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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 Today
The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day to day administrative management of individual client, institutional and trust portfolios. High touch client service is a hallmark of 1919; the candidate should be ski
Posted Today
The . Net Software Developer will design and build proprietary computer applications, databases, and tools using the .NET stack. They will conduct requirement analysis, document technical specifications, and write, review, and debug code. The . Net Software Developer will recommend product revisions or enhancements based on user feedback. They will also help in the develo
Posted 2 days ago
The Mutual Funds Trade Support Operations Associate is responsible for a variety of the department's administrative functions while having gained a solid understanding of the firm's mutual fund offerings, the systems used to trade them and how they relate to the overall Mutual Funds Trade Support team responsibilities. Essential Duties & Responsibilities Monitor mutual fu
Posted 2 days ago
The Advisory Account Services Associate is responsible for aiding in driving departmental results by opening, terminating, and processing changes to advisory accounts under direct supervision. This position requires the ability to gain a sound understanding of the Account Services processes while serving as a liaison to internal and external stakeholders. This position wi
Posted 2 days ago
The Financial Planning Manager oversees all Associate level financial planners and assists the Financial Planning Director in coordinating the day to day financial planning activities, processes, and workflow, including plan creation, review, and presentation processes. The Manager manages, trains, leads, and mentors the department's Financial Planning Associates and thei
Posted 2 days ago
The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day to day administrative management of individual client, institutional and trust portfolios. High touch client service is a hallmark of 1919; the candidate should be ski
Posted 2 days ago
A Senior Network Engineer is responsible for designing, installing, troubleshooting, and maintaining all Stifel data and application networks. The candidate should have a deep understanding and in depth level of experience with networking and SDWAN protocols, topologies, architecture, products, and solutions. The individual should also be highly dedicated to a collaborati
Posted 2 days ago
Stifel Financial
- Las Vegas, NV / Reno, NV
Support trading team on day to day operations in a timely and efficient manner Monitor market activity in various fixed income products and provide concise feedback and analysis to senior traders Develop, maintain and enhance databases and reports Assist in enhancing trading workflows and functionality Ad hoc projects as directed Qualifications Strong math and analytical
Posted 2 days ago
The Digital Banking Associate is responsible for aiding in driving departmental results for the ongoing support of Stifel's Digital Banking products. This position requires the ability to gain a sound understanding of department subject matter including digital banking support, assisting with relevant training materials, and troubleshooting. This position will require col
Posted 2 days ago
The Digital Support Associate is responsible for aiding in driving departmental results for the ongoing support for Stifel's Client Facing Platforms. This position requires the ability to gain a sound understanding of department subject matter including Digital Client Application Support, assisting with relevant training materials, and level 2 troubleshooting. This positi
Posted 2 days ago
The Client Service Associate (Registered) will assist 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 advertiseme
Posted 2 days ago
The Client Services Associate 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, provides ov
Posted 2 days ago
Under general supervision, the IT Service Desk Associate has primary responsibilities as the first point of contact in IT. Through multiple channels, the Analyst accurately logs and manages requests, incidents, and problems, assessing the services and customers impacted and the urgency for resolution. The Analyst works to resolve and satisfy incidents and requests, or rou
Posted 2 days ago
Under immediate supervision, Client Services Associate 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 ad
Posted 2 days ago
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