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Annuity Solutions Specialist
Stifel - Saint Louis, MO
The Annuity Solutions Specialists are responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists serve as product experts for any branch personnel with product-specific questions, technical, sales, and/or marketing issues. ...
Public Finance Associate
Stifel - Phoenix, AZ
The Public Finance Associates are placed into geographic and/or sector teams with broad coverage responsibilities of municipal issuer clients. Associates will provide analytical and transaction support on municipal bond financings, assist in the development of proposals and presentations, provide general support to the initiatives of senior team members, and facilitate the new business devel...
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...
Wealth Strategist I
Stifel - Saint Louis, MO
The Wealth Strategist I serves as a resource for Financial Advisors ("FAs") on issues affecting clients of varying wealth profiles. The Wealth Strategist provides estate and tax 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 & Tax Planning Se...
Client Service Associate - Non-Registered
Stifel - Great Falls, MT
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 serv...
Business Analyst
Stifel - Saint Louis, MO
The Business Analyst will work as a member of Stifel's Analyst team within the Executive organization. The Business Analyst will work at the intersection of business and technology to engage with senior leadership, business units, and product management to identify, document, and articulate business needs for strategic initiatives. This position is expected to work well...
Senior Vice President, Bank Payments & Deposit Operations Manager
Stifel - Saint Louis, MO
The Bank Payments & Deposit Operations Manager is responsible for leading payment strategies and overseeing banking products and services to ensure alignment with Stifel Bank's strategic objectives. This role drives innovation in payment solutions, enhances service quality, ensures regulatory compliance, manages operational risk across payments and deposit platforms, and recruits, develops, ...
AI Engineer
Stifel - Saint Louis, MO
The AI Engineer position will support the setup, configuration and ongoing development of solutions using Microsoft Copilot Studio, AgentFlow, Power Automate and related Microsoft AI tools. This position focuses on implementing and operationalizing existing AI strategies, configuring intelligent agents, and improving the performance through strong prompt design and applied problem solving.
Sr Developer
Stifel - Hauppauge, NY
The Senior Developer will participate in all phases of the development process including complex design, integration and maintenance while observing proper behaviors, patterns, and standards. The Senior Developer will demonstrate leadership in mentoring and assisting all on the team, and will actively participate in all disciplines required in a full-stack environment. The Senior Developer w...
Client Service Associate
Stifel - Boston, MA
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...
Field Development Specialist
Stifel - Saint Louis, MO
The Field Development Specialist will serve our firm primarily as a liaison between our Private Client Group (PCG) Regional Directors, Branch Managers, and the Director of Field Development. This role will assist our firm's overall growth strategies and help build our next generation of Financial Advisors. This role will have multiple moving parts during any given day, including, but not lim...
Client Service Associate
Stifel - Haverhill, NH
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...
Managing Director, Venture Lending
Stifel - New York, NY
In joining Stifel's Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies across all their financial services needs. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and inn...
AI Automation Support Technician
Stifel - Saint Louis, MO
AI Automation Support Technician provides Level 1 support for Microsoft Copilot for M365, Microsoft Copilot Studio, and internal LangGraph Agentic solutions. This role will serve as the first line of contact for employees using AI tools across the firm—providing troubleshooting, guidance, and education to ensure smooth adoption of AI-powered productivity capabilities. This role also includes...
Client Service Associate
Stifel - Boston, MA
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...
