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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...
Data Analyst
Stifel - Saint Louis, MO
The Data Analyst will work as a member of Stifel's Analyst team within the Digital Solutions group. The Data Analyst is responsible for servicing ad-hoc data extraction and reporting requests originating from various areas of the business as well as support discovery or solutions for firm data driven initiatives and developments. This position is expected to work with business users as well ...
FI Int Rate Ops Support Analyst I
Stifel - Cleveland, OH
The Operations Support Analyst I requires a clear understanding of the department functions and procedures and communicates with personnel to initiate instructions submitted by bank clients. The Operations Support Analyst I is expected to have a working knowledge of all departmentsystems that relate to the account processing group's responsibilities. What We're Looking For
Client Advisor
Stifel - San Francisco, CA
We are seeking a highly skilled and experienced Client Advisor to join our team. The ideal candidate will possess a strong background in financial planning and client management. The Client Advisor manages and participates in client relationships by building rapport, assessing clients' financial planning and investment needs. The Client Advisor must be experienced using Money Guide Pro and e...
Municipal Bonds Trader
Stifel - Morristown, NJ
The Municipal Bonds Trader works closely with the retail sales force and other retail traders to provide routine administrative support and assistance. This position will perform duties associated with municipal trading, such as watching messenger, organizing and assisting with customer inquiries, processing transactions, and preparing various communications. What We're Looki...
Registered Client Service Associate
Stifel - Roxbury Township, 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...
Deposit Operations Business Systems Analyst
Stifel - Saint Louis, MO
The Deposit Operations Business Systems Analyst is responsible for administering and supporting core banking and ancillary systems while serving as a key resource for operational reporting, user access management, system configuration, and process improvement initiatives. This role independently analyzes operational data, supports audit and compliance requirements, troubleshoots system-relat...
Vice President, Commercial Real Estate
Stifel - Chicago, IL
The Vice President, Commercial Real Estate is responsible for identifying, structuring, closing, monitoring, and servicing commercial real estate loan opportunities. The VP manages a portfolio of commercial real estate relationships and is responsible for ensuring that all loan decisions, actions, and recommendations are based on a thorough understanding of each customer's financial needs, mark...
Commercial Real Estate Credit Analyst II
Stifel - Dublin, OH
The Commercial Real Estate (CRE) Credit Analyst II provides analytical support for the underwriting, monitoring, and administration of commercial real estate lending relationships. The role is responsible for analyzing borrower and guarantor financial information, preparing credit approval memoranda, performing cash flow and collateral analysis, and supporting ongoing portfolio monitoring ac...
Treasury Management Implementation Specialist
Stifel - Saint Louis, MO
The Treasury Management Implementation Specialist is responsible for supporting the onboarding of clients and implementation of treasury management products and services. This role partners with Portfolio Managers and internal teams to coordinate implementations, contribute to successful client onboarding, and help ensure a seamless transition from sale through go-live and into ongoing suppo...
Registered Client Service Associate
Stifel - Bowling Green, KY
The 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 c...
Client Service Associate - Non-Registered
Stifel - Frisco, 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...
Operations Associate-Stifel Support
Stifel - Saint Louis, MO
The Stifel Support Associate is responsible for aiding in driving departmental results for the ongoing support for Stifel's branch offices. This position requires the ability to gain a sound understanding of department subject matter including application support and training and general operational questions. This position will require collaboration among team members, branch office personn...
Associate, Venture Lending & Banking
Stifel - New York, NY
The Associate will be integrally involved in all facets of Stifel's Venture Banking Team's operations – from portfolio management to deal underwriting to strategic organizational projects. This role intertwines an understanding of accounting and financial principals with an candidate's desire to learn about sector and economic trends impacting the technology companies we work alongside. In j...
Registered Client Service Associate
Stifel - Billings, MT
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...
