The Marketing Associate facilitates marketing creation requests and processes, serving as the liaison between the branches, departments, and other contacts and the Marketing, Advertising & Graphics department. This position works closely with department Marketing Specialists, Designers, Writers, and other department personnel to ensure a full understanding of requests and processes at all stages.
Under general supervision, performs multiple support staff duties required for branch and acts as liaison to home office personnel.
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 way based on initial trade details. Executing authority to cancel transactions until an order is deemed to comply. This individual assists in training Trade Review Analysts, Associates and Sr. Analysts, and serves as a liaison with the branches, Compliance, Marketing, Operations and Trade Review team. The Analyst assists the Manager, in all aspects of their job as well...
The Trade Review Associate verifies that the Financial Advisor (FA) initiating an annuity transaction is appropriately licensed and registered, verifies contract data with insurance companies, responds to a high volume of calls from Financial Advisors and Sales Assistants related to insurance paperwork requirements, and provides some limited general assistance to branches. The Associate assists the Analyst, Sr. Analyst, and Supervisor in all aspects of their job with the intent to progress to the next level upon passing the required licenses.
The Bank Specialist-Treasury Ops interacts with customers to provide a variety of general information in response to inquiries about products and services. The ideal candidate will have a positive attitude, high attention to detail, knowledge about bank products and services.
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, provides overall customer service support to clients, may enter trades as directed by the FA(s).
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 multi-asset class investing, knowledge and experience with financial data and analytical tools, and strong communication and interpersonal skills.
The Operations Associate is responsible for settling institutional trades for the Fixed Income Settlements team. This position will require attention to detail, ability to learn new systems, follow established procedures, and collaborate with team members to execute departmental objectives under direct supervision. The position is entry level and will be on-site at our headquarters in downtown St. Louis.
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, provides overall customer service support to clients, may enter trades as directed by the FA(s).
Under immediate supervision, the Research Associate I is primarily responsible for providing information and data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Candidates should be adept at or able to quickly learn and apply the core research foundation skills including accounting, finance, valuation, modeling, and proficient verbal and written communication.
Under immediate supervision, the Research Associate I is primarily responsible for providing information and data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Candidates should be adept at or able to quickly learn and apply the core research foundation skills including accounting, finance, valuation, modeling, and proficient verbal and written communication.
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.
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.
The Administrative Assistant I performs a variety of administrative functions in support of the department and the department Manager and works to facilitate the smooth operation of the day-to-day department activities.
Under immediate supervision, Client Services Associate 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 service support to clients, may enter trades as directed by the FA(s).
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, provides overall customer service support to clients, may enter trades as directed by the FA(s).
The Administrative Assistant II performs a variety of administrative functions in support of the department and the department Manager. This position works to facilitate the smooth operation of the day-to-day department activities. The Administrative Assistant II performs all the functions of an Administrative Assistant I but to a higher level and with additional duties.
The Operations Associate is responsible for aiding in driving departmental results for the Operations department. This position requires the ability to gain a sound understanding of department subject matter including monitoring internal account opening system and documents received to ensure proper and accurate opening of 529 college savings plans with minimal supervision. Assist with special projects as needed. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
The Senior Personal Trust Administration Officer Administers complex trust accounts in accordance with the terms of the trust document and all applicable laws.
The Sr. Application Security Engineer is responsible for the secure design and testing of internally developed software and deeply understands security principles, technologies, and methodologies. The Sr Application Security Engineer works with software development teams from design to code implementation, ensuring security is included in the complete software development life cycle. The ideal candidate has a strong technical background and proven leadership experience, with expertise in cybersecurity, software development, automation tools, and scripting languages.
The Insider Threat Analyst is responsible for detecting and mitigating risk from employees, contractors, vendors and partners who may intentionally or unintentionally harm the Firm. This role supports the enterprise Insider Threat Program, which uses advanced analytics, user behavior monitoring, and investigative techniques to identify high-risk activities, in alignment with regulatory compliance expectations.
