106 to 120 of 162
The Public Finance Vice President represents Stifel in front of current and prospective clients. The Vice President will assume some business development responsibilities, including new business and revenue generation, coordinates and runs client meetings, transaction processes and conference calls for mid to small sized clients. They will perform complex analytical work
Posted 19 days ago
The Platform Strategy Specialist participates in successful business requirements definition, project management, and implementation of projects critical to the strategic development of the Firm and Stifel's Investment Products and Services platform. The Specialist facilitates prioritizing and overseeing the management of multiple projects and building a good understandin
Posted 19 days ago
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 19 days ago
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 19 days ago
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 19 days ago
Under general supervision, the Research Associate II will be responsible for providing information, data gathering, analysis, modeling, and organization support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate I. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developin
Posted 20 days ago
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 20 days ago
The Sr. Accountant will prepare and maintain financial reorders and record financial transactions properly; monitor cash management; analyze current costs, revenues, financial commitments, and obligations incurred; and maintain various analytical supporting schedules. Must be a self starter who can meet demanding deadlines and have the ability to interact productively wit
Posted 20 days ago
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
Posted 20 days ago
Stifel Financial
- New York, NY / St. Louis, MO / Chicago, IL
Set up, organize, and maintain paper and electronic filing systems for expenses, correspondence, and other material, including off site storage, as needed in a logical and easily retrievable manner. Make all travel arrangements for assigned business groups/sectors via the online system per Firm and department policy. Process all expense reports via the Corporate Accountin
Posted 20 days ago
Support daily position and transaction reconciliation of Advent, APX, and custodian banks. Process Corporate actions for securities held including cash and stock dividends, splits, mergers, and acquisitions. Assist with GIPS composite maintenance and verification process Establish and maintain security master data. Calculate, reconcile and analyze performance data. Suppor
Posted 20 days ago
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 20 days ago
The 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) communications and advertisements
Posted 20 days ago
Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desir
Posted 20 days ago
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. If not currently licensed and registere
Posted 20 days ago
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