Operations Capital Markets Specialist II

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. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Operations Capital Markets Specialist II 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. What We're Looking For Accurately coding account numbers and commission charges on trades assists with processing trade allocations via the Fidessa Trading System with DTCC and CTM Interfaces. Provides support to Traders and Sales associates. Provides support to Institutional clients. Researches and resolves basic Trade breaks. Balances inventory positions for Trading areas. Opens Institutional client accounts. Proficiently provides support related to order entry or billing questions, understands procedures, and is able to research trading inquiries while acting as the company gatekeeper for Stifel information. Assist with Cancel & Rebills and other trade-related corrections. Performs other related duties as assigned. What You'll Bring Effective communication skills and ability to relay information well in both written and verbal form. Able to manage priorities, deadlines, and tasks to meet and accomplish goals. Solid and reliable mathematical skills with the ability to analyze and use logic and reasoning to identify complex problems. The ability to review related information, develop options, and implement solutions. Good interpersonal interaction and ability to work well with others. Strong administrative and clerical procedures, systems, and other standard office procedures and terminology. Education & Experience Minimum Required: Bachelor's Degree in a related field or a combination of education and work experience. Minimum Required: 4+ years of investment brokerage industry experience. Licenses & Credentials Minimum Preferred: FINRA Series 7 and 63 or 66 licenses. Systems & Technology Proficient in Microsoft Outlook and Microsoft Office Suite. Understanding of Fidessa Trading System, Omgeo products (Alert, CTM), and Thomson/Beta systems. Compensation Range Salary: USD $57,000.00/Yr. - USD $92,900.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit Applications are accepted until the position is filled. About Stifel Keefe, Bruyette & Woods (KBW), a Stifel Company, is a full-service investment bank and broker dealer specializing in the financial services sector. KBW has established itself as a leading independent authority in the depositories, insurance companies, broker-dealers, mortgage banks, asset management companies, securities exchange, and specialty finance sectors. The professionals at KBW have deep domain expertise and understand the rapidly changing financial services industry. Based on a history of exceptional transaction execution and significant senior level attention, KBW is a trusted advisor by its clients. KBW offers a competitive salary and benefits (medical, vision, dental, paid time off, 401k) and is an affirmative action and equal opportunity employer.

Created: 2026-03-04