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Compliance Analyst II-Institutional Surveillance
Stifel - Saint Louis, MO
The Compliance Analyst II - Institutional Surveillance will develop knowledge of institutional compliance. Responsibilities will include working on daily reports, testing existing controls, and assisting in maintenance and tracking project lifecycles. What We're Looking For Perform reviews promptly, investigate and escalate issues as necessary, and docume...
Client Service Associate - NR
Stifel - Savannah, GA
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 ...
Insurance & Annuity Product Governance Analyst
Stifel - Saint Louis, MO
The Insurance & Annuity Product Governance Analyst supports the oversight and administration of Stifel's insurance and annuity product platform. This role assists with product governance, regulatory implementation, carrier coordination, and operational processes to ensure insurance and annuity products are managed in accordance with firm standards and regulatory requirements. The position wo...
Operations Associate - Equity Settlements Regulatory
Stifel - Saint Louis, MO
The Regulatory Operations Associate supports the firm's regulatory operations function by performing daily regulatory reporting, monitoring, exception review, and documentation tasks to ensure compliance with SEC, FINRA, and other regulatory agency requirements. This role requires developing a foundational understanding of regulatory reporting processes, operational controls, and industry re...
Client Service Associate - Non-Registered
Stifel - Spokane, WA
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...
Private Market Associate
Stifel - New York, NY
The Private Market Associate is responsible for focusing on increasing Stifel's revenue by identifying and establishing new Private Equity business. The Private Market Associate will support one or more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm. This role allows for exposure and access to s...
Registered Client Service Associate
Stifel - Pensacola, FL
Under immediate supervision, Client Services Associate (Registered) 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 advertise...
IT Associate II-Service Desk-Alt Sched - Day Shift
Stifel - Saint Louis, MO
The IT Associate II-Service Desk-Alt Sched role provides technical support and assistance, whether on the phone, in person, or remotely, related to computer systems, hardware, and software. This role responds to customer queries to provide technical assistance. *This is a Compressed Schedule position working a 4 days/10 hours shift.* What We're Looking For<...
IT Associate II-Service Desk-Alt Sched - Night Shift
Stifel - Saint Louis, MO
The IT Associate II-Service Desk-Alt Sched role provides technical support and assistance, whether on the phone, in person, or remotely, related to computer systems, hardware, and software. This role responds to customer queries to provide technical assistance. *This is a Compressed Schedule position working a 4 days/10 hours shift.* What We're Looking For<...
Operations Associate-Digital Support
Stifel - Saint Louis, MO
The Digital Support Associate is responsible for aiding in driving departmental results for the ongoing support for Stifel's Client Facing Platforms. This position requires the ability to gain a sound understanding of department subject matter including Digital Client Application Support, assisting with relevant training materials, and level 2 troubleshooting. This position will require coll...
Branch Office Coordinator
Stifel - Boston, MA
The Office Coordinator provides administrative, office operations, and work flow support to assigned department or branch. What We're Looking For Provide administrative support to assigned Department Head and/or Branch Manager. Interact with clients by phone, email, or on premises. Review monthly Profit/Loss (P&L) statements, payables, exp...
Client Service Associate - NR
Stifel - Waukesha, WI
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 - Fayetteville, AR
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
Stifel - Conshohocken, PA
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...
Carrier Relationship Manager
Stifel - Saint Louis, MO
The Carrier Relationship Manager partners with key insurance carriers to increase wholesaler effectiveness and activity, enhance and improve alignment with Stifel initiatives, and support joint marketing and sales activities. This role exists to deepen carrier engagement, strengthen collaboration, and drive measurable growth at the carrier level. What We're Looking For
