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Senior Client Service Associate-Registered
Stifel - Garden City, NY
The Sr Client Service Associate-Registered supports the Financial Advisor (FA) in daily business administration by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position is expected to preserve long-term client relationships and be a resource for all other branch office associates. This position is also permitte...
Branch Intern
Stifel - Garden City, NY
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...
Salesforce Technical Analyst II
Stifel - New York, NY
The Salesforce Technical Analyst II will bridge the gap between business needs and technical solutions within the Salesforce platform. They will collaborate with stakeholders to gather requirements, analyze technical feasibility, and design and implement scalable and efficient Salesforce solutions. What We're Looking For Collaborate with Business and Arch...
FI Credit Union Regulatory Analyst
Stifel - New York, NY
The FI Credit Union Regulatory Analyst assists management with the regulatory consulting services provided to the firm's credit union clients including research on credit union laws, statutes and regulations, capital markets policy reviews, quarterly policy compliance reporting, pre and post examination consultation and support. ESSENTIAL DUTIES AND RESPONSIBILITIES
Assistant Risk Trader - Structured Investments Desk
Stifel - New York, NY
The Structured Investments Desk Assistant Risk Trader will work closely with the Structured Investments Product Desk by supporting and facilitating origination, trading and product support functions. What We're Looking For Assist in product origination efforts by working with issuing counterparties on pricing and origination of calendar and custom s...
Equity Research Associate (KBW) - Brokers, Asset Managers and Exchanges
Stifel - New York, NY
KBW is hiring for an Associate on its Equity Research team covering Brokers, Asset Managers, and Exchanges. This position is located in New York. The candidate should have 1-4 years of relevant experience, and will be responsible for providing information, data gathering, analysis, building and maintaining financial models, and organizational support to senior level Resear...
Private Capital Advisory Associate - Eaton Partners, New York, NY
Stifel - New York, NY
Eaton's PCA platform is a leading advisor to private market investors seeking to raise capital through secondary transactions (GP-led and LP-led), direct equity and co-investment opportunities and GP-stakes. The team advises on a wide range of transaction structures including continuation vehicles, strip-sales, tender offers, annex funds and others. PCA partners and collaborates with both th...
Origination Marketing Associate - New York, NY
Stifel - New York, NY
The Origination Marketing Associate supports senior members of the Firm in the pursuit of marketing, fundraising, and new business relationships management endeavors. ESSENTIAL DUTIES AND RESPONSIBILITIES Manage and schedule complex calendar requests, including making follow up phone calls as needed. Plan travel arrangements and co...
Research Associate I Fintech - Consumer Finance/Payments
Stifel - New York, NY
Under general supervision, the Research Associate is responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. This is an opportunity to work for a top ranked II team on Wall Street and as such, the expectations are that the candidate for this job is prepared for a fast paced and dynamic experience. As s...
Non-Registered Client Service Associate
Stifel - New York, NY
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(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 ...
Client Service Associate - Registered
Stifel - New York, NY
A Registered Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records. What We're Looking For Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtain...
Client Service Associate - Registered
Stifel - Garden City, NY
A Registered Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records. What We're Looking For Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtain...
Client Relationship Manager
Stifel - New York, NY
Under general supervision The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients are able to avail themselves of the full range of investment solutions available to them through Stifel. What We're Looking For Develop in-depth knowledge of client portfolios; regul...
Non-Registered Client Service Associate
Stifel - Garden City, 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...
Private Market Associate
Stifel - New York, NY
The Private Market Associate is responsible for focusing on increasing Stifel's revenue through the identification and establishment of new Private Equity business. The Private Market Associate will support one of more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm. This position will support St...
