Altfest Personal Wealth Management job in New York, NY
Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice and manage existing client relationships. We place the client at the core of everything we do. This role is ideal for someone who values a fee-only based approach, which replaces commissions with the clients best interest.
About the Role
Serve as the first point of contact for a number of the firms clients. Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines. Opportunity to specialize in a technical area including but not limited to:
Investments: participate on the firms investment committee and cover a segment of the investment universe.
Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert.
Business Development: Work cross-departmentally to drive business strategies.
Responsibilities
Serve as the first point of contact for a number of the firms clients.
Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans.
Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines.
Opportunity to specialize in a technical area including but not limited to:
Investments: participate on the firms investment committee and cover a segment of the investment universe.
Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert.
Business Development: Work cross-departmentally to drive business strategies.
Qualifications
5+ years of experience in Wealth Management with a demonstrated ability to manage client relationships, fee-only is a plus!
CFP
Bachelors degree from an accredited university
Passion for fee-only Financial Planning and Wealth Management
Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience
Detail-oriented and highly organized
Self-starter with an entrepreneurial mindset
Team player and collaborative
Of the highest integrity
Maintain a client-first mentality
Required Skills
Altfest Personal Wealth Management requires all employees to be fully vaccinated for COVID-19. To be fully vaccinated, employees must obtain the first dose of a two-dose vaccine or obtain one dose of a single vaccine.
Pay range and compensation package
Compensation Range: $130,000- $135,000 base (excluding potential incentives) commensurate with experience. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time.
Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k).
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.
The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.
Crains New York Business
ranked Altfest Personal Wealth Management as aBest Place to Work in NYC in 2020, 2022 and 2023. Named by InvestmentNews as abest place to work for Financial Advisors in 2024!
$130k-135k yearly 7d ago
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IB Associate - Diversified Industrials
Stifel 4.8
New York, NY job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The M&A Investment Banking Associate for the KBW Investment Banking Financial Services Group develops financial models and related valuation analysis for both public and private offerings.
What We're Looking For
Play a critical role as the project manager on teams to manage the deal process from origination to close
Develop integrated financial models and related valuation analyses
Participate in M&A, corporate finance (debt, public, and private equity) and restructuring assignments
Prepare valuations, write memorandums for M&A and private placement processes, conduct M&A analyses, and participate in due diligence and drafting sessions for public and private offerings
Mentor junior staff and target areas for their development
Work on multiple projects and transactions at any given time
What You'll Bring
Strong ability to work in an entrepreneurial culture
Ability to manage, from start to finish, financing and M&A transactions
Excellent analytical, modeling, and client management skills
Exercises good judgment in assessing risks and rewards of new business opportunities
Education & Experience
Minimum Required: Bachelor's degree in Finance or related field
Minimum Required: 3-5 years post-undergraduate work experience in investment banking or a related field
Licenses & Credentials
Minimum Required: None
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Compensation Range Salary: USD $175,000.00/Yr. - USD $225,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel
At its core, the Stifel story is a journey of growth and optimism for the future. In our more than 125-year history, Stifel has evolved from a St. Louis-based brokerage house and is now a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally. Our expertise spans sectors and products in both public and private markets. We are driven by relationships, not transactions, and are committed to earning long-term trust from our clients.
Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. The combination of a full-service product offering and more than 600 bankers' deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients.
Stifel's success is rooted in the power of our people and platform. We provide our employees an entrepreneurial environment that rewards collaboration and hard work. We are looking to engage with and hire talented candidates from all backgrounds - specifically, those who have the desire to expand their skills and realize ambitious goals. We are committed to a workplace that reflects the clients we serve and the communities where we live and work.
$175k-225k yearly Auto-Apply 60d+ ago
Sr Administrative Assistant
Stifel 4.8
New York, NY job
What You'll Be Doing The Investment Advisor Sr. Administrative Assistant provides a high level of administrative support by preparing statistical reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings
What We're Looking For
* Prepares invoices, reports, memos, letters, client mailings for Program Management, financial statements and other documents, using word processing, spreadsheet, database, or presentation software.• Reads and analyzes incoming memos, submissions, and reports to determine their significance and plan their distribution. Prepares responses to correspondence containing inquiries.• Compiles, assembles, binds, and distributes certain marketing or communication articles.• Makes travel arrangements for executives and organize and coordinate client entertainment functions/events.• Prepares and processes expense reports for executives.• Establishes and maintains interpersonal relationships; develops constructive and cooperative working relationships with others and maintaining them over time.• Greets visitors and callers, handles their inquiries, provides information to callers and/or visitors/guests, takes messages, and transfers/directs them to the appropriate persons according to their needs; respond to inquiries; research questions; resolves problems. • Creates and maintains complex spreadsheets. • Sets up, organizes, and maintains paper and electronic filing systems for records, correspondence, and other material including off-site storage, as needed in a logical and easily retrievable manner.• Maintains calendar; schedules appointments and meetings, and conference calls as needed; prepares agendas and make arrangements for committee, board, and other meetings.
