Kansas City Life Insurance Company jobs - 76 jobs

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. Job Description: The Accounts Payable Manager is responsible for overseeing the day-to-day operations of the accounts payable function within Advantage Dental +. This role ensures timely and accurate processing of invoices, expense reports, and payments while maintaining strong internal controls and vendor relationships. Key Responsibilities: Manage and supervise the Accounts Payable Coordinator, providing guidance, training, and performance feedback Oversee daily accounts payable operations, ensuring accuracy, efficiency, and compliance with company policies and procedures Review and approve invoices, expense reports, and payment requests Design, implement, and monitor comprehensive internal control procedures for all accounts payable activities. Conduct periodic reviews of payment processes and vendor relationships to ensure adherence to company policies and regulatory requirements. Maintain segregation of duties and approval hierarchies for all transactions processed by accounts payable function. Reconcile accounts payable ledger and timely address any variances to ensure accuracy of financial records Act as the primary liaison between the company and its vendors, fostering strong professional partnerships through responsive and effective communication. Proactively address payment inquiries, investigate invoice discrepancies, and coordinate with internal departments to resolve issues efficiently. Maintain detailed records of all vendor interactions. Monitor vendor satisfaction and escalate systemic issues to appropriate stakeholders to ensure continuous improvement in the accounts payable process Prepare and analyze accounts payable reports for management review Collaborate with other departments to streamline processes and improve efficiency Support timely and accurate completion of monthly and annual closing activities by reconciling accounts payable balances to the general ledger and resolving any discrepancies. Prepare accrual entries for unprocessed invoices. Generate required reports including aging schedules, outstanding liabilities, and vendor analysis for management and financial reporting purposes. Coordinate with the accounting team to meet all closing deadlines and provide supporting documentation as needed. Stay current with accounts payable best practices and recommend process improvements Performs testing for new project implementations along with supporting system upgrades ensuring full end to end testing is performed successfully and timely Qualifications: Bachelor's degree in Accounting, Finance, or related field 4+ years of experience in accounts payable, with at least 1 year in a supervisory role Strong knowledge of accounting principles and practices Proficiency in accounting software and Microsoft Office Suite Excellent analytical and problem-solving skills Strong attention to detail and ability to manage multiple priorities Effective communication and interpersonal skills Experience with process improvement and implementing internal controls Sage Intacct, DocLink, and Avid Pay experience is a plus Key Competencies: Leadership and team management Financial acumen Attention to detail Time management and organization Ethical conduct and confidentiality Adaptability and continuous learning Salary Range: $63,100 - $94,700 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Job Category: Finance Posting End Date: 20/02/2026

Delta Dental of Missouri is looking for a sharp, organized, and motivated Claims Processing Representative I to join our team. In this role, you'll independently process dental claims, investigate eligibility issues, and ensure accuracy across a variety of claim types. If you thrive in a fast-paced environment, love solving problems, and have a keen eye for detail-this is your opportunity to make an impact. Apply now to help us deliver accuracy and excellence in every claim. Position Summary: The primary responsibility of the Claims Processing Representative I is to independently process claims of low to moderate complexity. This role researches and investigates claims issues including eligibility denials, provider suspensions, and student eligibility decisions to completion when possible. This position resolves specialty claims or processes with low to moderate complexity and may leverage knowledge and skills to resolve complex claims in a single specialty or process area. This position may escalate complex claims issues to next level roles when needed. Essential Functions and Job Responsibilities: 1. Processes claims of low to moderate complexity across a variety of claims types. This work may include but is not limited to: • Researching and investigating claims issues; • Reviewing guidelines to understand protocols, policies and procedures; • Documenting decisions and relevant information to ensure thorough information for future reviews; • Researching details related to all aspects of the claim to ensure compliance with all relevant policies and laws; • Utilizing a thorough understanding of claims policies and protocols to research and resolve exceptions; • Demonstrating problem-solving skills to ensure prompt and accurate issue resolution; • Determining appropriate pricing and resubmits claims for processing by next level roles when needed; • Meeting or exceeding key metrics as outlined in individual goals provided to you in writing by your team lead; • Participate in in-person meetings to learn new skills, train on system updates, build and maintain general knowledge and skills to help customers, stay abreast of departmental and organizational updates, engage in team building, maintain company culture, and foster relationships and build camaraderie with coworkers. 2. Resolves claims of low to high complexity across a single specialty or process area. This work may include but is not limited to: • Resolving exceptions assigned to specialty claims or processes including foreign, implants, coordination of benefits, orthodontic, recovery and utilization management; • Utilizing a thorough understanding of claims policies and protocols to research and resolve exceptions; • Demonstrating problem-solving skills to ensure prompt and accurate issue resolution; • Meeting or exceeding key metrics as outlined in individual goals. 3. Responds to emails, follows up and other forms of communication with other departments on outstanding claims issues requiring further intervention. This work may include but is not limited to: • Processing emails from other departments; • Collaborating with members of other departments to gather information and determine actions for resolution; • Providing external outreach as needed to providers and members; • Responding to claims processing emails as part of a regular rotation. 4. Rotates through the assignment of Dailies on a regular basis. This work includes but is not limited to: • Completing tasks required to process the Dailies; • Updating leaders on progress of assignments; • Documenting outcomes of all tasks as appropriate; • Collaborating with members of other departments to gather information and determine actions for resolution; • Providing external outreach as needed to providers and members. Regular and reliable attendance is required. Other duties and responsibilities may be assigned. Qualifications: • Minimum of 3 years' experience in the dental industry or claims processing role preferred; • Knowledge and experience in benefit determination and dental terminology preferred; • Strong verbal and written communication skills; • Detail-oriented with a commitment to accurate and efficient claims processing. Competencies: • Accountability • Coachability • Critical thinking • Organizational skills • Process focused • Quality focused • Resiliency • Resourcefulness Environment: This position currently functions as a hybrid role working from both home and in-office environments. Any home office setting must be conducive to all guidelines outlined by the organization. This role is required to regularly attend in-person meetings, the frequency of which is determined by management based on departmental or organizational needs. Physical and Other Demands: Specific vision abilities required by this job include the ability to adjust focus. While performing the duties of this job, the employee is regularly required to sit. The employee is frequently required to use hands and arms to handle, feel, reach and operate a computer. This job requires substantial typing. Additionally, this position requires working in a fast-paced environment that can be stressful at times based on the high volume of claims. The ability to move from claim to claim in rapid succession is required. This position requires a substantial amount of multi-tasking and ability to shift focus between tasks, screens, and systems to obtain data. DDMO provides reasonable accommodation to qualified individuals with a known disability unless doing so imposes an undue hardship. Employees must be able to successfully perform the essential functions of this role with or without a reasonable accommodation. Disclaimer: This is designed to provide a general overview of the requirements of the job and does not entail a comprehensive listing of all activities, duties or responsibilities that will be required. The organization reserves the right to modify this job description at any time; including assigning or reassigning job duties or eliminating this position at any time.

