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

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

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

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

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

The BPI Technical Systems Analyst provides technical analysis and development for Business Process Modeling solutions. This position coordinates with business owners, business analysts, I.T. and vendor development teams to develop and facilitate the technical aspects of project delivery. This position is responsible for application development and will utilize third party

The Business Integration Business Analyst II will coordinate the development of small to large scale projects from conception to implementation. This position will analyze, design, and document system requirements with business area(s) sponsoring the project. Acts as the liaison between business owners, technical analyst, IT and application vendors throughout the project.

The HRIS Analyst will develop and drive efficiencies and processes that align with the firm's and the human resources department's long term strategic goals. This position will engage with business leaders to analyze, evaluate, recommend, and implement technologically feasible, financially, and functionally reasonable changes to the Human Resources Information Systems. Es

The Client Relationship Manager acts as a key point of contact and coordination between institutional retirement plan clients for PearlStreet Investment Management, in matters pertaining to the daily administration and fiduciary management of our client plans. The Client Relationship Manager is also responsible for the advice and education of plan participants on an indiv

The Facilities Space Planner will assist the Facilities Assistant Manager to ensure the smooth operation, general maintenance, or prompt repair of Stifel facility systems. Will be involved in project design of layout for new and/or office moves. Manage construction projects. Oversee the products, services, and schedules of vendors. Work may involve Reviewing contracts to

The Senior Client Service Associate works closely with the entire client service team to provide administrative support for the management of client relationships. The Senior Client Service Associate brings good judgment and excellent organizational skills to his or her work with the client service team. This position will work closely with the client service team to hand

The Senior Portfolio Associate works closely with the entire client service team to provide administrative support for the management of client relationships. The Senior Portfolio Associate brings good judgment and excellent organizational skills to his or her work with the client service team. This position will work closely with the client service team to handle day to

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 Per

The IT Program Manager is responsible for leading and managing large scale IT programs. This role will define program scope, develop program plans, and coordinate cross functional teams to ensure successful migration outcomes. Essential Duties & Responsibilities Lead and manage the planning, execution, and delivery of large scale IT programs within the organization. Defin

Under immediate supervision, the Intern will represent Stifel by performing a wide variety of complex and confidential administrative duties in support of the functional area. This position will have the opportunity to work in other service areas and develop professionally by contributing to projects that support the business. Essential Duties & Responsibilities Learn var