* Project administration in areas ranging from maintenance to construction and design• Skilled at Cross-departmental communication, observing confidentiality and compliance guidelines, as outlined by the SEC and FINRA.• Provide excellent customer service to all Stifel employees• Heavy invoice preparation and vendor administration.
What You'll Bring
* Advanced knowledge of administrative and clerical procedures and systems such managing files and records, and other standard office procedures and terminology.• Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment; takes pride of ownership for wins and accountability for losses/mistakes.• Excellent conceptualization, presentation and communication skills to effectively execute change.• Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.• Dedicated to accomplishing goals; willing to take on additional responsibilities to produce outstanding work; strives for excellence; maintains a positive attitude through stressful situations.• A team player with the ability and desire to interact in a team environment and collaborate with others, but is also able to work independently and have the ability to adapt to change, adjust to multiple and shifting priorities and coordinate and balance multiple tasks
Education & Experience
* Minimum Required: Associates degree or equivalent education and experience that enables performance in all aspects of the position• Minimum Required: 5+ years of administrative experience
Systems & Technology
* Proficient in Microsoft Word, Excel, PowerPoint, Outlook
Compensation Range
Salary: USD $33.65/Hr. - USD $38.94/Hr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled.
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
$33.7-38.9 hourly Auto-Apply 50d ago
Client Relationship Manager
Stifel 4.8
Garden City, NY job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel.
What We're Looking For
Develop in-depth knowledge of client portfolios; regularly engage with clients.
Conduct quarterly/annual client performance reviews in conjunction with the Investment Representative.
Coordinate enrollment campaigns/meetings for high-net-worth individuals/individual investors.
Analyze and evaluate client needs and provide recommendations concerning the identified issues and potential strategies for further enhancing client relationships.
Research, investigate, and analyze client queries and other significant matters, develop strategic responses as needed, and at own judgment.
Partner with the Relationship Manager to assess and evaluate client needs and to create further client development opportunities; prepare recommendations for client development opportunities.
Other such duties may be necessary to maximize client relationships.
What You'll Bring
Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality service standards, and evaluation of customer satisfaction.
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Understanding new information's implications for current and future problem-solving and decision-making.
Managing one's own time and priorities to ensure the meeting of deadlines.
The ability to communicate information and ideas in spoken or written form so that others will understand.
Education & Experience
Minimum Required: High School Diploma or Equivalent required.
Minimum Required: 10 years of financial services experience.
Licenses & Credentials
Minimum Required: FINRA Series 7 & 63.
FINRA Series 65 (66) may be required depending on the business coverage.
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
Compensation Range Salary: USD $71,300.00/Yr. - USD $106,800.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
$71.3k-106.8k yearly Auto-Apply 30d ago
IB Associate - Technology
Stifel 4.8
New York, NY job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The M&A Investment Banking Associate for the KBW Investment Banking Financial Services Group develops financial models and related valuation analysis for both public and private offerings.
What We're Looking For
Play a critical role as the project manager on teams to manage the deal process from origination to close
Develop integrated financial models and related valuation analyses
Participate in M&A, corporate finance (debt, public, and private equity) and restructuring assignments
Prepare valuations, write memorandums for M&A and private placement processes, conduct M&A analyses, and participate in due diligence and drafting sessions for public and private offerings
Mentor junior staff and target areas for their development
Work on multiple projects and transactions at any given time
What You'll Bring
Strong ability to work in an entrepreneurial culture
Ability to manage, from start to finish, financing and M&A transactions
Excellent analytical, modeling, and client management skills
Exercises good judgment in assessing risks and rewards of new business opportunities
Education & Experience
Minimum Required: Bachelor's degree in Finance or related field
Minimum Required: 3-5 years post-undergraduate work experience in investment banking or a related field
Licenses & Credentials
Minimum Required: None
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Compensation Range Salary: USD $175,000.00/Yr. - USD $225,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
$175k-225k yearly Auto-Apply 60d+ ago
Research Associate II - Semiconductors/Semiconductor Equipment
Stifel 4.8
New York, NY job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
Under general supervision, responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate level 1. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developing a solid understanding of the assigned sector and can clearly state and defend the investment thesis for all stocks in the assigned sector. Must be able to handle basic question from Sales and Clients and is beginning to represent the associates in internal research presentations.
What We're Looking For
Build and maintain Excel-based financial models, including income statements, balance sheets, cash flow statements, and discounted cash flow analysis.
Formulate mathematical or simulation models of problems, relating constants and variables, restrictions, alternatives, conflicting objectives, and their numerical parameters.
Analyze information obtained from management in order to conceptualize and define operational problems.
Perform validation and testing of models to ensure adequacy; reformulate models as necessary.
Building and updating comp sheets.
Managing the databases and electronic data services (i.e. Bloomberg, FactSet, etc.)
Must be able to clearly state and defend the Analyst's investment thesis and outlook for each of the stocks under coverage.
Respond to basic questions from institutional sales and clients regarding covered companies, and industry questions and data requests.
