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Branch Intern
Stifel - Greensboro, NC
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. What We're Looking For Administrative duties as needed such as answering phones, filing, scanning, travel and expense repor...
Branch Intern
Stifel - Birmingham, AL
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. What We're Looking For Administrative duties as needed such as answering phones, filing, scanning, travel and expense repor...
Trade Review Associate- Annuity
Stifel - Saint Louis, MO
The Trade Review Associate verifies that the Financial Advisor (FA) initiating an annuity 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 assi...
PCG Operations Coordinator
Stifel - Bellevue, WA
Under general supervision, performs multiple support staff duties required for branch and acts as liaison to home office personnel. What We're Looking For Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.). Trains additional support staff on daily work assignments. Performs operational or a...
Trade Review Supervisor- Annuity
Stifel - Saint Louis, MO
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 Annuity transactions types, working closely with Financial Advisors and Branch Managers to correct trade details/descriptions for transactions that likely conform to firm policies and procedures, but do not appear that...
Marketing Associate
Stifel - Saint Louis, MO
The Marketing Associate facilitates marketing creation requests and processes, serving as the liaison between the branches, departments, and other contacts and the Marketing, Advertising & Graphics department. This position works closely with department Marketing Specialists, Designers, Writers, and other department personnel to ensure a full understanding of requests and processes at all st...
Treasury Management Operations Specialist
Stifel - Saint Louis, MO
The Bank Specialist-Treasury Ops interacts with customers to provide a variety of general information in response to inquiries about products and services. The ideal candidate will have a positive attitude, high attention to detail, knowledge about bank products and services. What We're Looking For Onboard new Treasury Management Customers and provide sup...
Client Service Associate - NR
Stifel - San Luis Obispo, CA
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, p...
Senior Personal Trust Officer
Stifel - Baltimore, MD
The Senior Personal Trust Administration Officer Administers complex trust accounts in accordance with the terms of the trust document and all applicable laws. What We're Looking For Communicate and maintain relationships with FAs, attorneys, and CPAs regarding client needs. Act as a resource for other Trust Officer's to help them prepare for meet...
Info Security Analyst II-Insider Threat
Stifel - Saint Louis, MO
The Insider Threat Analyst is responsible for detecting and mitigating risk from employees, contractors, vendors and partners who may intentionally or unintentionally harm the Firm. This role supports the enterprise Insider Threat Program, which uses advanced analytics, user behavior monitoring, and investigative techniques to identify high-risk activities, in alignment with regulatory compl...
Operations Associate - Fixed Income Settlements
Stifel - Saint Louis, MO
The Operations Associate is responsible for settling institutional trades for the Fixed Income Settlements team. This position will require attention to detail, ability to learn new systems, follow established procedures, and collaborate with team members to execute departmental objectives under direct supervision. The position is entry level and will be on-site at our headquarters in downto...
Investment Strategist
Stifel - New York, NY
The Investment Strategist is a contributor to the development and implementation of the Investment Strategy offering within Stifel's Investment Products & Services (IP&S). In this capacity, the Investment Strategist interacts with both Financial Advisors and their clients with a high level of accountability to multiple constituencies. The position requires meaningful knowledge of equity and ...
Client Service Associate - NR
Stifel - Walnut Creek, CA
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, p...
Administrative Assistant
Stifel - Saint Louis, MO
The Administrative Assistant I performs a variety of administrative functions in support of the department and the department Manager and works to facilitate the smooth operation of the day-to-day department activities. What We're Looking For • Greet visitors and callers, handle their inquiries, provide information to callers and/or visitors/guest...
KBW Research Associate I - Mortgage Finance
Stifel - New York, NY
Under immediate supervision, the Research Associate I is primarily responsible for providing information and data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Candidates should be adept at or able to quickly learn and apply the core research foundation skills including accounting, finance, valuation, modeling, and proficient verbal and writ...
