banking (Enterprise)
Stifel - San Francisco, CA
In joining Stifel's Venture Banking Team, a Vice President plays an integral role in building and supporting a regional client portfolio of technology companies. A VP should feel confident in leveraging the resources spanning Stifel's banking & broader corporate platform to both lead debt processes and deliver a curated banking experience to entrepreneurs and their businesses. This dynamic r...
AI-Application Security Architect
Stifel - Saint Louis, MO
The AI-Application Security Architect is responsible for defining, governing, and advancing the enterprise AI / application security architecture across the organization. This role provides strategic and technical leadership to ensure applications are designed and built securely at scale, aligned with business objectives, regulatory requirements, and evolving threat landscapes. Acting as a t...
IB Associate - Diversified Industrials & Services
Stifel - New York, NY
The M&A Investment Banking Associate for the KBW Investment Banking Financial Services Group develops financial models and related valuation analysis for both public and private offerings. What We're Looking For Play a critical role as the project manager on teams to manage the deal process from origination to close Develop integrated financial mo...
Research Associate II - Biotechnology
Stifel - New York, NY
Under general supervision, responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate level 1. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developing a solid understanding of the assigned sector...
Hedge Funds and Liquid Alternatives Assistant Vice President
Stifel - New York, NY
The Hedge Funds and Liquid Alternatives Assistant Vice President (AVP) is responsible for sourcing, monitoring and evaluating various hedge fund and liquid alternative investment products, which includes hedge funds, liquid alternative mutual funds, long-only limited partnerships, tax-deferral products, and other alternative investment products. The AVP is also responsible for producing deta...
Research Associate II - Industrials
Stifel - New York, NY
Under general supervision, responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate level 1. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developing a solid understanding of the assigned sector...
IB Vice President - Diversified Industrials & Services
Stifel - New York, NY
We are seeking a dynamic and experienced Vice President to join our Investment Banking team in New York with a focus on the Diversified Industrials & Services sector. This role is ideal for a strategic thinker with a strong background in complex financial transactions. The successful candidate will be a self-starter who is keen to work hard in a fast-paced environment, managing multipl...
