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The Alternative Investment Client Service Specialist is responsible for supporting Stifel’s alternative investment business through superior product support to advisors and fund partners. This includes interacting with sales team via phone and email to provide general information in response to inquiries related to alternative investments and working collaboratively with teammates to facilitate the offering process. The ideal candidate will have a positive attitude, high attention to detail and be a team player.
The Structured Investments Specialist I supports the Structured Investments Desk by assisting with the origination, structuring, execution, and lifecycle management of customized structured products, including equity , rate , and FX linked notes, warrants, and market linked CDs. The role combines capital markets exposure with strong technical and analytical capabilities, leveraging data analysis, automation, and programming skills (Python, SQL, VBA) to enhance pricing support, trade workflows, reporting, and controls. The position works closely with senior desk members, issuers, Financial Advisors, and internal partners in a highly regulated, detail oriented environment
Under immediate supervision, the FA-Advised Programs Analyst works on all aspects of their respective advisory programs. Analysts collaborate with the Program Manager, Financial Advisors (FAs), Advisory Operations, and other groups inside of Stifel. The primary mission of our program management team is to ensure efficient and effective management of advisory programs while delivering first class service to our advisors.
In collaboration with the Director/Head of Corporate Communications, the Communications Manager/Supervisor will play a hands-on role in both the design and execution of strategic communications programs designed to create and maintain a favorable image of the firm. The Communications Manager/Supervisor will forge strong relationships with key stakeholders including media, company executives, clients, industry influencers and fellow employees and work to identify new and emerging opportunities to enhance the firm's visibility and reputation.
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 Senior Estate & Tax Associate at Stifel, Nicolaus & Company, Inc. ("Stifel") supports the Estate & Tax Planning Services team, a Stifel's Wealth Planning Department component. Estate & Tax Planning Services covers topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust planning. The Sr Associate assists in drafting detailed analyses of individual clients' estate plans and/or income tax situations, emphasizing the most advanced matters, and creating client-approved marketing and internal reference materials. The Senior Associate also helps the Estate & Tax Planning Services team members prepare for conference calls and...
The Wealth Strategist I serves as a resource for Financial Advisors ("FAs") on issues affecting clients of varying wealth profiles. The Wealth Strategist provides estate and tax 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 financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust planning. Specific issues covered include strategies for concentrated positions, equity-based compensation, asset protection, multi-generational wealth transfer, federal and state death...
