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The Financial Planning Specialist works with Financial Advisors to gather all applicable data, prepare, and explain financial plans for clients and prospects. This position may conduct a pre review of financial plans created by some associates in the department. This position may present completed financial plans to clients and prospects. Assists branch offices in the use
Posted Today
The Financial Planning Associate works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. This position may assist branch offices in the use of MoneyGuidePro (Stifel's online Financial Planning platform). Essential Duties & Responsibilities Communicates with Financial Advisors to ob
Posted Today
The Registered Client Service Associate assists one or more Financial Advisors 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 Financial Advisor communications and advertisements,
Posted Today
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 Today
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 pr
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The Data Engineer is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Data Engineer works with large volumes of data, ensuring its quality, reliability, and accessibility. Tasks may include data ingestion, transformation, storage, data sharing and consumption, and implementing data security and privacy measu
Posted Today
The Data Engineer is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Data Engineer works with large volumes of data, ensuring its quality, reliability, and accessibility. Tasks may include data ingestion, transformation, storage, data sharing and consumption, and implementing data security and privacy measu
Posted Today
Stifel Financial
- St. Louis, MO / New York, NY / Philadelphia, PA
At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Associates work on small, client focused teams within the Corporate Finance and M&A disciplines. We offer associates a unique environment which combines a highly entrepreneuri
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The Product Manager is responsible for developing and communicating product ideas that will improve the customer's experience. The Product Manager will drive product adoption, engagement, and customer satisfaction by prioritizing, managing, and creating new features and products with cross functional teams. This position is responsible for the products, and the product fe
Posted Today
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(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 Commercial Loan Coordinator I is responsible for the commercial or syndication loan request from the time of application to closing. This position will assist in lending process of commercial loan requests through proper documentation while balancing service, quality and compliance and relationship building. Essential Duties & Responsibilities Works closely with Comme
Posted Today
The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Sup
Posted Today
The Cloud Security Engineer is responsible for designing, implementing, and maintaining security measures within cloud computing environments. They ensure the confidentiality, integrity, and availability of cloud based systems and data by conducting risk assessments, developing security policies and procedures, implementing security controls, monitoring security incidents
Posted 2 days ago
The Cloud Security Engineer is responsible for designing, implementing, and maintaining security measures within cloud computing environments. They ensure the confidentiality, integrity, and availability of cloud based systems and data by conducting risk assessments, developing security policies and procedures, implementing security controls, monitoring security incidents
Posted 2 days ago
The Systems Engineer II Core Systems is responsible for the firm's servers and infrastructure by ensuring our systems are operational. The Systems Engineer II is responsible for assessing systems, determining problems, providing solutions to issues that arise, designing systems, upgrading systems, maintaining systems, and brainstorming possible improvements that can be ma
Posted 2 days ago
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