Stifel Financial Jobs in United States

Compliance Analyst I Role · The Compliance Analyst I role involves testing policies and procedures for multiple broker-dealer affiliates focusing on Supervisory Control Testing. · Main Responsibilities · Gather, validate, and analyze data, documents, and information relative to a ...

Operations Associate-Advisory Billing Role · We are seeking a highly detail-oriented and organized Operations Associate to join our Advisory Billing team at Stifel Financial. As a key member of this team, you will be responsible for driving departmental results and collaborating ...

About Stifel · We are a global wealth management and investment banking firm that values innovation and fresh ideas. We strive for a culture where everyone belongs, contributes to the success of our clients, their careers, and the firm. · Key Responsibilities · <ul style= ...

Commissions Team Lead Role · The Commission Team Lead is responsible for overseeing the workflow of assigned teams, coaching commission accountants and associates. They autonomously perform routine accounting tasks, analyze commission data and maintain electronic records. · Main ...

Retirement Business Development & Marketing Specialist · Cultivate relationships with financial advisors to drive proposal generation and sales. · Educate Stifel Financial Advisors about our retirement plan services. · Analyze client objectives and recommend suitable solutions. · ...

Job Title: · About the Role · We are seeking a skilled and detail-oriented Client Services Associate to assist our Financial Advisors with client account opening and maintenance. The successful candidate will perform administrative duties, provide customer service support, and wo ...

Stifel Investment Banking · Stifel's Leveraged Finance team provides financing solutions for financial sponsors and corporate clients. · Analyze companies across various industries · Participate in leveraged finance transactions · ...

Research Fellow Position · We are seeking a Research Fellow to provide information, data gathering, analysis, modeling and organizational support to our senior level research analysts. · Develop a solid understanding of the assigned sector and clearly state and defend investment ...

A global wealth management firm is seeking a Client Services Associate to assist Financial Advisors with client accounts and provide administrative support. Responsibilities include clerical functions, maintaining account records, managing requests, and providing customer service ...

Why Stifel · Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. · Let's talk about how you can find your pl ...

Why Stifel · Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. · Let's talk about how you can find your ...

Job Title: Registered Client Service Associate · At Stifel, we strive for a culture that puts our clients and associates first. A culture where everyone belongs, contributes to the success of our clients and careers. · Key Responsibilities: · Assist Financial Advisors with openin ...

Wealth Strategist II · The Wealth Strategist is a subject matter expert and resource for Financial Advisors on issues affecting clients of varying wealth profiles. This role provides expert estate planning knowledge and consultation, serving as the primary external sales and mark ...

Cash Prod Banking Services Specialist · Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. · This role supp ...

Deposit Operations Specialist Role · We're looking for a detail-oriented Deposit Operations Specialist to perform daily deposit operations tasks, including account verification, exception processing, and client support. · Key Responsibilities: · <ul style= ...

About Stifel · Stifel is a global wealth management and investment banking firm serious about innovation and fresh ideas. We are built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel. · We have offices in New Yor ...

Job Title: · Registered Client Service Associate · About the Role: · We are seeking a detail-oriented and organized individual to join our team as a Registered Client Service Associate. In this role, you will assist Financial Advisors with client account maintenance, perform admi ...

Role Summary · This Compliance Analyst II-AML CIU International role at Stifel involves systematically reviewing high-risk clients from a risk-based approach. The AML CIU Analyst conducts surveillance reviews to identify potential suspicious transactional activity, including onbo ...

Job Title: Wealth Strategist I · We are seeking a skilled Wealth Strategist to serve as a resource for Financial Advisors on issues affecting clients of varying wealth profiles. · Key Responsibilities: · Drafting and presenting detailed analyses of individual clients' estate plan ...

A global wealth management firm is seeking a Client Services Associate in Lawton, Oklahoma. This role requires strong administrative skills and a commitment to providing exceptional customer service. The ideal candidate will assist Financial Advisors with client accounts, manage ...