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Annuity Solutions Specialist
Stifel - Saint Louis, MO
The Annuity Solutions Specialists are responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists serve as product experts for any branch personnel with product-specific questions, technical, sales, and/or marketing issues. ...
Operations Coordinator
Stifel - Palm Beach Gardens, FL
The Operations Coordinator performs the daily cashiering and operational functions for the branch office. The Coordinator is also responsible for liaising between the branch and home office on operational matters as well as providing overflow support to other branch associates. What We're Looking For Perform daily cashiering functions for the branch relat...
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. Perform a revi...
Client Service Assoc International-Reg
Stifel - Miami, FL
The Client Services Associate-International 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 advertisements, provide...
Operations Associate
Stifel - Saint Louis, MO
The Operations Associate performs data entry, math calculations and compiles data. Verifies and communicates discrepancies in the workflow and works under direct supervision and follows established procedures. What We're Looking For Receives assignment of work and processes in a timely manner, in accordance with departmental policy procedures. Communi...
IB Associate - ECM
Stifel - New York, NY
At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Associates work on small, client-focused teams within Stifel's leading equities and capital markets franchise. We offer Associates a unique environment which combines a highly entrepreneurial pla...
IB Marketing Specialist
Stifel - Saint Louis, MO
The Investment Banking Marketing Specialist plays a key role in helping Stifel's investment bankers bring their marketing ideas to life by understanding their needs and tailoring marketing strategies to those needs appropriately. This role will work closely with the investment banking teams and various teams within Marketing to market Stifel's investment banking capabilities effectively <...
Advisory Marketing Specialist
Stifel - Saint Louis, MO
The Advisory Marketing Specialist has responsibility for supporting the Advisory Program Marketing initiatives offered through the Investment Products & Services Group to Stifel Financial Advisors across the Firm. The Specialist works independently and with the Advisory Marketing Team to provide education, support and solutions to Financial Advisors. The Specialist must develop an in-depth k...
Operations Associate II
Stifel - Saint Louis, MO
Under immediate supervision, the Operations Associate II in New Accounts Capital Markets reviews, processes, and monitors new and existing Institutional DVP customer account information and required documentation. Hours for this role are 8:30 AM - 5 PM What We're Looking For • Review and process Institutional DVP client-related documents, wh...
Registered Client Service Associate
Stifel - Blue Ash, OH
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...
1919 Internship – Investment Processes and Project Management
Stifel - Cincinnati, OH
The Cincinnati Office of 1919 Investment Counsel is currently offering a paid, summer 2025 internship to a college student entering her/his junior or senior year of college. The Intern will provide specific project support to our office by learning about our investment processes and assisting the team with implementing projects aimed at gaining efficiencies. The Intern will have a stro...
Client Service Associate - NR
Stifel - Portsmouth, NH
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 - 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...
Managing Director, Venture Community
Stifel - New York, NY
In joining Stifel's Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies and their investors across all their financial services needs. This MD role is to join the Venture Banking team and be responsible for engaging with venture capital investors and businesses in the innovation ecosystem to drive business opportunities ...
Managing Director, Venture Lending
Stifel - New York, NY
In joining Stifel's Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies across all their financial services needs. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and inn...
