Protective Life jobs in Chesterfield, MO - 130 jobs

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 The Treasury Operations Specialist III manages more complex Treasury Management requests and is an escalation resource. The Treasury Operations Specialist III will represent Treasury Management in the product development process. The ideal candidate will have a positive attitude, high attention to detail, and knowledge about bank products and services. What We're Looking For Provide business requirements to the Product Development team. Test new Treasury Management products and services for acceptance by the business. Work with the Bank's Product Development team and Treasury Management to implement new products and provide training. Review Treasury Management Agreements and documentation for accuracy. Monitor email folder and follow up with the Treasury Management team as needed. Responsible for daily processing of requests for documentation, agreement verifications, and requests for exceptions and modifications. Provide Treasury Services and business online banking origination support. Perform daily balancing of ACH General Ledgers. Monitor ACH transactions. Write and review procedures for new treasury services. What You'll Bring Experience implementing new technology. Understand and comply with all bank regulations. Select and use training/instructional methods and procedures appropriate for the situation when learning or teaching new processes. Effective verbal and written communication skills. Education & Experience Minimum Required: High School Diploma or equivalent education and work experience. Minimum Required: 4+ years of experience in Treasury Management. Licenses & Credentials Minimum Required: None Systems & Technology Proficient with Fiserv. Experience with Q2 is preferred. Proficient in Microsoft Excel, Word, PowerPoint, and 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 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 The HRIS Business Analyst will develop and drive efficiencies and processes that align with the firm's and the human resources department's long-term strategic goals. This position will engage with business leaders to analyze, evaluate, recommend, and implement technologically feasible, financially, and functionally reasonable changes to the Human Resources Information Systems. What We're Looking For Serve as the subject matter expert for Stifel's suite of HR systems, including system enhancements and upgrades, upstream and downstream systems and processes, and third-party integrations. Partner with internal stakeholders and cross-functional teams (HR, IT, and Finance) to develop highly effective solutions to help streamline and automate HR processes. Support critical system maintenance and operational tasks within the HRIS. Assess current system utilization and identify and recommend improvements, such as training, customization, and enhancements, to maximize the HRIS's value and efficiency. Recommend and establish processes, procedures, and documentation for HRIS system features and functionality for end-user communication and training. Create and audit appropriate security roles across all human resources systems to maintain and improve system integrity, data accuracy, and security. Develop test cases and conduct functional testing for system upgrades, enhancements, and new functionality. Identify system problems, perform problem resolution, provide support, and implement corrective and preventative solutions. Provide tiered support to the human resources operations team. Use business intelligence tools to create analytics and dashboards to inform HR strategies. Collect, analyze, and audit data to prepare compliance and regulatory report responses. Develop and maintain reports or queries utilizing appropriate reporting tools. Stay current on the latest process and HRIS advancements to automate and modernize systems. Liaise between HRIS and vendors to resolve system issues. What You'll Bring Extensive knowledge of SaaS applications, databases, reporting tools, and IT infrastructure. Demonstrated data-driven mindset with analytical skills for interpreting complex data sets. Familiar with HCM solution modules and concepts such as human resources, benefits administration, open enrollment, time and attendance, LMS, recruiting, onboarding, performance management, and salary planning. Ability to present data insights and system recommendations to HR leadership and cross-functional stakeholders. Demonstrated initiative and ownership in driving projects forward with minimal supervision. Experience with and/or knowledge of application tracking system processes and HCM implementation is preferred. Education & Experience Minimum Required: Bachelor's Degree in Human Resources, Business Administration, Computer Science or related field, or equivalent work experience. Minimum Required: 2+ years of HRIS experience managing the complete system implementation life cycle, including requirements gathering, scope management, process design, system configuration, integration, user acceptance testing, training, and go-live. Systems & Technology Expert knowledge of Microsoft Excel is required to complete analyses. Proficient in Microsoft Word, Access, PowerPoint, and Outlook. Prior experience as a SaaS application systems administrator is preferred. Experience administering UKG Pro (formerly Ultipro), UKG Workforce Management, and iCIMS is preferred. #LI-LL1 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.

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 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 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.

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.

