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 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 Administrative Assistant I performs a variety of administrative functions in support of the Financial Advisor and Associate and works to facilitate the smooth operation of the day-to-day department activities.
The Venture Credit Analyst plays an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. This role intertwines an understanding of accounting and financial principals with a Credit Analyst’s desire to learn about sector and economic trends impacting the technology companies we work alongside. In joining our San Francisco team, the Credit Analyst’s role will focus heavily on understanding and contributing within active debt processes – structuring, underwriting, and presenting to our credit team. Over time the Credit Analyst will have the opportunity to lead relationship...
The Commercial Servicing Associate is responsible for providing sufficient support for Commercial loans through onboarding and servicing responsibilities.
The Commercial Post Close Associate II 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.
An Associate will be integrally involved in all facets of Stifel’s Venture Banking Team’s operations – from portfolio management to deal underwriting to strategic organizational projects. This role intertwines an understanding of accounting and financial principals with an Associate’s desire to learn about sector and economic trends impacting the technology companies we work alongside. In joining our San Francisco team, an Associate’s role will focus heavily on understanding and contributing withing the active debt processes – structuring, underwriting, and presenting to our credit team
An Associate will be integrally involved in all facets of Stifel’s Venture Banking Team’s operations – from portfolio management to deal underwriting to strategic organizational projects. This role intertwines an understanding of accounting and financial principals with an Associate’s desire to learn about sector and economic trends impacting the technology companies we work alongside. In joining our Los Angeles team, an Associate’s role will focus heavily on understanding and contributing in active debt processes – structuring, underwriting, and presenting to our credit team.
In joining Stifel’s Venture Banking Team, an Associate Vice President will both support and lead a variety of initiatives aimed at supporting the needs of existing and prospective clients. This dynamic role requires engaging with senior leaders in- and outside of the organization to understand technology and capital trends and how they impact the companies we work to support. An AVP is materially involved in all phases of the debt process – from structuring to underwriting to ongoing portfolio maintenance. This role – broad in its view of the technology industry yet immersive in its connectivity to specific businesses – is an opportunity to join an exceptionally talented team...
An Associate will be integrally involved in all facets of Stifel’s Venture Banking Team’s operations – from portfolio management to deal underwriting to strategic organizational projects. This role intertwines an understanding of accounting and financial principals with an Associate’s desire to learn about sector and economic trends impacting the technology companies we work alongside. In joining our San Francisco team, an Associate’s role will focus heavily on understanding and contributing withing the active debt processes – structuring, underwriting, and presenting to our credit team.
Under immediate supervision, the Intern will represent Stifel by performing a wide variety of complex and confidential administrative duties in support of the functional area. This position will have the opportunity to work in other service areas and develop professionally by contributing to projects that support the business.
The Business Process Integration Technical Writer focuses on creating and supporting the technical documentation efforts of the Business Process Integration (BPI) department. Responsibilities will include writing, structuring, and updating technical documentation for systems and processes within the department by working closely with Project Managers, Business Analysts, and Technical Analysts. This position requires an individual who can quickly grasp complex business processes and technical solutions.
The Stifel Pledged Asset (SPA) Coordinator is responsible for loan requests from application to closing. This position will assist in the lending process of SPA loan requests through proper documentation while balancing service, quality compliance, and relationship building.
The Bank Customer Relations Specialist III controls the organization's issuance and renewal of credit cards. This role interacts 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.
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).
Stifel’s 250-member Municipal Securities Group is seeking a junior fixed-income trader to join our Municipal Capital Markets trading desk in Los Angeles, which includes taxable, tax-exempt, and high-yield municipal sales and trading. The candidate will join the Taxable Municipal Trading team and be trained as a junior municipal bond trader, working directly with the Head of Taxable Municipal Trading. The position will quickly gain a working knowledge of trading systems and information dissemination tools and, with increasing responsibility, will manage customer inquiries, process transactions, and coordinate internal and external communication. This role requires diligent...
The Sr Client Service Associate-Registered supports the Financial Advisor (FA) in daily business administration by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position is expected to preserve long-term client relationships and be a resource for all other branch office associates. This position is also permitted to accept and enter all types of unsolicited orders directly from clients and enter all types of solicited and unsolicited orders at the direction of the Financial Advisor.
An IT Technician II is responsible for maintaining computer systems and other technologies within Stifel. Their duties include working with other IT Technicians to install hardware troubleshoot computer issues, respond to IT questions from other associates.
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 Bank & Trust is looking for a talented, highly motivated self-starter to join its Private Bank Lending team as a Credit Analyst.
Private Bank Lending is a dynamic, solution-driven team that structures custom lending solutions for Ultra-High Net Worth individuals, Family Offices, and entrepreneurs. The team’s offering represents a strategic service to a key and focal...
The Operations Executive Director oversees multiple functional areas and establishes the strategic direction for Operations. The Director is also responsible for ensuring appropriate leadership and structure, including personnel, workflow, functions, and processes for their areas of responsibility. The Director actively collaborates with executive leadership from around the firm to determine back office/firm initiatives while ensuring the operational components are in place to drive completion. The Credit and Custody Executive Director will be responsible for the following areas: Margin and Risk Management, Sweeps and Cash Management, Tax Reporting/Dividends, Individual Retirement Accounts & Qualified Plans, Tax Lot...
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.
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 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 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.
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.
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 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.
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.
The 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). FINRA licenses preferred but not required.
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.
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).
