Wealth Specialist

Summary The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and...

Department: Wealth, Corporate, Commercial and Institutional Banking (WCIB) Operations - Custody Operations. Responsible for the operational support and processing of Wealth Management & Investment Services (WMIS) client accounts and products of vario Operations Specialist, Operations, Specialist, Manufacturing, Banking, Operation

The Asset Data Services Set Up team is hiring a Custody Operations Specialist 2 responsible for the operational support and processing of Wealth, Corporate, Commercial and Institutional Banking (WCIB) client accounts and products of various types and Operations Specialist, Operations, Specialist, Data Services, Manufacturing, Banking

Summary The Deputy General Counsel will provide legal advice and service primarily to Stifel Financial Corp.'s subsidiary banks and trust companies (collectively, the "Banks"). In cooperation with management of the Banks and their parent company, the candidate will have responsibility for advising business partners on various issues, such as deposit and...

Summary The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel’s Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and...

Summary The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel’s Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and...

Summary The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and...

Summary The IRA Associate assists in performing a variety of entries, done manually or by way of Stifel's eQuest system. Quality control is done through multiple queries, documentation review, and following strict IRS rules and regulations. The Associate begins learning the basics of the IRA department's functions and terminology. Essential Duties &...

Summary The Mutual Funds Trade Support Operations Associate is responsible for a variety of the department's administrative functions while having gained a solid understanding of the firm's mutual fund offerings, the systems used to trade them and how they relate to the overall Mutual Funds Trade Support team responsibilities. Essential Duties &...

Summary The Operations Associate is responsible for aiding in driving departmental results for the Reconciliation team. This position requires the ability to gain a sound understanding of department subject matter including the ability to verify or update account activity. This position will require collaboration among team members to execute on...

Summary A Compliance Project Manager supports the department's goals through effective project planning, tracking, and implementation. This position works primarily with Stifel Financial's domestic Broker Dealers but may help other Compliance divisions or affiliates of Stifel Financial when appropriate. Essential Duties & Responsibilities * Initiate,...

Summary The Digital Client Experience & Support department is looking for an enthusiastic, service-oriented associate to join our unique and exciting team. The Digital Client Experience & Support Associate I provides support for Stifel associates and clients over Stifel's client-facing digital applications. This includes technology support, training on...

Summary 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...

Practicing at Mosaic Life Care provides a fulfilling career that endorses excellence in patient-centered care. You will thrive in an environment that supports innovation and has a wealth of resources available to you. Candidates interested in a rewarding, challenging and engaging experience are encouraged to pursue this opportunity.Mosaic Life Care in St....

At Mosaic Life Care our mission is to improve population health outcomes in our region by providing the right care, at the right time, place, and cost. Mosaic Life Care allows more work-life balance, access to the latest tools and resources, salary and generous benefits, professional security, and the ability to manage and coordinate patient care in the most...

SummaryThe Deputy General Counsel will provide legal advice and service primarily to Stifel Financial Corp.'s subsidiary banks and trust companies (collectively, the “Banks”). In cooperation with management of the Banks and their parent company, the candidate will have responsibility for advising business partners on various issues, such as deposit and...

The Mosaic Life Care Department of Neurology is seeking a Board Certified/Board Eligible Neurologist to join an established and growing practice in St. Joseph, MO.We are actively recruiting a neurologist who will thrive within the Mosaic culture and is passionate about clinical neurology and delivering quality care to patients in a highly integrated health...

Family Medicine is a rewarding career and at Mosaic Life Care, its positively life changing. Mosaic Life Care allows you more work-life balance, access to the latest tools and resources, salary and generous benefits, professional security, and the ability to manage and coordinate patient care in the most efficient way possible. Mosaic Life Care, a...

The Mosaic Life Care Department of Neurology is seeking a Board Certified/Board Eligible Neurologist to join an established and growing practice in St. Joseph, MO.We are actively recruiting a neurologist who will thrive within the Mosaic culture and is passionate about clinical neurology and delivering quality care to patients in a highly integrated health...

Primary Care is a rewarding career and at Mosaic Life Care, its positively life changing. Mosaic Life Care allows you more work-life balance, access to the latest tools and resources, salary and generous benefits, professional security, and the ability to manage and coordinate patient care in the most efficient way possible. Mosaic Life Care, a...