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Personal Trust Associate
Stifel - Saint Louis, MO
The Personal Trust Associate provides trust administration service to trust clients, beneficiaries, attorneys and CPA's. The Trust Associate works with Trust Officers and Financial Advisors to facilitate the administration of trust accounts in accordance with the terms of the trust document. The Trust Associate must be familiar with the trust accounts in order to respond to various questions...
Trade Review Supervisor- Annuity
Stifel - Saint Louis, MO
The Trade Review Supervisor ensures conformance to Stifel Policy and Procedures through activities such as, but not limited to, reviewing suitability and best interests of all Annuity transactions types, working closely with Financial Advisors and Branch Managers to correct trade details/descriptions for transactions that likely conform to firm policies and procedures, but do not appear that...
Investment Strategist
Stifel - New York, NY
The Investment Strategist is a contributor to the development and implementation of the Investment Strategy offering within Stifel's Investment Products & Services (IP&S). In this capacity, the Investment Strategist interacts with both Financial Advisors and their clients with a high level of accountability to multiple constituencies. The position requires meaningful knowledge of equity and ...
Manager, Enterprise Strategy
Mastercard - Purchase, NY
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and ...
Client Reporting Services Specialist
Stifel - Saint Louis, MO
The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and consultation to Stifel advisors as they navigate...
Client Service Assoc International-Reg
Stifel - Miami, FL
The Client Services Associate-International 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, provide...
AnnuityNet Specialist II
Stifel - Saint Louis, MO
The AnnuityNet Specialist II acts as the liaison between the business and the third party IT organization (Ebix, the parent of AnnuityNet) to provide business critical or complex technical solutions that meet user needs and improve business performance by providing the technical analysis of business requirements (including translation into functional requirements), problem solving and troubl...
Sr. Developer - Full Stack
Stifel - New York, NY
The Senior Developer will participate in all phases of the development process including complex design, integration and maintenance while observing proper behaviors, patterns, and standards. The Senior Developer will demonstrate leadership in mentoring and assisting all on the team, and will actively participate in all disciplines required in a full-stack environment. The Senior Developer w...
Sr. Developer - Full Stack
Stifel - Memphis, TN
The Senior Developer will participate in all phases of the development process including complex design, integration and maintenance while observing proper behaviors, patterns, and standards. The Senior Developer will demonstrate leadership in mentoring and assisting all on the team, and will actively participate in all disciplines required in a full-stack environment. The Senior Developer w...
Product Owner - Cloud
Stifel - Saint Louis, MO
The Product Owner (PO) is a member of an Agile Development Team who speaks for the client/end user. The Product Owner is responsible for guiding the team to create and deliver solutions that meet client, business, and firm goals by breaking down and defining small workable tasks (user stories) and prioritizing the team backlog to streamline the execution of priorities. The PO creates and mai...
Syndications Manager Senior
City National Bank - Los Angeles, CA
SYNDICATIONS MANAGER SENIOR WHAT IS THE OPPORTUNITY? On sell-side loan syndications team primarily responsible for structuring and executing leveraged finance, middle market corporate, commercial banking, real estate, and franchise transactions. The Syndications group at City National Bank resides within the Capital Markets division and focuses on lead-agented, active book runn...
Syndications Manager Senior
City National Bank - New York, NY
SYNDICATIONS MANAGER SENIOR WHAT IS THE OPPORTUNITY? On sell-side loan syndications team primarily responsible for structuring and executing leveraged finance, middle market corporate, commercial banking, real estate, and franchise transactions. The Syndications group at City National Bank resides within the Capital Markets division and focuses on lead-agented, active book runn...
Brokerage Support Specialist II
First Commonwealth Bank - Pittsburgh, PA
The Brokerage Support Specialist II supports Financial Advisors, Wealth Advisors, and other Wealth professionals with specialized skills or services, such as Financial Planning, to maximize sales opportunities, expand client relationship, and increase client retention. Typical duties may include data input and analysis, product research, direct virtual or in-person client engagement an...