Advisor-Facing Client Reporting Platform Specialist
Stifel Financial Corp.
Stifel Financial Corp. is seeking a Client Report Services Specialist to support and develop large-scale reporting platforms within the IP&S Group. You will assist daily operations, provide frontline advisor support, and help implement enhancements to the IP&S reporting suite. You will maintain knowledge of the IP&S offering, compliance policies, and integrations to ensure a seamless advisor experience and continuous platform improvements. #J-18808-Ljbffr Stifel Financial Corp.
- ## Specialist, Client DeliveryApplyremote type: Remotelocations: Remote-MOtime... ...management, asset and platform updates, print and fulfillment... ...including timelines, status reports, meeting agendas, and meeting... ....* Lead internal and client-facing deliverable meetings, document...PlatformLocal areaRemote workFlexible hours
- ...like travel. So every day, we share our clients' stories from a perspective that inspires... ...strategies and tactical plans across platforms, audiences, campaign objectives, placements... ...optimization, testing, measurement, and reporting.Experience developing and presenting...PlatformWork at officeImmediate startRemote work
- ...their best. The Social Media Specialist will drive organic growth, audience... ...to improve results across platforms. As a part of the global... ...analytics tools and prepare regular reports with insights, trends, and... ...communications, and customer-facing teams to support integrated...PlatformFreelanceNight shift
$200k - $260k
...Client Portfolio Manager The pay range for this position at commencement of employment... ...enhance appreciation of the Equity investment platform, effectively communicating each team's... ...Portfolio Management or other client-facing investment roles with deep knowledge of Emerging...PlatformImmediate startWorldwide- United States Digital Space LLC seeks a senior Private Banking Client Executive to lead client management and new business development... ...Branded Client Experience and access to the full Private Bank platform to meet sophisticated client needs. Ideal candidates bring 12+...Platform
- ...campaign activation and oversight. The strategist reports to the Head of Global Social Media and serves as a strategic advisor to key stakeholders across the organization.... ..., Instagram, YouTube, Twitter, and emerging platforms such as Threads Partner with the brand team...Platform
$82.6k - $162.8k
...Today’s finance leaders face increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently... ...NetSuite solutions that help clients meet their business goals, working... ...operational systems on a unified cloud platform. We work alongside clients to...PlatformLocal areaVisa sponsorship$110.7k - $218.3k
...Today’s finance leaders face increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently... ...Consultant at Deloitte, you will help clients design and implement NetSuite... ...systems on a unified cloud platform. We work alongside clients to...PlatformLocal areaVisa sponsorship- ...can connect the dots between brand goals, audience behavior, and platform trends to create content that resonates and performs. You’ll... ...: Lead the development of organic social strategies aligned to client goals and translate brand positioning into platform-specific approaches...PlatformSeasonal workWork at officeMonday to ThursdayShift work
- ...Products and Banking Services Specialist to support cash-related... ...research, and produce reporting that informs strategic decisions... ...two support to financial advisors and client services teams, develops client-facing materials, and uses no-code platforms to enhance forms and...Platform
$56.2k - $101k
...maintenance of the Corporation's social media strategy, including online platform management and administration. This role works closely with the... .... Analyzes social media trends with analytics tools and reports findings to management. Researches social media trends and best...PlatformFull timePart timeWork at officeRemote workFlexible hours- Responsible for partnering with clients to analyze business processes,... .... Design and develop forms, reports, interfaces and other related... ...Netsmart we have a comprehensive platform of solutions and services we... ...how Netsmart is changing the face of healthcare today. Visit follow...PlatformFor contractorsWork experience placementWork at office
- Jobtailor is seeking a Reconciliation Specialist to support daily reconciliation activities for Advisor Solutions accounts on the Trust platform and with third-party custodians. You will identify and resolve breaks, coordinating with outsourced vendors, custodians, and...Platform
- ...the role of Field PLC Specialist — a hands‑on field position... ...‑Bradley and Siemens platforms) during service... ...with all Frontmatec and client health and safety programs... ...accurate, detailed reports after completion of installation... .... Improve customer‑facing and internal...PlatformHourly payRemote work
$91.1k - $179.5k
