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HEDGE FUNDS DUE DILIGENCE SENIOR SPECIALIST

Stifel - New York, NY

SUMMARY The Senior Hedge Funds Due Diligence Specialist 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 the education of the Firm's Financial Advisors about alternative inves...

CLIENT SERVICE ASSOCIATE - REGISTERED

Stifel - San Francisco, CA

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...

LOAN SERVCING PROJECT MANAGER

Stifel - St. Louis, MO

SUMMARY The Loan Servicing Project Manager Manages personnel that support the mortgage loan servicing functions. This position performs a variety of tasks, including leading and directing the work of others. ESSENTIAL DUTIES AND RESPONSIBILITIES Manages third party relationship with mortgage servicer Client loan performan...

IP&S ADMINISTRATIVE ASSOCIATE

Stifel - St. Louis, MO

SUMMARY The Administrative Assistant performs a variety of administrative functions in support of the department and the department Manager and works to facilitate the smooth operation of the day-to-day department activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Gre...

CLIENT SERVICE ASSOCIATE - NON-REGISTERED

Stifel - New York, NY

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;...

OPERATIONS ASSOCIATE- IRA & QUALIFIED PLANS

Stifel - St. Louis, MO

SUMMARY The IRA Associate assists in performing a variety of entries, done manually or by way of Stifel's eQuest system. Quality control is done through multiple queries, documentation review, and following strict IRS rules and regulations. The Associate begins learning the basics of the IRA department's functions and terminology.

OPERATIONS CLERK- NEW ACCOUNTS (PART TIME)

Stifel - St. Louis, MO

SUMMARY The Operations Clerk is responsible for performing daily office tasks such as processing paperwork, filing, maintaining records, copying and other similar duties, using a PC. The Operations Clerk relies on instructions and pre-established guidelines to perform the functions of the job. ESSENTIAL DUTIE...

RESEARCH ASSOCIATE II - TRANSPORTATION

Stifel - Miami, FL

POSITION SUMMARY Under general supervision, the Research Associate II is responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate level II. At this level, assumes significantly more writing and modeling respo...

CLIENT SERVICE ASSOCIATE - NON-REGISTERED

Stifel - Pittsburgh, PA

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 WEALTH STRATEGIST -ESTATE PLANNING & TAX PLANNING

Stifel - St. Louis, MO

SUMMARY The Senior Wealth Strategist is a subject matter expert and resource for Financial Advisors (“FAs”) on issues affecting clients of varying wealth profiles. We are seeking a professional with income tax expertise for this role, preferably a CPA. The Senior Wealth Strategist provides expert income tax planning knowledge and consultation in addition to serv...

CLIENT SERVICE ASSOCIATE - REGISTERED

Stifel - Tallahassee, FL

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...

EQUITY COMMISSION SPECIALIST

Stifel - Baltimore, MD

Essential Duties and Responsibilities Manage the day-to-day activities of the Commission Sharing Arrangements (CSA) effort, which includes providing client support, on-boarding of new clients, respond to client inquires, create and track client invoices, balance CSA to commission dollars. Successfully maintain CRM and Account Analysis system. ...

Operations Associate

Stifel - Toronto, ON, Canada

Summary The Operations Associate will be in charge of supporting the Sales/Trading team with tasks that may include but are not limited to: Performing general clerical operational tasks Assisting with new account opening and maintenance Trade reconciliation Manual trade approval /cancels and corrects Completion of compliance requests

BUSINESS SYSTEMS DEVELOPER

Stifel - Baltimore, MD

ESSENTIAL DUTIES AND RESPONSIBILITIES Develop new and manage existing Salesforce processes, dashboards, reports, and workflows. Develop new and re-evaluate current SSRS reports. Identify, analyze, and implement opportunities for new automation. Provide support and analysis of new development initiatives to drive workflow improv...

HIGH NET-WORTH MARKETING SPECIALIST

Stifel - ny

SUMMARY The High Net-Worth Marketing Specialist is responsible for engaging with Stifel Financial Advisors (FAs) to instill a deep understanding of the Firm's High Net Worth (HNW) investment products and services. The Specialist will be required to have a deep understanding of Stifel's platform of offerings and will serve as the product expert and primary point of cont...