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Under immediate supervision, Client Services Associate 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 ad
Posted Today
The Marketing Compliance Specialist position will focus primarily on reviewing social media for compliance and approving items for use with the public, such as social media profiles, posts, and firm level marketing campaigns. In addition, this position will assist in reviewing and approving marketing materials such as videos, digital ads, podcasts, and materials for advis
Posted Today
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, provid
Posted Today
The Fixed Income Trading Desk Developer will work closely with the trading desk management, developing desktop tools and solutions to automate trading desk processes and the efficient flow of information between the trading desks and sales. The position is part of the overall Institutional Delivery organization and will closely coordinate with the broader software develop
Posted Today
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 a
Posted Today
The Bank Specialist Deposit Operations interacts with customers to provide a variety of general information in response to inquiries about products and services. Essential Duties & Responsibilities Responsible for daily processing of requests for documentation, account verifications and requests for exceptions. Review, research and make corrections to deposit accounts. Re
Posted Today
The Corporate Writing Specialist develops creative, clear written material in support of the firm's communications strategies. The Specialist plans, designs, and publishes internal or external communications (e.g., newsletters, brochures, manuals, website content). Essential Duties & Responsibilities Writes and edits articles and content for use in various communication p
Posted Today
An IT Technician II is responsible for maintaining computer systems and other technologies within Stifel. Their duties include working with other IT Technicians to install hardware troubleshoot computer issues, respond to IT questions from other associates. Essential Duties & Responsibilities Install and resolve technical issues with user PCs, laptops, tablets, printers,
Posted 1 day ago
The Investment Advisory Specialist has responsibility for supporting the Advisory Program Marketing initiatives offered through the Investment Products & Services Group to Stifel Financial Advisors across the Firm. The Specialist works independently and with the Advisory Marketing Team to provide education, support and solutions to Financial Advisors. The Specialist must
Posted 1 day ago
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 desir
Posted 2 days ago
Stifel Financial
- New York, NY / Baltimore, MD / St. Louis, MO
Design and complete the Firm's supervisory reviews and check lists. Design, update and implement the Firm's written supervisory procedures and exception reports in conjunction with legal and compliance. Provide daily guidance to sales and trading staff as it relates to interpretive questions or policy matters. Acts as a delegate for FICM managers by providing direct super
Posted 2 days ago
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) communic
Posted 2 days ago
Stifel Financial
- San Francisco, CA
The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects. Essential Duties & Responsibilities Administrative duties as needed such as answering phones, filing, scanning, travel and expense reports,
Posted 2 days ago
A Compliance Project Manager supports the department's goals through effective project planning, tracking, and implementation. This position works primarily with Stifel Financial's domestic Broker Dealers but may help other Compliance divisions or affiliates of Stifel Financial when appropriate. Essential Duties & Responsibilities Initiate, plan, execute, control, and clo
Posted 4 days ago
Under immediate supervision, the Intern will represent Stifel by performing a wide variety of complex and confidential administrative duties in support of the functional area. This position will have the opportunity to work in other service areas and develop professionally by contributing to projects that support the business. Essential Duties & Responsibilities Learn var
Posted 4 days ago
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