The Advisory Account Services Associate is responsible for aiding in driving departmental results by opening, terminating, and processing changes to advisory accounts under direct supervision. This position requires the ability to gain a sound understanding of the Account Services processes while serving as a liaison to internal and external stakeholders. This position will require collaboration among team members and branch personnel to execute on instructions submitted by the branch on behalf of our clients.
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).
The Advisory Billing Associate is responsible for aiding in driving departmental results for the Advisory Billing department. This position requires the ability to gain a sound understanding of department subject matter including the processing of maintenance requests related to account fees and fee schedules. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
Under general supervision, performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel.
Under general supervision, the Capital Markets Analyst is responsible for supporting deal teams on capital markets transaction origination and execution across both debt and equity products. This role will require the analyst to focus on origination, pricing, structuring, modeling, valuation and execution of a full suite of products, including senior debt, subordinated debt, preferred equity, IPOs, and follow-on offerings.
The Portfolio Analyst will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High-touch client service is a hallmark of 1919; the candidate should be skilled in and enjoy analytical work, client service and should have experience working closely with clients and co-workers. The Portfolio Analyst must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics.
The Data Delivery Lead oversees strategic data initiatives and enterprise governance programs to ensure data quality, compliance, and innovation. This role drives complex projects spanning data strategy, analytics, AI/ML, and cloud adoption while establishing governance frameworks for data management, lineage, and standards. Acting as a trusted partner to technology and business leaders, they blend technical expertise with strong leadership to deliver modern data solutions and foster a culture of governance and best practices across the organization.
The Treasury Management Quality Assurance (QA) Coordinator is responsible for performing quality control reviews of all newly established deposit accounts and associated customer information file maintenance. The primary objective is to ensure accuracy, completeness of documentation, and strict adherence to all internal procedures and relevant banking laws and regulations.
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.
Stifel is seeking an Associate to join its Leveraged Finance team based in New York City. The Leveraged Finance team provides a full array of financing solutions for financial sponsors and corporate clients. Leveraged Finance originates structures, underwrites, and executes non-investment grade debt financings, including leveraged loans, high yield bonds, bridge financings, and private debt financings.
The Bank Payments & Deposit Operations Manager is responsible for leading payment strategies and overseeing banking products and services to ensure alignment with Stifel Bank’s strategic objectives. This role drives innovation in payment solutions, enhances service quality, ensures regulatory compliance, manages operational risk across payments and deposit platforms, and recruits, develops, and maintains top talent to support deposit growth and maintain regulatory compliance.
The IRA and Qualified Plans Assistant Manager supports the daily operations, service quality, and regulatory compliance of the IRA/QP Support department. This role assists the Manager in leading team members, ensuring accurate processing of retirement account transactions, and providing guidance on IRA regulations, workflow best practices, and departmental procedures.
The Mortgage Loan Officer Assistant provides support to enhance the effectiveness of the Loan Officer while balancing service, quality and compliance and relationship building.
The CFO is responsible for all accounting, regulatory, tax, portfolio valuation, financial reporting, investor reporting, and office operations for the firm. The individual will manage all external audits, tax and servicer relationships of the firm. The individual will be responsible for creating and maintaining all financial policies and procedures of the firm. The individual will assist with investment funding, monitoring of portfolio company performance, investor relations, capital calls, and firm distributions. In addition, the individual will have responsibility for the firm's office, administrative and general infrastructure needs. This role will be responsible for Venture Funds within North Atlantic Capital Management, a Stifel Company, but will also be...
The Stifel Pledged Assets (SPA) Post Close Associate ensures loan files are complete and works with loan team members to create proper dialogue and accurate loan documentation while balancing service, quality, compliance, and relationship building.
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.
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.
The Cloud Engineer is responsible for designing, implementing, and maintaining cloud infrastructure and services. They collaborate with cross-functional teams to ensure cloud-based applications and systems' availability, scalability, and security. This role involves troubleshooting and optimizing cloud environments while staying updated on emerging technologies and best practices in cloud computing.