Develop written product with modest direction from the senior level Research Analyst.
Able to evaluate basic valuation methodologies to stocks under coverage and the broader sector.
Meets the special projects demands of the senior level Research Analysts.
Uses all resources to determine and locate relevant data.
Continues to build industry knowledge.
Continues to develop external sources (management teams, suppliers, and customers). Must be able to integrate these sources in the research product. Will be assigned a small client contact list and will be responsible for meeting the needs of those clients.
Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 20%.
What You'll Bring
Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Time Management - Managing one's own time and priorities to ensure the meeting of deadlines
Oral and Written Expression - The ability to communicate information and ideas in spoken or written form so that others will understand.
Economics, Accounting, Finance, and Securities Analysis - Knowledge of economic, accounting, and financial principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
Education & Experience
Minimum Required: Bachelor's degree
Minimum Required: 2 to 4 years of relevant industry experience and/or proven experience at the Associate I level
Licenses & Credentials
Minimum Required: None
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Compensation Range Salary: USD $100,000.00/Yr. - USD $150,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel
The Stifel Equity Research Group is a recognized leader with a deep and broad spectrum of coverage. Our award-winning analysts are thought leaders, many with hands-on experience in their respective industries, offering objective, in-depth analysis and timely, actionable research ideas.
Stifel is a top 10 provider of U.S. equity coverage in:
Aerospace & Defense
Consumer & Retail
Diversified Industrials
Internet & Media
Healthcare
Real Estate
Technology
Transportation
Business Services
Energy & Power
Materials
$100k-150k yearly Auto-Apply 60d+ ago
IB Vice President- Diversified Industrials
Stifel 4.8
New York, NY job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
We are seeking a dynamic and experienced Vice President to join our Investment Banking team with a focus on the Diversified Industrial sector. This role is ideal for a strategic thinker with a strong background in complex financial transactions and a is keen to work hard, in a fast-paced environment across multiple projects at one time. Experience in running sell-side M&A transaction is a must.
What We're Looking For
Lead execution of M&A, recapitalizations, and capital raises (debt and equity) transactions.
Serve as a trusted advisor to clients, managing relationships and delivering financial solutions.
Oversee the development of detailed financial models, valuation analyses, and presentations.
Mentor and develop junior team members, fostering a collaborative and high-performance culture.
Contribute to business development efforts by identifying and pursuing new client opportunities.
Build sector expertise and represent the firm at industry events and client meetings.
What You'll Bring
Client Skills: Able to win the confidence of clients; sensitive to clients' needs in both anticipating and delivering upon requests; able to build strong, long-term business relationships.
Time Management: Able to organize and prioritize multiple tasks and responsibilities; able to follow through and meet deadlines; able to manage expectations appropriately; able to use firm's resources efficiently.
Teamwork: Works well within assigned project teams; accessible to and respectful of all team members, regardless of relative seniority; willing to train and mentor others; strives to be a value added resource to other groups throughout the firm.
Work Ethic and Attitude: Dedicated to accomplishing goals; willing to take on additional responsibilities to produce outstanding work; strives for excellence; maintains a positive attitude through stressful situations.
Personal Characteristics: Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment; takes pride of ownership for wins and accountability for losses/mistakes; knows when to ask for help.
Effective communication skills and able to relay information well in both written and verbal form.
Solid analytical skills - uses logic and reasoning to identify complex problems; review related information and develop options and implement solutions.
Good interpersonal interaction and able to work well with others.
Education & Experience
Minimum Required: Bachelors' degree
Minimum Required: 3 to 6 years investment banking experience as a financial analyst and associate, or similar experience in a legal firm
Licenses & Credentials
Minimum Required: NASD licenses
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Compensation Range Salary: - USD $250,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
$250k yearly Auto-Apply 4d ago
Registered Client Service Associate
Stifel 4.8
Garden City, NY job
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
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, provides overall customer service support to clients, may enter trades as directed by the FA(s).
What We're Looking For
* Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
* Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
* Provide quotes and other account-related information to assist clients.
* Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
* Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
* Provide reports and other information to FA(s), as requested.
* Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
* Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.
* Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
* Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.
What You'll Bring
* Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
* Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
* Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
* Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
* Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
* Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.
Education & Experience
* Minimum Required: High School Diploma or equivalent
* Minimum Required: 2 years investment industry experience
Licenses & Credentials
* Minimum Required: Series 7 and 63 or 66
Compensation Range
Salary: USD $48,100.00/Yr. - USD $72,100.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled.
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
$48.1k-72.1k yearly Auto-Apply 29d ago
Operations Capital Markets Specialist II
Stifel 4.8
New York, NY job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Operations Capital Markets Specialist II ensures correct trade processing for all large Institutional clients. This position will research and resolve incoming inquiries from Institutional clients, Capital Market Traders, and Sales associates.
What We're Looking For
Accurately coding account numbers and commission charges on trades assists with processing trade allocations via the Fidessa Trading System with DTCC and CTM Interfaces.
Provides support to Traders and Sales associates.
Provides support to Institutional clients.
