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Vice President, Fund Banking
Stifel - San Francisco, CA
Stifel Bank is seeking a high caliber Senior Vice President to join our Fund Banking team. The Fund Banking group provides commercial banking services to private investment funds. This includes funds investing across all alternative asset classes but with a specific focus on venture capital, growth equity, and lower middle market private equity. Products and services include capital call / s...
Managing Director, Venture Banking
Stifel - Boston, MA
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...
Securities Based Analyst I
Stifel - Saint Louis, MO
The Securities Based Analyst I will proactively provide Securities Based Lending awareness and support to Financial Advisors, Loan Officers and Clients. What We're Looking For Serve as primary contact and ongoing resource either via phone or in person for loan referrals and clients. Promote securities-based loan products to Financial Advisors and ...
Branch Office Coordinator
Stifel - Boston, MA
The Office Coordinator provides administrative, office operations, and work flow support to assigned department or branch. What We're Looking For Provide administrative support to assigned Department Head and/or Branch Manager. Interact with clients by phone, email, or on premises. Review monthly Profit/Loss (P&L) statements, payables, exp...
Client Service Associate
Stifel - Conshohocken, PA
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...
Client Service Associate
Stifel - White Plains, NY
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...
Administrative Assistant - Institutional (Temp) - Houston
Stifel - Houston, TX
The Administrative Assistant provides a higher level of support on a variety of administrative functions to senior level leadership and other senior group members within the designated area of the Institutional Group. Serves as backup to peers and works to facilitate the smooth operation of day-to-day department activities. What We're Looking For Assist t...
Registered Client Service Associate
Stifel - Pensacola, 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...
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 - Vero 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...
Registered Client Service Associate
Stifel - Garden City, 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...
Registered Client Service Associate
Stifel - Bellevue, WA
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 custo...
Administrative Assistant - Institutional (Temp)
Stifel - New York, NY
The Administrative Assistant provides a higher level of support on a variety of administrative functions to senior level leadership and other senior group members within the designated area of the Institutional Group. Serves as backup to peers and works to facilitate the smooth operation of day-to-day department activities. What We're Looking For Assist t...
Trade Review Supervisor- Annuity
Stifel - Saint Louis, MO
The Trade Review Supervisor ensures conformance to Stifel Policy and Procedures through activities such as, but not limited to, reviewing suitability and best interests of all Annuity transactions types, working closely with Financial Advisors and Branch Managers to correct trade details/descriptions for transactions that likely conform to firm policies and procedures, but do not appear that...
Operations Manager-Global Settlements
Stifel - Saint Louis, MO
The Operations Manager-Global Settlements is responsible for providing full oversight, strategic direction, and day‑to‑day leadership of the associates responsible for the timely and accurate settlement of international equity and fixed‑income transactions. The manager is responsible for multiple supervisory audits to ensure that procedures are followed, and validate the accuracy, completene...
