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IT Engineer III - Endpoint Support
Stifel - St. Louis, MO
Summary The Endpoint System Engineer III will provide assistance for all software deployment activities within the IT Operations team. This individual will provide input for all projects that involve workstation imaging. The Endpoint System Engineer is responsible for assisting in the maintenance and deploy functions of desktop, laptop and mobile hardware and operating...
Commercial Loan Coordinator II
Stifel - St. Louis, MO
Summary The Commercial Loan Coordinator II is responsible for the commercial loan request from application to closing. This position will assist in the lending process of commercial loan requests through proper documentation while balancing service, quality compliance, and relationship building. Essential Duties & Responsibilities
Retirement Plans Sr. Specialist
Stifel - St. Louis, MO
Summary 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...
CLIENT SERVICE ASSOCIATE
Stifel - Birmingham, AL
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duti...
IT Internal Auditor I
Stifel - St. Louis, MO
Job Summary The IT Auditor, under supervision of IT Seniors and Directors, performs audits for Stifel locations and auditable entities (domestic and international) to ensure the adequacy of IT controls, information security, integrity of IT assets, and compliance with corporate and legal requirements. Responsible for verifying compliance with IT policies, standards, sy...
IT Technician I - Mobile Endpoint Support
Stifel - New York, NY
Summary The IT Technician is responsible for maintaining computer systems and other technologies within Stifel. Their duties include working with other IT Technicians to install hardware troubleshoot computer issues, respond to IT questions from other associates. This Technician will be responsible for overseeing support functions for all Mobile Endpoint d...
Paralegal
Stifel - St. Louis, MO
Job Summary The Paralegal will provide administrative and research support to attorneys and will work to assess customer complaints and resolve legal issues. The Paralegal works closely with lawyers in the legal department and with business counterparts. The Paralegal prepares documents, correspondence, and maintains a filing system for customer complaints.
Client Service Associate - Part-Time
Stifel - Kalispell, MT
Summary Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(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) communication...
Annuity Solutions Specialist
Stifel - St. Louis, MO
Summary 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, s...
Sr. Insurance Solutions Specialist
Stifel - St. Louis, MO
Summary The Senior Insurance Solutions Specialist is responsible for supporting and marketing the Firm's insurance products (Life, LTC and Disability) to Financial Advisors and clients. This includes creating and leading in the execution of marketing plans, setting direction and leading relationships with carriers and general agents. The Senior Insurance Solution...
CLIENT SERVICE ASSOCIATE
Stifel - Madison, WI
Summary 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 advertiseme...
CLIENT SERVICE ASSOCIATE
Stifel - Dublin, OH
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. If not currently licensed an...
CLIENT SERVICE ASSOCIATE
Stifel - Grand Rapids, MI
Summary 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 advertiseme...
Commercial Credit Analyst I (July 2024 Start)
Stifel - St. Louis, MO
Summary The Commercial Credit Analyst I (CCAI) will provide support to the Commercial Lenders with emphasis on financial analysis in determining the creditworthiness of a borrower. The CCAI will have exposure to both private and public companies over a wide variety of industries, cash flow and other types of lending, and direct and syndicated loan opportunities. This p...
Senior Manager Tax Accounting
Stifel - St. Louis, MO
Summary The Senior Manager, Tax Accounting is responsible for the quarterly and annual tax provision as well as the financial statement reporting for income taxes. This includes the consolidated tax provision and the separate subsidiary tax provisions, both foreign and domestic. In addition to the income tax provision, the individual will assist the Tax Director on tax pl...