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 Personal Trust Administration Officer II administers simple to complex trust accounts in accordance with the terms of the trust document and all applicable laws. What We're Looking For * Develop relationships with clients through frequent contact via telephone, email, or in writing. Communicate with FAs, attorneys, and CPAs regarding client needs. * Review trusts to ensure compliance with regulatory guidelines and fiduciary responsibility. * Interpret document to ensure appropriate administration of trusts; make sure files are complete for annual audit by federal and state examiners under Regulation 9 laws and guidelines. * Review and report account status annually; consult with supervisor to clarify ambiguous terms or provisions of the document. * Coordinate, monitor and execute post-death provisions with appropriate areas of trust company. . Review the trust for the dispositive provisions and notify remaindermen. Coordinate with attorney, CPA and personal representative the closing of the estate and the preparation of a 706 to determine each party's responsibility. Review estate assets and coordinate the disposition under minimal supervision with the attorney, personal representative and remaindermen. Review estate tax return (706) and order of distribution. Coordinate the transfer of assets from the estate to the trust (where applicable) or out of the trust per the dispositive provisions. * Review Court Accountings under minimal supervision and upon approval, file with the appropriate Court or Court Referee. * Review work of Trust Associate assigned to help with account administration for accuracy and bring any issues to manager's attention. * Monitor trust activity; approve, coordinate and supervise the establishment of the account with the trust company including, coordination and monitoring of transferred assets, correct statement recipients, collecting cost basis information, approving account on system, approving fee schedule set-up, etc. * Review daily account activity; establish recurring bill payments and client disbursements, keep client and FA apprised of any unusual activity in the account, monitor the yearly gift from the client to insurance trusts for payment of premiums. and revalue charitable trusts on an annual basis to ensure payments are going to the beneficiaries per the trust provisions. What You'll Bring * Understand and comply with all regulations, including 12CFR9, Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc. * Ability to use logic and reasoning to identify complex problems; review related information and develop options and implement solutions. Ability to assess liability and react appropriately and promptly. * Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. * Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Education & Experience * Minimum Required: Bachelor's degree in Business * Minimum Required: 3-5 years' of experience in Personal Trust Administration or Estate Planning Licenses & Credentials * Minimum Required: None Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-JK1 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.

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 Guideline Monitoring Associate II is responsible for collaborating with the Program Managers, Financial Advisors (FAs), Client Services Associates (CSAs), Branch Supervisors, Central Supervision, Operations, Legal, and Compliance Teams to ensure that Stifel Policies and Procedures and specific program parameters are understood and adhered to, and escalates issues, as appropriate. Product Control & Oversight (PCO) oversees and adheres to Stifel's policies and parameters for the various investment products and programs within the Investment Products & Services (IP&S) business unit. What We're Looking For • Reviews and escalates identified incidents daily (T+1) related to the rules and/or parameters for the various products/programs within IP&S. • Interacts with Financial Advisors, CSAs, Branch Supervisors, and Central Supervision providing details related to identified incidents. • Engages with Program Managers, FAs, CSAs, Branch Supervisors, Central Supervision, Operations, Legal, and Compliance Teams to resolve outstanding rules and/or parameter alerts. • Completes ad hoc queries/reviews and any needed clean-up activities. • Handles special projects and other duties as assigned. • Assist with limiting the Firm's regulatory and reputational risk and reinforcing the Firm's culture of Compliance What You'll Bring • General understanding of Wealth Management products and services, including but not limited to investment securities, advisory programs, investment strategy and theory, asset allocation, and regulations. • Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or problem approaches. • Considering the implications of all options (benefits, costs, and risk factors) and being able to determine the most appropriate solution. • Demonstrates strong written and verbal communication skills with strong attention to detail; able to communicate effectively with all levels of personnel to ensure compliance with policies, regulations, and Program Parameters. • Strong problem-solving skills with an ability to think of innovative solutions. • Familiarity with data analysis and reporting in Microsoft Excel, including exposure to Pivot Tables and lookup functions, is a plus. Education & Experience • Minimum Required: College Degree or equivalent experience in a related field. • Minimum Required: 1-3 years of professional experience or an internship working in financial industry compliance, risk, operations, audit, and or control functions. Systems & Technology • Proficient in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint. #LI-JK1 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.

