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Fixed Income Analyst I - ALM
Stifel - Birmingham, AL
The Fixed Income Analyst - ALM supports the Fixed Income Strategies team by collecting, organizing, and analyzing data to produce and develop Asset/Liability Management Analyses for fixed income clients. ESSENTIAL DUTIES AND RESPONSIBILITIES Assist senior team members in analyzing financial statements, interest rates, liquidity, and credit risk....
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...
Registered Client Service Associate
Stifel - Tampa, FL
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 - Tampa, FL
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...
Client Service Reporting Specialist- Corporate Retirement Plans
Stifel - Grand Rapids, MI
This position offers a unique chance to gain hands-on experience in institutional investment advisory practices while contributing to the retirement readiness of corporate retirement plan participants. Client Service Reporting Specialist, you will develop a solid foundation in corporate retirement planning, investment management, and client service. This role supports Stifel's PearlStreet In...
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...
Senior Information Security Analyst
Stifel - Saint Louis, MO
The Sr Information Security Analyst plays a critical role in supporting the information security strategy. Reporting directly to the Chief Information Security Officer (CISO), this role is responsible for proactively assessing and mitigating security risks, monitoring for threats, developing security policies and procedures, regulatory reporting, metrics/KPIs, security risk management, secur...
Client Service Associate - NR
Stifel - New Orleans, LA
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...
Senior Compliance Analyst - Regulatory Affairs
Stifel - Saint Louis, MO
The Senior Compliance Analyst - Regulatory Affairs conducts independent reviews related to regulatory inquiries and examinations. The Senior Compliance Analyst will gather and validate data to draft responses for regulatory and/or examination requests. The Senior Compliance Analyst brings closure to business issues and questions or requests across business and product lines that arise from t...
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
Client Service Associate - TEMP
Stifel - Warner Robins, GA
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 service s...
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...
Registered Client Service Associate
Stifel - Portsmouth, NH
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...
Stifel Pledged Assets (SPA) Servicing Associate
Stifel - Saint Louis, MO
The SPA (Stifel Pledged Asset) Servicing Associate is responsible for interacting with customers to provide general information in response to inquiries about products and services. What We're Looking For Responsible for answering customer inquiries, resolving conflicts, and communicating effectively. Accurately post payments, process manual billi...
Administrative Assistant I- Retirement Services
Stifel - Saint Louis, MO
The Administrative Assistant I performs a variety of administrative functions in support of the Retirement Services department and the Retirement Services Director and works to facilitate the smooth operation of the day-to-day department activities. What We're Looking For Directly support the Retirement Services Director and Manager by greeting callers, m...
