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Technical Writer
Stifel - Saint Louis, MO
The Business Process Integration Technical Writer focuses on creating and supporting the technical documentation efforts of the Business Process Integration (BPI) department. Responsibilities will include writing, structuring, and updating technical documentation for systems and processes within the department by working closely with Project Managers, Business Analysts, and Technical Analyst...
Portfolio Analyst
Stifel - Indianapolis, IN
The Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients. What We're Looking For Facilitates the overall business development of cliente...
Private Market Associate
Stifel - New York, NY
The Private Market Associate is responsible for focusing on increasing Stifel's revenue through the identification and establishment of new Private Equity business. The Private Market Associate 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 will support St...
Supervisory Analyst
Stifel - New York, NY
The Supervisory Analyst will provide a high quality and timely review of all equity research products across a global platform, ensuring that all research is compliant with FINRA, FCA, CIRO and jurisdictional rules and regulations and Stifel company policies and procedures. *This position is fully remote and requires working Sunday through Thursday, 4:00 PM to 12:00 ...
New Accounts Operations Associate-International
Stifel - Coral Gables, FL
The New Accounts Operations Associate-International will review, process, and monitor new and existing international customer accounts. This role includes using critical thinking skills, reviewing documents and data, and supporting branch offices to onboard and maintain foreign accounts. What We're Looking For Investigate and review documentation for open...
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...
Project Management & Origination Associate - Eaton Partners
Stifel - Stamford, CT
The Project Management Associate participates in the execution/project management of alternative investment fund mandates and the sourcing of new prospective clients, with manager oversight. This position assists across multiple asset classes, in support of the marketing of client funds to North American investors. Associates are primarily responsible for acting as the ke...
Scrum Master
Stifel - Saint Louis, MO
The Scrum Master supports agile team(s) in delivery of complex solutions that deliver business value. This position will partner with the product owner to support product backlog definition / refinement / prioritization to feed sprints. Proactively eliminate barriers, coach team members on best practices and run scrum ceremonies. What We're Looking For Te...
Municipal Underwriter
Stifel - San Francisco, CA
Stifel's 250-member Municipal Securities Group is seeking a Municipal Underwriter to join our Municipal Syndicate Desk, preferred location in Denver, CO and San Francisco, CA. The candidate will join the Municipal Underwriting team and work directly with the Head of Municipal Underwriting and Senior Underwriters across the country. Stifel is the top national underwriter of negoti...
Insurance Solutions Specialist II
Stifel - Saint Louis, MO
The Insurance Solutions Specialist II assists with marketing the Firm's insurance products (Life, LTC, and Disability) to Financial Advisors and clients, as well as helping them and other branch personnel with product-specific questions and technical, sales, and marketing matters. The Specialist II has a strong understanding of the uses of Life insurance in estate planning and business appli...
Commissions Team Lead
Stifel - Saint Louis, MO
The Commission Team Lead works with the Commission Accounting Manager and Commission Accounting Assistant Manager to oversee the workflow of the assigned team and coaches the Commission Accountants and Commission Accounting Associates. They autonomously perform routine accounting tasks, analyze commission data and maintain electronic records. The Commission Team lead processes commission cal...
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...
Client Relationship Manager
Stifel - Grosse Pointe, MI
The Client Relationship Manager (CRM) builds and maintains long-term relationships with high net worth clients by being their key point of contact for their investment needs. The CRM develops client's financial profiles and will lead client meetings on behalf of, or in conjunction with the Financial Advisor (FA). This position will fulfill some administrative duties for the FA. ...
Municipal Syndicate Coordinator
Stifel - San Francisco, CA
Stifel's 250-member Municipal Securities Group is seeking a Municipal Underwriting Assistant to join our Municipal Capital Markets underwriting desks in San Francisco, CA and Denver, CO. The candidate will join the Municipal Underwriting team and work directly with the Head of Municipal Underwriting and Senior Underwriters across the country. The candidate will quickly gain a working k...
Operations Assistant Director - Advisory Operations
Stifel - Saint Louis, MO
The Assistant Director of Advisory Operations will manage several teams to achieve departmental and firm goals. This role requires a comprehensive understanding of the department's high-level functions to effectively guide and direct managers on a variety of topics pertaining to Stifel's Advisory business. Acting as an internal consultant, the Assistant Director will collaborate extensively ...