Under general supervision, the Internal Auditor II plans and performs operational, financial, and compliance audits of various internal departments to evaluate the adequacy and effectiveness of the organization's governance, risk management process, system of internal control, and quality of performance in carrying out assigned responsibilities in order to achieve the organization's stated goals and objectives. The Auditor II drafts audit reports and performs testing, documents preparation and research, and works under the supervision of the Manager and/or Senior members of the department. Scope of work is advanced staff level.
The Fiduciary Officer supports the acceptance of accounts and provides legal support to the Marketing Department, Administration Department, Investment Department and management of Stifel Trust Companies {STC}. In coordination with Senior Trust Officers, this position will have responsibility for STC regulatory issues. The Fiduciary Officer will provide complex legal advice concerning trust matters.
Our 9-week program provides undergraduates with a hands-on introduction to fixed income sales, trading, and research. As a contributing team member, you will get real-world experience and be fully immersed in the day-to-day business activities of one of the world's largest financial institutions. You will work alongside our professionals, from Analyst through Managing Director, and gain exposure to various rates, credit and bespoke products.
Summer Analysts not only participate in robust training sessions their first week of the internship, but the program's structure provides continued support needed for a successful summer. The program includes networking events, a professional speaker series,...
Our 9-week program provides undergraduates with a hands-on introduction to fixed income sales, trading, and research. As a contributing team member, you will get real-world experience and be fully immersed in the day-to-day business activities of one of the world's largest financial institutions. You will work alongside our professionals, from Analyst through Managing Director, and gain exposure to various rates, credit and bespoke products.
Summer Analysts not only participate in robust training sessions their first week of the internship, but the program's structure provides continued support needed for a successful summer. The program includes networking events, a professional speaker series,...
Our 9-week program provides undergraduates with a hands-on introduction to fixed income sales, trading, and research. As a contributing team member, you will get real-world experience and be fully immersed in the day-to-day business activities of one of the world's largest financial institutions. You will work alongside our professionals, from Analyst through Managing Director, and gain exposure to various rates, credit and bespoke products.
Summer Analysts not only participate in robust training sessions their first week of the internship, but the program's structure provides continued support needed for a successful summer. The program includes networking events, a professional speaker series,...
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 customer service support to clients, may enter trades as directed by the FA(s).
The Operations Coordinator performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel.
The Operations Associate is responsible for aiding in driving departmental results for the Operations Margins department. This position requires the ability to gain a sound understanding of department subject matter including compiling data, doing calculations and verifications. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
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 service support to clients, may enter trades as directed by the FA(s).
The Product & Programs Oversight Associate II assists in defining and enhancing strategic initiatives, procedure development, business risk assessments, and overall design of the governance and control environment for the products and programs within the Investment Products & Services (IP&S) department. The Associate II will be expected to understand each group's products and services, processes, policies, and tools/systems. The primary focus of this role is to assist in timely and effective IP&S oversight and adherence to the rules and/or parameters through the review and analysis of product/program Standard Operating Procedures, Stifel Policies and Procedures, reviews of business processes, and sampling of business files.
The Equity Product Management Associate is responsible for assisting the Head of Equity Product Management to leverage the commercial nature of Stifel's equity research and maximize its impact among equity sales and trading. The primary goal is to amplify the ideas of our research team and ensure the sales and trading division are kept updated and informed.
The AML- Client Intelligence Unit (CIU) CDD Analyst III is responsible for providing a holistic review of potential high risk clients from a risk based approach. The CIU CDD Analyst III conducts surveillance reviews to identify potential suspicious activity, Politically Exposed Persons (PEPs) reviews, negative news/derogatory information reviews, potential Office of Foreign Asset Control (OFAC) match reviews, beneficial ownership reviews, Marijuana Related Business (MRB) reviews, subpoena/law enforcement inquiry reviews, internal/external escalation reviews, and supervisory reviews. The role is responsible for supporting/leading various projects including, but not limited to remediation, testing efforts, drafting best practices/procedures,...
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, provides overall customer service support to clients, may enter trades as directed by the FA(s).
We are seeking a talented and experienced Security Architect to join our team. The Data Security Architect will be responsible for designing, building, testing, and implementing security systems within our hybrid IT environment. This role requires a thorough understanding of complex IT systems and the latest security standards, systems, and authentication protocols.
