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The Executive Administrative Assistant provides administrative support to Stifel's General Counsel. The Executive Administrative Assistant is responsible for the day to day business of the office and is expected to carry out multiple administrative duties and provides exemplary communication between the executive office, management and their clients.
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Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
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We are looking for a high-velocity Operations Coordinator to serve as the backbone of our financial services team. You won't just be managing workflows; you’ll be the architect of our daily efficiency, ensuring airtight compliance, and bridging the gap between our front-office ambitions and back-office precision. If you thrive in a fast-paced environment where every detail matters and every second counts, we want to talk.
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Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desire and ability to learn technical and business development skills is important, as is a willingness to work outside normal business hours. Analysts participate in junior banker training with colleagues from offices located throughout the nation. Some travel expected.
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The IB Associate will work within a team of technical and financial professionals and will be an integral part of deal teams, serving as a project manager, taking guidance from senior bankers, and managing and mentoring analysts. Stifel Investment Banking provides strategic advisory services to clients that include initiating, structuring, and negotiating mergers, acquisitions, and divestitures as well as providing fairness opinions, valuation, and restructuring services. The firm has been growing rapidly and is continuously expanding its service lines while maintaining its focus on the middle market.
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The New Accounts Manager is responsible for providing leadership within the department by administrating department objectives and measures, day-to-day management of workloads, and associate development and performance management. This position requires experience in handling challenging subject matter and ensuring department completion of all necessary work on time and with the highest quality. This position is required to learn and understand the high-level aspects of all the department functions to appropriately provide leadership and guidance to associates while monitoring workloads and providing insight into staffing needs.
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In joining Stifel’s Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies across all their financial services needs. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. The ideal candidate will have experience managing a team and portfolio of venture backed companies, as well as the ability and network to build and grow strong relationships in market. ...
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In joining Stifel’s Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies and their investors across all their financial services needs. This MD role is to join the investor coverage team and be responsible for engaging with venture capital investors to drive business opportunities for Stifel. The ideal candidate will have experience working in venture capital, venture banking, or related fields with a strong ability to build and grow strong relationships in the venture ecosystem.
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In joining Stifel’s Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies across all their financial services needs. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. The ideal candidate will have experience managing a team and portfolio of venture backed companies, as well as the ability and network to build and grow strong relationships in market. ...
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Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
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The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects.
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The Administrative Assistant provides a higher level of support on a variety of administrative functions to senior level leadership and other senior group members within the designated area of the Institutional Group. Serves as backup to peers and works to facilitate the smooth operation of day-to-day department activities.
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The Operations Coordinator performs the daily cashiering and operational functions for the branch office. The Coordinator is also responsible for liaising between the branch and home office on operational matters as well as providing overflow support to other branch associates.
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The Healthcare Equity Research team is seeking a motivated and detail-oriented Research Associate to support senior Research Analysts covering biopharmaceutical and healthcare companies. This role provides hands-on exposure to financial modeling, valuation, industry analysis, and the equity research process within a collaborative and high-performing research platform. The Research Associate will work closely with senior analysts and team members to deliver high-quality research under tight deadlines, while building deep industry knowledge and long-term career development opportunities.
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Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
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Stifel’s 9-week Equity Research Summer Internship Program provides undergraduates with a hands-on introduction to the role of a Research Associate. You will work alongside our research professionals, from the Associate through the Managing Director level, and will gain exposure to a variety of investment research methods.
Once on board, Summer Interns will have significant learning opportunities on day-to-day projects and gain exposure to the firm and industry as a whole. Summer Interns work on multiple projects simultaneously, with primary responsibilities including research and analysis for their respective industry group coverage.
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Stifel’s 9-week Equity Research Summer Internship Program provides undergraduates with a hands-on introduction to the role of a Research Associate. You will work alongside our research professionals, from the Associate through the Managing Director level, and will gain exposure to a variety of investment research methods.
Once on board, Summer Interns will have significant learning opportunities on day-to-day projects and gain exposure to the firm and industry as a whole. Summer Interns work on multiple projects simultaneously, with primary responsibilities including research and analysis for their respective industry group coverage.
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Stifel’s 9-week Equity Research Summer Internship Program provides undergraduates with a hands-on introduction to the role of a Research Associate. You will work alongside our research professionals, from the Associate through the Managing Director level, and will gain exposure to a variety of investment research methods.
