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Client Service Associate
Stifel - Boston, MA
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...
Data Engineer III
Stifel - Memphis, TN
The Data Engineer III is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Data Engineer III works with large volumes of data, ensuring its quality, reliability, and accessibility. Tasks may include data ingestion, transformation, storage, data sharing and consumption, and implementing data security and privacy measures. This ro...
Salesforce Administrator II
Stifel - Saint Louis, MO
The Salesforce Administrator II independently manages configuration, customization, and ongoing enhancement of Salesforce Financial Services Cloud (FSC) supporting Wealth Management. This role plays a key part in delivering complex configurations, maintaining system integrity, supporting DevOps release processes, and partnering with business stakeholders to optimize advisor and client workfl...
Client Service Associate - Non-Registered
Stifel - Spokane, WA
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...
Client Service Associate - NR
Stifel - San Francisco, 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...
Client Service Associate - NR
Stifel - Mequon, WI
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 ...
Business Process Integration Project Manager
Stifel - Saint Louis, MO
The Business Process Integration Project Manager (PM) will oversee various projects throughout the department and firm. The PM will be responsible for managing projects, the resources (internal and external) assigned to that work, the timelines established in which that work needs to be completed, and the costs (if applicable) to the work. The PM will determine project viability and necessit...
Managing Director, Venture & Growth Stage Lending
Stifel - New York, NY
In joining Stifel's Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture, growth and private equity backed companies across all their financial services needs. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of profession...
Client Service Associate - NR
Stifel - Lake Forest, IL
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 ...
Managing Director, Venture & Growth Stage Lending
Stifel - San Francisco, CA
In joining Stifel's Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture, growth and private equity backed companies across all their financial services needs. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of profession...
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 ...
Managing Director, Venture Lending
Stifel - New York, NY
In joining Stifel's Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies across all their financial services needs. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and inn...
Client Service Associate - NR
Stifel - Greenville, SC
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 ...
Accounts Payable Associate - Thomas Weisel Investment Management - Hybrid
Stifel - San Francisco, CA
The Accounts Payable Associate for Thomas Weisel Investment Management is responsible for accounts payable processing, general ledger bookkeeping, expense reimbursements, and other operational tasks for the Office of CEO Administration. This role involves processing accounts and incoming payments in compliance with financial policies and procedures. The Accounts Payable Associate will also p...
Client Service Associate - Non-Registered
Stifel - Tulsa, OK
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...