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 Graphic Design Specialist is responsible for creative design and coordinating the printing of marketing materials with an emphasis on higher level graphic design projects. What We're Looking For * Create print and digital graphic design for Stifel Brochures. * Assist in the design and photography sessions for Stifel's Annual Report. * Design monthly and quarterly newsletters and publications. * Create mailing pieces, advertisements, posters, invitations, and other materials. * Design Financial Advisor brand materials while staying within the Stifel brand. * Design and update Financial Advisor websites. * Communicate with Department Managers, Branch Managers, and Financial Advisors for their desired material quantity, deadline, number of colors, and other details. * Obtain pricing quotes from printers and communicate with requestor. * Assist with training and mentoring new and junior department associates. * Ensure brand standards are met in all firm design materials. What You'll Bring * Understanding of products and services offered and FINRA regulatory requirements. * Understanding and knowledge of the financial industry. * Knowledge of Stifel policies/procedures and possess a proven understanding of products and services offered while ensuring industry regulatory requirements are met. * Understanding of marketing elements and market research methods. * Experience in marketing data analytics and tools. Education & Experience * Minimum Required: Associate's Degree in Graphic Design * Minimum Required: 1-3 years' of design experience Licenses & Credentials * Minimum Required: None Systems & Technology * Proficient in HTML * Proficient in website design, basic knowledge of SEO * High-level experience in graphic design on Macintosh platform, using InDesign, Illustrator, Photoshop, and Dreamweaver * Strong and demonstrated Microsoft Office skills, especially Word and Excel 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.

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, the Research Associate I is primarily responsible for providing information and data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Should be adept at or able to quickly learn and apply the core research foundation skills including accounting, finance, valuation, modeling, and proficient verbal and written communication. 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.) * Meet the special projects demands of the senior level Research Analysts. * Use all resources to determine and locate relevant data. * Build industry knowledge and contacts. 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: 0 to 2 years of Financial Services or relevant industry experience Licenses & Credentials * Minimum Required: None Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, Outlook 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

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 AI Automation Support Technician provides Level 1 support for Microsoft Copilot for M365, Microsoft Copilot Studio, and internal LangGraph Agentic solutions. This role will serve as the first line of contact for employees using AI tools across the firm-providing troubleshooting, guidance, and education to ensure smooth adoption of AI-powered productivity capabilities. This role also includes developing short training videos and knowledge materials to support user enablement. The AI Automation Support Technician should be curious, customer-focused, and able to clearly explain modern AI concepts, such as large language models (LLMs), in simple, practical terms. What We're Looking For Provide Level 1 helpdesk support for Microsoft Copilot, Copilot Studio, and LangGraph agentic tools. Assist users with setup, permissions, and troubleshooting common AI-related issues. Create and maintain user documentation, FAQs, and internal knowledge base content. Develop short training videos and other educational materials demonstrating AI tool usage. Explain AI and LLM-related concepts-such as model “hallucinations,” data security, and responsible use-in business-friendly language. Promote adoption of AI tools to firm employees through clear communication and proactive user engagement. Identify recurring issues and escalate complex or technical problems to Level 2/3 support. Collaborate with IT, training, and AI operations teams to ensure smooth rollout of new features and updates. What You'll Bring Working knowledge of Microsoft 365 and Copilot features. Familiarity with Microsoft Copilot Studio, Power Automate, or low/no-code automation tools (e.g., LangGraph, Microsoft Agent Flows). Understanding of large language models (LLMs) such as ChatGPT, Claude, or similar-able to describe how they work and their common limitations. Experience creating short training or explainer videos using tools such as Loom, Camtasia, or Microsoft Stream. Excellent communication, documentation, and customer service skills. Strong problem-solving mindset with a proactive approach to learning new technologies. Education & Experience Minimum Required: High School degree or equivalent. Minimum Required: 1+ years' of experience in IT helpdesk, application support, or user training. Licenses & Credentials Minimum Required: None. Systems & Technology Experience supporting enterprise AI or automation platforms. Exposure to Microsoft Power Virtual Agents, LangChain / LangGraph, or other agentic frameworks. Knowledge of data governance, AI ethics, and responsible AI use in business contexts. Experience managing or contributing to internal knowledge bases (e.g., SharePoint, Confluence). 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.

