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Client Relationship Manager
Stifel - Grosse Pointe, MI
The Client Relationship Manager (CRM) builds and maintains long-term relationships with high net worth clients by being their key point of contact for their investment needs. The CRM develops client's financial profiles and will lead client meetings on behalf of, or in conjunction with the Financial Advisor (FA). This position will fulfill some administrative duties for the FA. ...
Client Service Associate - NR
Stifel - Southfield, MI
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 ...
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...
Product Relationship Management Associate
Stifel - Saint Louis, MO
The Product & Relationship Management Associate is responsible for assisting with daily platform management of Exchange Traded Products (ETPs) and Mutual Funds/529 Plans, which includes initial evaluation of products for acceptability, viability, and risk as utilized by Stifel Financial Advisors with their clients subject to review by senior members of the Product Management team. The positi...
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...
Public Finance Associate
Stifel - Chicago, IL
Stifel's industry leading Public Finance professionals perform investment banking services for city, state, and local government agencies, helping them raise capital to build and maintain essential infrastructure in the communities they serve. From some of the nation's largest states, cities, convention centers and economic development projects to rural school districts and small...
Public Finance Analyst
Stifel - Chicago, IL
Stifel's industry leading Public Finance professionals perform investment banking services for city, state, and local government agencies, helping them raise capital to build and maintain essential infrastructure in the communities they serve. From some of the nation's largest states, cities, convention centers and economic development projects to rural school districts and small...
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 ...
AML Compliance Analyst-CDD-CIP
Stifel - Saint Louis, MO
The AML Customer Due Diligence (CDD)/Customer Identification Program Analyst is responsible for a holistic review of high-risk clients from a risk-based approach. The Analyst conducts surveillance reviews to identify potential high-risk transactional activity, PEPs reviews, sanctioned individual Negative News/ Derogatory information reviews, potential OFAC match reviews, beneficial ownership...
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...
Sr. New Accounts Operations Associate-International
Stifel - Coral Gables, FL
The Sr. New Accounts Operations Associate-International is responsible for being a lead contributor in the opening, maintaining, and reviewing International accounts. This also includes the ongoing support of Stifel's branch offices and additional tasks that could require more experience and expertise. This position requires a sound understanding of processes and procedures regarding foreign...
Sr. Banking Treasury Sales Manager
Stifel - Boston, MA
The Sr. Treasury Sales Manager is primarily responsible for enhancing the sales efforts of Bankers within Stifel's Fund Banking vertical, including Venture Capital and Private Equity clients on the East Coast but will also support existing client needs nationally as appropriate. The Treasury Sales Manager will have the ability to cross sell all deposit and non-interest income products as wel...
IT Technician - Endpoint
Stifel - San Francisco, CA
The IT Technician has primary responsibilities as the first response, triage, and Level 1 troubleshooting contact within IT Operations and Service Management. The IT Operations Technician 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. When incident r...
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...
