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The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements; provides overall customer service support to
Posted Today
The Operations Associate Digital Controls will be responsible for Tier 2 support and health of several applications primarily used by the PCG business and the processing of client facing controls. The Operations Associate will promote collaboration, teamwork, and communication when troubleshooting, analyzing, testing, and providing input on the application and tools according to department procedu
Posted Today
The Senior Human Resources Business Partner provides consultative human resources support to business units. This positions will serve as the primary liaison between the US and locations abroad. The Senior Human Resources Business Partner is the designated expert on the interpretation of HR programs, policies, and procedures to ensure alignment with business objectives and work cultures in achievi
Posted 1 day ago
Under general supervision, the Systems Engineer is responsible for handling the configuration/administration of systems across Stifel. Systems would include, but not limited to a single server to a full server farm. This position requires a good understand of machine/server architecture both physical and virtual. This position specifically will be responsible for administering proper technical ope
Posted 1 day ago
The Product Specialty Group is committed to proactive risk analysis and remediation specific to product use and misuse within the Firm. To ensure conformity with Stifel policies and procedures and industry regulations, the team utilizes partnerships with product groups to develop measures for ongoing monitoring of product related activities at the individual account and/or Firm level. We identify,
Posted 4 days ago
Stifel’s Compliance Anti money Laundering (AML) department is looking for a dedicated associate to join its growing Client Intelligence Unit (CIU). In this role, the Compliance Associate II AML Client Intelligence Unit will assist in creating transactional data and background reviews. The AML CIU Associate II will also be responsible for requesting KYC documentation, beneficial ownership for
Posted 5 days ago
The Senior Wealth Strategist is a subject matter expert and resource for Financial Advisors (“FAs”) on issues affecting clients of varying wealth profiles. The Senior Wealth Strategist provides expert estate and tax planning knowledge and consultation in addition to serving as the primary external sales and marketing support for Estate & Tax Planning Services, part of Stifel’
Posted 6 days ago
The Client Service Associate will primarily support the Alternative Investment business. Our goal is to offer our clients highly professional, thoughtful and analyzed access to unique investment opportunities in all asset classes, including private equity, hedge funds and long only managed funds. This Client Service Associate will be critical in document gathering and retention for our clients. MA
Posted 6 days ago
The Options Associate III is responsible for supporting the options business at the Firm. This role is required to have working knowledge of options in order to educate and assist Financial Advisors (FAs) and assistants with all areas of the business. The Associate will collaborate with various departments at the Firm to resolve option related issues and achieve goals. ESSENTIAL DUTIES AND RESPONS
Posted 7 days ago
Analyzes the needs of the organization and end users and procures voice and data communication solutions, which may include broadband (cable/DSL/fiber), NxT1 circuits, Ethernet circuits, POTS lines, PRIs, and SIP services. Responsible for the evaluation and procurement of voice and data services for new branches as well as the ongoing migration, upgrade, and grooming of these services in over 400
Posted 7 days ago
The Marketing Associate facilitates marketing creation requests and processes, serving as the liaison between the branches, departments, and other contacts and the Marketing, Advertising & Graphics department. This position works closely with department Marketing Specialists, Designers, Writers, and other department personnel to ensure a full understanding of requests and processes at all stag
Posted 11 days ago
The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements; provides overall customer service support to
Posted 12 days ago
POSITION SUMMARY 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 an
Posted 12 days ago
Stifel's TWP group is looking for an enthusiastic, service oriented individual to join our unique team. As a member of the Venture Services Team, the Venture Services Operations Specialist performs all operational functions related to venture distributions and transactions. The ideal candidate will be professional, detail oriented, flexible and have a basic understanding of rule 144 as well as the
Posted 12 days ago
This administrator will work with the IT team in developing enterprise class data solutions and implementing our efforts around “best fit data architecture” using one or more database technologies. This includes Transactional DB; MPP databases; and massive distributed non structured databases, both in terms of engineering the backend solutions and providing operational support. Require
Posted 13 days ago
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