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Client Relationship Manager
Stifel - Southfield, MI
The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. What We're Looking For Develop in-depth knowledge of client portfolios; regularly engage with clients. Conduct ...
2026 Equity Research Bridge Program
Stifel - New York, NY
The Equity Research Bridge Program is a selective two-day career exploration and professional development seminar where motivated undergraduate sophomore students will gain a deeper understanding of career paths in Stifel and Keefe, Bruyette & Woods (KBW) Equity Research as well as the key concepts that are being used in the Equity Research domain. Selected attendees will participate in both...
Fund Banking Analyst
Stifel - San Francisco, CA
The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. K...
Business Development Associate
Stifel - New York, NY
The Business Development Associate is responsible for focusing on increasing Stifel's revenue through the identification and establishment of new Private Equity business. The Business Development Specialist will support one of more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm. This position wi...
Client Service Associate - NR
Stifel - Redlands, 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...
Trust Operations Associate
Stifel - Greenville, DE
The Trust Operations Associate will process a wide variety of transactions. The Associate must be aware of impacts on customer statements while processing. This role will work with the Trust Company outsourcing partners to initiate requests and resolve issues. What We're Looking For Coordinate and track corporate action elections. Monitoring DDA a...
Field Development Specialist
Stifel - Saint Louis, MO
The Field Development Specialist will serve our firm primarily as a liaison between our Private Client Group (PCG) Regional Directors, Branch Managers, and the Director of Field Development. This role will assist our firm's overall growth strategies and help build our next generation of Financial Advisors. This role will have multiple moving parts during any given day, including, but not lim...
Trade Review Supervisor- Life Insurance
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 Life Insurance transactions types, working closely with Financial Advisors and Branch Managers to correct trade details/descriptions for transactions to conform to firm policies and procedures. Executing authority to c...
Wealth Strategist I
Stifel - Saint Louis, MO
The Wealth Strategist I serves as a resource for Financial Advisors ("FAs") on issues affecting clients of varying wealth profiles. The Wealth Strategist provides estate and tax planning knowledge and consultation in addition to serving as the primary external sales and marketing support for Estate & Tax Planning Services, part of Stifel's Wealth Planning Department. Estate & Tax Planning Se...
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...
Registered Client Service Associate
Stifel - Bethel Park, PA
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...
Video & Digital Marketing Intern- Summer 2026
Stifel - Saint Louis, MO
The Video & Digital Marketing Intern will assist Stifel's video & digital marketing team with all projects related to corporate videos, advisor videos, and digital marketing campaigns. This role acts as a project coordinator between the firm's financial advisors, our third-party agencies, and our marketing department team members to get video & digital projects completed in a timely, complia...
Graphic Design Intern- Summer 2026
Stifel - Saint Louis, MO
The Graphic Design Intern will assist with basic layout of text and graphic elements for marketing materials including resizing and personalizing existing materials/templates. This role will have the opportunity to strengthen design skills and learn about graphic design in a corporate environment. What We're Looking For Assists with the layou...
Content Marketing Intern- Summer 2026
Stifel - Saint Louis, MO
The Content Marketing Intern will assist Stifel's Digital Content team with all projects related to the firm's content library and e-mail distribution platform. Projects and responsibilities may include, but are not limited to assisting with maintaining Stifel's library of digital content, and assisting Stifel Financial Advisors and associates with their digital presence and e-mail communica...
Commercial Loan Coordinator II
Stifel - Saint Louis, MO
Responsible for providing a sufficient level of support for commercial or syndication loan requests from the time of application to closing. This position will be able to provide support through the entire commercial loan process through proper documentation while balancing service, quality and compliance and relationship building. What We're Looking For ...
