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

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

The Senior Administrative Assistant performs a higher level of support on a variety of administrative functions. Supports the senior level leadership and departments of Investment Banking. Serves a backup to peer and works to facilitate the smooth operation of day to day department activities. ESSENTIAL DUTIES AND RESPONSIBILITES Assist the senior level leadership by main

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

The Product Development Agile Coach mentors, provides insights, guides the firm, other technology colleagues, and its teams in the implementation and relentless improvement of agile processes and tools to ensure effective outcomes for the firm using a Lean Agile mindset. The goal of a Product Development Agile Coach is to be a leader of and helps to innovate and relentles

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 Per

The Retirement Plans Sr. Specialist serves as a resource to Financial Advisors (FAs) and their clients regarding overall business retirement plan issues. This may include plan type and design reviews, product analysis, vendor selection, proposal generation and presentation, and regulatory updates, in an effort to increase plan sales. The Senior Specialist position require

Under immediate supervision, Client Services Associate (NR) 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 and adver

The Venture Banking Credit Analyst plays an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Analyst will have the unique opportunity to help shape their own experience through outbound networking and sourcing, and internal projects to further streamline

Assist senior team members in analyzing financial statements, interest rates, liquidity, and credit risk. Process monthly and quarterly analyses of clients' investment portfolios/balance sheets and various risk measurements using Excel based and other complex financial models. Interact daily with senior team members and sales representatives. Interact with clients to obta

Excellent programming skills particularly Python coding skills (Pandas/NumPy). Monitor news, events, index announcements as well as and market changes for index members. Knowledge of statistics as well as statistical knowledge and ease of working with and analyzing large databases for purpose of quantitative modeling. Build and maintain Excel based financial models. Formu

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

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

The Municipal Compliance Analyst I is a key member of the Municipal Compliance team responsible for compliance analysis and reporting requirements, including conducting conflict check requests and reviewing and approving political contribution requests and bond ballot contributions for the Firm. Essential Duties & Responsibilities Supports the Public Finance department in

Under immediate supervision, Client Services Associate (NR) 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 and adver