Gain valuable experience as a Actuarial Intern! Join our dynamic team to work on actuarial, underwriting, and business analytics projects. Ideal candidates are currently pursuing a bachelor's degree in math, actuarial science, or a related field, and possess strong analytical skills and proficiency in Excel. If you're motivated, detail-oriented, and eager to learn, apply now to make an impact at Delta Dental of Missouri. General Description This individual will participate in an internship program with an anticipated duration of 3 to 6 months. This individual will be involved in actuarial, underwriting, or business analytics projects. Projects may include claim reserving, pricing, underwriting, forecasting, rate or system testing, analysis of provider reimbursement, data analytics, data visualization, or other tasks assigned. Responsibilities The intern may be assigned a wide variety of tasks. This will be dependent on department workload and priorities as well as the individual's strengths, skillset, and background. Tasks may vary from routine work to complex, multi-step projects. Qualifications • Pursuing or completed a bachelor's degree from an accredited college required; math, actuarial, quantitative, or business degree preferred. • A passing score on 1 or more SOA exams preferred but not required. • Working knowledge of Microsoft Excel required. • Ability to perform detailed calculations and independently solve complex problems. • High degree of accuracy and attention to detail. • Strong verbal and written communication skills. • Motivated with a strong interest in learning new skills and tasks. • Ability to work independently and in a team environment. • Ability to multi-task and work under tight deadlines. • Proven subscription to the company's core values of integrity, trust and respect, innovation, stewardship, excellence, and celebration. Environment This position currently functions as a hybrid role working from both home and in-office environments. Any home office setting must be conducive to all guidelines outlined by the organization. This role is required to regularly attend in-person meetings, the frequency of which is determined by management based on departmental or organizational needs. Work Conditions General office working conditions which may require sitting for extended periods of time. Physical and Other Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Specific vision abilities require the ability to focus distant and near objects clearly. While performing the duties of this job, the employee is regularly required to sit, talk and hear. The employee is frequently required to use hands and arms to handle, feel and reach as well as operate a personal computer. Disclaimer This is designed to provide a general overview of the requirements of the job and does not entail a comprehensive listing of all activities, duties, or responsibilities that will be required. The organization reserves the right to modify this job description at any time; including assigning or reassigning job duties or eliminating this position at any time.

Join Our Team as an Underwriter! Are you a detail-oriented professional with a knack for analyzing data and assessing risk? We're seeking an Underwriter to evaluate group experience data and determine rates for dental and vision insurance products. Collaborate with sales and account management teams to ensure seamless client interactions and contribute to our company's growth. Apply now to be part of a dynamic team that values accuracy, collaboration, and customer satisfaction! Position Summary The primary responsibility of the Underwriter is to evaluate and analyze group experience data for both prospective and existing accounts to determine appropriate rates for dental and vision insurance products. This role requires strong technical proficiency in assessing risk, applying underwriting methodologies, and ensuring rate accuracy in accordance with company guidelines to support organizational profitability and growth. The Underwriter collaborates closely with Sales, Account Management, and internal business partners to ensure pricing accuracy, data integrity, and seamless execution of deliverables across departments. Additionally, the Underwriter will be responsible for maintaining and managing the underwriting workflow within the SONIC system (the quote to card process). This includes monitoring workflow progress, updating task statuses, and verifying that all new group implementations and subsequent activities are processed accurately and efficiently through the system. The Underwriter will ensure data consistency, identify and resolves workflow exceptions, and partner with cross-functional teams to enhance automation and improve process efficiency. This position handles cases of moderate complexity and escalates more complex or non-standard cases to the Senior Underwriter as appropriate. Essential Functions and Job Responsibilities 1. Develops and evaluates rates for new business, renewals, and benefit plan changes. This work may include but is not limited to: • Analyzing group experience to determine accurate rates for dental and vision insurance products; • Applying underwriting guidelines and principles to assess risk and competitive positioning; • Preparing rates in a timely and accurate manner; • Collaborating with account management, ensuring alignment with client needs and company objectives. 2. Conducts actual-to-expected pricing analysis. This work may include but is not limited to: • Reviewing claims cost projections to ensure accurate pricing and anticipated margins; • Identifying trends or discrepancies to improve future underwriting decisions; • Maintaining detailed documentation for retrospective and financial analysis. 3. Maintains and oversees SONIC workflow for new group implementation. This work may include but is not limited to: • Monitors, updates, and manages workflows to ensure timely completion of underwriting and implementation steps; • Ensures that required documentation, approvals, and deliverables progress accurately through the workflow; • Verifies data integrity within the system to support downstream functions such as contract issuance and plan setup; • Identifies and resolves workflow exceptions or bottlenecks in collaboration with key business partners; • Provides input and testing support for SONIC system enhancements to improve automation, reporting accuracy, and overall process efficiency. 4. Draft and customize contracts and benefit booklets. This work may include but is not limited to: • Preparing ASC contracts for new and existing clients based on group specifications; • Collaborating with Compliance and other departments to finalize contract language and ensure consistency; • Review and customize benefit booklets to accurately reflect approved plan designs. 5. Collaborates with internal and external stakeholders. This work may include but is not limited to: • Communicating underwriting decisions and unique client features to account managers and implementation teams; • Addressing underwriting-related questions from internal departments, brokers, and clients; • Representing the organization professionally at conferences, client meetings, and broker events, as needed. 6. Participates in training and professional development. This work may include but is not limited to: • Engaging in training programs to enhance underwriting knowledge, technical proficiency and system expertise; • Collaborating with others to gain insights on complex cases and SONIC workflow optimization; • Staying updated on industry trends and regulatory requirements. 7. Supports team operations and other duties as assigned. This work may include but is not limited to: • Assisting team members during high-volume periods or in their absence to maintain continuity of work; • Contributing to team discussions and projects to improve underwriting processes and data workflows; • Maintaining confidentiality and protecting company and client data in compliance with company policies and regulations. Qualifications • Bachelor's degree in Finance, Business Administration, Mathematics, Statistics, Actuarial Science, or a related field. • Experience in underwriting or group insurance industry preferred, but equivalent financial, data, or business analytics experience will be considered. • Proficiency in Microsoft Excel, Word, and Access; familiarity with SQL, R and workflow management systems is a plus. • Strong analytical and decision-making skills, with a focus on accuracy, data integrity and process consistency. • Ability to communicate effectively with internal and external stakeholders. • Strong organizational skills and ability to prioritize multiple tasks in a fast-paced environment. • Demonstrated accountability and commitment to maintaining confidentiality and data security • Ability to manage and maintain workflow systems to ensure timely and accurate completion of underwriting and implementation tasks. Competencies • Accountability • Analytical Thinking • Communication • Workflow Management • Problem Solving • Collaboration • Process Improvement • Risk Management Environment This position currently functions as a hybrid role working from both home and in-office environments. Any home office setting must be conducive to all guidelines outlined by the organization. This role is required to regularly attend in-person meetings, the frequency of which is determined by management based on departmental or organizational needs. Physical and Other Demands Specific vision abilities required by this job include the ability to adjust focus. While performing the duties of this job, the employee is regularly required to sit, talk and hear. The employee is frequently required to use hands and arms to handle, feel, reach and operate a computer. This job requires substantial typing. The ability to manage multiple tasks and shift focus between tasks, screens, and systems is essential. The position requires the ability to work in a fast-paced environment and manage stress effectively. DDMO provides reasonable accommodation to qualified individuals with a known disability unless doing so imposes an undue hardship. Employees must be able to successfully perform the essential functions of this role with or without a reasonable accommodation. Disclaimer This is designed to provide a general overview of the requirements of the job and does not entail a comprehensive listing of all activities, duties or responsibilities that will be required. The organization reserves the right to modify this job description at any time; including assigning or reassigning job duties.

