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 Trading and Operations Specialist supports the Washington Crossing Advisors (WCA) Trading and Operations team and is responsible for the day-to-day operations and coordination of trading activities. Washington Crossing Advisors is a wholly owned subsidiary of Stifel Financial Corp.
Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desire and ability to learn technical and business development skills is important, as is a willingness to work outside normal business hours. Analysts participate in junior banker training with colleagues from offices located throughout the nation. Some travel expected.
As a Legal Intern, you’ll work within Stifel’s legal department, gaining practical experience in a corporate legal environment. This role will involve supporting various legal initiatives, conducting research, drafting documents, and working closely with legal professionals to help Stifel maintain high standards of compliance with laws and regulations.
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, the Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records and performs a wide variety of administrative support duties.
The Salesforce Technical Analyst II will bridge the gap between business needs and technical solutions within the Salesforce platform. They will collaborate with stakeholders to gather requirements, analyze technical feasibility, and design and implement scalable and efficient Salesforce solutions.
The Fixed Income Analyst - ALM supports the Fixed Income Strategies team by collecting, organizing, and analyzing data to produce and develop Asset/Liability Management Analyses for fixed income clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Assist senior team members in analyzing financial statements, interest rates, liquidity, and credit risk.
- Process monthly and quarterly analyses of clients' investment portfolios/balance sheets and various risk measurements using Excel-based and other complex financial models.
- Interact daily with senior team members and sales representatives.
- Interact with clients to obtain data necessary to prepare...
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 Data Analyst will work within Stifel’s Information Technology group as a member of an Agile development team. Members in this position are expected to work with internal and external business users as well as product management and internal development teams to analyze pertinent underlying data and systems and further define requirements needed to develop data products for the firm’s largest data migration initiative. The Data Analyst is responsible for developing an understanding of the firm’s data pertinent to crucial business processes in order to affect working IT solutions based on firm initiatives. Duties of the role require ability to analyze raw as well...
The Sr Information Security Analyst plays a critical role in supporting the information security strategy. Reporting directly to the Chief Information Security Officer (CISO), this role is responsible for proactively assessing and mitigating security risks, monitoring for threats, developing security policies and procedures, regulatory reporting, metrics/KPIs, security risk management, security process integration, and collaborating with multiple departments to ensure the protection of sensitive data. The ideal candidate will possess a strategic mindset, advanced technical skills, and a deep understanding of cybersecurity trends and regulatory requirements.
A Technical Risk Management Analyst is responsible for identifying, assessing, and mitigating risks associated with technology and technical processes within an organization. This role typically involves analyzing potential risks, implementing strategies to minimize their impact, and ensuring compliance with relevant regulations and standards. The Technical Risk Management Analyst will safeguard the organization’s technological assets and ensure that technology-related risks are effectively managed. The successful candidate thinks strategically, is intellectually curious, and is comfortable working in undefined problem spaces. The Technical Risk Management Analyst will be expected to refine the risk program further.
This position offers a unique chance to gain hands-on experience in institutional investment advisory practices while contributing to the retirement readiness of corporate retirement plan participants. Client Service Reporting Specialist, you will develop a solid foundation in corporate retirement planning, investment management, and client service. This role supports Stifel’s PearlStreet Investment Management team mission to deliver high-quality advisory services to retirement plan sponsors, helping them achieve positive outcomes for plan participants.
The Reporting Specialist for Corporate Retirement Plans will lead initiatives for managing and enhancing client reporting systems, playing a crucial...
The Senior Compliance Analyst - Regulatory Affairs conducts independent reviews related to regulatory inquiries and examinations. The Senior Compliance Analyst will gather and validate data to draft responses for regulatory and/or examination requests. The Senior Compliance Analyst brings closure to business issues and questions or requests across business and product lines that arise from the regulatory circumstance. The Senior Compliance Analyst works closely with various departments throughout the firm and its subsidiaries, up to and including senior management, as well as with the firm's regulators.
The SPA (Stifel Pledged Asset) Servicing Associate is responsible for interacting with customers to provide general information in response to inquiries about products and services.
The Credit Risk Applications and Data Analyst will focus on the implementation of CreditLens and integration with CECL (Current Expected Credit Loss) processes. The Analyst will be responsible for configuring and managing the bank's vendor platform, ensuring smooth integration with other CECL components, and working closely with data management and modeling teams. This role will be 100% onsite in Stifel's downtown St. Louis Headquarters.
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 Sponsor Finance Credit Analyst Intern will join the Sponsor Finance Group at Stifel, gaining hands-on experience in credit analysis and financial due diligence to support the team in determining borrower creditworthiness. This group provides senior cash flow financing to private equity sponsors investing in middle-market companies across various industries within the U.S. This internship offers an opportunity to learn the fundamentals of M&A-related deal execution, financial modeling, and portfolio management in a real-world setting.
The FI Credit Union Regulatory Analyst assists management with the regulatory consulting services provided to the firm's credit union clients including research on credit union laws, statutes and regulations, capital markets policy reviews, quarterly policy compliance reporting, pre and post examination consultation and support.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Ability to analyze, interpret and communicate state and federal regulations related to principles, procedures and policies and confer with state and federal agencies.
- Analyze NCUA and state exams and assist with written responses.
- Cultivate and maintain an understanding of credit union industry standards, best...
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 Administrative Assistant I performs a variety of administrative functions in support of the Retirement Services department and the Retirement Services Director and works to facilitate the smooth operation of the day-to-day department activities.
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.
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.
