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Private Market Associate
Stifel - Palm Beach Gardens, FL
The Private Market Associate is responsible for focusing on increasing Stifel's revenue by identifying and establishing new Private Equity business. The Private Market Associate will support one or more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm. This role allows for exposure and access to s...
Portfolio Associate
Stifel - San Francisco, CA
The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High-touch client service is a hallmark of 1919; the candidate should be skilled in and enjoy cl...
Credit Analyst
Stifel - Baltimore, MD
The position will support the taxable fixed income team based in Baltimore. The individual will conduct thorough credit research on current holdings, as well as evaluate issuers for future security selection. The candidate will be expected to provide written reports on trends in all sectors of the investment grade fixed income market, and provide ongoing surveillance and relative value recom...
Client Service Associate
Stifel - Fort Worth, TX
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...
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...
AnnuityNet Specialist II
Stifel - Saint Louis, MO
The AnnuityNet Specialist II acts as the liaison between the business and the third party IT organization (Ebix, the parent of AnnuityNet) to provide business critical or complex technical solutions that meet user needs and improve business performance by providing the technical analysis of business requirements (including translation into functional requirements), problem solving and troubl...
PCG Operations Coordinator
Stifel - Greenville, DE
Under general supervision, performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel. What We're Looking For Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.). Trains additional support staff on daily work assignments. Perform...
Branch Intern
Stifel - Crown Point, IN
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...
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. ...
Research Associate I - Biotechnology
Stifel - New York, NY
Under immediate supervision, the Research Associate I is primarily responsible for providing information and data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Should be adept at or able to quickly learn and apply the core research foundation skills including accounting, finance, valuation, modeling, and proficient verbal and written communi...
Traditional Product Advice Specialist
Stifel - Saint Louis, MO
The Product Advice Specialist will be supporting initiatives of the Traditional Product Advice Group. The Specialist is responsible for conducting product comparisons, preparing product solutions, education, and product advice for Stifel Financial Advisors and clients. The Specialist must continually develop an in depth knowledge of investment products. This position works closely with other...
Senior Client Service Associate
Stifel - Philadelphia, PA
The Senior Portfolio Associate brings experience, good judgment, and excellent organizational skills to his or her work with multiple 1919 Investment Counsel Portfolio Managers. This position is responsible for day-to-day administrative management of individual client, institutional, and trust portfolios. The Senior Portfolio Associate is assigned to more complex client relationships and exe...
Scrum Master
Stifel - Saint Louis, MO
The Scrum Master supports agile team(s) in delivery of complex cloud solutions that deliver business value. This position will partner with the product owner to support product backlog definition / refinement / prioritization to feed sprints. Proactively eliminate barriers, coach team members on best practices and run scrum ceremonies. What We're Looking For ...
IB Senior Associate/Junior Vice President
Stifel - Baltimore, MD
At Stifel, Senior Associates/Junior Vice Presidents 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. Senior Associates/Junior Vice Presidents work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer a unique environment which co...
Product & Relationship Management Associate
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...