Researches and resolves basic Trade breaks.
Balances inventory positions for Trading areas.
Opens Institutional client accounts.
Proficiently provides support related to order entry or billing questions, understands procedures, and is able to research trading inquiries while acting as the company gatekeeper for Stifel information.
Assist with Cancel & Rebills and other trade-related corrections.
Performs other related duties as assigned.
What You'll Bring
Effective communication skills and ability to relay information well in both written and verbal form.
Able to manage priorities, deadlines, and tasks to meet and accomplish goals.
Solid and reliable mathematical skills with the ability to analyze and use logic and reasoning to identify complex problems.
The ability to review related information, develop options, and implement solutions.
Good interpersonal interaction and ability to work well with others.
Strong administrative and clerical procedures, systems, and other standard office procedures and terminology.
Education & Experience
Minimum Required: Bachelor's Degree in a related field or a combination of education and work experience.
Minimum Required: 4+ years of investment brokerage industry experience.
Licenses & Credentials
Minimum Preferred: FINRA Series 7 and 63 or 66 licenses.
Systems & Technology
Proficient in Microsoft Outlook and Microsoft Office Suite.
Understanding of Fidessa Trading System, Omgeo products (Alert, CTM), and Thomson/Beta systems. #LI-AS1
Compensation Range Salary: USD $57,000.00/Yr. - USD $92,900.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel
Keefe, Bruyette & Woods (KBW), a Stifel Company, is a full-service investment bank and broker dealer specializing in the financial services sector. KBW has established itself as a leading independent authority in the depositories, insurance companies, broker-dealers, mortgage banks, asset management companies, securities exchange, and specialty finance sectors. The professionals at KBW have deep domain expertise and understand the rapidly changing financial services industry. Based on a history of exceptional transaction execution and significant senior level attention, KBW is a trusted advisor by its clients.
KBW offers a competitive salary and benefits (medical, vision, dental, paid time off, 401k) and is an affirmative action and equal opportunity employer.
$57k-92.9k yearly Auto-Apply 17d ago
IT Sr. Project Manager
Stifel 4.8
New York, NY job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The IT Sr. Project Manager is responsible for driving maturity and continuous improvement. The PM is required to communicate with both internal departments and third party vendors as needed. Additionally, the PM is responsible for prioritizing projects collaboratively with corporate leadership.
What We're Looking For
Work closely with business units, technology teams, and entitlements teams to ensure business requirements are met while following best practices.
Evaluate the firm's current posture and spearhead enhancements to policies, processes, and tools.
Document the strategy and capture key milestones as improvements are implemented.
Champion the program, ensuring that business partners understand the importance of sound practices to support their business initiatives.
Responsible for monitoring and tracking the progress of all related projects.
Function as the liaison between other departments and third party vendors with respect to projects and processes.
Research changes and developments within the industry.
Provide high level decisions with respect to projects and other work related items.
What You'll Bring
Expertise in information security and identity management best practices.
Strong written and verbal communication skills.
Ability to make presentations to audiences including senior management.
Excellent organizational and project management skills.
Ability to analyze existing capabilities and emerging trends and recommend improvements.
Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Build and maintain collaborative relationships with both internal and external clients.
Education & Experience
Minimum Required: Bachelor's Degree in Business or technical field
Minimum Required: 10+ years' related experience in Information Technology
Licenses & Credentials
Minimum Required: None
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint and Outlook
#LI-LL1
Compensation Range Salary: USD $110,600.00/Yr. - USD $165,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
$110.6k-165k yearly Auto-Apply 44d ago
Branch Intern
Stifel 4.8
Garden City, NY job
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects.
What We're Looking For
* Administrative duties as needed such as answering phones, filing, scanning, travel and expense reports, data entry, and scheduling appointments.
* Collection of information needed for performance reports and coordinating the appropriate paperwork and materials for client meetings.
* Perform general clerical duties related to daily branch operation.
* Participate in special projects for Financial Advisors and for the branch.
What You'll Bring
* Ability to organize large amounts of information and prioritize workload to meet deadlines.
* Effectively collaborate and work as a team with a diverse group of individuals.
Education & Experience
* Minimum Required: 1-2 years industry related college coursework
Licenses & Credentials
* Minimum Required: None
Systems & Technology
* Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Compensation Range
Salary: USD $18.00/Hr. - Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled.
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
$18 hourly Auto-Apply 10d ago
Business Development Associate
Stifel 4.8
New York, NY job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Business Development Associate is responsible for focusing on increasing Stifel's revenue through the identification and establishment of new Private Equity business. The Business Development Specialist will support one of more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm. This position will support Stifel's growth strategy by pursing, establishing and maintaining relationships with potential clients.
