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Manager Research Sr. Analyst
Stifel - Saint Louis, MO
As a member of the Stifel CIO Office, the Manager Research Senior Analyst contributes to the quantitative and fundamental manager research activities related to three product universes - Mutual Funds (MFs), Separately Managed Accounts (SMAs), and Exchange-Traded Funds (ETFs). This manager research is disseminated through the publication of MF, SMA and ETF product recommended lists and is als...
Technical Risk Analyst
Stifel - Saint Louis, MO
A Technical Risk Management Analyst is responsible for identifying, assessing, and mitigating risks associated with technology and technical processes within an organization. This role typically involves analyzing potential risks, implementing strategies to minimize their impact, and ensuring compliance with relevant regulations and standards. The Technical Risk Management Analyst will safeg...
Sr. Wealth Strategist
Stifel - Saint Louis, MO
The Senior Wealth Strategist is a subject matter expert and resource for Financial Advisors ("FAs") on issues affecting clients of varying wealth profiles. The Senior Wealth Strategist provides expert estate 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 Depart...
Advertising Compliance Senior Analyst Advisory
Stifel - Saint Louis, MO
The Advertising Compliance Senior Analyst – Advisory reviews, edits, advises, and verifies the final copy in accordance with all appropriate marketing rules and regulations promulgated under the Investment Advisers Act of 1940 (as amended). What We're Looking For • Reviews investment advisory communications intended to be distributed to members of the public f...
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...
Product Owner
Stifel - Saint Louis, MO
The Project Owner (PO) is a member of an Agile Development Team. The Product Owner is responsible for guiding the team to create and deliver software applications that meet client, business, and firm goals by breaking down and defining small workable tasks (user stories) and prioritizing the team backlog to streamline the execution of priorities. The PO defines users, creates and...
Trade Review Supervisor
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...
Trade Review Associate- Life Insurance
Stifel - Saint Louis, MO
The Trade Review Associate verifies that the Financial Advisor (FA) initiating a life insurance transaction is appropriately licensed and registered, verifies contract data with insurance companies, responds to a high volume of calls from Financial Advisors and Sales Assistants related to insurance paperwork requirements, and provides some limited general assistance to branches. The Associat...
Wealth Strategist II
Stifel - Saint Louis, MO
The Wealth Strategist II is a subject matter expert and resource for Financial Advisors ("FA") on issues affecting clients of varying wealth profiles. The Wealth Strategist provides expert estate 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...