Once on board, Summer Interns will have significant learning opportunities on day-to-day projects and gain exposure to the firm and industry as a whole. Summer Interns work on multiple projects simultaneously, with primary responsibilities including research and analysis for their respective industry group coverage.
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The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects.
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The IT Manager – IT Asset Management (ITAM) is responsible for the overall leadership, performance, and continuous improvement of the IT Asset Management practice. This role manages the people, processes, platforms, and physical assets that support the full IT asset lifecycle, ensuring assets are accurately tracked, efficiently utilized, compliant, and aligned with business objectives. As the operational owner of ITAM, this manager is accountable for inventory accuracy, physical storage and logistics, software and hardware lifecycle governance, and day‑to‑day execution of the ITAM program. The role partners closely with IT, Finance, Procurement, Security, Risk, and business teams to ensure asset data is trusted, auditable,...
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The Operations Engineer role is focused on Amazon Web Services (AWS) disaster recovery, automation/IaC, and FinOps. This role partners with engineering, infrastructure, and security teams to improve resilience, standardize recovery processes, and increase cloud cost visibility and optimization. The Operations Engineer will develop scalable IaC modules and automated workflows that make recovery predictable, observable, and easier to operate across multiple applications and environments.
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The Securities Based Analyst I will proactively provide Securities Based Lending awareness and support to Financial Advisors, Loan Officers and Clients.
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The Insurance & Annuity Product Governance Analyst supports the oversight and administration of Stifel’s insurance and annuity product platform. This role assists with product governance, regulatory implementation, carrier coordination, and operational processes to ensure insurance and annuity products are managed in accordance with firm standards and regulatory requirements. The position works closely with internal partners—including Legal, Compliance, Operations, and Order Entry—as well as external insurance and annuity carriers. The Analyst will work alongside an experienced team member to learn the firm’s insurance and annuity governance framework, carrier relationships, and regulatory processes, with increasing responsibility...
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The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
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The Stifel Support Associate is responsible for aiding in driving departmental results for the ongoing support for Stifel's branch offices. This position requires the ability to gain a sound understanding of department subject matter including application support and training and general operational questions. This position will require collaboration among team members, branch office personnel and Stifel clients to provide a high level of customer service under direct supervision while following established procedures.
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Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
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The Regulatory Operations Associate supports the firm’s regulatory operations function by performing daily regulatory reporting, monitoring, exception review, and documentation tasks to ensure compliance with SEC, FINRA, and other regulatory agency requirements. This role requires developing a foundational understanding of regulatory reporting processes, operational controls, and industry regulations. The Associate works under direct supervision and collaborates with team members to execute department objectives while following established procedures and maintaining a high level of accuracy, timeliness, and attention to detail.
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An Associate will be integrally involved in all facets of Stifel’s Venture Banking Team’s operations – from portfolio management to deal underwriting to strategic organizational projects. This role intertwines an understanding of accounting and financial principals with an Associate’s desire to learn about sector and economic trends impacting the technology companies we work alongside. In joining our San Francisco team, an Associate’s role will focus heavily on understanding and contributing withing the active debt processes – structuring, underwriting, and presenting to our credit team.
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In joining Stifel’s Venture Banking Team, an Associate Vice President will both support and lead a variety of initiatives aimed at supporting the needs of existing and prospective clients. This dynamic role requires engaging with senior leaders in- and outside of the organization to understand technology and capital trends and how they impact the companies we work to support. An AVP is materially involved in all phases of the debt process – from structuring to underwriting to ongoing portfolio maintenance. This role – broad in its view of the technology industry yet immersive in its connectivity to specific businesses – is an opportunity to join an exceptionally talented team...
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The Operations Associate-Document Control is responsible for assisting branches in reviewing various documents of all account types across the firm. This position requires the ability to understand processes and procedures regarding these account structures and document requirements with a high level of detail. This position will also require collaboration among team members, branch office personnel, and other areas at the firm to provide high-level customer service.
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The Business Development Associate is responsible for focusing on increasing Stifel's revenue through the identification and establishment of new business broadly based in products and services offered by the Firm . The Business Development Specialist will support one of more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm. This position will support Stifel's growth strategy by pursing, establishing and maintaining relationships with potential clients.
