Stifel Jobs - Page 5 | CareerArc

Jobs at Stifel - Page 5

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CASHIER/WIRE OPERATOR I / RECEPTIONIST

Stifel - Madison, WI

SUMMARY Under moderate supervision, processes checks and securities coming into and going out of the branch. Processes Financial Advisor-directed orders for customer accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES Greets clients in person and on the phone Assist customers with general i...

INDIVIDUAL RETIREMENT ACCOUNT (IRA) SPECIALIST II

Stifel - St. Louis, MO

SUMMARY The IRA Specialist II serves as a expert resource to Financial Advisors (FAs) and their clients regarding overall IRA, SEP, and SIMPLE retirement issues. This may include plan type and product analysis and regulatory updates in an effort to increase IRA sales. The Specialist II position requires extensive product knowledge and contact with internal and some ext...

CLIENT SERVICE ASSOCIATE - Non-registered

Stifel - New York, NY

SUMMARY The Client Services Associate (CSA) will work with the Shafiroff Group in providing boutique private equity advisory services to investors in the alternative assets class. The CSA assists the group with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, dat...

CLIENT SERVICE ASSOCIATE - PART TIME

Stifel - Rochester, MN

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;...

SENIOR PERSONAL TRUST ADMINISTRATION OFFICER

Stifel - St. Louis, MO

SUMMARY Stifel Trust Company is looking for a seasoned trust professional to partner with a high net worth team. In this role, the Senior Personal Trust Administration Officer Administers complex trust accounts in accordance with the terms of the trust document and all applicable laws. The ideal candidate will have their CTFA or CFP designation and have experience work...

CLIENT SERVICE ASSOCIATE

Stifel - Bourbonnais, IL

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;...

MORTGAGE LOAN CLOSER

Stifel - St. Louis, MO

SUMMARY Stifel Bank & Trust is looking for an enthusiastic, service oriented individual to join our growing team. In this role, the Mortgage Loan Closer will coordinate and prepare documents necessary to take mortgage loans from the approval to closing while promoting service, quality, compliance and relationship building. The ideal candidate will have experience work...

MORTGAGE LOAN OFFICER ASSISTANT

Stifel - St. Louis, MO

SUMMARY Stifel Bank & Trust is looking for a motivated, self-starter who has a proven ability to build relationships and work in a fast paced, collaborative environment. In this role, the Mortgage Loan Officer Assistant will provides support to multiple loan officers to enhance the overall effectiveness of each Loan Officer while balancing service, quality and complian...

CLIENT SERVICE ASSOCIATE - REGISTERED

Stifel - Atlanta, GA

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, obtain...

PLATFORM STRATEGY ANALYST

Stifel - ny

SUMMARY The Platform Strategy Analyst participates in successful business requirements definition, project management, and implementation of projects critical to the strategic development of the Firm and Stifel's Investment Products and Services platform. The Analyst facilitates prioritizing and overseeing the management of multiple projects and...

CLIENT DIRECTED PROGRAMS SPECIALIST

Stifel - St. Louis, MO

The Client Directed Advisory Programs Specialist works with the Program Management team on all aspects of their respective advisory programs. The Specialist collaborates with all members of Program Management, Financial Advisors (FAs), Advisory Operations, Compliance, Advertising, Traditional Products Research Group, investment managers and other groups both inside and outside of Stife...

HEDGE FUNDS DUE DILIGENCE ANALYST II

Stifel - ny

SUMMARY The Hedge Funds Due Diligence Analyst II is responsible for the ongoing monitoring of alternative investments held by clients on Stifel's platform. This role is required to source, analyze and identify products as potential additions to the product platform and will be instrumental in assisting in the education of the Firm's Financial Advisors about alter...

SENIOR HUMAN RESOURCES BUSINESS PARTNER

Stifel - New York, NY

SUMMARY The Senior Human Resources Business Partner provides consultative human resources support to business units. This positions will serve as the primary liaison between the US and locations abroad. The Senior Human Resources Business Partner is the designated expert on the interpretation of HR programs, policies, and procedures to ensure alignment with business o...

LOGISTICS & BUSINESS INTEGRATION ASSOCIATE

Stifel - St. Louis, MO

ESSENTIAL DUTIES AND RESPONSIBILITIES Assist with developing small to medium scale projects and contribute to project planning and implementation. Prepare reports defining project progress, risks, problems and solutions. Collect and compile data to help team determine how new technology can satisfy business needs...

RELATIONSHIP BANKER II

Stifel - Clayton, MO

SUMMARY At Stifel Bank, you will have the opportunity to create a lasting connection with customers by providing outstanding, personalized service. In this role, as a Relationship Banker II, you will have the unique opportunity to grow and shape our business by providing banking services while emphasizing the importance of the client relationshi...