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Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desir
Posted 4 days ago
The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. If not currently licensed and registere
Posted 4 days ago
The BPI Technical Systems Analyst provides technical analysis and development for Business Process Modeling solutions. This position coordinates with business owners, business analysts, I.T. and vendor development teams to develop and facilitate the technical aspects of project delivery. This position is responsible for application development and will utilize third party
Posted 5 days ago
The Business Integration Business Analyst II will coordinate the development of small to large scale projects from conception to implementation. This position will analyze, design, and document system requirements with business area(s) sponsoring the project. Acts as the liaison between business owners, technical analyst, IT and application vendors throughout the project.
Posted 5 days ago
The HRIS Analyst will develop and drive efficiencies and processes that align with the firm's and the human resources department's long term strategic goals. This position will engage with business leaders to analyze, evaluate, recommend, and implement technologically feasible, financially, and functionally reasonable changes to the Human Resources Information Systems. Es
Posted 5 days ago
The Client Relationship Manager acts as a key point of contact and coordination between institutional retirement plan clients for PearlStreet Investment Management, in matters pertaining to the daily administration and fiduciary management of our client plans. The Client Relationship Manager is also responsible for the advice and education of plan participants on an indiv
Posted 5 days ago
The Facilities Space Planner will assist the Facilities Assistant Manager to ensure the smooth operation, general maintenance, or prompt repair of Stifel facility systems. Will be involved in project design of layout for new and/or office moves. Manage construction projects. Oversee the products, services, and schedules of vendors. Work may involve Reviewing contracts to
Posted 5 days ago
The Senior Client Service Associate works closely with the entire client service team to provide administrative support for the management of client relationships. The Senior Client Service Associate brings good judgment and excellent organizational skills to his or her work with the client service team. This position will work closely with the client service team to hand
Posted 5 days ago
The Senior Portfolio Associate works closely with the entire client service team to provide administrative support for the management of client relationships. The Senior Portfolio Associate brings good judgment and excellent organizational skills to his or her work with the client service team. This position will work closely with the client service team to handle day to
Posted 5 days ago
The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Per
Posted 5 days ago
The IT Program Manager is responsible for leading and managing large scale IT programs. This role will define program scope, develop program plans, and coordinate cross functional teams to ensure successful migration outcomes. Essential Duties & Responsibilities Lead and manage the planning, execution, and delivery of large scale IT programs within the organization. Defin
Posted 8 days ago
Stifel Financial
- Winston Salem, NC
Under immediate supervision, the Intern will represent Stifel by performing a wide variety of complex and confidential administrative duties in support of the functional area. This position will have the opportunity to work in other service areas and develop professionally by contributing to projects that support the business. Essential Duties & Responsibilities Learn var
Posted 8 days ago
The Operations Capital Markets Specialist ensures correct trade processing for all large Institutional clients. This position will research and resolve incoming inquiries from Institutional clients, Capital Market Traders, and Sales associates. Essential Duties & Responsibilities Accurately coding account numbers and commission charges on trades assists with processing tr
Posted 8 days ago
The HR Operations Associate is responsible for performing daily, tactical operations essential to maintaining a workforce, including associate master data maintenance, data governance, reporting, and other tasks in support of the Human Resources department. This position will serve as the first point of contact for both internal and external customers by answering inquiri
Posted 8 days ago
The Public Finance Operations Administrator is responsible providing overall support to the Public Finance department related to the issuance of municipal bonds. This includes managing a database of client files, maintaining the integrity of public finance records, interacting with national bond issue repositories, ensuring compliance with laws and regulations governing p
Posted 8 days ago
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