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. ...
with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms Experience...
with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms Experience...
with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms Experience...
Preferred candidate will have product management experience with investment related software such as Addepar or Black Diamond...
Direct, Portfolio Solutions, Portfolio Advantage), AdvisoryLink, Research (Insight, Morningstar, FactSet), Reporting (Addepar...
Objectives and Key Results (OKRs). Operational Oversight and Client Experience: Oversee improvements to Addepar, policies... to detail, and ability to manage competing priorities. Skilled in Excel, investment systems (e.g., Addepar), and project...
of Investment platform Addepar to internal documents, completed quarterly, semi-annually Financial Reporting Reconciliation... technology proficiency with MS Office: Excel, Word, Outlook, PowerPoint QuickBooks Online or similar Addepar Investment...
to join our reporting team within Wealth Management Operations. This individual will partner with our vendor (Addepar) to provide...
with high-income/net worth individuals and families preferred MoneyGuide Pro and Addepar experience is a plus Our Story...