Job Listings

The Administrative Assistant II performs a variety of administrative functions in support of the department and the department Manager ad works to facilitate the smooth operation of the day-to-day department activities. The Administrative Assistant II performs all the functions of Admin Assistant level I but to a higher level and with additional duties.

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 Structured Investments Specialist originates and structures customized products such as equity-, interest rate-, and FX-linked notes, warrants, and market-linked CDs across a variety of payoff profiles. The role involves collaborating with Financial Advisors to design tailored solutions, executing trades with global investment banks, and supporting secondary market activity. It also includes exposure to advanced strategies like collars and variable prepaid forwards, along with client education and internal coordination. The position requires strict adherence to regulatory standards, including FINRA, SEC, and Firm policies.

The Insurance Solutions Specialist II assists with marketing the Firm's insurance products (Life, LTC, and Disability) to Financial Advisors and clients, as well as helping them and other branch personnel with product-specific questions and technical, sales, and marketing matters. The Specialist II has a strong understanding of the uses of Life insurance in estate planning and business applications, including, but not limited to, business succession, buy-sell, key person, and non-qualified deferred compensation plans. This position also assists in order entry and updating IT systems with current product specifications and marketing concepts. This position assists in developing and leading campaigns highlighting protection planning, policy reviews, and unique...

The Insurance Solutions Specialist assists with marketing of the Firm's insurance products (Life, LTC and Disability) to Financial Advisors and clients. This includes helping to create and execute marketing plans, managing relationships with carriers and general agencies, providing insurance training via WebEx and in-person. The Insurance Specialist assists Financial Advisors and other branch personnel with product-specific questions, technical, sales, and marketing matters.

The Public Communications Specialist reviews, edits, advises, and verifies the final copy, with the Series 24 Principal approving (or denying) communications intended for public distribution or viewing.

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 Retirement Business Development & Marketing Specialist is primarily responsible for helping Stifel Financial Advisors sell Stifel's Retirement Plan services to their clients. The role focuses on cultivating new business opportunities, consulting with advisors to assist them with prospecting, benchmarking, closing retirement plan opportunities. This may involve telephone conversations and conference calls, conducting branch meetings, interfacing with the client's other professional advisors (primarily accountants and third-party administrators), presenting at seminars and similar events, and meeting in person with Financial Advisors and their clients.

The Senior Wealth Strategist is a subject matter expert and resource for Financial Advisors ("FAs") on issues affecting clients of varying wealth profiles. The Senior 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...

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....