What We're Looking For
Research all aspects of underlying products in an effort to develop and execute targeted marketing strategies
Develop a pipeline of prospective clients through industry related events, networking opportunities and social media presence
Collaborate with Financial Advisors to implement process to generate new business
Source, develop and maintain contact list of prospective clients using Salesforce technology
Implement processes to select client leads and make the sales process more efficient
Assist in the preparation and delivery of business presentations and proposals
Promote local brand recognition through Firm approved marketing campaigns
What You'll Bring
Strong ability to focus on providing exemplary client service
Strong background developing and analyzing competitive strategies
Ability to use logic and reasoning to identify complex problems; review related information and develop options and implement solutions.
Ability to demonstrate proactive approach to problem resolution, strong troubleshooting, and problem solving skills
Ability to prioritize workload and consistently meet deadlines
Education & Experience
Minimum Required: Bachelor's Degree in Financial Services
Minimum Required: 2+ years' of financial service or product related experience
Licenses & Credentials
Minimum Required: FINRA Securities Industry Essentials, Series 7 and Series 66 Licenses or ability to be fully licensed within 6 months.
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Compensation Range Salary: USD $71,300.00/Yr. - USD $106,800.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
$71.3k-106.8k yearly Auto-Apply 60d+ ago
Managing Director, Venture Lending
Stifel 4.8
New York, NY job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
In joining Stifel's Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies across all their financial services needs. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. The ideal candidate will have experience managing a team and portfolio of venture backed companies, as well as the ability and network to build and grow strong relationships in market.
What We're Looking For
Establish and maintain relationships with venture capital backed founders and executives, as well as, with investors and industry advisors to drive deal flow and meet business objectives.
Active in market at industry events and building the Stifel Venture Banking brand.
Responsibility for team's deal processes, including structuring, loan underwriting, loan documentation and the loan closing process.
Responsibility for a portfolio of venture backed clients, which includes ongoing portfolio management responsibilities and effectively deploying Stifel platform resources to support clients.
Effectively recruit, manage, and lead a team of venture banking professionals.
Maintain in-depth knowledge of the venture capital industry and Stifel's products and services. Collaborate with the leadership team of the bank to develop new products and best position the Stifel platform in market.
Develop strong understanding of broader Stifel platform (including Investment Bank, Wealth Management, etc.) and identify and drive opportunities across the platform.
What You'll Bring
Advanced knowledge in venture lending/structuring, underwriting, and portfolio management.
Strong team leadership skills to help coach, develop and retain team members.
Effectively communicate (written and oral) with clients, prospects, and executive management.
Understanding and interest in technology trends, key metrics, and capital markets impacting the innovation ecosystem.
Strong business acumen with ability to work collaboratively and cross functionally.
Proactive, detail-oriented, and able to thrive in a fast-paced environment with multiple priorities.
Education & Experience
Minimum Required: Bachelor's Degree in finance, business, accounting, economics or related field required.
Minimum Required:10+ years' of related experience
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Compensation Range Salary: USD $225,000.00/Yr. - USD $300,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.
Stifel is an Equal Opportunity Employer.
$225k-300k yearly Auto-Apply 8d ago
Sr Developer - Full Stack
Stifel 4.8
New York, NY job
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Senior Developer will participate in all phases of the development process including complex design, integration and maintenance while observing proper behaviors, patterns, and standards. The Senior Developer will demonstrate leadership in mentoring and assisting all on the team, and will actively participate in all disciplines required in a full-stack environment. The Senior Developer will participate in defining Stifel's best practices and ensure they are used in all development projects and procedures.
What We're Looking For
* Facilitate the growth of other developers through code review and one-on-one interaction.• Document clearly and effectively within code as well as outside of code.• Coordinate with other team members when tackling developmental efforts.• Demonstrate a proactive, architecture-driven approach to problem resolution, with strong troubleshooting and problem-solving skills, especially in crisis situations.• Transform mockups and wireframes into usable front-end functionality through developing, testing, and revising web application code.• Create components based on user interface/user experience norms, including optimal accessibility, navigation, and cross-browser performance.
What You'll Bring
* Understanding of ETL (Extract, Transform, Load) processes to ensure efficient data movement and transformation • Familiarity with AWS/Cloud Technologies a strong plus.• Understanding of event-driven microservices architecture residing within the AWS cloud, including experience deploying applications within this type of environment.• Expertise with AWS services and implementation practices.• Experience using Infrastructure as Code tools such as Terraform for provisioning of public and private clouds.• Familiarity with CI/CD tooling for broad scope orchestration, including platforms such as GitLab, GitHub, and Azure DevOps.• Experience in serverless and container-based technologies within AWS such as Lambda, Fargate, and ECS.• Experience working in a financial services or broker/dealer environment preferred but not required.• Continue to stay on top of the latest technologies and see how they can be applied to Stifel's needs throughout the organization.• Oral and Written Expression - Proven ability to communicate information and ideas in spoken or written form so that others will understand.• Judgment and Decision Making - Ability to deal with ambiguity and rapid change.• Time Management - Highly self-motivated and delivery focused.• Displays awareness of the impact of actions on the business and demonstrates understanding of the context of the company and acts in line with it.