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The IT Associate II-Service Desk-Alt Sched role provides technical support and assistance, whether on the phone, in person, or remotely, related to computer systems, hardware, and software. This role responds to customer queries to provide technical assistance.
*This is a Compressed Schedule position working a 4 days/10 hours shift.*
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The IT Associate II-Service Desk-Alt Sched role provides technical support and assistance, whether on the phone, in person, or remotely, related to computer systems, hardware, and software. This role responds to customer queries to provide technical assistance.
*This is a Compressed Schedule position working a 4 days/10 hours shift.*
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The Office Coordinator provides administrative, office operations, and work flow support to assigned department or branch.
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The Digital Support Associate is responsible for aiding in driving departmental results for the ongoing support for Stifel's Client Facing Platforms. This position requires the ability to gain a sound understanding of department subject matter including Digital Client Application Support, assisting with relevant training materials, and level 2 troubleshooting. This position will require collaboration among team members, IT Product Support, and branch office personnel to provide a high level of customer service under direct supervision while following established procedures.
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The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects.
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Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
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The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects.
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The Mortgage Servicing Specialist is responsible for handling all duties related to the servicing of mortgage loans. This position works with clients to compile and verify all required loan documentation in order to properly setup and maintain mortgage loans.
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Stifel’s 9-week Summer Analyst Program is a fast-paced, hands-on introduction to the Analyst role in public finance investment banking. You will work directly with deal teams – from Analyst through Managing Directors – supporting live transactions and pitches across a broad range of public finance sectors. Summer Analysts are expected to manage multiple workstreams at once, producing high-quality analysis and client-ready materials that contribute to both idea generation and transaction execution.
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Stifel’s 9-week Summer Analyst Program is a fast-paced, hands-on introduction to the Analyst role in public finance investment banking. You will work directly with deal teams – from Analyst through Managing Directors – supporting live transactions and pitches across a broad range of public finance sectors. Summer Analysts are expected to manage multiple workstreams at once, producing high-quality analysis and client-ready materials that contribute to both idea generation and transaction execution.
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Stifel’s 9-week Summer Analyst Program is a fast-paced, hands-on introduction to the Analyst role in public finance investment banking. You will work directly with deal teams – from Analyst through Managing Directors – supporting live transactions and pitches across a broad range of public finance sectors. Summer Analysts are expected to manage multiple workstreams at once, producing high-quality analysis and client-ready materials that contribute to both idea generation and transaction execution.
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Stifel’s 9-week Summer Analyst Program is a fast-paced, hands-on introduction to the Analyst role in public finance investment banking. You will work directly with deal teams – from Analyst through Managing Directors – supporting live transactions and pitches across a broad range of public finance sectors. Summer Analysts are expected to manage multiple workstreams at once, producing high-quality analysis and client-ready materials that contribute to both idea generation and transaction execution.
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Stifel’s 9-week Summer Analyst Program is a fast-paced, hands-on introduction to the Analyst role in public finance investment banking. You will work directly with deal teams – from Analyst through Managing Directors – supporting live transactions and pitches across a broad range of public finance sectors. Summer Analysts are expected to manage multiple workstreams at once, producing high-quality analysis and client-ready materials that contribute to both idea generation and transaction execution.
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Stifel’s 9-week Summer Analyst Program is a fast-paced, hands-on introduction to the Analyst role in public finance investment banking. You will work directly with deal teams – from Analyst through Managing Directors – supporting live transactions and pitches across a broad range of public finance sectors. Summer Analysts are expected to manage multiple workstreams at once, producing high-quality analysis and client-ready materials that contribute to both idea generation and transaction execution.
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The Carrier Relationship Manager partners with key insurance carriers to increase wholesaler effectiveness and activity, enhance and improve alignment with Stifel initiatives, and support joint marketing and sales activities. This role exists to deepen carrier engagement, strengthen collaboration, and drive measurable growth at the carrier level.
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Stifel’s 9-week Summer Analyst Program is a fast-paced, hands-on introduction to the Analyst role in public finance investment banking. You will work directly with deal teams – from Analyst through Managing Directors – supporting live transactions and pitches across a broad range of public finance sectors. Summer Analysts are expected to manage multiple workstreams at once, producing high-quality analysis and client-ready materials that contribute to both idea generation and transaction execution.
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The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
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The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered candidates preferred.
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Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
