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Client Service Support Specialist- Treasury Management
Stifel - Saint Louis, MO
The Client Service Support Specialist- Treasury Management provides information and support in response to inquiries from clients and various business units to aide in the delivery of treasury products and services. What We're Looking For Support the daily operational duties and functions of the Treasury Deposit Team. Build and maintain relationsh...
Trust Chief Fiduciary Officer
Stifel - Saint Louis, MO
The Chief Fiduciary Officer directs the Fiduciary Department, which is the area in charge of acceptance of accounts and provides legal support to the Marketing Department, Administration Department, Investment Department, and management of the Stifel Trust Companies (STC). This position is to participate in management committees and chair the committee involved with most discretionary decisi...
Client Service Associate - Not Registered
Stifel - Garden City, 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...
Client Service Associate - NR
Stifel - Wooster, OH
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...
Accountant II
Stifel - Saint Louis, MO
Under general supervision, the Accountant II prepares financial reports and analyzes financial information to determine or maintain records of assets, liabilities, profit and loss, tax liability, or other financial activities within the company. What We're Looking For • Prepares, examines and analyzes records, financial statements and reports to assess accurac...
Assistant Vice President, Fund Banking
Stifel - San Francisco, CA
The Assistant Vice President, Fund Banking plays an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Fund Banking group provides commercial banking services to private investment funds. This includes funds investing across all alternative asset classes but with a specific fo...
Senior Vice President, Fund Banking
Stifel - Irvine, CA
Stifel Bank is seeking a high caliber Senior Vice President to join our Fund Banking team. The Fund Banking group provides commercial banking services to private investment funds. This includes funds investing across all alternative asset classes but with a specific focus on venture capital, growth equity, and lower middle market private equity. Products and services include capital call / s...
Bank Deposit Operations Specialist
Stifel - Saint Louis, MO
The Deposit Operations Specialist interacts with customers to provide a variety of general information in response to inquiries about products and services. What We're Looking For Process the daily balancing of exception items which includes both paid and returned NSF items, unposted items and check adjustments. Responsible for daily processing of...
Retirement Plans Senior Specialist
Stifel - Saint Louis, MO
The Retirement Plans Sr. Specialist serves as a resource to Financial Advisors (FAs) and their clients regarding overall business retirement plan issues. This may include plan type and design reviews, product analysis, vendor selection, proposal generation and presentation, and regulatory updates, in an effort to increase plan sales. The Senior Specialist position requires extensive contact ...
Branch Intern
Stifel - Canfield, OH
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...
IT Analyst II - Service Management
Stifel - Saint Louis, MO
The IT Service Management Analyst II has primary responsibilities focused on IT Service Management documentation, communications and training, and process evaluation, improvements, execution and compliance. The analyst works to facilitate new process design and existing process improvements with accountable and responsible stakeholders across IT and business departments. The analyst insures ...
Client Service Associate
Stifel - O'Fallon, MO
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 ...
Client Service Associate - NR
Stifel - Lynchburg, VA
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...
Client Service Associate - Not Registered
Stifel - Garden City, 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...
Senior Field Development Specialist
Stifel - Saint Louis, MO
The Senior Field Development Specialist will serve our firm primarily as a liaison between our Private Client Group (PCG) Regional Directors, Branch Managers and the Director of Field Development. This is an exciting role to assist in our firm's overall growth strategies and to help build our next generation of Financial Advisors. This role will have multiple moving parts during any given da...
