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Senior FinOps Specialist
Stifel - Saint Louis, MO
The Senior FinOps Specialist is responsible for leading cloud financial management and cost optimization strategies across the enterprise's multi-cloud and SaaS environments. This role partners with technology, finance, and business stakeholders to establish FinOps practices that drive accountability, transparency, and efficient use of cloud resources. The Senior FinOps Specialist develops a...
Client Service Associate - NR
Stifel - Grass Valley, 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...
Manager State Tax Compliance
Stifel - Saint Louis, MO
This position is responsible for the corporate state income tax return compliance process, both consolidated/unitary and separate company tax returns. The individual in this role will also be heavily involved in state income tax audits, sales/use tax audits, and franchise tax audits. Additionally, this position will lead quarterly estimates/extension calculations and efforts to enhance the t...
Client Service Associate - NR
Stifel - Chapel Hill, 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 ...
Client Service Associate - NR
Stifel - Madison, WI
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 ...
Client Service Associate
Stifel - Haverhill, NH
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...
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 - Storm Lake, IA
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 ...
Registered Client Service Associate
Stifel - Bellevue, WA
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 custo...
Part-time Client Service Associate - NR
Stifel - Ames, IA
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 ...
Non Registered - Client Service Associate
Stifel - Goshen, 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...
Client Relationship Manager
Stifel - New York, NY
Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. What We're Looking For Develop in-depth knowledge of client portfolios; regularly engage wit...
SPA Servicing Associate
Stifel - Saint Louis, MO
The SPA (Stifel Pledge Asset) Servicing Associate is responsible for interacting with customers to provide general information in response to inquiries about products and services. What We're Looking For Responsible for answering customer inquiries, resolving conflicts, and communicating effectively. Accurately post payments, process manual billin...
Senior Vice President, Bank Payments & Deposit Operations Manager
Stifel - Saint Louis, MO
The Bank Payments & Deposit Operations Manager is responsible for leading payment strategies and overseeing banking products and services to ensure alignment with Stifel Bank's strategic objectives. This role drives innovation in payment solutions, enhances service quality, ensures regulatory compliance, manages operational risk across payments and deposit platforms, and recruits, develops, ...
Mortgage Loan Officer Assistant
Stifel - Saint Louis, MO
The Mortgage Loan Officer Assistant provides support to enhance the effectiveness of the Loan Officer while balancing service, quality and compliance and relationship building. What We're Looking For Facilitates communication between loan officer, client, real estate agents, wholesale lenders, and title companies. Manages pipeline schedules and de...
