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AML Compliance Analyst II CDD - CIP
Stifel - Saint Louis, MO
The AML - Client Intelligence Unit (CIU) Customer Due Diligence (CDD) Analyst II holistically reviews high-risk clients from a risk-based approach. The AML-CIU CDD Analyst II conducts surveillance reviews to identify potential high-risk transactional activity, Politically Exposed Persons (PEPs) reviews, sanctioned individual reviews, negative news/ derogatory information reviews, potential O...
KBW Equity Research Associate I - Property & Casualty Insurance
Stifel - New York, NY
Keefe, Bruyette & Woods (KBW), A Stifel Company, is looking for a Research Associate I to support their Property & Casualty Insurance team. The Research Associate I is primarily responsible for providing information and data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Should be adept at or able to quickly learn and apply the core research ...
Client Relationship Manager
Stifel - Grosse Pointe, MI
The Client Relationship Manager (CRM) builds and maintains long-term relationships with high net worth clients by being their key point of contact for their investment needs. The CRM develops client's financial profiles and will lead client meetings on behalf of, or in conjunction with the Financial Advisor (FA). This position will fulfill some administrative duties for the FA. ...
Client Service Associate - NR
Stifel - Southfield, MI
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 ...
Product Relationship Specialist
Stifel - Saint Louis, MO
The Product Relationship Specialist will play a key role in supporting and advancing the firm's objectives and will support the team in a wide range of activities including attracting new assets through phone and digital mediums. What We're Looking For • Establishes new relationships, maintains and grows existing relationships with clients by providing investm...
Accounts Payable Associate
Stifel - Saint Louis, MO
The Accounts Payable Associate is responsible for coding and inputting invoices into MS Excel and/or the Accounts Payable system, printing and mailing checks, and researching/resolving problems. Responsible for reviewing and processing employee expense reimbursement reports and FA Expense reports. What We're Looking For • Assign proper coding to all invoices t...
Operations Associate - Annuity & Insurance
Stifel - Saint Louis, MO
The Operations Associate is responsible for aiding in driving departmental results for the Operations Annuity and Insurance department. This position requires the ability to gain a sound understanding of department subject matter including assisting with projects and initiatives as assigned. Basic duties will include processing and telephone/email communication with a diverse audience. This ...
Director of Personal Trust
Stifel - Saint Louis, MO
The Director of Personal Trust Administration is responsible for overseeing all aspects of Trust and Estate administration. The Director manages the team of experienced Trust Officers and Trust Associates providing guidance and leadership on administrative issues. The Director manages Trust Administration processes and staff to ensure all duties are performed according to the standards of St...
IT Technician - Endpoint
Stifel - San Francisco, CA
The IT Technician has primary responsibilities as the first response, triage, and Level 1 troubleshooting contact within IT Operations and Service Management. The IT Operations Technician 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. When incident r...
Compliance Analyst I - Branch Activities
Stifel - Saint Louis, MO
The Compliance Analyst I - Branch Activities establishes and maintains open lines of communication and acts as a contact point for branch office locations to assist with applicable Firm policies and/or procedures and regulatory rules. The Analyst I conducts branch examinations and follow up in compliance with FINRA Rule 3110 and is responsible for a working knowledge of both Stifel and affil...
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...
Accountant II
Stifel - Saint Louis, MO
Under general supervision, the Accountant II prepares financial reports and analyzes financial information to determine or maintain records of assets, liabilities, profit and loss, tax liability, or other financial activities within the company. What We're Looking For • Prepares, examines and analyzes records, financial statements and reports to assess accurac...
Municipal Syndicate Coordinator
Stifel - San Francisco, CA
Stifel's 250-member Municipal Securities Group is seeking a Municipal Underwriting Assistant to join our Municipal Capital Markets underwriting desks in San Francisco, CA and Denver, CO. The candidate will join the Municipal Underwriting team and work directly with the Head of Municipal Underwriting and Senior Underwriters across the country. The candidate will quickly gain a working k...
Client Service Associate - NR
Stifel - Gulfport, MS
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 ...
Branch Intern
Stifel - Omaha, NE
The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects. What We're Looking For Administrative duties as needed such as answering phones, filing, scanning, travel and expense repor...