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 Legal Assistant will provide support to attorneys and resolve legal issues. The Legal Assistant works closely with business counterparts, checks and examines law sources such as statutes, recorded judicial decisions, and legal articles, and prepares documents, correspondence, and to organize and maintain documents in paper and electronic filing systems. The Legal Assistant will also complete administrative tasks, such as booking travel and expense reports. What We're Looking For * Gather research data, such as statutes, decisions, and legal articles, codes, and other documents and draft responses to discovery requests. * Inputs data, maintains and updates litigation matter management system and its service of process tracking database. * Create, maintain and update files. * Performs quality control checks on documents to ensure accuracy and compliance with attorney instructions. * Schedule appointments, prepare and submit expense reports and coordinate travel. * Reviews all new subpoenas and locates relevant information. * Contact and respond to questions from branches, other business areas, attorneys, and government agencies. * Support the Legal Department by participating in intake functions, triaging incoming and pending matters, assisting with special projects, and completing high-level administrative tasks, as needed. * Collaborate, consult, and provide information to Legal Department attorneys and staff, outside counsel and collaborate with line of business. What You'll Bring * Ability to analyze legal documents and assess whether additional documentation or information is necessary in order for the Firm to take action in a particular case. * Ability to learn the various areas of the company to access information and know what documents and information are created and how to retrieve such documents or information if necessary to analyze and respond to legal documents received. * Excellent communication and time management skills. Education & Experience * Minimum Required: Associate's degree or its equivalent. * Minimum Required: 3+ years of experience supporting an in-house legal department. Previous experience working in Financial Services preferred. Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, Outlook 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.

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 Annuity Solutions Specialists are responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists serve as product experts for any branch personnel with product-specific questions, technical, sales, and/or marketing issues. This position also provides back-up support to our order entry team to assist advisors and their associates when submitting trades. Annuity Solutions Specialists are assigned annuity vendor relationships for whom they review new product/product changes as well as coordinate internal marketing campaigns. What We're Looking For Supports Financial Advisors and their associates with any questions about annuities via the telephone and email. Assists Financial Advisors in annuity reviews and case design while acting as a liaison between vendors and Financial Advisors (FA). Responsible for learning how annuities can be implemented via the income planning and estate planning portion of a complete financial plan. Coordinates content from annuity vendors and updates marketing materials on the Stifel intranet (Portal). Reviews new products/product changes and communicates them to Financial Advisors and their associates. Performs due diligence on new, and existing, annuity vendors. Creates internal marketing campaigns to develop product awareness and increase sales penetration of annuity products using email and Stifel's intranet (Portal). Creates content for social media and Firm newsletters. What You'll Bring General understanding of the role annuities play in the income planning and estate planning process with a desire to learn more. General knowledge of basic marketing principles. This includes marketing strategy and outcome measurement. Working knowledge of media production, communication, and dissemination techniques and methods. General knowledge of compliance issues surrounding annuity products. Education & Experience Minimum Required: Bachelor's Degree in Marketing or business-related field or equivalent combination of education and experience Minimum Required: 1+years industry related experience Licenses & Credentials Minimum Required: State Resident Life and Health Insurance License, State LTC designation Minimum Required: Series 7, 63 and 66 within 6 months of hire Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook, SharePoint. #LI-JK1 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.