Stifel Bank & Trust is seeking a motivated and detail-oriented intern to join our Private Bank Lending team as a Credit Analyst Intern. This team provides customized lending solutions for Ultra-High Net Worth individuals, Family Offices, and entrepreneurs. As part of the Private Bank Lending team, you will collaborate with Financial Advisors and other experts to understand complex assets and support the needs of highly sophisticated clients. As a Credit Analyst Intern, you will support the team with underwriting new lending transactions, managing existing loans, and monitoring portfolio risk. This internship provides exposure to Private Banking, Wealth Management, and Commercial lending, as well as hands-on experience in the end-to-end credit process.
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).
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). Registered candidates highly preferred but non registered candidates will be considered.
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). Non Registered candidates will be considered.
The Graphic Design Specialist is responsible for creative design and coordinating the printing of marketing materials with an emphasis on higher level graphic design projects.
The Securities Based Analyst I will proactively provide Securities Based Lending awareness and support to Financial Advisors, Loan Officers and Clients.
The New Accounts Operations Associate II-International will review, process, and monitor new and existing international customer accounts. This role includes using critical thinking skills, reviewing documents and data, supporting branch offices to onboard and maintain foreign accounts, and knowledge of general operational and industry questions. This position will require collaboration among team members, branch office personnel, and other areas at the firm, including compliance, legal, and tax reporting, to provide exceptional customer service.
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).
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 Advisory Operations Support Team Lead performs a variety of higher level departmental duties requiring thorough knowledge of advisory accounts to assist in answering calls and emails from the branches. In addition, the team lead will assist in training and cross-training of department associates. The Team Lead is a subject matter expert for associates and may be given responsibility over several job functions based on departmental processes and needs. The Team Lead is responsible for understanding the various tasks that are performed on a daily basis within the department and working with management to re-assign tasks based on changes in volume and/or personnel.
The Credit Risk Modeling Intern will support the Credit Risk Model Manager in the development, implementation, and maintenance of credit risk models and strategies. This role offers a valuable opportunity to gain hands-on experience in analyzing large datasets, conducting statistical analysis, and contributing to credit risk management. The intern will assist with monitoring model performance, supporting data management efforts, and collaborating with teams across the bank to ensure the effectiveness of credit risk strategies.
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).
Stifel’s Human Resources specializes in compensation, benefits, employee relations, talent acquisition, and strategic planning and development. The department strives to balance associate needs and Stifel’s overall business goals while ensuring compliance with regulatory, federal, state, and local requirements.
The HR Intern provides assistance to the Human Resources department in day to day operations. This position assists the HR Department in various tasks including communications, university relations, talent acquisition, HRIS, benefits, compensation, employee relations, and employee training and development.
Stifel’s Corporate Accounting Department plays a vital role within the organization, overseeing critical financial functions and ensuring accurate and compliant financial reporting. As an intern in Stifel’s Corporate Accounting Department, you will have the opportunity to gain valuable hands-on experience, develop practical accounting skills, and contribute to the overall financial well-being of the organization.
The Video & Digital Marketing Intern will assist Stifel’s video & digital marketing team with all projects related to corporate videos, advisor videos, and digital marketing campaigns. This role acts as a project coordinator between the firm’s financial advisors, our third-party agencies, and our marketing department team members to get video & digital projects completed in a timely, compliant manner.
The Social Media Intern will assist Stifel’s corporate social media team with all projects related to the firm’s social media presence. Projects and responsibilities may include, but are not limited to assisting with the ideation of corporate posts, assisting Stifel associates with their social media presence, and general upkeep of databases related to social media monitoring.
The Graphic Design Intern will assist with basic layout of text and graphic elements for marketing materials including resizing and personalizing existing materials/templates. This role will have the opportunity to strengthen design skills and learn about graphic design in a corporate environment.
The Brand Partnerships & Activations Intern will assist Stifel’s brand partnerships & activations team with all projects related to corporate partnerships, activations, and ambassadors. This role will interact with members of the marketing team, Stifel’s brand partners and ambassadors or their representatives, advisors across the firm, and third-party agencies to effectively market our partnerships in a way that’s beneficial to the firm and its brand partners.
Stifel’s various Operations departments provide critical back-office support to our advisors and clients.
As an Operations Intern at Stifel, you will have the opportunity to collaborate with knowledgeable operations professionals and gain practical experience in a variety of specialized groups within Operations. This internship will provide you with exposure to critical operational processes, help you develop your analytical skills, and offer insights into the daily functions that support Stifel’s client services and overall operations.
The Affiliate Marketing Intern will assist Stifel’s Affiliate Marketing team with all projects related to Stifel's affiliates. As an Affiliate Marketing Intern, you will have the opportunity to work closely with our Marketing Strategists and Designers, shadowing team members as you gain hands-on experience in the dynamic field of affiliate marketing.
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 Internal Audit Intern will perform 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.
This internship opportunity provides a hands on experience in internal auditing and offers exposure to various aspects of risk management, compliance, and internal controls. The Internal Audit Intern will have the opportunity to work closely with experienced professionals and develop a...
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.
Stifel's Compliance department is responsible for ensuring that the firm and its associates conform to all applicable laws, rules, and regulations.
As a Compliance Intern at Stifel, you will have the opportunity to collaborate with seasoned compliance professionals and gain exposure to a wide range of specialized compliance areas. Through this internship, you will enhance your understanding of regulatory requirements, develop analytical skills, and gain practical experience in evaluating and upholding Stifel’s compliance standards.
The Tax Accountant II plays a key role in the annual federal and state income tax compliance process. The Tax Accountant II prepares and/or reviews the federal proformas, consolidated/unitary state, and separate company state income tax returns as well as above-the-line and informational forms. The Tax Accountant II also assists with tax technology.