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Client Service Associate - NR
Stifel - Pinehurst, NC
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 ...
Registered Client Service Associate
Stifel - Roxbury Township, NJ
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 advertise...
Client Service Associate
Stifel - Middletown, RI
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...
FI Financial Institutions Strategist - Vice President or Director, Tax Credit team
Stifel - Birmingham, AL
Under the direction of the Managing Director of Tax Credit Solutions, the Fixed Income ("FI") Financial Institutions Strategist collaborates with the sales team, tax credits team and the remainder of the fixed income strategies team in continuing to build and evolve Stifel's Tax Credit Desk. The FI Financial Institutions Strategist will lead deals with Fixed Income Clients seeking to purchas...
Financial Planning Associate
Stifel - Saint Louis, MO
Under close supervision, works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. May assist branch offices in the use of MoneyGuide (Stifel's online Financial Planning platform). What We're Looking For • Responds to in-bound calls from Financial Advisor and members...
Client Service Associate - NR
Stifel - Indianapolis, IN
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 ...
Client Service Associate - NR
Stifel - Columbus, GA
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 ...
Manager Research Sr Analyst
Stifel - Saint Louis, MO
The Manager Research Sr. Analyst significantly contributes to the quantitative and fundamental research activities related to three product universes - Mutual Funds (MFs), Separately Managed Accounts (SMAs), and Exchange-Traded Funds (ETFs). The Traditional Product Research Group (TPRG) is responsible for the discretionary management of more than 40,000 accounts and $4.0 billion of client as...
Senior Vice President, Commercial Real Estate
Stifel - Chicago, IL
The Senior Vice President, Commercial Real Estate is responsible for identifying, structuring, closing, monitoring, and servicing commercial real-estate loan opportunities of varying complexity. The complexity of loan opportunities and portfolio responsibilities are larger than lower level lender roles. The SVP is responsible for ensuring that all loan decisions, actions, and recommendations...
Platform Strategy Specialist
Stifel - Saint Louis, MO
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 invest...
Registered Client Service Associate
Stifel - Greenwood Village, CO
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 advertise...
Sr. Banking Treasury Sales Manager
Stifel - New York, NY
The Sr. Banking Treasury Sales Manager is responsible for partnering with Bankers and specialized coverage teams to drive deposit growth, treasury management revenue, and overall banking relationships across Stifel Bank's commercial, Venture Banking, Fund Banking, and institutional client segments. The role serves as a trusted advisor to prospective and existing clients, delivering treasury,...
Personal Trust Administration Assistant Manager- Remote Offices
Stifel - Saint Louis, MO
The Personal Trust Administration Assistant Manager – Remote Offices administers complex trust accounts in accordance with the governing instrument and all applicable laws. This position provides leadership, guidance, and workflow management for Trust Officers and administration personnel located in Stifel Trust's remote offices. The role serves as a senior resource for trust administration mat...
Client Reporting Services Specialist
Stifel - Saint Louis, MO
The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and consultation to Stifel advisors as they navigate...
Registered Client Service Associate
Stifel - Fort Worth, TX
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 advertise...
