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 service support to clients, may enter trades as directed by the FA(s).
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 service support to clients, may enter trades as directed by the FA(s).
The Private Bank Credit Analyst I is responsible for supporting the origination underwriting, structuring, and ongoing management of credit facilities for ultra-high net worth individuals, family offices, and entrepreneurs. The Credit Analyst will assist in performing financial diligence on borrowers, technical analysis on collateral assets, and portfolio risk management analysis, as well as support loan lifecycle management.
Senior Analysts / Junior Associates will contribute meaningfully to active engagements and internal initiatives.
The Loan Operations Specialist is responsible for supporting key operational functions within the loan department, with a focus on documenting Stifel Pledged Asset (SPA) loans and assisting with SBA-related processes. This role also contributes to daily balancing, audit support, and special projects as needed.
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, 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 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 position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
The Alternative Investment Operations Associate is responsible for aiding in driving departmental results by reviewing documents to be submitted in good order to Alternative Investment Fund Companies under direct supervision. This position requires the ability to gain a sound understanding of department subject matter including Fund Subscription, Redemption and Transfer document requirements while serving as liaison to internal and external stakeholders. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
The Client Service Associate (CSA) provides administrative and operational support to Financial Advisors (FAs) and clients. This role also includes responsibilities related to marketing and social media coordination, helping to maintain the branch’s digital presence and client communications.
The Advisory Trading Analyst is responsible for trading discretionary accounts within Stifel's internal advisory programs. The Analyst is responsible for transactions associated with portfolio changes, model maintenance, periodic rebalancing, and monitoring accounts to ensure that model portfolios are being maintained. The Analyst will collaborate with other Stifel departments to ensure completion of daily work.
The Jr Equity Sales Representative is responsible for assisting senior team members in developing and maintaining business relationships with assigned accounts. They will assist in developing client relationships and will market the Firm's products and services.
The Sr Payroll Technician plays a crucial role in ensuring employees are paid accurately and on time. This position is responsible for managing all payroll functions, from calculating employee paychecks and withholding taxes to maintaining accurate payroll records. As a mentor to the Payroll Technician, the Sr Payroll Technician also conducts research on variances and complex payroll issues, and completes necessary reporting.
The M&A Investment Banking Associate for the KBW Investment Banking Financial Services Group develops financial models and related valuation analysis for both public and private offerings.
The IT Auditor, under supervision of IT Seniors and Directors, performs audits for Stifel locations and auditable entities (domestic and international) to ensure the adequacy of IT controls, information security, integrity of IT assets, and compliance with corporate and legal requirements. Responsible for verifying compliance with IT policies, standards, systems development methodology and other applicable industry accepted computing practices.
The Credit Portfolio Analyst will assist in managing single and multi-sector investment portfolios. This role will also build and maintain Stifel Capital Management's (SCM) credit analysis documentation on existing holdings and potential buy candidates. The analyst will work with trading desks, executing portfolio strategies with the guidance of the CIO.
We are seeking a dynamic and experienced Vice President to join our Investment Banking team with a focus on the Diversified Industrial sector. This role is ideal for a strategic thinker with a strong background in complex financial transactions and a is keen to work hard, in a fast-paced environment across multiple projects at one time. Experience in running sell-side M&A transaction is a must.
The SPA (Stifel Pledge Asset) Servicing Associate is responsible for interacting with customers to provide general information in response to inquiries about products and services.
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 service support to clients, may enter trades as directed by the FA(s).
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 service support to clients, may enter trades as directed by the FA(s).
The Private Bank Credit Analyst I is responsible for supporting the origination underwriting, structuring, and ongoing management of credit facilities for ultra-high net worth individuals, family offices, and entrepreneurs. The Credit Analyst will assist in performing financial diligence on borrowers, technical analysis on collateral assets, and portfolio risk management analysis, as well as support loan lifecycle management.
The PCG Operations Coordinator provides administrative and operational support to the Clayton branch. This role includes front office responsibilities such as greeting clients, answering phones, and managing general inquiries. The position also serves as a liaison between the branch and home office and may assist with training additional support staff.
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 Banking Analyst – Consumer supports the execution of transactions and strategic advisory services within the Consumer sector. The Analyst conducts industry and company research, builds financial models, prepares client materials, and contributes to deal execution across mergers and acquisitions, public offerings, and private placements.
