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Client Service Associate
Stifel - Fort Worth, TX
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...
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...
AnnuityNet Specialist II
Stifel - Saint Louis, MO
The AnnuityNet Specialist II acts as the liaison between the business and the third party IT organization (Ebix, the parent of AnnuityNet) to provide business critical or complex technical solutions that meet user needs and improve business performance by providing the technical analysis of business requirements (including translation into functional requirements), problem solving and troubl...
Registered Client Service Associate
Stifel - Frisco, TX
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...
PCG Operations Coordinator
Stifel - Greenville, DE
Under general supervision, performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel. What We're Looking For Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.). Trains additional support staff on daily work assignments. Perform...
Senior Internal Auditor
Stifel - Saint Louis, MO
The Sr. Internal Auditor conducts and supervises operational, financial, and compliance audits of various internal departments to evaluate the adequacy and effectiveness of the organization's governance, risk management process, system of internal control, and quality of performance in carrying out assigned responsibilities in order to achieve the organization's stated goals and objectives. ...
Branch Intern
Stifel - Crown Point, IN
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...
Registered Client Service Associate
Stifel - Honolulu, HI
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...
Client Service Associate - NR
Stifel - West Des Moines, IA
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 serv...
Annuity Solutions Specialist
Stifel - Saint Louis, MO
The Annuity Solutions Specialists are responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists serve as product experts for any branch personnel with product-specific questions, technical, sales, and/or marketing issues. ...
Client Service Associate - NR
Stifel - Sioux City, IA
We are here to provide our clients with advice, strategies and service to help them achieve their long-term financial goals. Are you that special person who can provide great service to our clients, is well organized and easily multi tasks? We are growing our administrative team and looking for someone with strong administrative and communication skills to serve our investment clients! Our t...
Research Associate I - Biotechnology
Stifel - New York, NY
Under immediate supervision, the Research Associate I is primarily responsible for providing information and data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Should be adept at or able to quickly learn and apply the core research foundation skills including accounting, finance, valuation, modeling, and proficient verbal and written communi...
Traditional Product Advice Specialist
Stifel - Saint Louis, MO
The Product Advice Specialist will be supporting initiatives of the Traditional Product Advice Group. The Specialist is responsible for conducting product comparisons, preparing product solutions, education, and product advice for Stifel Financial Advisors and clients. The Specialist must continually develop an in depth knowledge of investment products. This position works closely with other...
Senior Client Service Associate
Stifel - Philadelphia, PA
The Senior Portfolio Associate brings experience, good judgment, and excellent organizational skills to his or her work with multiple 1919 Investment Counsel Portfolio Managers. This position is responsible for day-to-day administrative management of individual client, institutional, and trust portfolios. The Senior Portfolio Associate is assigned to more complex client relationships and exe...
Scrum Master
Stifel - Saint Louis, MO
The Scrum Master supports agile team(s) in delivery of complex cloud solutions that deliver business value. This position will partner with the product owner to support product backlog definition / refinement / prioritization to feed sprints. Proactively eliminate barriers, coach team members on best practices and run scrum ceremonies. What We're Looking For ...