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 and can clearly state and defend the investment thesis for all stocks in the assigned sector. Must be able to handle basic question from Sales and Clients and is beginning to represent the associates in internal research presentations.
The Entitlements Control Analyst is responsible for maintaining and reviewing permissions within various software programs including but not limited to Thomson, Beta, eQuest, NetX360, DTCC, etc. Work is assigned and performed according to firm policies and department guidelines. Employee has limited opportunity or authority to exercise discretion in work determinations; review occurs frequently of assignments.
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, provides overall customer service support to clients, may enter trades as directed by the FA(s).
The Cybersecurity Incident Response Engineer is a front-line member of the Cybersecurity Incident Response team that has responsibility for protecting corporate technology assets. The Cybersecurity Incident Response Engineer will perform basic security operations and maintenance. This role will also perform security alert analysis and security event monitoring. This position will utilize multiple complex tools to assist in their daily duties to analyze, detect and troubleshoot security situations and solutions. This is a second shift position. Working from 1:30PM-10:00PM.
The Structured Investments Desk Assistant Risk Trader will work closely with the Structured Investments Product Desk by supporting and facilitating origination, trading and product support functions.
Stifel’s nine-week Equity Research Summer Internship Program provides undergraduates with a hands-on introduction to the role of a Research Associate. You will work alongside our research professionals, from the Associate through the Managing Director level, and will gain exposure to a variety of investment research methods.
Once on board, Summer Interns will have significant learning opportunities on day-to-day projects and gain exposure to the firm and industry as a whole. Summer Interns work on multiple projects simultaneously, with primary responsibilities including research and analysis for their respective industry group coverage.
Stifel’s nine-week Equity Research Summer Internship Program provides undergraduates with a hands-on introduction to the role of a Research Associate. You will work alongside our research professionals, from the Associate through the Managing Director level, and will gain exposure to a variety of investment research methods.
Once on board, Summer Interns will have significant learning opportunities on day-to-day projects and gain exposure to the firm and industry as a whole. Summer Interns work on multiple projects simultaneously, with primary responsibilities including research and analysis for their respective industry group coverage.
Stifel’s nine-week Equity Research Summer Internship Program provides undergraduates with a hands-on introduction to the role of a Research Associate. You will work alongside our research professionals, from the Associate through the Managing Director level, and will gain exposure to a variety of investment research methods.
Once on board, Summer Interns will have significant learning opportunities on day-to-day projects and gain exposure to the firm and industry as a whole. Summer Interns work on multiple projects simultaneously, with primary responsibilities including research and analysis for their respective industry group coverage.
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 customer service support to clients, may enter trades as directed by the FA(s).
KBW’s Equity Research, Sales and Trading Internship is a nine-week summer program that provides an introduction to a full-service investment bank and broker-dealer that specializes in financial services. Our Equity Sales & Trading team has financial industry-specific expertise with access to research and capital markets transactions. Our award-winning Equity Research Division publishes in-depth analysis of financial sector companies. Our team of analysts covers more than 550 financial services companies worldwide.
The Data Security Engineer II is a front-line member of the Data Security team that has responsibility for protecting corporate information assets. The Data Security Engineer II assists in maintaining technology and process solutions for the protection of Stifel data.
Stifel’s nine-week Equity Research Summer Internship Program provides undergraduates with a hands-on introduction to the role of a Research Associate. You will work alongside our research professionals, from the Associate through the Managing Director level, and will gain exposure to a variety of investment research methods.
Once on board, Summer Interns will have significant learning opportunities on day-to-day projects and gain exposure to the firm and industry as a whole. Summer Interns work on multiple projects simultaneously, with primary responsibilities including research and analysis for their respective industry group coverage.
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 advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
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, provides overall customer service support to clients, may enter trades as directed by the FA(s).
Stifel’s Public Finance Department is the investment banking division within the firm’s Municipal Securities Group. The Public Finance Department originates a range of financings within public and private markets and across public sector and private sector entities. Bankers gain exposure to a variety of infrastructure financing strategies, sectors and to investors in the public and private credit universe. In addition to investment banking, Stifel’s Municipal Securities Group includes institutional sales, trading and underwriting. Primary markets covered from the Los Angeles office include general state and local government, real estate development, transportation, utilities and project finance.