Under the guidance of senior traders, the trading assistant provides administrative support to the desk, compiles and reviews trade and market data, and helps to enhance trading processes. This role also involves monitoring market conditions, analyzing economic data, and once licensed, executing trades in various fixed income products. A successful hire would eventually grow into a trader within the Fixed Income Capital Markets (FICM) group, who would sit at the Stifel Executable Markets desk. Hours are 5am – 2:30pm.
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).
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).
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).
The Manager of Personal Trust Administration leads all aspects of trust and estate administration, ensuring compliance with Stifel Trust standards and best practices. This role oversees a team of experienced Trust Officers and Trust Associates, providing strategic guidance, operational leadership, and support on complex administrative matters.
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.
The Trust Client Support Specialist II provides assistance to Stifel Charitable clients regarding online account access, new account documentation, and general client support.
The Business Analyst will work as a member of Stifel's Analyst team within the Executive organization. The Business Analyst will work at the intersection of business and technology to engage with senior leadership, business units, and product management to identify, document, and articulate business needs for strategic initiatives. This position is expected to work well with others towards a common desired outcome.
The Bank Systems Analyst supports the design and connection of Stifel's banking and payment systems. This role will unite various providers' core banking, payment, and digital banking systems. The Analyst will consider user and business needs in designing and defining requirements, creating documentation, and supporting implementation. The Analyst is then available for testing and troubleshooting support. A strong candidate will have a passion for building and evolving systems, a strong background in payments, and a strong background in how systems communicate. This role requires experience in Internet fundamentals with a significant focus on middleware applications to connect off-premise Fintech providers, all to support a rapidly growing business. Interacting...
Under minimal supervision, the Registration Compliance Analyst I prepares and processes all securities related registration for the firm and its licensed individuals. This includes new offices and updates, acquisitions, all broker/dealer subs and affiliates, jurisdiction applications and renewals, terminations, relicensing, transfer of commission requests, and registration violations.
The Advisory Trading Analyst is responsible for trading discretionary accounts within Stifel's internal advisory programs. The Analyst is responsible for transactions associated with portfolio changes, model maintenance, periodic rebalancing, and monitoring accounts to ensure that model portfolios are being maintained. The Analyst will collaborate with other Stifel departments to ensure completion of daily work.
Are you looking to begin or grow your career in the dynamic world of venture banking? Join our Venture Banking Team in San Francisco as an entry‑level Administrative Assistant. In this role, you will support a team that provides commercial banking and debt capital financing solutions to venture capital–backed technology companies and their investors. You will play a key role in delivering essential administrative support, ensuring the smooth day‑to‑day operations of the department, and contributing to the success of both the team and the innovative clients we serve.
The Deputy General Counsel will provide legal advice and document negotiation to Stifel Financial Corp.’s subsidiary banks and trust companies (collectively, the “Banks”). In cooperation with the management of the Banks and their parent company, the candidate will advise and collaborate with business partners on various issues and business initiatives, such as deposit and loan related matters.
At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Associates work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies with significant analytical rigor.
The Content Developer - Cloud Training role will combine a technical depth with instructional design skill to build engaging learning experiences developed around cloud services, cloud-native development, and emerging technologies. This position will be responsible for creating practical, developer-focused content from labs and tutorials to videos and instructor led sessions.
KBW’s Equity Research, Sales and Trading Internship is a nine-week summer program that provides an introduction to a full-service investment bank and broker-dealer that specializes in financial services. Our Equity Sales & Trading team has financial industry-specific expertise with access to research and capital markets transactions. Our award-winning Equity Research Division publishes in-depth analysis of financial sector companies. Our team of analysts covers more than 550 financial services companies worldwide.
The Cash Products and Banking Services Specialist supports cash-related products and services within Stifel. They handle various tasks, such as conducting industry research and account analysis, to create reporting that drives strategic decisions. The Specialist will provide tier-two support to Stifel's financial advisors and client services teams as a subject matter expert on cash products and banking services. They help create and update client and internal documents and marketing materials. They utilize no-code platforms to develop and enhance client-facing forms. Additionally, they may assist in training staff on products and services and troubleshoot any cash products-related issues.
