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AML Compliance Analyst II CDD - CIP
Stifel - Saint Louis, MO
The AML - Client Intelligence Unit (CIU) Customer Due Diligence (CDD) Analyst II holistically reviews high-risk clients from a risk-based approach. The AML-CIU CDD Analyst II conducts surveillance reviews to identify potential high-risk transactional activity, Politically Exposed Persons (PEPs) reviews, sanctioned individual reviews, negative news/ derogatory information reviews, potential O...
Product Relationship Specialist
Stifel - Saint Louis, MO
The Product Relationship Specialist will play a key role in supporting and advancing the firm's objectives and will support the team in a wide range of activities including attracting new assets through phone and digital mediums. What We're Looking For • Establishes new relationships, maintains and grows existing relationships with clients by providing investm...
Accounts Payable Associate
Stifel - Saint Louis, MO
The Accounts Payable Associate is responsible for coding and inputting invoices into MS Excel and/or the Accounts Payable system, printing and mailing checks, and researching/resolving problems. Responsible for reviewing and processing employee expense reimbursement reports and FA Expense reports. What We're Looking For • Assign proper coding to all invoices t...
Operations Associate - Annuity & Insurance
Stifel - Saint Louis, MO
The Operations Associate is responsible for aiding in driving departmental results for the Operations Annuity and Insurance department. This position requires the ability to gain a sound understanding of department subject matter including assisting with projects and initiatives as assigned. Basic duties will include processing and telephone/email communication with a diverse audience. This ...
Director of Personal Trust
Stifel - Saint Louis, MO
The Director of Personal Trust Administration is responsible for overseeing all aspects of Trust and Estate administration. The Director manages the team of experienced Trust Officers and Trust Associates providing guidance and leadership on administrative issues. The Director manages Trust Administration processes and staff to ensure all duties are performed according to the standards of St...
Compliance Analyst I - Branch Activities
Stifel - Saint Louis, MO
The Compliance Analyst I - Branch Activities establishes and maintains open lines of communication and acts as a contact point for branch office locations to assist with applicable Firm policies and/or procedures and regulatory rules. The Analyst I conducts branch examinations and follow up in compliance with FINRA Rule 3110 and is responsible for a working knowledge of both Stifel and affil...
Operations Associate-Document Control
Stifel - Saint Louis, MO
The Operations Associate-Document Control is responsible for assisting branches in reviewing various documents of all account types across the firm. This position requires the ability to understand processes and procedures regarding these account structures and document requirements with a high level of detail. This position will also require collaboration among team members, branch office p...
Accountant II
Stifel - Saint Louis, MO
Under general supervision, the Accountant II prepares financial reports and analyzes financial information to determine or maintain records of assets, liabilities, profit and loss, tax liability, or other financial activities within the company. What We're Looking For • Prepares, examines and analyzes records, financial statements and reports to assess accurac...
Endpoint Technician II - Stifel Bank
Stifel - Saint Louis, MO
The IT Technician II 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. Provides technical support across hardware and software applications for an organizations data center. What We're Looking For Installs, maintains...
Client Service Associate - NR
Stifel - Waterloo, IL
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 ...
Grant Compliance Associate II
Stifel - Saint Louis, MO
The Grant Compliance Associate II is responsible for independently reviewing, researching, and documenting nonprofit organizations for grant eligibility and compliance with IRS and internal regulatory standards. This role requires advanced attention to detail, strong analytical and communication skills, and the ability to manage complex cases with minimal supervision. The Associate II will a...
Small Business Admin Servicing Associate
Stifel - Saint Louis, MO
The Small Business Administration (SBA) (7A) Servicing Associate works with Stifel Brokers and Guidehouse. The SBA Servicing Associate performs various clerical or administrative tasks in support of the SBA (7A) loan servicing function. What We're Looking For Ensures loan-related documentation is complete and accurate. Records and processes paymen...
Third-Party Risk Management Senior Analyst
Stifel - Saint Louis, MO
The Enterprise Risk Management (ERM) Third Party Risk Analyst Senior is responsible for promoting the Third-Party Risk Management (TPRM) framework through monitoring of adherence to established policies, vendor risk identification and mitigation, collaboration with internal stakeholders, and comprehensive reporting to various risk committees and senior management. Key responsibilities includ...
Operations Associate - Margins
Stifel - Saint Louis, MO
The Operations Associate is responsible for aiding in driving departmental results for the Operations Margins department. This position requires the ability to gain a sound understanding of department subject matter including compiling data, doing calculations and verifications. This position will require collaboration among team members to execute on departmental objectives under direct sup...
Product Manager
Stifel - Saint Louis, MO
Product management is the role and function within the organization that is responsible for a product's overall success. The Product Manager is responsible for identifying the client's needs, understanding the larger business objectives, and analyzing this information to create a product roadmap that will deliver the highest value and outcomes. The Product Manager articulates what success lo...