Equifax Workforce Solutions (WS) is growing and we need strong Talent Acquisition Partners to help us meet and exceed our business goals. Want to work for an organization that is exciting, has an entrepreneurial spirit, is innovative, and growing? EWS has had double digit growth for the past few years and is Equifax's most profitable division. Learn more about EWS and our workforce solutions here: ****************************** Are you ready to shape the future of talent at a leading global company? As a Senior Talent Acquisition Partner , you'll drive innovative talent attraction strategies to bring in top-tier talent across our critical verticals in Workforce Solutions. This fast-paced role empowers you to identify and secure exceptional candidates, leading the entire recruitment lifecycle. You'll partner closely with Hiring Managers, HR Business Partners and Compensation, taking the lead on a wide range of complex roles ensuring a diverse pipeline of talent. Join us and make an immediate impact on our high-growth environment! A strong passion for recruiting and someone who is fun are a MUST for our team! This position is based in St. Louis, MO (Clayton or Lackland) and is hybrid (in office Tuesday, Wednesday, and Thursday) and is not a remote role. What you'll do: * Act as a talent advisor and subject matter expert by maintaining deep functional knowledge of the business, workforce planning needs, and market dynamics to influence hiring decisions at all levels. * Build relationships with assigned business domains to understand their upcoming needs and build strong talent pipelines. * Manage full lifecycle recruitment beginning with a strategy session, building a slate of top talent, preparing interview guides, prepping interview teams, debriefing with the team post interview to select a final candidate, and managing the offer process through onboarding. * Manage 15 - 20 requisitions at a time meeting and exceeding metrics based goals. * Source and evaluate candidate profiles and resumes, effectively represent the company to candidates, conduct detailed phone screens, prepare comprehensive evaluations, and present qualified candidate slates to Hiring Managers. * Lead the integrity and accuracy of recruitment data by establishing best practices for candidate tracking, status documentation, and system compliance across applicant tracking and sourcing platforms. * Mentor junior recruiters and hiring partners, contributing to the development of a high-performing, agile recruitment team while continuously evolving best practices. * Explore and integrate new recruitment methods, staying current with industry trends, and sharing best practices across the team. * Contribute to team development by assisting with the onboarding and training of new recruiters. * Own additional strategic initiatives and special projects as assigned, supporting organizational growth and evolving hiring needs. What experience you need (Minimum Qualifications): * 5+ years of full lifecycle recruitment for senior level critical roles in both corporate and/or agency settings. Experience in FinTech, SaaS recruiting is highly preferred. Successful experience in an agency is highly preferred. * 3+ years experience building robust talent pools and pipelines using LI Recruiter and other strategic sourcing/recruiting outlets * Experience reporting metrics and performance related data to senior leaders * 1+ year of recent Workday experience * Proven experience partnering with Hiring Managers, HR Business Partners and Comp Partners * Bachelor's Degree or equivalent experience * Strong organizational skills with high sense of urgency What could set you apart: * Google Suite experience (Gmail, Google Docs, Sheets, Slides) * Beamery experience * Global and cross BU recruiting experience * Ability to prioritize and organize work to meet deadlines and deliver high quality results * Strong interpersonal and customer service skills, including both oral and written communication * Ability to multitask and bring tasks through to completion with minimal supervision * Ability to negotiate and close complex offer packages effectively * Be proficient at understanding the use of recruiting tools * Proficient MSOffice or Google Suite skills (Outlook, Excel, PowerPoint, Word) * Must be able to analyze and resolve both routine and non-routine Human Resources and business issues using independent judgment * Excellent communication both verbal and written skills #LI-GC1 #LI-Hybrid

What You'll Be Doing Under close supervision, works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. May assist branch offices in the use of MoneyGuide (Stifel's online Financial Planning platform). What We're Looking For * Responds to in-bound calls from Financial Advisor and members of their team.• Communicates with Financial Advisors to obtain all necessary information for financial plan preparation.• Creates various levels of financial plans ranging from basic analysis to comprehensive plans using the MoneyGuide financial planning software. Complexity of plans generally ranges from the simple to moderate level.• Works with Financial Planning Specialists to enter data needed to create financial plans.• Mails and emails completed financial plans to branch offices.• Provides detailed explanation of completed financial plans to Financial Advisors.• Assists Financial Advisors with information gathering while providing knowledge of the Wealth Planning Questionnaire(s). • Provides support to branches on how to properly use MoneyGuide as well as best practices.