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The IRA Associate assists in performing a variety of entries, done manually or by way of Stifel's eQuest system. Quality control is done through multiple queries, documentation review, and following strict IRS rules and regulations. The Associate begins learning the basics of the IRA department's functions and terminology. Essential Duties & Responsibilities Works closely
Posted Today
The Investment Strategy Analyst is a contributor to the development and implementation of the Stifel CIO Office offering within Stifel's Investment Products & Services (IP&S). In this capacity, the Investment Strategy Analyst may work at the direction of other members of the CIO Office, and may interact with both Financial Advisors and their clients. The position requires
Posted Today
The Release Management Assistant Manager oversees the planning, coordination, and execution of software releases within the Firm. They will work closely with cross functional teams, including development, testing, and operations, to ensure smooth and efficient release processes. The Assistant Manager establishes release schedules, manages release documentation, and coordi
Posted 1 day ago
The Operations Associate performs a variety of duties on a limited basis to support Annuity and Insurance Operations. The Associate will be processing changes, reviewing and imaging documents to be submitted to carriers, and follow up of all transactions. Essential Duties & Responsibilities Processes a high volume of time sensitive financial transactions, including full a
Posted 1 day ago
The Data Engineer II is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Data Engineer II 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
Posted 1 day ago
The Advisory Marketing Specialist II is responsible for supporting the initiatives offered through the Investment Products & Services Group to Stifel Financial Advisors across the Firm's branch office network. The Specialist II will work closely with the Investment Products & Services Group management to communicate program enhancements, advisory regulations, and tools de
Posted 1 day ago
The Operations Coordinator is responsible for multiple support staff duties for a branch location and also acts as liaison to home office associates. Essential Duties & Responsibilities Interacts with clients, advisors and operations via phone and email correspondence. Coordinates and processes incoming and outgoing mail. Responds to customer inquiries, research questions
Posted 1 day ago
The Central Supervision Associate is responsible for office support and reviewing email for assigned Branches of the Private Client Group for accuracy and compliance. Essential Duties & Responsibilities Review electronic communication for compliance with Firm and Industry regulations. Recognize/analyze/escalate common trends and/or frequent offenders for further oversight
Posted 1 day ago
The Securities Lending Associate will be responsible for various securities lending operational tasks. Through training, this position will learn and actively participate in balancing the daily settlement, reconcile multiple programs and accounts, evaluate numerous reports and keep detailed record. This position will interact with internal department and outside contra fi
Posted 4 days ago
Under general supervision, the IT Security Governance Analyst II is a front line member of the IT Security Program team responsible for the overall management of the IT Security Program. The IT Security Governance Analyst is responsible for supporting internal, external, and client audits, managing security risks within a GRC solution, and assessing security related risks
Posted 4 days ago
The Endpoint System Engineer III will provide assistance for all software deployment activities within the IT Operations team. This individual will provide input for all projects that involve workstation imaging. The Endpoint System Engineer is responsible for assisting in the maintenance and deploy functions of desktop, laptop and mobile hardware and operating systems. T
Posted 4 days ago
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
Posted 5 days ago
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
Posted 5 days ago
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
Posted 5 days ago
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
Posted 5 days ago
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