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Operations Manager-Advisory Billing
Stifel - Saint Louis, MO
The Advisory Billing Manager will provide oversite and day to day management of associates who are responsible for ensuring that all advisory accounts are appropriately billed. The manager is responsible for multiple supervisory audits to ensure the client is being charged the fee that was agreed to with their financial advisor. The Manager is responsible providing leadership and guidance to...
Commercial Credit Analyst- Broadly Syndicated Lending
Stifel - Saint Louis, MO
The Credit Analyst will provide support to the Commercial Lenders and Portfolio Managers with emphasis on financial analysis in determining the creditworthiness of a borrower. The Credit Analyst will have exposure to both private and public companies over a wide variety of industries, cash flow and other types of lending, and direct and syndicated loan opportunities. What We'...
Client Service Associate
Stifel - Hamden, CT
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...
Senior Estate & Tax Associate
Stifel - Saint Louis, MO
The Senior Estate & Tax Associate at Stifel, Nicolaus & Company, Inc. ("Stifel") supports the Estate & Tax Planning Services team, a Stifel's Wealth Planning Department component. Estate & Tax Planning Services covers topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust plan...
Vice President, Commercial Real Estate
Stifel - Chicago, IL
The Vice President, Commercial Real Estate is responsible for identifying, structuring, closing, monitoring, and servicing commercial real estate loan opportunities. The VP manages a portfolio of commercial real estate relationships and is responsible for ensuring that all loan decisions, actions, and recommendations are based on a thorough understanding of each customer's financial needs, mark...
Financial Planning Specialist
Stifel - Saint Louis, MO
The Financial Planning Specialist works with Financial Advisors to gather all applicable data and prepare and explain financial plans to clients and prospects. This position may thoroughly review financial plans created by some department associates and present completed financial plans to clients and prospects. The Financial Planning Specialist assists branch offices using MoneyGuide (Stife...
Registered Client Service Associate
Stifel - Haddonfield, NJ
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...
Advisor Marketing Manager
Stifel - Saint Louis, MO
The Advisor Marketing Manager leads a team of Marketing Associates and Marketing Specialists who support Financial Advisors, branches, and home office associates with their marketing needs. This role is responsible for developing and coaching a team of advisor-facing marketing professionals who serve as strategic partners to their assigned regions, ensuring a high level of service, strong ad...
Manager Research Sr Analyst
Stifel - Saint Louis, MO
The Manager Research Sr. Analyst significantly contributes to the quantitative and fundamental research activities related to three product universes - Mutual Funds (MFs), Separately Managed Accounts (SMAs), and Exchange-Traded Funds (ETFs). The Traditional Product Research Group (TPRG) is responsible for the discretionary management of more than 40,000 accounts and $4.0 billion of client as...
Salesforce Administrator II
Stifel - Saint Louis, MO
The Salesforce Administrator II independently manages configuration, customization, and ongoing enhancement of Salesforce Financial Services Cloud (FSC) supporting Wealth Management. This role plays a key part in delivering complex configurations, maintaining system integrity, supporting DevOps release processes, and partnering with business stakeholders to optimize advisor and client workfl...
Cloud Security Engineer
Stifel - Memphis, TN
The Cloud Security Engineer is responsible for designing, implementing, and maintaining security measures within cloud computing environments. They ensure the confidentiality, integrity, and availability of cloud-based systems and data by conducting risk assessments, developing security policies and procedures, implementing security controls, monitoring security incidents, and responding to ...
Client Service Associate - Non-Registered
Stifel - Greenwood Village, CO
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...
Branch Operations Manager
Stifel - San Francisco, CA
Oversees the daily activities of the support staff and assists with the long-range planning and administration activities of the branch. Duties and responsibilities include managing daily operations and planning the use of materials and human resources. What We're Looking For Hires, directs, evaluates, counsels and terminates support staff. Plans ...
Managing Director, Venture & Growth Stage Lending
Stifel - New York, NY
In joining Stifel's Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture, growth and private equity 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 profession...
Client Service Associate - NR
Stifel - Evansville, IN
The 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 ...