• Works independently to accomplish all activities required to meet plan preparation deadlines.• Develop spreadsheets, PowerPoint presentations and other project items as necessary.• Establishes knowledge of department and firm policies/procedures and industry regulations related to financial planning business.• Combines pieces of information to form general rules or conclusions and applies general rules to specific problems to produce answers that make sense.• Performs other related duties as assigned. What You'll Bring * Basic understanding of the securities industry in general and various securities products.• General understanding of financial planning products and techniques.• Solid and reliable mathematical skills.• Developed interpersonal skills. Able to interact and function as a member of a team; equally able to work independently on tasks or projects. Able to professionally converse with Financial Advisors and other personnel concerning financial planning subjects.• Communicates well in both written and verbal form; able to organize subject matter and data well and present/explain it clearly so that others understand complex issues.• Solid organizational skills with the ability to prioritize tasks in order to meet deadlines in a timely manner.• Attention to detail and proofreading skills.• Analytical problem solver who is generally able to tell when something is wrong or is likely to go wrong. Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.• High level of integrity.• Courteous and efficient telephone skills. Education & Experience * Minimum Required: Business Degree in related field or equivalent work related experience.• Minimum Required: 0-2 years securities industry or related experience Systems & Technology * Proficient in the use of Microsoft Excel, Word, PowerPoint and Outlook• Experience with financial planning software. 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 Program Operations & Accounting Associate II provides operational and administrative support for Stifel Charitable, Inc., ensuring accurate and timely processing of donor-advised fund transactions and related activities. This role collaborates closely with the Accounting Manager and other team members to maintain compliance, streamline workflows, and deliver exceptional service to donors and internal partners. What We're Looking For * Support the Accounting Manager with operational tasks related to Stifel Charitable's accounting processes, including reconciliations and reporting assistance. * Process and monitor donor-advised fund transactions, grant distributions, and related program activities in accordance with established policies. * Maintain accurate records and documentation for compliance and audit purposes. * Collaborate with internal teams to resolve inquiries and ensure smooth program operations. * Assist with process improvements, system updates, and special projects to enhance efficiency. * Provide high-level client service through professional written and verbal communication. * Cross-train to support other operational roles during peak periods or absences. What You'll Bring * Strong organizational and time management skills. * Excellent attention to detail and ability to troubleshoot issues effectively. * Strong verbal, written, and interpersonal communication skills. * Ability to work independently and exercise sound judgment in problem-solving. Education & Experience * Minimum Required: High School degree or equivalent. * Preferred: Associate's or Bachelor's degree in Business, Finance, or related field. * Minimum Required: 3+ years' of operational or administrative experience. * Preferred: Experience in financial services or nonprofit operations. Licenses & Credentials * Minimum Required: None. Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, Outlook. * Experience with data entry or operational processes. 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 Credit Risk Review (CRR) Manager plays a critical role in safeguarding the bank's credit quality by leading independent evaluations of banks' loan portfolios and credit exposures. This position is responsible for assessing the accuracy of risk ratings, ensuring compliance with internal policies and regulatory standards, and identifying emerging credit risks. The CRR Manager delivers actionable insights and recommendations to senior leadership and regulatory bodies, helping to strengthen the bank's credit risk management framework and reduce potential losses. What We're Looking For Lead and execute independent credit risk reviews of the bank's loan portfolios. Evaluate asset quality, risk rating accuracy, and adherence to internal credit policies and regulatory guidelines. Identify emerging risks and trends across portfolios and recommend corrective actions. Prepare and present detailed review findings to the Board of Directors, senior management, and regulatory bodies. Collaborate with internal stakeholders to strengthen credit risk management practices. Ensure compliance with key regulatory guidance, including SR 20-13. Contribute to the development and refinement of risk rating systems and portfolio management strategies. What You'll Bring Deep understanding of banking regulations, especially SR 20-13. Proven ability to assess credit risk and recommend actionable improvements. Strong analytical and leadership skills. Excellent communication and report writing abilities Education & Experience Minimum Required: Bachelor's degree in Finance, Accounting, Economics, or a related field; or equiavalent combination of education and experience. Minimum Required: 10+ years of banking experience with 5+ years in credit risk management or credit review, with a strong focus on commercial lending. Licenses & Credentials Professional certifications such as CRC (Credit Risk Certification), CFA, or FRM are preferred but not required Systems & Technology • Proficiency in credit risk management systems and portfolio analysis tools. • Familiarity with Microsoft Office Suite (Excel, Word, PowerPoint). • Experience with data visualization and reporting tools is a plus. 