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Client Service Associate
Stifel - Middletown, RI
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 Estate & Tax Associate
Stifel - Saint Louis, MO
The Senior Estate & Tax Associate at Stifel, Nicolaus & Company, Inc. ("Stifel") supports the Estate & Tax Planning Services team, a Stifel's Wealth Planning Department component. Estate & Tax Planning Services covers topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust plan...
Senior Fund Banking Executive Assistant
Stifel - New York, NY
The Senior Fund Banking Executive Assistant supports Fund Banking leadership, including Managing Directors, by providing advanced executive support and administrative leadership across the Fund Banking organization. This role serves as a trusted operational partner, anticipates leadership and client needs, coordinates high-impact activities, and promotes consistent, efficient administrative ...
Registered Client Service Associate
Stifel - Rochester, MN
The 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 approvals for FA(s) communications and advertisements, provides overall c...
Platform Strategy Specialist
Stifel - Saint Louis, MO
The Platform Strategy Specialist 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 Specialist facilitates prioritizing and overseeing the management of multiple projects and building a good understanding of Stifel's invest...
Data Analyst
Stifel - Memphis, TN
The Data Analyst will work as a member of Stifel's Analyst team within the Digital Solutions group. The Data Analyst is responsible for servicing ad-hoc data extraction and reporting requests originating from various areas of the business as well as support discovery or solutions for firm data driven initiatives and developments. This position is expected to work with business users as well ...
Registered Client Service Associate
Stifel - New York, NY
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 approvals for FA(s) communications and advertise...
Marketing Associate
Stifel - Saint Louis, MO
The Marketing Associate supports Financial Advisors, branch associates, and home office partners within assigned regions by coordinating marketing requests and helping ensure work moves efficiently from intake through completion. The Marketing Associate works closely with the Marketing Specialist assigned to each region and with teams across Marketing to gather complete information, manage w...
Registered Client Service Associate
Stifel - Daytona Beach, FL
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 approvals for FA(s) communications and advertise...
Lead Finance Enterprise
Academy Sports + Outdoors - Katy, TX
Who We Are At Academy Sports + Outdoors our vision is to be the best sports + outdoors retailer in the country — but what truly sets us apart is our people. We're a passionate, purpose-driven team that's as committed to each other as we are to our customers. We've spent over 80 years building a culture that puts people first. We believe in creating opportunities for growth, fostering m...
Registered Client Service Associate
Stifel - Fort Pierce, FL
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 approvals for FA(s) communications and advertise...
Client Reporting Services Specialist
Stifel - Saint Louis, MO
The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and consultation to Stifel advisors as they navigate...
Product Owner
Stifel - Saint Louis, MO
The Product Owner (PO) is a member of an Agile Development Team who speaks for the client/end user. The Product Owner is responsible for guiding the team to create and deliver software applications that meet client, business, and firm goals by breaking down and defining small workable tasks (user stories) and prioritizing the team backlog to streamline the execution of priorities. The PO cre...
Registered - Client Service Associate
Stifel - New York, NY
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 approvals for FA(s) communications and advertise...
Hedge Funds and Liquid Alternatives Assistant Vice President
Stifel - New York, NY
The Hedge Funds and Liquid Alternatives Assistant Vice President (AVP) is responsible for sourcing, monitoring and evaluating various hedge fund and liquid alternative investment products, which includes hedge funds, liquid alternative mutual funds, long-only limited partnerships, tax-deferral products, and other alternative investment products. The AVP is also responsible for producing deta...