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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
Posted 10 days ago
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
Posted 10 days ago
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
Posted 11 days ago
The Fixed Income Trading Desk Developer will work closely with the trading desk management, developing desktop tools and solutions to automate trading desk processes and the efficient flow of information between the trading desks and sales. The position is part of the overall Institutional Delivery organization and will closely coordinate with the broader software develop
Posted 11 days ago
A Fixed Income Trader Managed Trade Desk is responsible for executing and managing trades in fixed income (FI) securities on behalf of clients. They work closely with portfolio managers and research analysts to develop and implement trading strategies that align with the clients' investment objectives. This role involves monitoring market conditions, analyzing economic da
Posted Today
Assists the Options Desk with processing daily trade executions. Performs trade settlement reconciliation daily and notifies management of any discrepancies. Will handle correcting any trade breaks and ensure databases have been updated to reflect the correction. Maintains trade databases and will prepare reports and analyses as requested. Forward billing details to the b
Posted 2 days ago
The Venture Banking Credit Analyst plays an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Analyst will have the unique opportunity to help shape their own experience through outbound networking and sourcing, and internal projects to further streamline
Posted 3 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 3 days ago
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
Posted 10 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 11 days ago
The Senior Administrative Assistant performs a higher level of support on a variety of administrative functions. Supports the senior level leadership and departments of Institutional Equities, Marketing and Trading. Serves a backup to peer and works to facilitate the smooth operation of day to day department activities. ESSENTIAL DUTIES AND RESPONSIBILITES Assist the seni
Posted 2 days ago
Under immediate supervision, 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 a
Posted 3 days ago
The IT Security Senior Threat Engineer is responsible for oversight of the threat and vulnerability management processes at Stifel. The IT Security Senior Threat Engineer will work closely with Security Operations and other IT Departments to ensure appropriate security controls are in place, and to ensure that Security policy and procedures are being effectively employed
Posted 3 days ago
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
Posted 11 days ago
Operate telephones to answer, screen and forward calls, provide information, take messages and schedule appointments. Greet clients/guests, determine nature and purpose of visit and direct or escort them to their specific destinations or notify appropriate 'host' employee of guest's arrival. Perform administrative support tasks such as operating calculator or computers to
Posted 11 days ago
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