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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...
Registered Client Service Associate
Stifel - Stockton, CA
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 - NR
Stifel - Boca Raton, FL
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 serv...
Client Service Associate
Stifel - Orlando, FL
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...
Fraud Investigator
Stifel - Saint Louis, MO
The Fraud Investigator will be responsible for researching and investigating instances of fraud across all payment channels. The Fraud Investigator is predominantly self-directed, self-motivated and receives occasional direction and oversight from the Deposit Operations Manager. What We're Looking For Investigate complex crimes committed against the organ...
Client Service Associate - NR
Stifel - Chapel Hill, NC
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...
Managing Director, Venture Banking
Stifel - San Francisco, CA
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 a...
Client Service Associate
Stifel - Columbia, MO
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 - Columbia, MO
The Registered Client Service Associate assists one or more Financial Advisors 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 Financial Advisor communications and advertisements, provides overall cu...
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 - Columbia, SC
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 custo...
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...
Product Relationship Management Assoc II
Stifel - Saint Louis, MO
The Product & Relationship Management Associate is responsible for assisting with daily platform management of Exchange Traded Products (ETPs) and Mutual Funds/529 Plans, which includes initial evaluation of products for acceptability, viability, and risk as utilized by Stifel Financial Advisors with their clients subject to review by senior members of the Product Management team. The positi...
Sr Data Engineer
Stifel - Saint Louis, MO
The Sr Data Engineer is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Sr Data Engineer works with large volumes of data, ensuring its quality, reliability, speed, and accessibility. Tasks may include data ingestion, transformation, storage, data sharing and consumption, and implementing data security and privacy measures. Th...
Personal Trust Administrative Officer II
Stifel - Saint Louis, MO
The Personal Trust Administration Officer II administers simple to complex trust accounts in accordance with the terms of the trust document and all applicable laws. What We're Looking For Develop relationships with clients through frequent contact via telephone, email, or in writing. Communicate with FAs, attorneys, and CPAs regarding client needs. <...
