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Commercial Loan Coordinator II
Stifel - Saint Louis, MO
Responsible for providing a sufficient level of support for commercial or syndication loan requests from the time of application to closing. This position will be able to provide support through the entire commercial loan process through proper documentation while balancing service, quality and compliance and relationship building. What We're Looking For ...
Portfolio Analyst
Stifel - Grand Rapids, MI
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...
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...
Guideline Monitoring Associate II
Stifel - Saint Louis, MO
The Guideline Monitoring Associate II is responsible for collaborating with the Program Managers, Financial Advisors (FAs), Client Services Associates (CSAs), Branch Supervisors, Central Supervision, Operations, Legal, and Compliance Teams to ensure that Stifel Policies and Procedures and specific program parameters are understood and adhered to, and escalates issues, as appropriate. Product...
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...
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...
Financial Advisor Associate
Stifel - Sarasota, FL
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...
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 Wire Transfer Associate 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 va...
Compliance Analyst - Insurance Licensing
Stifel - Saint Louis, MO
The Compliance Analyst-Insurance Licensing prepares and processes all insurance-related licensing for the Firm and its licensed individuals. This role includes but is not limited to initial licensing requests, renewal and amended licensing requests, business entity affiliations and terminations, carrier appointments and terminations, reporting background issues to the regulators, assisting a...
Portfolio Analyst
Stifel - Spokane, WA
Under general supervision, the Portfolio Analyst supports the Investment Representative and team by managing client portfolios through trade execution, compliance oversight, and research-driven investment recommendations, while maintaining accurate documentation and assisting with financial planning updates. What We're Looking For Facilitates the overall ...
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...
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.
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. ...
Administrative Assistant- Venture Banking
Stifel - San Francisco, CA
Are you looking to begin or grow your career in the dynamic world of venture banking? Join our Venture Banking Team in San Francisco as an entry‑level Administrative Assistant. In this role, you will support a team that provides commercial banking and debt capital financing solutions to venture capital–backed technology companies and their investors. You will play a key role in delivering es...
