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Client Service Associate - NR
Stifel - Omaha, NE
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 advertisements, provides overall customer ...
Managing Director, Venture Banking
Stifel - Houston, TX
In joining Stifel's Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies across all their financial services needs. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth a...
Senior FinOps Specialist
Stifel - Saint Louis, MO
The Senior FinOps Specialist is responsible for leading cloud financial management and cost optimization strategies across the enterprise's multi-cloud and SaaS environments. This role partners with technology, finance, and business stakeholders to establish FinOps practices that drive accountability, transparency, and efficient use of cloud resources. The Senior FinOps Specialist develops a...
Client Service Associate - NR
Stifel - Grass Valley, CA
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...
Manager State Tax Compliance
Stifel - Saint Louis, MO
What We're Looking For • Manages and leads the entire corporate state income tax return compliance process utilizing ONESOURCE • Maintains, updates, and utilizes our state tax apportionment application built through Microsoft PowerQuery • Coordinates and handles state income tax audits and defense of our filing positions • Insure accuracy and completeness of tax retu...
Client Service Associate - NR
Stifel - Chapel Hill, NC
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 advertisements, provides overall customer ...
Executive Assistant - CISO
Stifel - Saint Louis, MO
The Executive Assistant to the Chief Information Security Officer (CISO) serves as a trusted partner within a regulated financial services organization. This role operates with a high degree of discretion and provides executive-level administrative support in a cybersecurity environment. The position requires sound judgment, strict confidentiality, and the ability to operate effectively amid...
Public Finance Analyst
Stifel - Phoenix, AZ
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...
Client Service Associate - NR
Stifel - Madison, WI
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 advertisements, provides overall customer ...
Public Finance Associate
Stifel - Phoenix, AZ
The Public Finance Associates are placed into geographic and/or sector teams with broad coverage responsibilities of municipal issuer clients. Associates will provide analytical and transaction support on municipal bond financings, assist in the development of proposals and presentations, provide general support to the initiatives of senior team members, and facilitate the new business devel...
Client Service Associate
Stifel - Haverhill, NH
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...
SPA Coordinator
Stifel - Saint Louis, MO
The Stifel Pledge Asset (SPA) Coordinator is responsible for loan requests from application to closing. This position will assist in the lending process of SPA loan requests through proper documentation while balancing service, quality compliance, and relationship building. What We're Looking For Works closely with SPA Lenders to review loan application p...
Client Service Associate
Stifel - Boston, MA
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...
Director/Managing Director, Fund Banking (Fund Finance)
Stifel - New York, NY
Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). The Fund Banking group consists of 10+ people and manage...
Operations Associate III-Special Review
Stifel - Saint Louis, MO
The Operations Associate III-Special Review is responsible for being a lead contributor in the opening and maintaining more complex account types, including corporations, partnerships, trusts, and 501(c)3 accounts, as well as additional tasks that could require more experience and expertise. This position requires a sound understanding of processes and procedures regarding these account stru...
