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).
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, 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 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.
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).
We are here to provide our clients with advice, strategies and service to help them achieve their long-term financial goals. Are you that special person who can provide great service to our clients, is well organized and easily multi tasks? We are growing our administrative team and looking for someone with strong administrative and communication skills to serve our investment clients! Our team has a great culture and we are willing to train the right person!
As an assistant, you will be responsible for all the data entry for opening and...
The Sr. Internal Auditor conducts and supervises 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 Sr. Auditor helps guide the work of more junior-level auditors and staff, and manages audit assignments under minimal supervision of the Audit Manager / Director, fostering positive interactions with business units.
The Annuity Solutions Specialists are responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists serve as product experts for any branch personnel with product-specific questions, technical, sales, and/or marketing issues. This position also provides back-up support to our order entry team to assist advisors and their associates when submitting trades. Annuity Solutions Specialists are assigned annuity vendor relationships for whom they review new product/product changes as well as coordinate internal marketing campaigns.
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.
Under general supervision, performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel.
The Compliance Analyst I - Global Control Room will ensure that Stifel complies with outside regulatory requirements and internal policies and procedures related to the Firm's institutional compliance program.
The Compliance Analyst I - Global Control Room will ensure that Stifel complies with outside regulatory requirements and internal policies and procedures related to the Firm's institutional compliance program.
The Compliance Analyst I - Global Control Room will ensure that Stifel complies with outside regulatory requirements and internal policies and procedures related to the Firm's institutional compliance program.
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 Scrum Master supports agile team(s) in delivery of complex cloud solutions that deliver business value. This position will partner with the product owner to support product backlog definition / refinement / prioritization to feed sprints. Proactively eliminate barriers, coach team members on best practices and run scrum ceremonies.
The Product Advice Specialist will be supporting initiatives of the Traditional Product Advice Group. The Specialist is responsible for conducting product comparisons, preparing product solutions, education, and product advice for Stifel Financial Advisors and clients. The Specialist must continually develop an in depth knowledge of investment products. This position works closely with other key members of the Firm, including the Product Management team, Traditional Products Research Group, Advisory Marketing, Program Management, and Operations along with Mutual Fund Operations.
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. 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 Operations Associate-New Recruit Transition assists new branch support staff and advisors in transitioning to Stifel. This position requires the ability to gain a sound understanding of processes and procedures regarding account structures and document requirements, as well as high-level customer service. The Associate will provide application support and training and answer general operational questions for recruits. This position will require collaboration among team members and branch office personnel to provide high-level customer service under direct supervision while following established procedures.
The Senior Portfolio Associate brings experience, good judgment, and excellent organizational skills to his or her work with multiple 1919 Investment Counsel Portfolio Managers. This position is responsible for day-to-day administrative management of individual client, institutional, and trust portfolios. The Senior Portfolio Associate is assigned to more complex client relationships and exercise discretion and good judgment when interacting with them, examining their portfolios for client cash and gifting needs and reviewing their financial plans. This position is able to independently handle tasks and assignments related to those relationships. The Senior Portfolio Associate must stay current on financial markets and instruments and comply with Firm policies and...
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 IT Technician I will provide basic technical assistance and support to Stifel employed end-users. This position will help install, upgrade and troubleshoot hardware and software systems. This position performs routine preventive maintenance on all end user computer systems.
The Fund Banking Internship offers hands-on exposure to commercial banking and alternative investment funds within a small, collaborative team. As a Fund Banking Intern, you will contribute to portfolio management, underwriting, and administration.
The Analyst/Associate will be integrally involved in all facets of Stifel’s Venture Banking Team’s operations – from portfolio management to deal underwriting to strategic organizational projects. This role intertwines an understanding of accounting and financial principals with an candidate's desire to learn about sector and economic trends impacting the technology companies we work alongside. In joining our New York team, this role will focus heavily on understanding and contributing withing the active debt processes – structuring, underwriting, and presenting to our credit team.
The HR Operations Associate is responsible for performing daily, tactical operations essential to maintaining a workforce, including associate master data maintenance, data governance, reporting, and other tasks in support of the Human Resources department. This position will serve as the first point of contact for both internal and external customers by answering inquiries, providing information, and referring customers to the appropriate team for additional assistance, as needed.
The Product & Relationship Management Associate is responsible for assisting with daily platform management of Exchange Traded Products (ETPs) and Mutual Funds/529 Plans, which includes initial evaluation of products for acceptability, viability, and risk as utilized by Stifel Financial Advisors with their clients subject to review by senior members of the Product Management team. The position will also be responsible for conducting product comparisons, monitoring asset flow, and industry trends. The Associate I must continually develop an in-depth knowledge of investment products. This position works closely with other key members of the firm, including the Product Management and Product Advice teams, Relationship Management, Traditional Products Research...
The Operations Associate-Lost Security Holder is responsible for logging and researching large volumes of returned mail across the firm. In addition, this position will use critical thinking skills to perform database searches for accounts and research more complex situations. This position requires the ability to gain a sound understanding of department subject matter, including application support and training and general operational questions. This position will also require collaboration among team members, branch office personnel, and Stifel clients to provide high customer service under direct supervision while following established procedures.
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 maintains stories, and prioritizes work for new or revised features or enhancements. The PO has a significant role in quality control and is the team member empowered to accept stories as done. The Product Owner position has significant relationships and responsibilities outside of the agile team, including working closely with Product Management, customers, business owners,...
