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Client Service Associate - NR
Stifel - Pinehurst, NC
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 ...
Financial Advisor Associate
Stifel - Houston, TX
The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will assist in prospecting new clients to grow the business and should remain current on industry trends. What We're Looking For Engage with clients and prospects to identify their financia...
Treasury Management Analytics Analyst II
Stifel - Saint Louis, MO
The Treasury Management Analytics Analyst II independently transforms Treasury Management data into actionable insights and delivers reporting solutions that support operational performance, product strategy, and decision-making. This role develops data-driven narratives that inform and influence leadership, while functioning as a strategic support partner without direct ownership of busines...
IB Associate - Clean Energy & Power
Stifel - Houston, TX
At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Associates work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer a unique environment which combines a highly entrepreneurial platform focused on emerging...
Trust Client Support Specialist
Stifel - Saint Louis, MO
The Trust Client Support Specialist provides assistance to Stifel Charitable clients regarding online account access, new account documentation, and general client support. What We're Looking For Assist clients with logging into and navigating the online account portal. Review and process client documentation for new account set up and maintenance...
Registered Client Service Associate
Stifel - Pinehurst, NC
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...
Desk Analyst, High Yield Municipal Bond Trading
Stifel - Los Angeles, CA
Stifel is seeking a highly motivated High Yield Desk Analyst to join our Municipal Bond Trading Desk in Los Angeles. This is a high-impact role within a market-leading franchise. Stifel's Municipal Securities Group includes sales, trading and underwriting of municipal and corporate tax-exempt bonds. The origination platform, Public Fin...
Registered Client Service Associate
Stifel - Irvine, 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...
Advisory Project Management/UMA Program Sr Specialist
Stifel - Saint Louis, MO
The Advisory Project Management/UMA Program Senior Specialist is a key member of the Program Management team responsible for driving the strategic advancement of Stifel's Advisory Programs through project leadership, business innovation, and the application of artificial intelligence (AI) and emerging technologies. The role proactively evaluates business challenges, operational processes, in...
Registered Client Service Associate
Stifel - Fort Worth, TX
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...
IB Associate - Energy
Stifel - New York, NY
At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Associates work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer a unique environment which combines a highly entrepreneurial platform focused on emerging...
KBW Equity Research Associate III – Property Casualty Insurance
Stifel - New York, NY
Under administrative direction, the Research Associate III is primarily responsible for providing information, data gathering, analysis, modeling, and organizational support to the Research Analyst and senior Research staff. A level III Associate has mastered the functions of a level II Associate and can perform all of the functions of an associate, including effectively filling the role of ...
Accounts Payable Associate
Stifel - Saint Louis, MO
The Accounts Payable Associate is responsible for coding and inputting invoices into MS Excel and/or the Accounts Payable system, printing and mailing checks, and researching/resolving problems. Responsible for reviewing and processing employee expense reimbursement reports and FA Expense reports. What We're Looking For • Assign proper coding to all invoices t...
IB Vice President - Diversified Industrials Services
Stifel - New York, NY
We are seeking a dynamic and experienced Vice President to join our Investment Banking team in New York with a focus on the Diversified Industrials & Services sector. This role is ideal for a strategic thinker with a strong background in complex financial transactions. The successful candidate will be a self-starter who is keen to work hard in a fast-paced environment, managing multipl...
Accounts Payable Associate II
Stifel - Saint Louis, MO
The Accounts Payable Associate II computes, classifies, and records numerical data to maintain financial records and ensure they remain complete. The Associate II will perform any combination of routine calculations, posts, and verification duties to obtain primary financial data for use in maintaining accounting records. The Associate II will process invoices and check requests for proper p...
