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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...
Trade Review Supervisor- Annuity
Stifel - Saint Louis, MO
The Trade Review Supervisor ensures conformance to Stifel Policy and Procedures through activities such as, but not limited to, reviewing suitability and best interests of all Annuity transactions types, working closely with Financial Advisors and Branch Managers to correct trade details/descriptions for transactions that likely conform to firm policies and procedures, but do not appear that...
Fixed Income Capital Markets Analyst
Stifel - Birmingham, AL
Program Overview: Fixed Income Capital Markets Academy Analysts participate in Stifel's Fixed Income Capital Markets Academy, a transformational two-year program designed to cultivate the firm's future leaders. The Academy's holistic approach balances technical experience with character and culture development, while emphasizing both personal and pro...
Security Engineer II - Threat and Vulnerability
Stifel - Saint Louis, MO
The Security Engineer II - Threat and Vulnerability is responsible for identifying, assessing, and mitigating security risks across Stifel's environments. This role emphasizes detecting vulnerabilities, ensuring secure configurations, and driving remediation efforts to strengthen the firm's overall security posture. The Security Engineer II leverages technical expertise, automation, and prog...
Personal Trust Administrative Officer II
Stifel - Saint Louis, MO
The Personal Trust Administration Officer II administers simple to complex 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. <...
Registered Client Service Associate
Stifel - Garden City, 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...
Commercial Loan Systems Manager
Stifel - Mt Airy, MD
The Commercial Loan Systems Manager oversees the daily functionality, configuration, and performance of the bank's commercial loan systems, serving as the primary liaison with Finastra and internal operational teams. The role manages system updates, case resolution, testing, and the implementation of new functionality while ensuring accurate reporting, user access maintenance, and effective ...
Deputy General Counsel - Bank & Trust
Stifel - Saint Louis, MO
The Deputy General Counsel will provide legal advice and document negotiation to Stifel Financial Corp.'s subsidiary banks and trust companies (collectively, the “Banks”). In cooperation with the management of the Banks and their parent company, the candidate will advise and collaborate with business partners on various issues and business initiatives, such as deposit and loan related matter...
Data Analyst
Stifel - Saint Louis, MO
The Data Analyst will work as a member of Stifel's Analyst team within the Information Technology group. The Data Analyst is responsible for servicing ad-hoc data extraction and reporting requests originating from various areas of the business as well as support discovery or solutions for firm data driven initiatives and developments. This position is expected to work with business users as ...
Registered Client Service Associate
Stifel - Cincinnati, OH
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...
Account Executive (Arabic Speaking)
Intralinks - Dubai, Dubai, United Arab Emirates
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description ...
Registered Client Service Associate
Stifel - Indianapolis, IN
The 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 advertisements, provides overall c...
Registered Client Service Associate
Stifel - Bellevue, WA
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 advertisements, provides overall custo...
Operations Associate III-Special Review
Stifel - Saint Louis, MO
The Operations Associate III-Special Review is responsible for being a lead contributor in the opening and maintaining more complex account types, including corporations, partnerships, trusts, and 501(c)3 accounts, as well as additional tasks that could require more experience and expertise. This position requires a sound understanding of processes and procedures regarding these account stru...
Registered Client Service Associate
Stifel - Frontenac, MO
The 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 advertisements, provides overall c...