PREFERRED EXPERIENCE IN AI/ML Infrastructure and Development:
* Hands-on experience or strong awareness of developing, deploying, and maintaining AI/ML models in production environments, ensuring reliability and performance.• Proficiency with AWS AI/ML services, including Amazon SageMaker (for building, training, and deploying models), AWS Glue (for data preparation and ETL workflows), Amazon Comprehend (for NLP and text analytics), Amazon Lex (for conversational interfaces), and Amazon Polly (for text-to-speech). Experience integrating these services into end-to-end AI/ML pipelines, managing model versioning and deployment, and optimizing performance and cost within AWS.• Experience designing, building, and maintaining scalable data pipelines for AI/ML.• Familiarity with distributed data processing frameworks for handling large-scale or real-time data.• Experience with containerization and orchestration for scalable• Knowledge of MLOps practices, including model orchestration, deployment, monitoring, and lifecycle management using platforms such as MLflow, Kubeflow, or Vertex AI.
Education & Experience
* Bachelor's degree in Computer Science or related field; or equivalent experience required.• 6+ years of progressive experience in software development.• Past education or interest in mathematics or financial modeling preferred but not required.
Systems & Technology
* High-level proficiency with fundamental front-end languages such as HTML, CSS, and JavaScript.• High-level proficiency with JavaScript frameworks such as Angular.• Previous experience with server-side languages such as C#.• Previous experience with database technology such as SQL Server, MySQL, or Oracle.• Previous experience with Git (or other version control systems).• Experience implementing testing platforms and unit tests.
#LI-LL1
Compensation Range
Salary: USD $121,100.00/Yr. - USD $175,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled.
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
$121.1k-175k yearly Auto-Apply 60d+ ago
Quantitative Execution Researcher
Stifel 4.8
New York, NY job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Quantitative Execution Researcher works closely with the Electronic Trading team in the initiation and development of equity trading algorithms, transaction cost models, and order routing strategies. This position is heavily involved with the quant research idea generation process and initiates research into trading signals and model factors. The Researcher will then work closely with the head of product to determine which research and results are suitable for further analysis or deployment into Stifel trading algorithms.
What We're Looking For
Apply computational, mathematical, and statistical techniques in support of equity execution algorithm development, transaction cost modeling, and performance analysis.
Originate quantitative models and analytical tools to address issues such as short-term volume/price forecasting, sentiment analysis, signaling, execution optimization, performance measurement, and risk attribution.
Maintain existing quantitative processes and develop new core analytical capabilities or model libraries, using advanced statistical, machine learning and quantitative techniques.
Devise or apply independent models or tools to help verify results of analytical systems.
Interpret results of analytical procedures and recommends new processes and or action plans.
Work closely with trading, technology, and model validation teams to document and improve product offering.
Present key research findings/insights to team members.
What You'll Bring
Ability to use quantitative and data science techniques to research and develop appropriate models and tools for use by trading algorithms.
Ability to understand what quantitative research is commercially viable and computationally efficient.
Strong knowledge of programming skillset, Python, SQL, and kdb+/q.
Familiarity with US equities market structure.
Creativity/ability to adapt to and define process.
Detail oriented, self-motivated, independent and a strong communicator.
Education & Experience
Minimum Required: Graduate Degree in computational finance / financial engineering
Minimum Required: 3+ year related experience in US equity quantitative research/trading
Licenses & Credentials
Minimum Required: None
Systems & Technology
Knowledge of time-series data platforms (q/KDB+, etc.)
Compensation Range Salary: USD $150,000.00/Yr. - USD $250,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
$150k-250k yearly Auto-Apply 60d+ ago
Equity Product Support Associate
Stifel 4.8
New York, NY job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Equity Product Support Associate is responsible for assisting with the day-to-day operations and support of KBW's Equity desk in New York City. This is a multi-faceted role that will provide broad exposure to the entirety of the firm's Equity business.
What We're Looking For
Support the equity sales and trading desk in New York City.
Assist with managing and troubleshooting the firm's OMS (Fidessa), including FIX connectivity, trade reporting and other execution services.
Assist with implementing and testing systemic controls necessary for compliance with 15c3-5 and other regulatory obligations.
Analyze trade data, commission metrics and other statistics to draw analytical conclusions for presentation to management and other internal stakeholders.
Conduct routine account-based analytics to supplement specific firm objectives.
Assist with the firm's overall Commission Management, invoicing and CSA processes.
Mediate with compliance, accounting and operations to address intraday matters and larger projects as they arise.
What You'll Bring
Serve as an intermediary between traders, salespeople, clients, senior management, operations, compliance, IT, and other internal stakeholders.
Knowledge of modern market structure and previous experience in a sales and trading or capital markets environment is preferred.
Working knowledge of Bloomberg, Fidessa OMS, and Salesforce, or other similar systems, is preferred.
Previous experience working with large data sets and Commission Management products, is preferred.
Able to extract conclusions from multiple data sources for presentation to management and other internal stakeholders.
Detail oriented and motivated team player who works under pressure, commits to time constraints and occasionally works long hours
Education & Experience
Minimum Required: Bachelor's degree in Finance, Accounting, Economics or Business, or equivalent experience.
