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FINANCIAL PLANNING MANAGER

Stifel - St. Louis, MO

SUMMARY Stifel's Financial Planning department is looking to add a seasoned financial planning professional to our growing team. In this role, the Financial Planning Manager will manage, conduct, and coordinate the day to day financial planning activities, process and workflow, including the plan creation, review and presentation process. The Manager is also responsibl...

OPERATIONS ASSOCIATE III- ABANDONED & INACTIVE ACCOUNTS

Stifel - St. Louis, MO

SUMMARY The Abandoned & Inactive Accounts Associate III performs department processes, including training and support of department team members. The Associate III duties are assigned in accordance with the department procedures and include researching abandoned accounts, locating customers, and working with other departments and branches to report and submit abandone...

OPERATIONS ASSOCIATE- CLIENT SERVICES HELP DESK

Stifel - St. Louis, MO

SUMMARY The Client Services Help Desk department is looking for an enthusiastic, service-oriented associate to join our unique and exciting team. The Client Services Help Desk Specialist provides support for Stifel associates and Stifel clients. This includes technology support, training on core applications, and working collaboratively with teammates and various depa...

OPERATIONS ASSOCIATE - IRA & QUALIFIED PLANS

Stifel - St. Louis, MO

SUMMARY The Operations Associate - IRA & Qualified Plans is responsible for reconciling data received from systems and/or from statements or other documents for accounts held externally. In this role, the Associate will have significant contact with branch offices and will work on other projects related to the department and other systems within the area. The ideal ca...

CLIENT SERVICE ASSOCIATE

Stifel - Monterey, CA

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...

CLIENT SERVICE ASSOCIATE

Stifel - Canton, OH

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...

MUNICIPAL SYNDICATE COORDINATOR

Stifel - St. Louis, MO

SUMMARY The Municipal Syndicate Coordinator is responsible providing overall support to the Public Finance department. This includes managing client files, maintaining the integrity of public finance records, ensuring compliance with laws and regulations governing public finance and municipal securities, as well as other administrative support functions.

CLIENT SERVICE ASSOCIATE - REGISTERED

Stifel - Cincinnati, OH

POSITION SUMMARY 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 approva...

INVESTMENT BANKING ANALYST - Leverage Finance (New York, NY)

Stifel - New York, NY

Stifel is looking for a top caliber Analyst to join its team. The position, based in New York, is within the firm's Leverage Finance Group. The Leveraged Finance team provides a full array of financing solutions for financial sponsors and corporate clients. Leveraged Finance originates structures, underwrites and executes non-investment grade debt financings including leveraged loans, high y...

CLIENT SERVICE ASSOCIATE

Stifel - Paducah, KY

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...

CHIEF COMPLIANCE OFFICER - ADVISORY

Stifel - United States of America

SUMMARY The Chief Compliance Officer (CCO) is the senior leader of compliance-related activities for Stifel's registered investment advisory entities. The CCO reports directly to the Enterprise Chief Compliance Officer of Stifel Financial and is responsible for overseeing and managing the current compliance function of Advisory Services. ESSENTIAL DUTIE...

OPERATIONS ASSOCIATE - MUTUAL FUNDS 529 PLAN

Stifel - St. Louis, MO

SUMMARY The Mutual Funds 529 College Savings Plans Associate handles a variety of functions regarding the setup of 529 College Savings Plans. This position requires the ability to gain a solid understanding of the various 529 College Savings Plans offered at Stifel. The 529 College Savings Plans team is responsible for processing all 529 College Savings Plans. The Ass...

RESEARCH ASSOCIATE I - CONSUMER EQUITY

Stifel - Richmond, VA

POSITION SUMMARY 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, ...

IT SERVICE DESK ANALYST

Stifel - St. Louis, MO

SUMMARY Under general supervision, the IT Service Desk Analyst has primary responsibilities as the first point of contact in IT. Through multiple channels, the Analyst accurately logs and manages requests, incidents, and problems, assessing the services and customers impacted and the urgency for resolution. The Analyst works to resolve and satisfy incidents and reques...

DEPUTY GENERAL COUNSEL

Stifel - ny

SUMMARY Stifel's legal department is looking for a candidate to join our growing organization. In this role, the Deputy General Counsel will provide legal advice and service primarily to Stifel Financial Corp.'s subsidiary banks and trust companies (collectively, the “Banks”). In cooperation with management of the Banks and their parent company, the candidate will hav...