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 Wealth Strategist I serves as a resource for Financial Advisors ("FAs") on issues affecting clients of varying wealth profiles. The Wealth Strategist provides estate and tax planning knowledge and consultation in addition to serving as the primary external sales and marketing support for Estate & Tax Planning Services, part of Stifel's Wealth Planning Department. Estate & Tax Planning Services covers topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust planning. Specific issues covered include strategies for concentrated positions, equity-based compensation, asset protection, multi-generational wealth transfer, federal and state death tax minimization, wealth replacement, gifting, key-person insurance, qualified plans, and non-qualified deferred compensation. Consulting services range from conference calls and/or in-person meetings with Stifel FAs and their individual clients, to conducting client seminars and training sessions for Stifel FAs, other Stifel employees, and outside centers of influence, such as attorneys and tax advisors. What We're Looking For • Drafting and presenting detailed analyses of individual clients' estate plan and/or income tax situation by phone or in person. • Consulting by phone, via email, and in person with Stifel FAs and their individual clients. • Consulting with clients' outside counsel and/or tax advisors to coordinate appropriate solutions for clients. Marketing, Training, & Education • Generating and maintaining client-facing and advisor-facing educational materials. • Developing and presenting educational seminars for clients and internal training seminars for Stifel FAs. • Educating FAs and clients with respect to relevant topics. Other • Traveling as necessary (up to 25%). What You'll Bring • Ability to analyze and simplify complicated estate and tax planning situations to provide high quality solutions for clients of varying wealth profiles. • Ability to explain estate and tax planning concepts in a manner that can be easily understood by clients. • Strong analytical skills. Education & Experience • Minimum Required: Bachelor's degree in business, finance, or related field or equivalent work related experience • Minimum Required: Juris Doctor or Certified Public Accountant • Minimum Required: 3-5 years of estate and/or tax planning experience Licenses & Credentials • Minimum Required: Series 7 and 66 (or 7, 63, and 65) required within first 6 months of employment • Minimum Required: Life, Health, and Long-Term Care Insurance Licenses required within first 6 months of employment Systems & Technology • BNA Estate & Gift Tax Planner • BNA Income Tax Planner • MoneyGuidePro • WebEx • Microsoft Office • Adobe Acrobat 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.

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week. The Opportunity: Software engineer will Support IT Objectives by supporting business processes, systems and clients (under limited supervision) specifically with UI, middleware and system integrations related technologies and applications, carries out these responsibilities by providing information technology (IT) How you will contribute: Supports existing applications, monitors systems performance and work based on the impact to the business. May coordinate cross-functional IT departments to resolve issues Uses troubleshooting skills to identify, research and propose solutions to problems and accommodate necessary changes or corrective action, as needed Execute full lifecycle software development Write well designed, testable, efficient code Produce specifications and determine operational feasibility Integrate software components into a fully functional software system Develop software verification plans and quality assurance procedures Document and maintain software functionality Tailor and deploy software tools, processes and metrics Serve as a subject matter expert Comply with project plans and industry standards Other duties as assigned. What you will bring with you: 3+ years of total experience of developing API's - .NET (C#) and Python, Java. Demonstrates sound technical skills with a strong working knowledge of the client's business in order to effectively translate business needs to IT solutions. Fast learner who adapts quickly to changing business needs and evolving technology landscapes. Bachelor's or Master's degree in computer science or related field. Deep understanding of Azure and AWS, with experience in designing cloud-native applications using serverless and containerized architectures. Extensive experience with BFF design patterns, API Gateway, and middleware solutions. Strong experience with authentication and security using Okta, OAuth2, OpenID Connect, and JWT. Strong knowledge of DevOps, CI/CD, containerization (Docker, Kubernetes), and infrastructure as code (Terraform, ARM templates). Extensive experience with some of the following monitoring and alerting tools (ELK, Datadog, Dynatrace, Splunk) Experience working in agile development environments, leading technical discussions, and mentoring junior engineers. Extensive knowledge of building REST and GraphQL APIs Effective oral and written communication skills Required to attend additional training as requested/deemed necessary Salary: Salary Range: $79,300 - $119,000 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Job Category: IT - Application Development Posting End Date: 29/01/2026