...Twitter/X, and emerging B2B social platforms. We're looking for a detail-... ...contribute to performance reporting and campaign recaps for... ...based on the work you do and the clients and industries/sectors you serveMust... ...to contribute to stakeholder-facing performance updatesAbility to...PlatformWork at officeLocal area$75k - $100k
...and training services to clients within the Architecture,... ...Partner Qualification Specialist to join our Preconstruction... ...and related platforms where applicable). Generating reports and dashboards to provide... ...challenging projects we are faced with every day takes a team...PlatformFor subcontractorWork at office- ...brand with hospitality and build meaningful relationships with clients. You will use your financial knowledge to offer thoughtful solutions... ...them on banking solutions and guiding them to our technology platforms, while adhering to policies and regulatory requirements. #J-18...Platform
$83.2k - $178.8k
...Private Wealth Management clients. Role Specific Job... ...segments as a client-facing Wealth Planner Senior... ...interactions, supporting wealth advisors across client advice... ...performance reporting Familiar with Salesforce... ...’s Wealthscape platform Compensation Range $8...PlatformWork at officeLocal areaFlexible hours$45.23k - $72.37k
...of the Job: The Lead Specialist, Investment Operations... ...trade input, platform administration and end... ...with timely, reliable reporting across Wealth Management... ...accurate reporting for both client-facing and internal... ...TrustDesk, Raymond James Advisor Access or equivalent...PlatformTemporary workWork experience placement- ...Description As a Paid Media Specialist, you lead the... ...optimization of your client’s paid search (PPC) marketing... ..., testing, and reporting on all of your assigned... ...client’s campaigns, using platforms such as Google, Bing,... ...travel to meet with them face‑to‑face. As you...PlatformFull timeTemporary workCasual workWork at officeLocal areaFlexible hours
$110.7k - $218.3k
...’s CFOs and financial leaders face increasing demands to enhance... ...Consultant at Deloitte, you will help clients define their cloud strategy,... ...for:Designing Oracle Platform as a Service solutions for cloud... ...Oracle technologies, including Reports, Interfaces, Conversions, and...PlatformLocal areaVisa sponsorship- ...Senior Corporate Safety & Health Specialist is responsible for ensuring... ...& McDonnell's core values of client satisfaction, commitment,... ...Diligently track, compile, and report company and project labor hours... ....Proficient in Windows-based platform and basic computer...PlatformFor contractorsWork at office
- ...Senior Corporate Safety & Health Specialist (Electrical) serves as the... ...improvement.Prepare and present regular reports to senior leadership on the... ...levels of employees, management, and clients preferred.Proficient in Windows-based platform and basic computer skills....PlatformWork at officeLocal area
$69.62k - $114.87k
...team through trade execution, client relationship management,... ...activities, and comprehensive reporting across equity and fixed income... ...Committee processes• Expanded client-facing activities• Potential shift... ...issues across multiple platforms (Axys, Moxy, Genesis, Black Diamond...PlatformWork experience placementWork at officeShift work- ....The RoleWorking in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping... .... We fully support you with an open architecture product platform and top resources in the financial industry, while you...PlatformFull time
- ...is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions... ...potential buyers. Customized Financial Reports and Presentations:Utilizingfirm platforms including Orion andMoneyGuidePro, generate...PlatformTemporary work
- ...for a culture that puts its clients and associates first: a... ...You'll Be Doing The Client Report Services Specialist is responsible for assisting... ...development of large-scale reporting platforms within Stifel's Investment... ...and consultation to Stifel advisors as they navigate the...Platform
$120k - $180k
...video investment strategies that deliver on client objectives, managing a high-performing... ...flawlessly.Partner with integrated media team to report on campaign performance not only against... ...data across linear and digital video platforms to identify key trends, optimization...PlatformFlexible hours- ...Sun Life U.S. Print and Mail Specialist Sun Life U.S. is one of the... ...by our Purpose: helping our Clients achieve lifetime financial security... .... You will be expected to report to the Kansas City, KS office... ...as Zoom and Teams meeting platforms. Demonstrated ability working...PlatformWork at officeFlexible hours
- ...Employment Specialist Location: Independence, MO Department: Employment... ...to employment, support clients in achieving long-term career... ...when necessary. Report employment outcomes, client progress... ...Microsoft Word, Excel, internet platforms, and other electronic systems...PlatformFull timePart timeLocal areaFlexible hoursAfternoon shift
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