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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...
Technical Risk Analyst
Stifel - Saint Louis, MO
A Technical Risk Management Analyst is responsible for identifying, assessing, and mitigating risks associated with technology and technical processes within an organization. This role typically involves analyzing potential risks, implementing strategies to minimize their impact, and ensuring compliance with relevant regulations and standards. The Technical Risk Management Analyst will safeg...
Data Analyst
Stifel - Memphis, TN
The Data Analyst will work within Stifel's Information Technology group as a member of an Agile development team. Members in this position are expected to work with internal and external business users as well as product management and internal development teams to analyze pertinent underlying data and systems and further define requirements needed to develop data products for the firm's lar...
Not Registered - Client Service Associate
Stifel - White Plains, 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...
Registered Client Service Associate
Stifel - White Plains, 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...
Client Service Associate - NR
Stifel - Birmingham, AL
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...
Sr. Wealth Strategist
Stifel - Saint Louis, MO
The Senior Wealth Strategist is a subject matter expert and resource for Financial Advisors ("FAs") on issues affecting clients of varying wealth profiles. The Senior Wealth Strategist provides expert estate 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 Depart...
Advertising Compliance Senior Analyst Advisory
Stifel - Saint Louis, MO
The Advertising Compliance Senior Analyst – Advisory reviews, edits, advises, and verifies the final copy in accordance with all appropriate marketing rules and regulations promulgated under the Investment Advisers Act of 1940 (as amended). What We're Looking For • Reviews investment advisory communications intended to be distributed to members of the public f...
Branch Intern ( Summer 2025 Start)
Stifel - San Francisco, CA
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...
Client Service Associate
Stifel - Port Huron, MI
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...
Client Service Associate
Stifel - Brookfield, WI
The Client Services Associate 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 servi...
Client Service Associate
Stifel - Springfield, IL
The Client Services Associate 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 servi...
Client Service Associate
Stifel - Chapel Hill, NC
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 - Chapel Hill, NC
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
Stifel - Canfield, OH
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...
