The Trade Review Analyst verifies account data with the client's Stifel account(s), verifies that the Financial Advisor initiating an annuity transaction is properly licensed and registered, and verifies contract data with insurance companies. The Analyst ensures adherence to Stifel Policy and Procedures by reviewing suitability and best interests of annuity withdrawal &

The Public Finance Operations Administrator is responsible providing overall support to the Public Finance department related to the issuance of municipal bonds. This includes managing a database of client files, maintaining the integrity of public finance records, interacting with national bond issue repositories, ensuring compliance with laws and regulations governing p

The Facilities Space Planner at a financial investment firm is critical in optimizing office space utilization and ensuring that the physical layout aligns with the company's operational needs. This role will analyze space requirements, assess current space utilization, and develop plans to maximize efficiency and functionality. This role will include creating floor plans

The Lease Document Storage Administrator manages all lease agreement aspects, ensures lease terms and conditions compliance, and coordinates document retention efforts across various departments and locations. This role requires strong communication skills, attention to detail, and working efficiently in a fast paced environment. It will also support the operational and r

The Operations Manager Entitlements and Access Controls is responsible for the day to day management of workloads, phone/mailbox coverage, associate development, performance management, personnel issues, and additions/reductions in staff. This role includes modeling the attitude and behavior expected by the team and demonstrating and ensuring associates maintain the secur

The Client Report Services Specialist is responsible for assisting with the day to day support and on going development of large scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and consultation to Stifel advis

This role is a member of the Cash Management and Banking Services team, which is responsible for Brokerage Cash Management Accounts, the Bank Sweeps Program, Stifel Bank Deposit Accounts, Credit Cards programs and the Firm's payments strategy. This will require partnership with Bank Operations, Brokerage Operations, Financial Advisors, and client support teams in support

The Commercial Credit Analyst I (CCAI) will provide support to the Commercial Lenders with emphasis on financial analysis in determining the creditworthiness of a borrower. The CCAI will have exposure to both private and public companies over a wide variety of industries, cash flow and other types of lending, and direct and syndicated loan opportunities. This position has

The IT Analyst I Asset Management (Software) supports the daily and long term strategic management of physical and logical IT assets Firm wide. This includes planning, monitoring, and recording software licenses and/or hardware assets to ensure compliance with vendor contracts. Initial duties would including assisting to institute the IT Asset Management program, which in

The IT Analyst I Asset Management (Hardware) supports the daily and long term strategic management of physical and logical IT assets Firm wide. This includes planning, monitoring, and recording software licenses and/or hardware assets to ensure compliance with vendor contracts. Initial duties would including assisting to institute the IT Asset Management program, which in

The Commercial Post Close Associate II will ensure loan files are completed accurately and tracked for the life of the loan. This role will work with other commercial loan team members to create proper dialogue and accurate loan documentation while balancing service, quality, compliance, and relationship building. Essential Duties & Responsibilities Work closely with comm

The Senior Manager, Tax Accounting is responsible for the quarterly and annual tax provision as well as the financial statement reporting for income taxes. This includes the consolidated tax provision and the separate subsidiary tax provisions, both foreign and domestic. In addition to the income tax provision, the individual will assist the Tax Director on tax planning,

The Advisor Directed Programs Senior Specialist works on all aspects of the team's respective advisory programs. The Senior Specialist collaborates with the Program Manager, Financial Advisors (FAs), Compliance, Advisory Operations, and other groups both inside and outside of Stifel. The primary goal of the program management team is to provide highly competent support to

The IT Security Threat Engineer I is a front line member of the Threat and Vulnerability Management team that has responsibility for detecting potential risks to the Stifel network and assets. The IT Security Threat Engineer I is responsible for identifying vulnerabilities to Stifel systems and data as well as working with threat intelligence feeds for the enhancement of

The Bank Specialist II Treasury Ops interacts with customers to provide a variety of general information in response to inquiries about products and services. The ideal candidate will have a positive attitude, high attention to detail, knowledge about bank products and services. Essential Duties & Responsibilities Onboard new Treasury Management Customers and provide supp