Teams at Stifel Financial Corp.

Trades discretionary advisory accounts, executes portfolio changes and rebalancing, maintains model allocations, reviews cash and positions, and monitors account activity. Provides platform support and training using Vestmark, collaborates with financial advisors and internal departments, completes regulatory and maintenance reports, and helps improve trading workflows while minimizing operational and compliance risk.

Processes complex corporate action income payments, reconciliations, entitlement calculations, and discrepancy investigations. Interprets prospectuses and legal circulars, resolves missed payments, supports operational workflow improvements, communicates with stakeholders, and assists with associate training. Requires strong attention to detail, judgment, autonomy, collaboration, and the ability to manage high-volume workloads.

Administers federal, state, and local payroll tax withholding, filings, reconciliations, payments, and year-end reporting. Researches tax notices, resolves discrepancies, supports payroll processing, maintains tax accounts and system configurations, and ensures regulatory compliance. Collaborates with HR, Benefits, Compensation, and Finance while improving processes, reporting, automation, testing, and payroll tax controls.