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Client Service Associate - Temp
Stifel - Greenville, NC
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...
Operations Associate - Margins
Stifel - Saint Louis, MO
If you are someone that likes to compile data, do calculations and verifications and are a good communicator, then this Operations Associate role is for you. What We're Looking For Apply for/monitor extensions in accordance with Regulation T and Rule 15c3-3. Perform a review of cash account Free Rides in accordance with Regulation T. Perfo...
Registered Client Service Associate
Stifel - Chico, CA
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...
Non - Registered Client Service Associate
Stifel - New York, 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...
Compensation Specialist
Stifel - Saint Louis, MO
The Compensation Specialist is responsible for administering company compensation programs and maintaining compensation systems, procedures, and controls consistent with the Firm's policies and practices. This position works with the HR department and leadership to manage job descriptions while acting as a subject matter expert and point of contact for compensation solutions. The Specialist ...
Compliance Analyst II - Taxable Fixed Income
Stifel - New York, NY
The Compliance Analyst II–Taxable Fixed Income is member of our Institutional Compliance Team. The position is responsible for gathering regulatory reporting data, compiling daily and other periodic reports, and documenting compliance with fixed income reporting requirements. What We're Looking For Compile and distribute daily TRACE data for all Stifel en...
Central Supervision Analyst
Stifel - Saint Louis, MO
The Central Supervision Analyst provides first-level supervisory review function for assigned Branch Managers and Financial Advisors of the Central Supervision Department. What We're Looking For Review, analyze, approve and/or escalate money movement requests. Conduct verification calls to confirm client instructions, ensure veracity of request, a...
Technical Architect-Salesforce
Stifel - New York, NY
The Technical Architect-Salesforce is responsible for the design and build of the technical architecture of the Salesforce platform. This role level will require a structured analysis of technical issues, translating this analysis into technical designs and development specifications. The Technical Architect-Salesforce oversees development within the platform, whether custom code, vendor pac...
Product Relationship Management Assoc II
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...
Client Service Associate - NR
Stifel - Chico, CA
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...
Fund Banking Analyst
Stifel - Saint Louis, MO
The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. K...
Branch Intern
Stifel - New York, 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...
Fund Banking Analyst
Stifel - Durham, NC
The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. K...
Entitlements Access Control Analyst
Stifel - Saint Louis, MO
The Entitlements Access Control Analyst is responsible for maintaining and reviewing permissions within various software programs including but not limited to Thomson, Beta, eQuest, NetX360, DTCC, etc. Work is assigned and performed according to firm policies and department guidelines. Employee has limited opportunity or authority to exercise discretion in work determinations; review occurs ...
Application Security Engineer
Stifel - Saint Louis, MO
The Application Security Engineer is responsible for the secure design and testing of internally developed software and deeply understands security principles, technologies, and methodologies. Application Security Engineers work with software development teams to ensure security is included in the complete software development life cycle. This role will require experience in both cybersecuri...