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).
Under general supervision, responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate level 1. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developing a solid understanding of the assigned sector and can clearly state and defend the investment thesis for all stocks in the assigned sector. Must be able to handle basic question from Sales and Clients and is beginning to represent the associates in internal research presentations.
The Branch Office Clerk is responsible for performing daily branch office tasks such as processing paperwork, filing, maintaining records, copying, scanning documents, answering phones, directing calls to the appropriate person and front desk reception. The Branch Office Clerk relies on instructions and pre-established guidelines to perform the functions of the job.
The Wire Transfer Associate role is a high-demand position requiring a high level of self-motivation and independence. This role focuses on processing domestic and international wire transfers, ensuring accuracy and compliance with internal policies and external regulations. This role involves minimal customer service, account reconciliation, fraud monitoring, and close collaboration with various departments including Treasury, Commercial, Finance, Lending, and Wealth Management.
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).
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.
Under general supervision, responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate level 1. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developing a solid understanding of the assigned sector and can clearly state and defend the investment thesis for all stocks in the assigned sector. Must be able to handle basic questions from Sales and Clients and is beginning to represent the associates in internal research presentations.
Stifel’s Venture Banking team is seeking a Director or Managing Director to lead origination efforts and drive growth in the Boston market. This role focuses on building relationships with venture-backed companies across diverse industries, sourcing new opportunities, and structuring innovative debt solutions. The ideal candidate will have a strong network within the venture capital ecosystem and proven experience in venture lending and portfolio management.
The Sr Observability Engineer will support the design, implementation, and optimization of enterprise observability solutions. This role will drive the product vision, roadmap, and adoption of monitoring platforms, ensuring alignment with business goals and IT strategy. They will champion observability best practices and foster a data-driven culture across teams. Additionally, this role must be able to provide senior level engineering support for the platform(s) and tools enabling integration and usage.
The Compliance Analyst-Insurance Licensing prepares and processes all insurance-related licensing for the Firm and its licensed individuals. This role includes but is not limited to initial licensing requests, renewal and amended licensing requests, business entity affiliations and terminations, carrier appointments and terminations, reporting background issues to the regulators, assisting and tracking CE and insurance training for the agents, processing address changes, and maintain knowledge of government (local, state, and federal) regulations.
The Market Data Services Specialist processes incoming invoices for vendor services, generates allocations for submission to accounting, monitors expected invoicing for any missing/delayed items, generates reports on an ad-hoc as well as scheduled reporting basis to critical business unit heads for service determinations, generates reporting for MISU credit program to the 3 applicable exchanges and monitors invoicing for proper credits due, monitor, track and update pricing/structural changes from vendors that change invoice reconciliation and allocation calculations.
The Senior Vice President, Commercial Real Estate is responsible for identifying, structuring, closing, monitoring, and servicing commercial real-estate loan opportunities of varying complexity. The complexity of loan opportunities and portfolio responsibilities are larger than lower level lender roles. The SVP is responsible for ensuring that all loan decisions, actions, and recommendations are based on an accurate and thorough understanding of each customer's financial needs, market characteristics, and conditions, and comply with all laws, regulations, and Stifel Bank policy.
The HELOC Lending Specialist provides support to second mortgage originations while promoting service, quality, efficiency and compliance.
The Bank Customer Identification Program (CIP) Specialist plays a key role in the bank’s operations by ensuring customer identification requirements are met in accordance with regulatory standards and internal policies. This position is responsible for reviewing documentation, verifying identities, and maintaining accurate records to support efficient and compliant onboarding processes.
Under general supervision, the Investment Banking Analyst is responsible for conducting industry research, building financial models to analyze company projections and or potential transactions, drafting offering memorandums for public or private financings, drafting client presentation materials and working with clients to execute financing or merger transactions.
