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Client Relationship Manager
Stifel - New York, NY
Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. What We're Looking For Develop in-depth knowledge of client portfolios; regularly engage wit...
Registered Client Service Associate
Stifel - Cincinnati, OH
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...
Adoption & Change Management Coordinator
Stifel - Saint Louis, MO
The Adoption & Change Management Coordinator plays a key role in ensuring successful implementation and user adoption of IT initiatives. This role focuses on the people side of change by developing strategies, communications, and training that help users transition smoothly and embrace new technologies and processes. What We're Looking For Develop and exe...
Temporary Client Service Associate - NR
Stifel - Palm Beach Gardens, FL
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...
Credit Risk Analyst
Stifel - Saint Louis, MO
What We're Looking For • Support the accurate and timely reporting and analysis of credit risk across multiple front office systems to meet enterprise risk management, senior management, and regulatory requirements. • Identify, measure, analyze, and aggregate various counterparty credit risk measures, including margin exposure and financial metrics, as defined in Stifel's ...
SPA Servicing Associate
Stifel - Saint Louis, MO
The SPA (Stifel Pledge Asset) Servicing Associate is responsible for interacting with customers to provide general information in response to inquiries about products and services. What We're Looking For Responsible for answering customer inquiries, resolving conflicts, and communicating effectively. Accurately post payments, process manual billin...
Credit Risk Analyst
Stifel - New York, NY
What We're Looking For • Support the accurate and timely reporting and analysis of credit risk across multiple front office systems to meet enterprise risk management, senior management, and regulatory requirements. • Identify, measure, analyze, and aggregate various counterparty credit risk measures, including margin exposure and financial metrics, as defined in Stifel's ...
Program Operations & Accounting Associate
Stifel - Saint Louis, MO
The Program Operations & Accounting Associate provides foundational operational and accounting support for Stifel Charitable, Inc., assisting with donor-advised fund transactions, basic accounting tasks, and administrative duties. This entry-level role focuses on accurate data entry, document handling, and supporting team workflows. What We're Looking For
Public Finance Analyst
Stifel - Saint Louis, MO
Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desire and ability to lea...
IB Analyst - ECM
Stifel - New York, NY
At Stifel, the Equity Capital Markets Analyst is responsible for supporting deal teams across various equity-related transactions, including Initial Public Offerings (IPOs), Follow-ons, Convertible Notes and Private Placements. The analyst will be responsible for a range of tasks that are essential to the successful execution of these transactions, which includes origination, pricing, struct...
Registered Client Service Associate
Stifel - Frontenac, MO
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...
Deposit Operations Specialist
Stifel - Saint Louis, MO
The Deposit Operations Specialist is responsible for performing daily deposit operations tasks, including account verification, exception processing, and client support. This role works under direct supervision to ensure accuracy, compliance, and timely processing of transactions while providing professional assistance to internal clients. What We're Looking For ...
Business Analyst II
Stifel - Saint Louis, MO
The Business Analyst will engage with business units, product management, and other peers to analyze, document, and understand business processes and procedures as well as support discovery or solutions for firm driven initiatives and developments. The Business Analyst II will gather, validate, and translate requirements into design and development specifications while providing product mana...
Operations Associate- Advisory Account Services
Stifel - Saint Louis, MO
The Advisory Account Services Associate is responsible for aiding in driving departmental results by opening, terminating, and processing changes to advisory accounts under direct supervision. This position requires the ability to gain a sound understanding of the Account Services processes while serving as a liaison to internal and external stakeholders. This position will require collabora...
KBW - Equity Capital Markets Analyst (NYC)
Stifel - New York, NY
Under general supervision, the Capital Markets Analyst is responsible for supporting deal teams on capital markets transaction origination and execution across both debt and equity products. This role will require the analyst to focus on origination, pricing, structuring, modeling, valuation and execution of a full suite of products, including senior debt, subordinated debt, preferred equity...