The Platform Strategy Specialist participates in successful business requirements definition, project management, and implementation of projects critical to the strategic development of the Firm and Stifel’s Investment Products and Services platform. The Specialist facilitates prioritizing and overseeing the management of multiple projects and building a good understanding of Stifel’s investment products and services, operational processes, compliance policies, and technology infrastructure. The Specialist will be expected to understand the inputs and goals for each project and use this knowledge to facilitate project implementation and effective communication with key stakeholders throughout the firm.
The Bank Client Support Specialist is responsible for a variety of moderate to highly complex operational recurring functions to support bank and brokerage operations. Works closely with teammates and manager to achieve department goals and objectives.
The Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients.
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).
The Operations Associate II is responsible for aiding in driving departmental results as well as additional tasks which could require more experience and expertise to perform. This position requires a sound understanding of the processes while serving as a liaison to internal and external stakeholders. This position will require strong collaboration among team members and direct supervision.
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 Personal Trust Administration Assistant Manager administers complex trust accounts in accordance with the terms of the trust document and all applicable laws. This position is also responsible for leading and directing the work flow for a team of Personal Trust Officers
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 Benefit Specialist interprets the Firm's associate benefit program. This position also leads the associate benefit program, implements projects, and addresses associate benefit needs and concerns, in both the U.S. and abroad.
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 will participate in defining Stifel's best practices and ensure they are used in all development projects and procedures.
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 be starting immediately working between 8 AM and 5 PM.
The Client Service Associate provides general branch support through a variety of administrative duties, including (but not limited to) answering the phones, filing, word processing, and providing overall client support. In addition, the CSA assists the Financial Advisors with the opening and maintenance of client accounts and records, preparing mailings, handling client calls and performing various operational functions.
The Business Process Integration Project Manager (PM) will oversee various projects throughout the department and firm. The PM will be responsible for managing projects, the resources (internal and external) assigned to that work, the timelines established in which that work needs to be completed, and the costs (if applicable) to the work. The PM will determine project viability and necessity with initial contact with area requesting the project.
The Equity Product Support Associate is responsible for assisting with the day-to-day operations and support of KBW’s Equity desk in New York City. This is a multi-faceted role that will provide broad exposure to the entirety of the firm’s Equity business.
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 will participate in defining Stifel's best practices and ensure they are used in all development projects and procedures.
Stifel Equities Research is seeking an Associate for its Aerospace & Defense team. This role, has mastered the foundational skills required of an Associate level 1, and is responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. At this level, assumes significantly more writing and modeling responsibilities. The role 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 and must be able to handle basic question from Sales and Clients and is beginning to represent the associates in internal research presentations.
The Venture Banking Credit Analyst will be an integral part of origination, underwriting, and portfolio management. This position will be responsible for banking and lending directly to private investment funds across several asset classes. The Credit Analyst will have exposure to many different business units while creating a differentiated market strategy.
The Central Supervision Analyst provides first-level supervisory review function for assigned Branch Managers and Financial Advisors of the Central Supervision Department.
The Endpoint Mobile Support Technician II maintains mobile phones, tablets, and other technologies within Stifel. Their duties include working with different IT Technicians to deploy hardware, troubleshoot mobile device issues, and respond to IT questions from other associates.
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 service support to clients, may enter trades as directed by the FA(s).
As a Sr. Bank Treasury Product Owner, you will manage and oversee the development and implementation of treasury products and services offered. The Product Owner will work closely with cross-functional teams, including product managers, developers, and stakeholders, to define product requirements, prioritize features, and ensure successful product launches. Additionally, the Product Owner will monitor market trends, competitor offerings, and customer feedback to identify opportunities for product enhancements and drive continuous improvement. Strong analytical, communication, and project management skills are essential for success in this role.
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 and be able to determine information to release or withhold from inquiries.
The Credit Risk Review (CRR) Manager plays a critical role in safeguarding the bank’s credit quality by leading independent evaluations of banks' loan portfolios and credit exposures. This position is responsible for assessing the accuracy of risk ratings, ensuring compliance with internal policies and regulatory standards, and identifying emerging credit risks. The CRR Manager delivers actionable insights and recommendations to senior leadership and regulatory bodies, helping to strengthen the bank’s credit risk management framework and reduce potential losses.
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 Salesforce Business Analyst will engage with business units, salesforce development, and other peers to analyze, document, and understand business processes and procedures. The analyst will also support discovery or solution design for Salesforce initiatives and development.
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).
