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FA-Advised Programs Analyst
Stifel - New York, NY
Under immediate supervision, the FA-Advised Programs Analyst works on all aspects of their respective advisory programs. Analysts collaborate with the Program Manager, Financial Advisors (FAs), Advisory Operations, and other groups inside of Stifel. The primary mission of our program management team is to ensure efficient and effective management of advisory programs while delivering first c...
Branch Manager
Stifel - Spokane, WA
The Branch Manager (BM) supervises the individual Financial Advisor (FA) businesses within their branch and manages all support staff daily. This position is responsible for growing the branch through recruitment, finding new business, and cultivating existing business. This position also performs the duties of a Financial Advisor providing investment services to their clients. ...
Associate, Venture Lending & Banking
Stifel - New York, NY
The Associate will be integrally involved in all facets of Stifel's Venture Banking Team's operations – from portfolio management to deal underwriting to strategic organizational projects. This role intertwines an understanding of accounting and financial principals with an candidate's desire to learn about sector and economic trends impacting the technology companies we work alongside. In j...
Vice President, Venture Lending and Banking
Stifel - New York, NY
In joining Stifel's Venture Banking Team, a Vice President/Senior Vice President plays an integral role in building and supporting a regional client portfolio of technology companies. A VP/SVP should feel confident in leveraging the resources spanning Stifel's banking & broader corporate platform to both lead debt processes and deliver a curated banking experience to entrepreneurs and their ...
Operations Associate-Addepar Performance
Stifel - Saint Louis, MO
The Operations Associate-Performance Reporting is responsible for aiding in driving departmental results for the Performance Reporting Team. This position requires the ability to gain a sound understanding of department subject matter including performance reporting metrics, reporting systems, and a basic knowledge of investment terms and methodologies. This position will require collaborati...
Operations Associate-Advisory Reconciliation
Stifel - Saint Louis, MO
The Operations Associate is responsible for aiding in driving departmental results for the Reconciliation team. This position requires the ability to gain a sound understanding of department subject matter including the ability to verify or update account activity. This position will require collaboration among team members to execute on departmental objectives under direct supervision while...
SPA Post Close Associate
Stifel - Saint Louis, MO
The SPA Post Close Associate ensures loan files are complete and works with loan team members to create proper dialogue and accurate loan documentation while balancing service, quality, compliance, and relationship building. What We're Looking For Books SPA loans within the loan system. Tracks the receipt of original loan documents. Images...
Receptionist
Stifel - Portland, OR
The Receptionist greets all clients and guests in a friendly and professional manner whether in person or by phone. This position answers inquiries, directs/connects calls, and provides information regarding activities conducted at establishment; location of departments, offices, and employees within the Firm. What We're Looking For Answer, screen, and fo...
Treasury Operations Product Analyst
Stifel - Saint Louis, MO
The Treasury Operations Product Analyst plays a pivotal role in shaping and optimizing the Bank's Treasury product offerings. This position is responsible for analyzing product performance, identifying market trends, and supporting the development and enhancement of treasury solutions such as ACH, wires, RDC, Monex, Lockbox, Fraud detection. The analyst will collaborate with cross-functional...
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...
Developer II
Stifel - Saint Louis, MO
The Developer II will participate in all phases of the development process including design, integration and maintenance while observing proper behaviors, patterns, and standards. The Developer II will begin to learn cross-disciplinary development skills in a full-stack environment. The Developer II will ensure that Stifel's best practices are used in all development projects and procedures....
Branch Intern
Stifel - Westlake Village, CA
The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects. What We're Looking For Administrative duties as needed such as answering phones, filing, scanning, travel and expense repor...
Personal Trust Administrative Officer
Stifel - Saint Louis, MO
The Personal Trust Administration Officer administers simple trust accounts in accordance with the terms of the trust document and all applicable laws. What We're Looking For Develop relationships with clients through frequent contact via telephone, email, or in writing. Communicate with FAs, attorneys, and CPAs regarding client needs. With supervisor app...
Client Service Associate - NR
Stifel - Decatur, 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 ...
Client Service Associate - NR
Stifel - Omaha, NE
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 ...