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 Bank Customer Identification Program (CIP) Specialist plays a key role in the bank's operations by ensuring customer identification requirements are met in accordance with regulatory standards and internal policies. This position is responsible for reviewing documentation, verifying identities, and maintaining accurate records to support efficient and compliant onboarding processes. What We're Looking For * Review customer documentation for completeness and accuracy of identifying information. * Verify customer identities using established documentary (e.g., government-issued IDs) and non-documentary methods (e.g., public databases). * Escalate discrepancies or missing information to senior team members for resolution. * Maintain accurate electronic and paper records in compliance with retention requirements. * Stay informed on CIP policies and procedures and participate in training sessions. What You'll Bring * Client-focused approach with strong attention to detail. * Ability to learn compliance requirements and adapt to changing regulations. * Strong organizational skills and accuracy in data entry. * Effective communication skills for working with internal teams. * Ability to learn bank systems and compliance tools quickly. Education & Experience * Minimum Required: High School degree or equivalent. * Preferred: 1+ years' in banking, finance, or a compliance-related field preferred. Licenses & Credentials * Minimum Required: None. Systems & Technology * Proficiency in Microsoft Office. 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.

What You'll Be Doing The Business Process Integration Project Manager (PM) will oversee various projects throughout the department and firm. The PM will be responsible for managing projects, the resources (internal and external) assigned to that work, the timelines established in which that work needs to be completed, and the costs (if applicable) to the work. The PM will determine project viability and necessity with initial contact with area requesting the project. What We're Looking For * Direct and manage projects and lead cross-division functional teams that affect and ensure project goals. * Provide guidance and oversight to business analyst resources assigned to projects. * Oversee planning, development, requirements gathering, specifications, test plans, test execution, issue triage, risk management, and communication to the business units. * Develop or direct the development of the overall project plan and governance structure. * Ensure projects are managed to delivery schedules, budget schedules and support business stakeholder expectations. * Define project scope, goals and deliverables that support business goals in collaboration with business users and business stakeholders. * Communicate to senior management and business stakeholders regarding project status, risks, issues and recommended solutions. * Responsible for making high level decisions with respect to projects and other work-related items. * Evaluate the outcomes of the project as established during the planning phase. * Analyze business processes and data to help determine how new technology can satisfy business needs. * Some travel by car and/or air in conjunction with local, regional and/or national travel, up to 50%. What You'll Bring * Self-directed requiring minimal oversight and the ability to mentor less experienced staff. * Strong analytical, organizational and project management skills. * Excellent communication skills with ability to relay information well in both written and verbal form. * Able to manage one's own time and priorities to ensure the meeting of deadlines with high level organizational skills and attention to detail. * Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. * Knowledge of all phases of software development including requirements analysis, design, testing (integration, user, and performance), implementation and support. * Excellent conceptualization, presentation and communication skills to effectively execute change. Education & Experience * Minimum Required: Bachelor's degree in Business or related field. * Minimum Required: 3-5 years' direct work experience in project management and business analysis capacity including all aspects of process development and execution; Experience in producing analysis documents and testing development plans. Systems & Technology * Proficient in Microsoft Office Applications (Outlook, Excel, Word, Visio, PowerPoint, & Project). * Basic SQL database knowledge and query language. #LI-JK1 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.

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 Trade Review Supervisor ensures conformance to Stifel Policy and Procedures through activities such as, but not limited to, reviewing suitability and best interests of all Life Insurance transactions types, working closely with Financial Advisors and Branch Managers to correct trade details/descriptions for transactions to conform to firm policies and procedures. Executing authority to cancel transactions until an order is deemed to comply. This individual assists in training Trade Review Analysts, Associates and Sr. Analysts, and serves as a liaison with the branches, Compliance, Marketing, Operations and Trade Review team. What We're Looking For * Review and approve Life Insurance transactions by comparing the clients' existing portfolio and financial objectives with the knowledge of how the specific product(s) work(s). * Review and approve trade documentation for completeness and accuracy, comparing elements to product specifications. * Serve as an authorized individual, in addition to or in the absence of the Trade Review Manager, to review, address and/or resolve special situations, issues or trades. * Train and mentor new Trade Review Analysts and Sr Analysts on trade review functions, Stifel's Policies and Procedures, and industry regulations. Serves as a coach by providing guidance and assistance. * Collaborate with the Insurance Compliance Officer on trade review processes, product details, and specific transactions. * Collaborate with the Licensing/Registration and Insurance Operations Departments on a daily basis. * Coordinate objections for delayed or cancelled transactions and adequately explains such situations to department manager or senior management. * Provide subject matter expertise to FAs and Sales Assistants related to paperwork requirements, submission process and uploading of requests to the Insurance Database. * Ensure completeness and consistency in the validation of the data on transactions. What You'll Bring * Knowledge of all brokerage products, specifically life insurance, mutual funds, UITs, ETFs, and the managed funds program. * Knowledge of multi-branch brokerage retail system. * Solid knowledge of laws, tax codes, precedents, government regulations, and agency rules; familiarity with compliance issues surrounding insurance products. * Understand the tax ramifications of insurance products and current tax codes that apply to these transactions. * Knowledge of FINRA regulations, sales practices, and issues on Investment Company act products. * Knowledge of state insurance regulations and the ability to keep current with states specific rule changes. Education & Experience * Bachelor's degree in Finance or related field or equivalent required. * 2+ years' of experience working in the financial services industry required, life insurance experience preferred. Licenses & Credentials Series 7, 63, 24 or 9 & 10, and Resident State Insurance License (Life and Health) required. Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, Outlook 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.

