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Endpoint Technician I - Stifel Bank
Stifel - Saint Louis, MO
The IT Technician has primary responsibilities as the first response, triage, and Level 1 troubleshooting contact within IT Operations and Service Management. The IT Operations Technician performs technical troubleshooting and diagnosis of root cause, and performs the steps necessary to fully log the incident, including the troubleshooting steps taken to resolve the incident. When incident r...
Associate, Project Finance
Stifel - San Francisco, CA
The Project Finance Associate supports Stifel Bank's Project Finance group. The role operates within a developing platform and works closely with internal partners across Venture, Fund, and Investment Banking. The Associate contributes across all phases of project finance transactions, including financial and commercial due diligence, modeling and analysis, transaction structuring and execut...
Salesforce Administrator II
Stifel - Saint Louis, MO
The Salesforce Administrator II independently manages configuration, customization, and ongoing enhancement of Salesforce Financial Services Cloud (FSC) supporting Wealth Management. This role plays a key part in delivering complex configurations, maintaining system integrity, supporting DevOps release processes, and partnering with business stakeholders to optimize advisor and client workfl...
Mortgage Servicing Specialist II
Stifel - Saint Louis, MO
The Mortgage Servicing Specialist II is responsible for handling all duties related to the servicing of mortgage loans. This position works with clients to compile and verify all required loan documentation in order to properly setup and maintain mortgage loans. What We're Looking For Act as a liaison between the Bank and Stifel servicing companies. <...
Client Service Associate - NR
Stifel - Rochester, MI
The 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 ...
CRE Construction Disbursement & Loan Closing Manager
Stifel - Saint Louis, MO
The CRE Construction Disbursement & Loan Closing Manager supports the Commercial Real Estate (CRE) Lending group by managing loan closings and construction disbursement activity for complex CRE transactions. This role partners closely with Relationship Managers, Credit Officers, Operations, and Legal, and serves as the primary point of contact for borrowers and third‑party professionals thro...
Client Service Associate
Stifel - Providence, RI
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...
Internal Auditor Sr
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. ...
Operations Capital Markets Specialist II
Stifel - San Francisco, CA
The Operations Capital Markets Specialist II ensures correct trade processing for all large Institutional clients. This position will research and resolve incoming inquiries from Institutional clients, Capital Market Traders, and Sales associates. What We're Looking For Accurately coding account numbers and commission charges on trades assists with proces...
Client Service Associate - NR
Stifel - Eau Claire, WI
The 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 ...
Advisory Marketing Specialist II
Stifel - Saint Louis, MO
The Advisory Marketing Specialist II supports Advisory Program Marketing initiatives within the Investment Products & Services Group for Financial Advisors across the firm. This role works closely with the Advisory Program Marketing team to provide education, communicate advisory program enhancements and regulatory updates, and promote tools designed to support Financial Advisors' effo...
Order Room Operations Associate II
Stifel - Saint Louis, MO
The Order Room Operations Associate II is responsible for aiding in driving departmental results, which are predominately order-related for the ongoing support of Stifel's branch offices as well as other departments such as various Trading Desks and outside money managers and requires more experience and expertise to perform under a higher stress environment. This position requires a sound u...
Operations Assoc III-Special Review
Stifel - Saint Louis, MO
The Operations Associate III-Special Review is responsible for being a lead contributor in the opening and maintaining more complex account types, including corporations, partnerships, trusts, and 501(c)3 accounts, as well as additional tasks that could require more experience and expertise. This position requires a sound understanding of processes and procedures regarding these account stru...
Private Client Group Operations Coordinator - Non-Registered
Stifel - Wenatchee, WA
We are looking for a high-velocity Operations Coordinator to serve as the backbone of our financial services team. You won't just be managing workflows; you'll be the architect of our daily efficiency, ensuring airtight compliance, and bridging the gap between our front-office ambitions and back-office precision. If you thrive in a fast-paced environment where every det...
Executive Assistant
Stifel - San Francisco, CA
The Executive Administrative Assistant provides administrative support to Stifel's General Counsel. The Executive Administrative Assistant is responsible for the day to day business of the office and is expected to carry out multiple administrative duties and provides exemplary communication between the executive office, management and their clients. What We're Looking For
