Manage and schedule complex calendar requests, including making follow up phone calls as needed. Plan travel arrangements and complex itineraries. Utilize CRM platform to input and track information, create and prepare reports, disseminate updates, etc. Liaise with clients and support the Project Management team as a lead MA on assigned fund projects, including helping to

Manage and schedule complex calendar requests, including making follow up phone calls as needed. Plan travel arrangements and complex itineraries. Utilize CRM platform to input and track information, create and prepare reports, disseminate updates, etc. Liaise with clients and support the Project Management team as a lead MA on assigned fund projects, including helping to

The Mutual Funds Trade Support Operations Associate is responsible for a variety of the department's administrative functions while having gained a solid understanding of the firm's mutual fund offerings, the systems used to trade them and how they relate to the overall Mutual Funds Trade Support team responsibilities. Essential Duties & Responsibilities Monitor mutual fu

The Operations Assistant Manager is responsible for providing leadership within the department by aiding in the administration of department objectives and measures. This position requires experience in handling challenging subject matter along with ensuring department completion of all necessary work on time and with the highest degree of quality. This position is requir

The Operations Director of Settlements and Reorg oversees the receipt and delivery of securities (domestic and foreign) and money and daily reconciliation of the money balances due to or from the clearing organizations or the depository with books and records. The Director is also responsible for overseeing and managing adherence to industry rules, regulations, and securi

Stifel's Public Finance Department is the investment banking division within the firm's Municipal Securities Group, encompassing investment banking, sales, trading and underwriting. Public Finance bankers assist state and local government agencies with raising capital to build facilities, including roads and transportation facilities, utilities and energy infrastructure,

Under general supervision, the IT Service Desk Associate has primary responsibilities as the first point of contact in IT. Through multiple channels, the Analyst accurately logs and manages requests, incidents, and problems, assessing the services and customers impacted and the urgency for resolution. The Analyst works to resolve and satisfy incidents and requests, or rou

The IT Technician 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. This Technician will be responsible for overseeing support functions for all Mobile Endpoint devices within the ecosys

The Project Owner (PO) is a member of an Agile Development Team. 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 priorities. The PO defines users, cre

The Project Owner (PO) is a member of an Agile Development Team. 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 priorities. The PO defines users, cre

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 Commercial Loan Coordinator II is responsible for the commercial loan request from application to closing. This position will assist in the lending process of commercial loan requests through proper documentation while balancing service, quality compliance, and relationship building. Essential Duties & Responsibilities Works closely with Commercial Lenders and Credit

The Threat Intelligence Architect plays a crucial role in enhancing an organization's cybersecurity posture by designing and overseeing implementing a robust cyber threat intelligence program. This program aims to proactively identify, assess, and mitigate cyber threats and vulnerabilities. Essential Duties & Responsibilities Develop and maintain a strategic cyber threat

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 Administrative Assistant performs a variety of administrative functions in support of the department and the department Manager/Director and works to facilitate the smooth operation of the day to day department activities. Essential Duties & Responsibilities Answer phones; take messages and transfer/direct to the appropriate person Run Monthly/Quarterly Reports Create