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 Operations Technician II ensures the organization's smooth operation of IT services. The IT Operations Technician II will support their team needs by monitoring IT services, triaging and resolving incidents, managing work queues, and enabling incident-related communications. They will support the team with SLAs and continually work to improve its technical capabilities and response times and handle complex issues. What We're Looking For Provides daily operations support and maintenance for IT Services. Manages War Rooms as necessary to resolve high priority incidents. Ensures quality of tickets and timely resolution of incidents in the Operations queue. Manages and appropriately processes incoming communications. Independently resolves and identify when escalation is required. Continually strives to improve skills and maintain current Stifel IT knowledge. Provide training to others. Reviews and develops knowledge articles to support the teams work. Collaborates with other teams on issues and project work. Identifies areas for improvement and provides constructive solutions. Applies intermediate knowledge of core IT components and protocols such as Servers, routers, switches, AD, DNS, TCP, firewalls, browsers, and web services in solving incidents. Other duties as assigned. What You'll Bring Ability to learn and apply new skills with minimal supervision. Demonstrate a good understanding of Networking, Servers, Cloud or other IT discipline. Shows strong logic and problem solving skills. Demonstrates the ability to deliver positive outcomes in stressful situations. Ability to collaborate and lead a group in solving a problem. Understanding of industry-standard IT best practices and technologies. Strong customer service mindset. Ability to target communication to audience; technical, business, or client. Excellent communication skills. Education & Experience Minimum Required: Associate Degree or equivalent work experience. Minimum Required: 2+ years of experience within the financial services industry and/or IT operations. Preferred: 3+ years of IT Operations experience in 24x7 IOC, NOC, or SOC or other IT Administration role, and customer facing IT service desk experience. Preferred: Advanced experience in at least on area of ITIL, DevOps, Agile, Cloud, or other Infrastructure discipline. Licenses & Credentials Prefer ITIL and IT related certifications Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, and Outlook. Preferred: Experience with Monitoring, Observability, and Log Analysis Platforms. Preferred: Experience in at least one scripting language. #LI-DL1 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.

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 Compliance Analyst-Insurance Licensing prepares and processes all insurance-related licensing for the Firm and its licensed individuals. This role includes but is not limited to initial licensing requests, renewal and amended licensing requests, business entity affiliations and terminations, carrier appointments and terminations, reporting background issues to the regulators, assisting and tracking CE and insurance training for the agents, processing address changes, and maintain knowledge of government (local, state, and federal) regulations. What We're Looking For * Process, document, and maintain all producer licensing applications, continuing education, and training requirements for licensed staff. * Administer appointment applications to obtain carrier appointments and affiliations for producers and support leadership during the onboarding of new carriers and vendors. * Continuously monitor multiple state agencies for new or revised regulatory requirements to ensure proper compliance with producer licensing. * Order material and schedule pre-licensing exams and training for all new hires. * Correspond with state Departments of Insurance and Insurance Carriers as needed. * Analyze and identify issues and trends for improved processes and controls. * Develop and track improvement or remediation plans. What You'll Bring * Able to communicate information and ideas in spoken or written form so that others will understand. * Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative, and sound judgment; takes pride in ownership of wins and accountability for losses/mistakes. * Works closely with the Compliance team, producing accurate work promptly. * Managing one's own time and priorities to ensure the meeting of deadlines. * Able to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. * Understanding new information's implications for current and future problem-solving and decision-making. * Working knowledge of laws and/or regulations within the State(s) Departments of Insurance regarding Insurance Licensing. * Ability to investigate and recognize state laws or regulations violations on Insurance Licensing. Education & Experience * Minimum Required: Bachelor's Degree in a related field. * Minimum Required: 3-5 years of experience in the Financial Services Industry or 1-3 years of internal Compliance experience. Licenses & Credentials * Minimum Required: None. Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, and Outlook. * Knowledge of NIPR, SBS, RegEd, and SIRCON systems is preferred. 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.

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 Responsible for providing advanced level of support for commercial or syndication loan requests from the time of application to closing. This position will be able to provide excellent support through the entire commercial loan process through proper documentation while balancing service, quality and compliance and relationship building. What We're Looking For Works closely with Commercial Lenders and Credit Analysts to review loan application packages for completeness and accuracy. Verifies supporting income, asset and liability documentation to support a credit decision. Communicates with Operations Manager and Lending Department to help ensure proper time management of file process. Assists with wires (incoming/outgoing) as needed. Provides customer service to internal and external customers. Understands and complies with industry regulations. Maintains customer confidence by keeping client information confidential. May mentor more junior level coordinators as needed. What You'll Bring Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc. Excellent communication skills, both written and verbal Excellent organizational skills and detail-oriented with high degree of accuracy Team oriented, possesses a positive attitude and works well with others Education & Experience Minimum Required: High School Diploma or Equivalent Minimum Required: 4+ years' related experience Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook 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.