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Operations Transition Coordinator
Stifel - Saint Louis, MO
The Operations Transition Coordinator is responsible for assisting multiple transitions of Financial Advisors from their current firms to Stifel and Stifel Independent Advisors. The Operations Transition Coordinator will be responsible for supporting onboarding processes and tasks as assigned by the Manager to maximize the profitability of the Firm's investment in a newly recruited advisor/t...
Client Service Associate
Stifel - Fort Jones, CA
Under immediate supervision, Client Services Associate 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, provid...
Portfolio Analyst
Stifel - Grand Rapids, MI
The Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients. What We're Looking For Facilitates the overall business development of cliente...
Security Investigator
Stifel - Saint Louis, MO
The Security Investigator will be responsible for the daily operation of the company's security protocols and systems designed to safeguard employees, customers, and operations. The Security Investigator will be integral in the development and implementation of enterprise policy, processes, training, and procedures. The security investigator will investigate issues on behalf of an organizati...
Registered Client Service Associate
Stifel - Haddonfield, 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...
Operations Associate II - IRA & Qualified Plans
Stifel - Saint Louis, MO
The Operations Associate II is responsible for aiding in driving departmental results as well as additional tasks which could require more experience and expertise to perform. This position requires a sound understanding of the processes while serving as a liaison to internal and external stakeholders. This position will require strong collaboration among team members and direct supervision....
Client Service Associate - Non-Registered
Stifel - Fort Worth, 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...
AML CIU EDD Analyst III
Stifel - Saint Louis, MO
The AML- Client Intelligence Unit (CIU) EDD Analyst III is responsible for providing a holistic review of high risk clients from a risk based approach. The CIU analyst conducts surveillance reviews to identify potential suspicious transactional activity, Politically Exposed Persons (PEPs) reviews, negative news/derogatory information reviews (including PEP, sanction, or OFAC reviews), ...
Commercial Credit Analyst III - Broadly Syndicated Lending
Stifel - Saint Louis, MO
The Commercial Credit Analyst III (CCAIII) - Broadly Syndicated Lending - will provide support to the Commercial Lenders with emphasis on financial analysis in determining the creditworthiness of a borrower. The CCAIII will have exposure to both private and public companies over a wide variety of industries, cash flow and other types of lending, and direct and syndicated loan opportunities.<...
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...
Public Finance Analyst
Stifel - Saint Louis, MO
Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desire and ability to lea...
Client Service Associate
Stifel - Gainesville, 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...
Customer Complaint Coordinator
Stifel - Saint Louis, MO
Primarily responsible for receiving, tracking, reviewing, and responding to sales practice and operational customer complaints received by the firm, as well as FINRA regulatory reporting related to customer complaints. Works closely with members of the legal department and internal business counterparts, including compliance and branch personnel. Prepares written responses to customers and t...
Benefits Specialist
Stifel - Saint Louis, MO
The Benefit Specialist interprets the Firm's associate benefit program. This position also leads the associate benefit program, implements projects, and addresses associate benefit needs and concerns, in both the U.S. and abroad. What We're Looking For Lead and coordinate benefit projects including open enrollment and merger processes for all benefit prog...
Sr Developer - Full Stack
Stifel - Memphis, TN
The Senior Developer will participate in all phases of the development process including complex design, integration and maintenance while observing proper behaviors, patterns, and standards. The Senior Developer will demonstrate leadership in mentoring and assisting all on the team, and will actively participate in all disciplines required in a full-stack environment. The Senior Developer w...
