The Sr. Talent Acquisition Specialist is responsible for filling open positions within the Firm. This includes all full cycle responsibilities of posting the positions, screening applicants, interviewing and administering any assessments, and processing new hire paperwork. The Sr. Talent Acquisition specialist will develop a pipeline of top candidates through various recruiting strategies and partner with hiring managers to understand their current needs and priorities.
The Wire Specialist 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.
The Wealth Strategist II is a subject matter expert and resource for Financial Advisors ("FA") on issues affecting clients of varying wealth profiles. The Wealth Strategist provides expert estate planning knowledge and consultation in addition to serving as the primary external sales and marketing support for Estate & Tax Planning Services, part of Stifel's Wealth Planning Department. Estate & Tax Planning Services covers topics such as simple and complex estate planning, charitable planning, business continuation and succession planning, and personal trust planning. Specific issues covered include strategies for asset protection, multi-generational wealth transfer, federal and state death tax minimization, wealth replacement, gifting, key-person insurance, and qualified plans....
The Treasury Solutions Director is responsible for developing, implementing, and monitoring strategic growth objectives for Treasury Management Services and Operations. In collaboration with Treasury Sales, Products, and Operations, the Director will focus on identifying solutions to enhance the client experience, improve internal processes, drive change via technology advancements and ensure a seamless rollout of new products.
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 Life Insurance transactions types, working closely with Financial Advisors and Branch Managers to correct trade details/descriptions for transactions to conform to firm policies and procedures. 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 Trade Review Associate verifies that the Financial Advisor (FA) initiating a life insurance 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 Systems Engineer Configuration Manager is responsible for the firm's servers and infrastructure by ensuring our systems are operational. The Systems Engineer Configuration Manager assesses systems, determines problems, provides solutions to issues that arise, designs systems, upgrades systems, maintains systems, and brainstorms possible improvements that can be made to a system in the future. They are also responsible for working with teams to deploy new software and maintain existing software for the firm.
A Senior Network Engineer is responsible for designing, installing, troubleshooting, and maintaining all Stifel data and application networks. The candidate should have a deep understanding and in-depth level of experience with networking and SDWAN protocols, topologies, architecture, products, and solutions. The individual should also be highly dedicated to a collaborative teamwork-oriented environment coupled with several years' experience leading and managing multiple network infrastructure projects.
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 SPA Post Close Associate ensures loan files are complete and works with loan team members to create proper dialogue and accurate loan documentation while balancing service, quality, compliance, and relationship building.
Position Overview:
We are seeking an exceptional Senior Analyst to join our team at North Atlantic Capital Management (NACM). NACM is investing capital from Stifel North AM Forward Fund (the Fund), in mezzanine and structured capital investments for manufacturing businesses serving the aerospace and defense sector, with a particular focus on additive and advanced manufacturing.
Key Responsibilities:
Deal Execution
- With guidance from the senior investment team, conduct due diligence on prospective investments, including financial, operational, and market analysis
- Develop detailed financial models and valuation analyses
- Prepare investment memoranda for review by...
The Senior Personal Trust Officer Administers complex trust accounts in accordance with the terms of the trust document and all applicable laws.
The Senior Operations Analyst brings extensive operations expertise on a variety of subject matters including reconciliation, corporate actions processing, security master setup & maintenance, account setup & maintenance and performance calculations. The Senior Operations Analyst has in depth knowledge of the 1919ic specific workflows required to support the client facing Portfolio Management teams throughout a variety of special projects.
Under general supervision, the Senior Client Service Associate enhances the client experience and maintains a high level of client service and branch support. This role is responsible for daily branch operations while identifying and anticipating client, Financial Advisor and branch office needs. The Senior Client Service Associate is responsible for understanding the firm policies and procedures and has the ability to research and resolve problems using the firm’s available resources.
The IT Security Threat Engineer I is a front-line member of the Threat and Vulnerability Management team that has responsibility for detecting potential risks to the Stifel network and assets. The IT Security Threat Engineer I is responsible for identifying vulnerabilities to Stifel systems and data as well as working with threat intelligence feeds for the enhancement of the Stifel security posture.
The Retirement Plans Sr. Specialist serves as a resource to Financial Advisors (FAs) and their clients regarding overall business retirement plan issues. This may include plan type and design reviews, product analysis, vendor selection, proposal generation and presentation, and regulatory updates, in an effort to increase plan sales. The Senior Specialist position requires extensive contact with internal and external stakeholders to provide retirement plan consultative services and to help drive the retirement plan business. Projects are of broad scope and complexity. Handle/assist with complex problems referred from Specialist and Specialist II.
*This role is located on site at our downtown St. Louis HQ office*
A Registered Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records.
The Registered Client Service Associate assists one or more Financial Advisors 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 Financial Advisor communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the Financial Advisor.
The Public Finance Associates are placed into geographic and/or sector teams with broad coverage responsibilities of municipal issuer clients. Associates will provide analytical and transaction support on municipal bond financings, assist in the development of proposals and presentations, provide general support to the initiatives of senior team members, and facilitate the new business development process. Associates must have the ability to work long hours – while maintaining a positive attitude, multi-tasking and meeting strict time deadlines. A strong desire and ability to learn technical and business development skills is important.
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. Includes professionals (often part-time) who work exclusively to initiate or maintain client contacts.
The Product Manager is responsible for developing and communicating product ideas that will improve customer experiences at Stifel. The PM will drive product adoption, engagement, and customer satisfaction by prioritizing, managing, and creating new features & products with teams.
The Project Owner (PO) is a member of an Agile Development Team. The Product Owner is responsible for guiding the team to create and deliver software applications 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 defines users, 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 leadership and program management.