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 Internal Auditor is an entry-level position that assists with performing operational, financial and compliance audits of various internal departments to evaluate the adequacy and effectiveness of the organization's governance, risk management process, system of internal control, and quality of performance in carrying out assigned responsibilities in order to achieve the organization's stated goals and objectives. The Internal Auditor assists in drafting audit plans and testing, document preparation and research, while working under direct supervision of management. What We're Looking For * Assist with collecting and analyzing data to detect deficient controls, duplicated effort, extravagance, fraud or non-compliance with laws, regulations and management policies. * Assist with inspecting records, documents and systems for efficiency, effectiveness and use of accepted procedures. * Assist with examining records to ensure proper recording of transactions and compliance with laws and regulations. * Assist with examining and evaluating financial and information systems for system reliability and data integrity. * Assist with examining the systems and processes established by the organization to ensure compliance with policies, procedures, laws and regulations that could have a significant impact on operations and reports and whether the organization is in compliance. * Assist with examining the accuracy, reliability, timeliness, and integrity of financial and operating information, along with the means used to identify, measure, classify, and report such information. * Assist with reporting audit results to senior members of the audit group. What You'll Bring * Demonstrated integrity in work and behavior. * An impartial and unbiased attitude when preforming audit services and making decisions. * General working knowledge of standard concepts and practices of internal auditing, particularly the Institute of Internal Auditors' ("IIA" or the "Institute") International Professional Practices Framework ("IPPF"), including the Global Internal Audit Standards ("Standards") and Topical Requirements. * Strong analytical skills and critical thinking with the ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. * Ability to identify complex problems and review related information to develop and evaluate options and implement solutions. * Demonstrated understanding of basic risk and internal control concepts. * Knowledge of finance and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data. Education & Experience * Minimum Required: Bachelor's degree in accounting, finance, business administration or related field. * Minimum Required: 0+ years' of experience in internal audit, accounting or related business or regulatory experience. Licenses & Credentials * Minimum Required: None. Systems & Technology * Proficient using software applications including query tools, databases, spreadsheets, word processing and presentation software (MS Office 365, Visio, etc). 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 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.

The Sales Campaign Manager will drive lead generation, qualification, and sales support, while developing and executing impactful campaigns, analyzing performance, and creating engaging content and training materials. They will also manage RFP sites, conduct market research, serve as the Salesforce expert, and contribute to team support and development. What you'll do: Lead Generation and Qualification: * Proactively researches and analyzes prospective targets for assigned vertical solutions and services. * Utilizes various tools (Zoominfo, Demandbase, Salesforce) to identify key contacts, company information (payroll provider, employee count, etc.), and previous engagement history. * Manages all Lead Source opportunities in conjunction with the Lead Qualification team and TWN Account Executives. * Executes data mining tasks and researches sales territory and accounts to identify potential opportunities. * Reviews and vets leads shared by alliance partners/CRMs for both TWN and other Employer Services. * Assists UC Trust teams with lead referrals for other services. * Provides pre-sales business support by maintaining strong communication with product management and the sales/service teams. * Supports the sales/service team with product lead qualification and occasionally can help with appointment setting. * Collaborates with Sales, Solutions Marketing, and Product Management to develop a systematic approach for client interactions. Campaign Strategy/Execution and Development: * Develop and implement lead nurturing campaigns to engage prospects and move them through the sales funnel, increasing conversion rates. * Partners cross functionally with all BUs within EWS to identify new logo opportunities * Supports TWN Direct, Partnership/Alliance Teams and Marketing to identify and conceptualize campaign strategies. * Designs and organizes optimal campaigns within timeline and budget constraints. * Develops quality content for each campaign, including writing, editing, and proofreading of all materials. Campaign Execution and Management: * Devises campaign timelines and schedules, ensuring effective execution. * Trains the sales team on campaign objectives, goals, tools/resources, cadence, and tracking requirements. * Manages the procedure, implementation, tracking, and measurement of marketing campaigns. * Ensures adherence to the organization's brand and identity in all campaign materials and communication channels. * Conduct A/B testing with marketing support on campaign elements (e.g., email subject lines, landing pages, content) to optimize performance and maximize ROI. * Create and deliver sales enablement materials and training programs to equip the sales team with the knowledge and tools they need to succeed. * Lead cross-functional initiatives involving sales, marketing, product development, and other departments to drive company-wide goals. Campaign Analysis and Reporting: * Monitors campaign impact and progress across various outlets and resources. * Partners with the Digital Strategy team to create dashboards and intent signals through DemandBase to analyze campaign performance. * Creates workflow processes in Zoominfo to track campaign impact and generate leads in Salesforce. * Delivers regular reports of campaign results, including web analysis, evaluation of KPIs, and ROI measurements. Additional Sales Support Activities including: * RFP Management: Proactively monitors RFP websites, manages RFP bid submissions, and serves as the point of contact for RFP research across the business unit. * Market Research: Works closely with Data & Analytics to conduct market research and estimate market demand. * Salesforce Expert: EWS go-to Salesforce guru, with deep knowledge of its functionalities and best practices. * Team Support and Development * Sales Productivity and Enablement What experience you need: * Bachelor's degree, preferably in business or marketing or equivalent experience * 5+ years of experience in a business development, marketing or sales operations. * Proficient with Google Workspace and Microsoft Office applications * Knowledge of Salesforce CRM or similar prospect management database Success Attributes of an Equifax employee; does this describe you? * A strategic mindset with the ability to understand how front-line activities contribute to broader company objectives. * Proven experience in planning and executing cold outreach campaigns (Target list building, Calls, Emails, Social Selling). * Proficiency in using CRM software (Salesforce preferred). * A strong will to win, coupled with a confident executive presence. * Demonstrated excellence in both written and verbal communication. #LI-JD1 #LI-Hybrid

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 Credit Risk Analyst is a key contributor to the Credit Analytics team, supporting the development and maintenance of credit risk models and reporting processes. This role focuses on preparing and analyzing financial statements, assisting with CECL model development, and using data analytics to support decision-making. The position requires strong analytical skills, attention to detail, and the ability to collaborate across departments to ensure accurate and timely risk reporting. What We're Looking For Support CECL model development, testing, and enhancements under guidance of the Credit Risk Officers. Analyze financial performance and translate findings into credit risk implications. Prepare, spread, and review financial statements for CECL modeling, analysis, and dashboard reporting. Ensure accuracy and completeness of data used in CECL models. Develop and present data visualizations to communicate risk insights. Articulate the results of the model to senior executives including CFO, CAO, and CCO. Maintain detailed documentation of modeling processes and regulatory reports. Collaborate with cross-functional teams to meet data and reporting needs. Assist Chief Credit Officer and Credit Risk Officer with special projects including board reports, internal financial reporting, and regulatory reporting support. What You'll Bring Ability to translate complex data into clear, actionable insights. Strong proficiency of financial statements and general understanding of banking terminology. Ability to connect financial performance with credit risk implications. Working knowledge of data collection (i.e., gathering, sorting, cleaning, and analyzing data from various sources). Familiarity with Statistical Analysis concepts and tools. Exceptional attention to detail and accuracy. Strong organizational skills. Education & Experience Minimum Required: Bachelor's degree in Finance, Accounting, Economics, Data Science, Statistics, Mathematics, Computer Science, or a related field or equivalent experience. Minimum Required: No experience required; 1+ years' of experience in finance or related field preferred. Licenses & Credentials Minimum Required: None. Systems & Technology Proficient in Microsoft Excel, PowerPoint, Word, and Outlook. Advanced proficiency in Microsoft Excel (pivot tables, formulas) preferred. Familiarity with programming languages, R, SQL, and PowerBI 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'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.