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SPA Coordinator
Stifel - Saint Louis, MO
The Stifel Pledge Asset (SPA) Coordinator is responsible for loan requests from application to closing. This position will assist in the lending process of SPA loan requests through proper documentation while balancing service, quality compliance, and relationship building. What We're Looking For Works closely with SPA Lenders to review loan application p...
Compliance Technology Analyst II
Stifel - Saint Louis, MO
The Compliance Technology Analyst II independently supports supervisory systems, delivers SQL-based reporting solutions, and partners with Compliance stakeholders to implement enhancements and analytical requests. This role balances system administration responsibilities with moderate development and data solution delivery. What We're Looking For Independ...
Bank Customer Information Management Specialist
Stifel - Saint Louis, MO
The Bank Customer Information Management (CIM) Specialist plays a key role in the bank's operations by ensuring customer identification requirements are met in accordance with regulatory standards and internal policies. This position is responsible for reviewing documentation, verifying identities, and maintaining accurate records to support efficient and compliant onboarding processes. <...
Client Relationship Manager
Stifel - Pittsburgh, PA
Under general supervision, 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 wit...
Operations Capital Markets Specialist II
Stifel - San Francisco, CA
The Operations Capital Markets Specialist II ensures correct trade processing for all large Institutional clients. This position will research and resolve incoming inquiries from Institutional clients, Capital Market Traders, and Sales associates. What We're Looking For Accurately coding account numbers and commission charges on trades assists with proces...
Client Relationship Manager
Stifel - Garden City, NY
Under general supervision, 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 wit...
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...
Endpoint Technician I - Stifel Bank
Stifel - Saint Louis, MO
The IT Technician has primary responsibilities as the first response, triage, and Level 1 troubleshooting contact within IT Operations and Service Management. The IT Operations Technician performs technical troubleshooting and diagnosis of root cause, and performs the steps necessary to fully log the incident, including the troubleshooting steps taken to resolve the incident. When incident r...
Private Market Associate
Stifel - New York, NY
The Private Market Associate is responsible for focusing on increasing Stifel's revenue by identifying and establishing new Private Equity business. The Private Market Associate will support one or more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm. This role allows for exposure and access to s...
Financial Advisor Associate
Stifel - Santa Rosa, CA
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...
Manager State Tax Compliance
Stifel - Saint Louis, MO
This position is responsible for the corporate state income tax return compliance process, both consolidated/unitary and separate company tax returns. The individual in this role will also be heavily involved in state income tax audits, sales/use tax audits, and franchise tax audits. Additionally, this position will lead quarterly estimates/extension calculations and efforts to enhance the t...
Documentation Control Specialist
Stifel - Saint Louis, MO
The Documentation Specialist will assist the New Accounts & Document Control Manager with creating, modifying, storing, organizing, and maintaining client-facing documents as well as assist department leaders in developing and documenting internal procedures. What We're Looking For Assist department leaders in developing o...
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...
Wire Transfer Associate
Stifel - Saint Louis, MO
The Bank Associate-Wire Team role is a high-demand position requiring a high level of self-motivation and independence. This role focuses on processing domestic and international wire transfers, ensuring accuracy and compliance with internal policies and external regulations. This role involves minimal customer service, account reconciliation, fraud monitoring, and close collaboration with v...
Senior Bank Treasury Product Owner
Stifel - Saint Louis, MO
As a Sr. Bank Treasury Product Owner, you will manage and oversee the development and implementation of treasury products and services offered. The Product Owner will work closely with cross-functional teams, including product managers, developers, and stakeholders, to define product requirements, prioritize features, and ensure successful product launches. Additionally, the Product Owner wi...