The IT Operations Technician II ensures the organization's smooth operation of IT services. The IT Operations Technician II will support their team needs by monitoring IT services, triaging and resolving incidents, managing work queues, and enabling incident-related communications. They will support the team with SLAs and continually work to improve its technical capabilities and response times and handle complex issues.
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 the direction of Senior Developers and Product Manager within the Portfolio and Electronic Trading Team, the Senior Institutional Electronic Trading Developer will focus on the development of Equity Trading algorithms. The Portfolio and Electronic trading team services Institutional clients as well as internal Stifel traders acting on behalf of clients in the execution of equities through proprietary algorithms and smart order routers. The developer will work closely with the product development team (quantitative research, traders, developers, sales) in all phases of the development process including design, integration and maintenance.
The Operations Associate is responsible for aiding in driving departmental results for the....department. This position requires the ability to gain a sound understanding of department subject matter including assisting in performing a variety of entries, done manually or by way of Stifel’s eQuest system. Quality control is done through multiple queries, documentation review, and following strict IRS rules and regulations. The Associate begins learning the basics of the IRA department’s functions and terminology. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
An IT Technician II is responsible for maintaining computer systems and other technologies within Stifel. Their duties include working with other IT Technicians to install hardware troubleshoot computer issues, respond to IT questions from other associates.
The Public Finance Vice President represents Stifel in front of current and prospective clients. The Vice President will assume some business development responsibilities, including new business and revenue generation, coordinates and runs client meetings, transaction processes and conference calls for mid to small-sized clients. They will perform complex analytical work and directs junior staff on large projects. Develops firm arrangements for conferences and coordinates work on proposals and presentations
The Deputy General Counsel, Institutional Group, will be focused on providing transactional, lending, credit, and general legal advice to Stifel’s Institutional Group, including Keefe, Bruyette & Woods (KBW). The successful candidate will be a trusted support and counsel to the Institutional Group with direct responsibility to investment bankers, sales and trading professionals, and senior management, along with colleagues in the Legal Department and in the firm’s Compliance, Operations and other support groups. The ideal candidate will be based in New York or St. Louis.
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).
Stifel's 8-week Summer Analyst Program provides students with a hands-on introduction to the role of an Analyst. You will work alongside our banking professionals, from Analyst to Managing Director level, and will gain exposure to a variety of public finance transactions and sector types. Interns are expected to work on multiple projects simultaneously, with primary responsibilities in the research and analysis related to transaction generation and execution.
The Marketing Coordinator is an entry-level or early career position that will support Stifel Fixed Income’s marketing department, providing office, editorial, event/conference, and procurement assistance. The right candidate will have a good work ethic, strong writing and editing skills, and the aptitude/desire to learn about institutional fixed income industry. The candidate will also be organized and have a team first, all-hands-on-deck approach.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Provide general support for webinar and event/conference programs, maintain marketing
materials, maintain expense reporting and respond to general internal marketing...
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 Operations Coordinator performs the daily cashiering and operational functions for the branch office. The Coordinator is also responsible for liaising between the branch and home office on operational matters as well as providing overflow support to other branch associates.
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.
At Stifel, Senior Associates/Junior Vice Presidents are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Senior Associates/Junior Vice Presidents work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies with significant analytical rigor. We will consider candidates for the New York and Baltimore offices.
The Sr Endpoint Engineer is responsible for leading desktop, laptop, and mobile hardware and operating systems maintenance and deployment functions. This role involves performing various tasks, including top-level endpoint support of hardware, OS, and applications of all types. The Sr Endpoint Engineer will also be responsible for implementing and managing solutions for desktop and mobile platforms, testing new hardware for compatibility and security, and providing high-level troubleshooting of common applications and their interactions with underlying operating systems. This position relies on extensive experience and judgment to plan and accomplish goals, with a wide degree of creativity and latitude expected. Additionally, the Sr Endpoint Engineer will lead...
- Serve as a subject matter expert in banking services and cash products while being able to articulate functionality to clients, sales, operations, and vendors.
- Partner with Private Banking, Digital Solutions, Bank Operations, Brokerage Operations, Marketing, and Client Services teams to ensure superior digital delivery, product setup, and operational execution.
- Work at the intersection of business and technology, identifying and articulating business needs and turning them into business requirements and functionality to bridge our business and technology teams/vendors.
- Work directly with financial advisors at their locations via video conference or phone calls to provide advanced support and product...
The Cash Products and Banking Services Product Owner is responsible for Stifel's cash products, including Brokerage Cash Management Accounts, the Bank Sweeps Program, Stifel Bank Deposit Accounts, Credit Cards programs, and the firm's payments strategy. This role will require partnership with various internal teams and vendors to provide a seamless client experience.
The Wire Transfer Associate will specialize in wire transfers including outgoing, incoming, domestic and international transfers. Other responsibilities include customer service, wire processing, reconcilements, research, trouble shooting, and vendor relations. In addition, the wire specialist will work closely with the Treasury, Commercial, Finance, Lending & Wealth Teams.
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).
The Salesforce Functional Analyst will play a crucial part in understanding our business processes and translating them into effective Salesforce solutions. They will work closely with Architects and Business Stakeholders to gather requirements, analyze business needs, and help configure/customize Salesforce to meet those needs.
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 Commercial Servicing Associate II is responsible for providing sufficient support for Commercial loans through onboarding and servicing responsibilities. This position will be onsite in our Creve Coeur, MO office.
The Commercial Servicing Associate is responsible for providing sufficient support for Commercial loans through onboarding and servicing responsibilities. This position will be located on site in our Creve Coeur, MO office.
