Refine Your Search
Displaying results 1 - 15 of 101
Part-Time Client Service Associate - NR
Stifel - Owosso, MI
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 - Holland, MI
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 ...
Miller Buckfire Senior Analyst / Junior Associate
Stifel - New York, NY
Senior Analysts / Junior Associates will contribute meaningfully to active engagements and internal initiatives. What We're Looking For Responsibilities include: Preparing presentation materials such as pitchbooks and client summaries Conducting in-depth industry and company research Building and analyzing financial model...
Private Bank Lending Credit Analyst
Stifel - Saint Louis, MO
The Private Bank Credit Analyst I is responsible for supporting the origination underwriting, structuring, and ongoing management of credit facilities for ultra-high net worth individuals, family offices, and entrepreneurs. The Credit Analyst will assist in performing financial diligence on borrowers, technical analysis on collateral assets, and portfolio risk management analysis, as well as...
Operations Associate
Stifel - Saint Louis, MO
The Alternative Investment Operations Associate is responsible for aiding in driving departmental results by reviewing documents to be submitted in good order to Alternative Investment Fund Companies under direct supervision. This position requires the ability to gain a sound understanding of department subject matter including Fund Subscription, Redemption and Transfer document requirements...
Client Service Associate
Stifel - Kansas City, MO
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...
Operations Associate - Annuity & Insurance
Stifel - Saint Louis, MO
The Operations Associate is responsible for aiding in driving departmental results for the Operations Annuity and Insurance department. This position requires the ability to gain a sound understanding of department subject matter including assisting with projects and initiatives as assigned. Basic duties will include processing and telephone/email communication with a diverse audience. This ...
Loan Operations Specialist
Stifel - Saint Louis, MO
The Loan Operations Specialist is responsible for supporting key operational functions within the loan department, with a focus on documenting Stifel Pledged Asset (SPA) loans and assisting with SBA-related processes. This role also contributes to daily balancing, audit support, and special projects as needed. What We're Looking For Prepare and document S...
Client Service Associate - NR
Stifel - Sugar Land, TX
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
Stifel - Chesterfield, MO
The Client Service Associate (CSA) provides administrative and operational support to Financial Advisors (FAs) and clients. This role also includes responsibilities related to marketing and social media coordination, helping to maintain the branch's digital presence and client communications. What We're Looking For Assist with opening and maintaining clie...
IB Senior Associate/Junior Vice President- Technology
Stifel - New York, NY
The M&A Investment Banking Associate for the KBW Investment Banking Financial Services Group develops financial models and related valuation analysis for both public and private offerings. What We're Looking For Play a critical role as the project manager on teams to manage the deal process from origination to close Develop integrated financial mo...
Advisory Trading Analyst
Stifel - Saint Louis, MO
The Advisory Trading Analyst is responsible for trading discretionary accounts within Stifel's internal advisory programs. The Analyst is responsible for transactions associated with portfolio changes, model maintenance, periodic rebalancing, and monitoring accounts to ensure that model portfolios are being maintained. The Analyst will collaborate with other Stifel departments to ensure comp...
Junior Equity Sales Representative
Stifel - Boston, MA
The Jr Equity Sales Representative is responsible for assisting senior team members in developing and maintaining business relationships with assigned accounts. They will assist in developing client relationships and will market the Firm's products and services. What We're Looking For Assist experienced sales professionals with client prospecting and clie...
PCG Operations Coordinator
Stifel - Saint Louis, MO
The PCG Operations Coordinator provides administrative and operational support to the Clayton branch. This role includes front office responsibilities such as greeting clients, answering phones, and managing general inquiries. The position also serves as a liaison between the branch and home office and may assist with training additional support staff. What We're Looking For<...
Credit Portfolio Analyst
Stifel - New York, NY
The Credit Portfolio Analyst will assist in managing single and multi-sector investment portfolios. This role will also build and maintain Stifel Capital Management's (SCM) credit analysis documentation on existing holdings and potential buy candidates. The analyst will work with trading desks, executing portfolio strategies with the guidance of the CIO. What We're Looking Fo...