Minimum Required: 1+ years of relevant experience
Licenses & Credentials
Minimum Required: SIE, FINRA Series 7 and Series 63, or ability to be obtained within 6 months
Systems & Technology
Strong Microsoft Office skills, particularly Excel, required.
Fidessa OMS or another Order Management System.
Salesforce or another CRM System.
Bloomberg.
SQL knowledge is a bonus.
Compensation Range Salary: USD $65,000.00/Yr. - USD $75,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel
Keefe, Bruyette & Woods (KBW), a Stifel Company, is a full-service investment bank and broker dealer specializing in the financial services sector. KBW has established itself as a leading independent authority in the depositories, insurance companies, broker-dealers, mortgage banks, asset management companies, securities exchange, and specialty finance sectors. The professionals at KBW have deep domain expertise and understand the rapidly changing financial services industry. Based on a history of exceptional transaction execution and significant senior level attention, KBW is a trusted advisor by its clients.
KBW offers a competitive salary and benefits (medical, vision, dental, paid time off, 401k) and is an affirmative action and equal opportunity employer.
$65k-75k yearly Auto-Apply 60d+ ago
IB Associate - ECM
Stifel 4.8
New York, NY job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as project manager taking guidance from senior bankers and managing and mentoring Analysts. Associates work on small, client-focused teams within Stifel's leading equities and capital markets franchise. We offer Associates a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies with significant analytical rigor.
What We're Looking For
Manage all aspects of transaction execution and develop client and public investor relationships.
Work on multiple projects and transactions at any given time in a fast-paced environment.
Work closely with senior-level bankers across the firm and play a critical role in originating and executing equity transactions.
Lead the deal process from development of origination materials to execution.
Develop bespoke financing and execution materials for senior-level client executives.
Help clients achieve their financial and strategic objectives.
Build a strong network of contacts in the banking, public investor, and emerging growth corporate communities.
Review all Analyst work for consistency, appropriate formatting, accuracy, and take ownership of all client deliverables.
Performs other related duties as assigned.
What You'll Bring
Ability to work with a high level of autonomy and supervise the work of junior team members.
Client Skills: Able to win the confidence of clients; sensitive to clients' needs in both anticipating and delivering upon time-sensitive requests; able to build strong, long-term business relationships.
Time Management: Able to organize and prioritize multiple tasks and responsibilities; able to follow through and meet deadlines; able to manage expectations appropriately; able to use firm's resources efficiently.
Strong understanding of the global capital markets and equity-related products
High aptitude in mathematical analysis, written, and verbal communication skills
Strong proficiency with Microsoft Office products, including but not limited to PowerPoint and Excel
Critical understanding of corporate finance concepts, valuation methodologies and accounting policies
Detail-oriented with an exceptional work ethic and high level of professionalism
Education & Experience
Minimum Required: Bachelor's degree in Finance or related field
Minimum Required: 2-4 years of investment banking, capital markets, or equity research experience
Licenses & Credentials
Actively held and in good standing with SIE Exam, Series 7, Series 63 licenses (or must be obtained within 3 months of employment)
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
High level of proficiency with Bloomburg, Capital IQ, FactSet, and other third-party systems
Compensation Range Salary: USD $175,000.00/Yr. - USD $225,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel
At its core, the Stifel story is a journey of growth and optimism for the future. In our more than 125-year history, Stifel has evolved from a St. Louis-based brokerage house and is now a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally. Our expertise spans sectors and products in both public and private markets. We are driven by relationships, not transactions, and are committed to earning long-term trust from our clients.
Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. The combination of a full-service product offering and more than 600 bankers' deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients.
Stifel's success is rooted in the power of our people and platform. We provide our employees an entrepreneurial environment that rewards collaboration and hard work. We are looking to engage with and hire talented candidates from all backgrounds - specifically, those who have the desire to expand their skills and realize ambitious goals. We are committed to a workplace that reflects the clients we serve and the communities where we live and work.
$175k-225k yearly Auto-Apply 2d ago
IB Experienced Analyst - Leveraged Finance
Stifel 4.8
New York, NY job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
Stifel is seeking an experienced Analyst to join its Leveraged Finance team based in New York City. The Leveraged Finance team provides a full array of financing solutions for financial sponsors and corporate clients. Leveraged Finance originates structures, underwrites, and executes non-investment grade debt financings, including leveraged loans, high yield bonds, bridge financings, and private debt financings.
What We're Looking For
The candidate's specific responsibilities may include conducting industry research, building financial models to analyze company projections or potential transactions, drafting offering memorandums for public or private financings, preparing client presentations and underwriting materials, and collaborating with clients to execute financing transactions.
