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) communications and advertisements,

The Insurance Licensing Compliance Analyst I prepares and processes all insurance related licensing for the Firm and its licensed individuals. This includes, but is not limited to initial licensing requests, renewal and amended licensing requests, business entity affiliations and terminations, carrier appointments and terminations, report background issues to the regulators, assist and track CE an

The Model Risk Management Senior Analyst will provide assistance with the continuous development of sound model risk management practices in compliance with model risk regulations (e.g., FRB SR 11 7, etc.) and Firm policies and procedures. This individual will perform validations of various models including but not limited to market risk, stress testing, liquidity risk, financial, capital adequacy

The Model Risk Management Manager will provide assistance with the continuous development of sound model risk management practices in compliance with model risk regulations (e.g., FRB SR 11 7, etc.) and Firm policies and procedures. This individual will perform validations of various models including but not limited to market risk, stress testing, liquidity risk, financial, capital adequacy and co

The Estate Planning Intern works closely with the Wealth Planning Department's Estate Planning team to assist in preparing estate plan reviews, client approved marketing materials and internal reference materials. This position may also assist members of the estate planning team prepare for conference calls and presentations with financial advisors and their clients. In addition to resume, submiss

Define project scope, goals and deliverables that support business goals in collaboration with business users and stakeholders. Translate conceptual user requirements into functional requirements in a clear manner that is comprehensible to developers/project team. Where necessary, develop prototypes of interfaces and attributes based on findings. Analyze and verify requirements for completeness, c

As a key contributor on a project team, guide stakeholder through the implementation of Salesforce solutions. Engage stakeholders to understand desired business outcomes and define success criteria. Articulate to stakeholders the value of recommended solutions and approach. Lead discovery and requirements refinement sessions to uncover business, functional, and technological requirements. Design e

MAJOR DUTIES Contributes to the Development team in various phases of development, including design, implementation, integration, revision control, release and the maintenance of multiple products and systems. Ensuring responsiveness of applications Develop and design RESTful services and APIs Responsible for the design and deployment of database & database components Design and implementation of

Work independently, under general team lead direction, to develop and implement business workflow applications, utilizing vendor workflow application tools. Provide maintenance updates to the existing workflow applications and configurations when needed. Mitigate risk in application and workflow design. Partner with additional development and analytic teams to deliver software solutions based on p

MAJOR DUTIES Contributes to the Development team in various phases of development, including design, implementation, integration, revision control, release and the maintenance of multiple products and systems. Ensuring responsiveness of applications Develop and design RESTful services and APIs Responsible for the design and deployment of database & database components Design and implementation of

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) communications and advertisements,

The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements; provides overall customer service support to

MAJOR DUTIES Assists the Development team in various phases of development, including design, implementation, integration, revision control, release and the maintenance of multiple products and systems. Follows Stifel's coding and development standards (Microsoft base). Facilitate in the growth of other developers through code review and one on one interaction. Documents clearly and effectively wi

Responsible for developing in Apex, Lightning Components, LWC, Lightning Aura, Visualforce, AngularJS, React, AJAX and other technologies to build customized solutions that support business requirements and drive key business decisions. Lead technical design sessions and writing technical design documents. Work directly with business stakeholders to define requirements and present solutions. Demon

At Stifel, Associates are the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring financial analysts. Associates work on small, client focused teams within the Corporate Finance and M&A disciplines. We offer associates a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies wit