The Private Market Associate is responsible for focusing on increasing Stifel's revenue through the identification and establishment of new Private Equity business. The Private Market Associate will support one of more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm. This position will support Stifel's growth strategy by pursing, establishing and maintaining relationships with potential clients.
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 Paralegal will provide administrative and research support to attorneys and resolve legal issues. The Paralegal works closely with business counterparts, checks and examines law sources such as statutes, recorded judicial decisions, and legal articles, and prepares documents, correspondence, and to organize and maintain documents in paper and electronic filing systems.
The Tax Reporting Associate assists in performing a variety of entries and processing paperwork around Domestic and Foreign Tax Reporting. This includes working exception reports to correct error, IRS Federal and State filings as well as issuing Tax Documents for Stifel clients.
The Operations Associate-Performance Reporting is responsible for aiding in driving departmental results for the Performance Reporting Team. This position requires the ability to gain a sound understanding of department subject matter including performance reporting metrics, reporting systems, and a basic knowledge of investment terms and methodologies. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
The Operations Associate for ReOrg processes a variety of reorganization duties. In this role, the Operations Associate learns and preforms entry level Reorganization department and direct business clerical duties. The Operations Associate also verifies and communicates discrepancies in the workflow as they work under direct supervision following established procedures. The ideal candidate will have strong customer service and critical thinking skills.
Under general supervision, performs multiple support staff duties required for a satellite/ branch and acts as liaison to home office personnel.
The Stifel Support Associate is responsible for aiding in driving departmental results for the ongoing support for Stifel’s branch offices. 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 require collaboration among team members, branch office personnel and Stifel clients to provide a high level of customer service under direct supervision while following established procedures.
Under general supervision, performs multiple support staff duties required for a satellite/ branch and acts as liaison to home office personnel.
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) 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 Mailroom Supervisor will supervise and coordinate the activities of clerical and administrative support workers assigned to the mailroom. Maintain current knowledge and use of machines and operational processes.
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 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. This position is for the night shift.
Under general supervision, the IT Service Desk Associate has primary responsibilities as the first point of contact in IT. Through multiple channels, the Analyst accurately logs and manages requests, incidents, and problems, assessing the services and customers impacted and the urgency for resolution. The Analyst works to resolve and satisfy incidents and requests, or route and escalate as necessary for resolution with high customer satisfaction through the life of each contact with our business.
The Investment Systems & Operations Analyst brings experience and good judgment to their work and is responsible for the daily support and maintenance of variety of investment operations duties, including, but not limited to, trade support, reconciliation, corporate actions processing, security master set up and maintenance, account set up and maintenance, fee billing, performance calculations, and investment systems support and configuration. The Investment Systems & Operations Analyst is able to independently handle daily tasks and projects and comply with Firm policies and procedures.
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 Deputy General Counsel, in a senior capacity, represents the Firm and affiliates in broad range of business issues. The Deputy General Counsel also assists with arbitration and other litigation. The Deputy General Counsel works with the General Counsel and the rest of the legal team to ensure that their organization complies with the law, guide corporate governance, provide legal representation when needed, and anything else that falls in their domain.
The Deputy General Counsel-Regulatory will advise Stifel Financial and its affiliates on regulatory, risk, business, governance, and compliance issues. This role will guide regulatory matters, monitor changes in laws and regulations, help develop compliance policies and procedures, and ensure the organization's operations align with applicable laws and regulations. The Deputy General Counsel will also represent the organization in regulatory proceedings and collaborate with internal teams to address legal and compliance concerns.
The Data Engineer is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Data Engineer works with large volumes of data, ensuring its quality, reliability, and accessibility. Tasks may include data ingestion, transformation, storage, data sharing and consumption, and implementing data security and privacy measures. This role is crucial in enabling efficient and effective data-driven decision-making.
The Data Engineer is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Data Engineer works with large volumes of data, ensuring its quality, reliability, and accessibility. Tasks may include data ingestion, transformation, storage, data sharing and consumption, and implementing data security and privacy measures. This role is crucial in enabling efficient and effective data-driven decision-making.
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.
The Commercial Post Close Associate will ensure loan files are completed accurately and tracked for the life of the loan. This role will work with other commercial loan team members to create proper dialogue and accurate loan documentation while balancing service, quality, compliance, and relationship building.
The Cloud Security Engineer (Azure) is responsible for designing, implementing, and maintaining security measures within cloud computing environments, specifically in Azure. They ensure the confidentiality, integrity, and availability of cloud-based systems and data by conducting risk assessments, developing security policies and procedures, implementing security controls, monitoring security incidents, and responding to and mitigating security breaches. The Cloud Security Engineer collaborates with cross-functional teams to identify and address potential security vulnerabilities and continuously improves the security posture of cloud-based infrastructure and applications within the Azure environment.
The Cloud Engineer (Azure) is responsible for designing, implementing, and maintaining Azure cloud infrastructure and services. They collaborate with cross-functional teams to ensure the availability, scalability, and security of Azure-based applications and systems. This role involves troubleshooting and optimizing Azure environments while staying updated on emerging Azure technologies and best practices in cloud computing.
The Cloud Operations Engineer manages, monitors, and optimizes cloud-based infrastructure, applications, and services. This role ensures the smooth functioning of cloud environments by handling tasks such as resource provisioning, configuration management, deployment, automation, and incident response.
The Cloud Security Engineer is responsible for designing, implementing, and maintaining security
measures within cloud computing environments. They ensure the confidentiality, integrity, and availability
of cloud-based systems and data by conducting risk assessments, developing security policies and
procedures, implementing security controls, monitoring security incidents, and responding to and
mitigating security breaches. The Cloud Security Engineer collaborates with cross-functional teams to
identify and address potential security vulnerabilities and continuously improves the security posture of
cloud-based infrastructure and applications.
