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Fund Banking Analyst
Stifel - New York, NY
The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. K...
Business Development Associate
Stifel - New York, NY
The Business Development Associate 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 . The Business Development Specialist will support one of more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce pros...
Senior Vice President, Venture Lending and Banking
Stifel - Boston, MA
In joining Stifel's Venture Banking Team, a Senior Vice President plays an integral role in building and supporting a regional client portfolio of technology companies. A Senior Vice President 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 ...
Trade Support Operations Associate
Stifel - Saint Louis, MO
The Trade Support Operations Associate is responsible for driving departmental results for the ongoing support reconciling and balancing fixed income transactions for the firm by proficiently using Excel spreadsheets. This position will also require collaboration among team members, branch office personnel, and Stifel Trading Desks to provide a high level of service under direct supervision ...
Fund Banking Analyst
Stifel - San Francisco, CA
The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. K...
Registered Client Service Associate
Stifel - Chicago, IL
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...
Client Service Associate - NR
Stifel - Greenville, SC
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 Relationship Manager
Stifel - San Francisco, CA
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...
Client Service Associate - Non-Registered
Stifel - Dallas, TX
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...
Accountant I
Stifel - Saint Louis, MO
Under immediate supervision, the Accountant analyzes basic financial information and prepares financial reports to determine or maintain records of assets, liabilities, profit and loss, tax liability, or other financial activities within the company. The Accountant may perform many or all of these duties for external reporting. What We're Looking For • Prepare...
CRE Construction Disbursement & Loan Closing Specialist
Stifel - Saint Louis, MO
The Commercial Real Estate (CRE) Construction Disbursement & Loan Closing Specialist is responsible for the timely and accurate execution of construction loan closings and disbursement activity across the commercial real estate portfolio. This role focuses on executing construction loan closings and disbursement activities, requiring independent judgment to assess documentation, interpret lo...
Wire Transfer Associate
Stifel - Saint Louis, MO
The Bank Associate-Wire Team role is a high-demand position requiring a high level of self-motivation and independence. This role focuses on processing domestic and international wire transfers, ensuring accuracy and compliance with internal policies and external regulations. This role involves minimal customer service, account reconciliation, fraud monitoring, and close collaboration with v...
Fund Banking Analyst
Stifel - Irvine, CA
The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. K...
Documentation Control Specialist
Stifel - Saint Louis, MO
The Documentation Specialist will assist the New Accounts & Document Control Manager with creating, modifying, storing, organizing, and maintaining client-facing documents as well as assist department leaders in developing and documenting internal procedures. What We're Looking For Assist department leaders in developing o...
Sr. Private Banking Operations Specialist
Stifel - Saint Louis, MO
The Sr. Private Banking Operations Specialist supports the operational lifecycle of private banking loans and accounts, including onboarding, servicing, documentation, and post‑closing activities. This senior level role is responsible for accurate data entry, documentation review, and transaction processing while ensuring adherence to internal controls and applicable banking regulations. The...