The primary role of the Leveraged Finance Analyst includes:
Analyzing and researching companies across a wide range of industries
Participating in the execution of leveraged finance transactions for financial sponsors and corporate clients
Reviewing legal documentation including commitment papers and credit agreements / indentures
Preparing presentation materials such as PowerPoint slides and summaries for pitchbooks
Working with teams to execute financing transactions
Performing in-depth, quantitative financial analyses
Contributing to team and/or client meetings and discussions
What You'll Bring
The candidate should possess relevant leveraged finance experience as well an outstanding academic record and have demonstrated strong leadership ability through involvement in extracurricular endeavors such as student government, athletics, and cultural and entrepreneurial activities.
The ideal candidate will possess the following:
Strong quantitative / analytical skills, which include leveraged finance, financial and accounting concepts, credit analysis, and financial modeling
Superior attention to detail
Disciplined work ethic
Excellent verbal and written communication skills
Ability to effectively manage multiple simultaneous project deadlines
Ability to work as a part of a team
Highly motivated and energetic
Education & Experience
Minimum Required: Bachelor's degree in Finance or related field
Minimum Required: 1-3 years of leveraged finance, private credit, or other relevant investment banking experience
Licenses & Credentials
Minimum Required: None
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Compensation Range Salary: USD $110,000.00/Yr. - USD $135,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel
At its core, the Stifel story is a journey of growth and optimism for the future. In our more than 125-year history, Stifel has evolved from a St. Louis-based brokerage house and is now a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally. Our expertise spans sectors and products in both public and private markets. We are driven by relationships, not transactions, and are committed to earning long-term trust from our clients.
Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. The combination of a full-service product offering and more than 600 bankers' deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients.
Stifel's success is rooted in the power of our people and platform. We provide our employees an entrepreneurial environment that rewards collaboration and hard work. We are looking to engage with and hire talented candidates from all backgrounds - specifically, those who have the desire to expand their skills and realize ambitious goals. We are committed to a workplace that reflects the clients we serve and the communities where we live and work.
$110k-135k yearly Auto-Apply 60d+ ago
Client Service Associate
Stifel 4.8
Garden City, NY job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
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 and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
What We're Looking For
Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
Provide reports and other information to FA(s), as requested.
Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.
What You'll Bring
Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.
Education & Experience
Minimum Required: High School Diploma or equivalent
Minimum Required: 2 years clerical/related industry
Licenses & Credentials
Preferred: FINRA SIE, Series 7 and 63 or 66.
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
#LI-DL1
Compensation Range Salary: USD $43,800.00/Yr. - USD $65,500.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
$43.8k-65.5k yearly Auto-Apply 30d ago
Director/Managing Director, Fund Banking (Fund Finance)
Stifel 4.8
New York, NY job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes but with a specific lean towards venture capital and growth equity funds. The Fund Banking group consists of 10+ people and manages a portfolio of $8B+ in credit commitments spanning across 200+ investment firm client relationships. The Fund Banking group works closely with other investor-facing business units within Stifel, particularly Stifel Venture Banking with works directly with portfolio companies of venture capital funds.
This Director/Managing Director position will be the lead business development position for New York City and surrounding northeast geographies. In this role, you will be focused on building new Fund Banking / Fund Finance business with venture capital and private equity firms and being the senior relationship manager to those firms.
What We're Looking For
Originate, develop, and maintain Fund Banking / Fund Finance business independently, primarily out of New York City.
Develop and maintain a network of venture capital and private equity firms. A high level of business development activity and relationship building will be expected. Strong presence in New York City is required.
Negotiate and structure Fund Banking / Fund Finance credit facilities from the ground up. Most facilities will be bilateral capital call (subscription) credit facilities with credit situational facilities to management companies and general partners.
Partner and cross-sell with peer departments at Stifel (Venture Banking, Investment Banking, Commercial Lending, Fixed Income, and Private Client) to identify and generate opportunities.
Assist in the management and coaching of new Fund Banking team members.
Partner with Stifel portfolio managers, analysts and risk management to proactively manage and maintain desired credit quality. Strong underwriting and deal structuring skills are critical.
Maintain in-depth knowledge of the venture capital and fund finance ecosystems along with Stifel's broad offering of products
What You'll Bring
Direct experience in a business development role engaging with venture capital and private equity funds, with a preference towards a venture capital funds specifically
Knowledge of structuring and managing Fund Finance credit facilities
Knowledge of treasury management and depository needs of venture capital/private equity firms and their fund administrators
Exposure and pre-existing relationships within the venture capital and private equity ecosystem
Effective communication skills to properly interact with prospective clients, including senior partners at venture capital/private equity firms
Experience managing effective teams. Strong team leadership skills with experience recruiting, coaching and developing talent pipeline
Outgoing and confident personality with the ability to attend many in-person industry events within the venture capital/private equity ecosystem ecosystem
Education & Experience
Minimum Required: Bachelor's degree in Finance or related field
Minimum Required: 10+ years of relevant experience required, 13+ years' relevant experience preferred.
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-JK1
Compensation Range Salary: USD $200,000.00/Yr. - USD $300,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.
Stifel is an Equal Opportunity Employer.
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Altfest PWM may also be known as or be related to Altfest L J & Co, Altfest PWM, Altfest Personal Wealth Management and L. J. Altfest & Co., Inc.