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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...
Financial Advisor Associate-Investments & Portfolio Analyst
Stifel - Denver, CO
The Financial Advisor Associate – Investments & Portfolio Analyst works closely with a Financial Advisor (FA) to deliver comprehensive, client-centric investment solutions while providing analytical support in portfolio construction, monitoring, and financial planning. This role blends relationship management, business development, and execution responsibilities with research-driven analysis...
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...
HR Business Partner
Stifel - Saint Louis, MO
The HR Business Partner provides consultative human resources support to business units within the Instituional Business. This position will assist on the interpretation of Human Resources programs, policies, and procedures to ensure alignment with business objectives and work cultures in achieving business goals while minimizing risk to the Firm. What We're Looking For
Registered Client Service Associate
Stifel - New York, NY
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...
Operations Manager-Margin
Stifel - Saint Louis, MO
The Operations Manager-Margin will provide oversight and day-to-day management of associates who are responsible for all operational functions related to margin, including margin calculations, collateral management, and risk monitoring. This role ensures adherence to regulatory requirements, mitigates exposure, and drives operational excellence in margin processes. This role is critical in s...
Client Service Associate - Non-Registered - Part-time
Stifel - Portland, OR
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...
Client Service Associate - NR
Stifel - Eau Claire, 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 ...
Managing Director, Venture Banking
Stifel - New York, NY
In joining Stifel's Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture 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 professionals to drive growth a...
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...
Non Registered - Client Service Associate
Stifel - Goshen, NY
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...
Client Service Associate - NR
Stifel - Mequon, 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
Stifel - Boston, MA
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...
Security Engineer II - CSIR
Stifel - Saint Louis, MO
The Security Engineer II - Cybersecurity Incident Response (CSIR) is a front-line member of the Cybersecurity Incident Response team that has responsibility for protecting corporate technology assets. The Engineer II will assist in the development of security solutions and the maintenance, documentation and system lifecycle of those solutions. This position will utilize multiple complex tool...
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 ...
