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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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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 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 Operations Associate is responsible for aiding in driving departmental results for the Stock Records department. This position requires the ability to gain a sound understanding of department subject matter related to share holder communications. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
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The Sr. Commercial Real Estate Portfolio Manager is responsible for the management and support of an existing corporate borrower portfolio. This position will include some origination activity on both existing and new borrowers. The Sr. Portfolio Manager is responsible for ensuring that all lending decisions, actions, and recommendations are based on an accurate and thorough understanding of each borrower's financial needs and conditions and comply with all laws, regulations, and Stifel Bank policy.
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The Compliance Analyst III-Anti-Money Laundering (AML) Client Intelligence Unit (CIU) International systematically reviews high-risk clients from a risk-based approach. The AML CIU Analyst conducts surveillance reviews to identify potential suspicious transactional activity. This includes onboarding reviews, Politically Exposed Persons (PEPs) reviews, sanction reviews, negative news/derogatory information reviews, potential Office of Foreign Asset Control (OFAC) match reviews, beneficial ownership reviews, and new foreign account reviews.
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The Project Finance Associate supports Stifel Bank’s Project Finance group. The role operates within a developing platform and works closely with internal partners across Venture, Fund, and Investment Banking. The Associate contributes across all phases of project finance transactions, including financial and commercial due diligence, modeling and analysis, transaction structuring and execution, and ongoing portfolio oversight. The position involves regular interaction with senior stakeholders and plays a role in supporting the growth and evolution of the Project Finance platform. The role requires strong technical project finance skills, sound analytical judgment, and the ability to work independently while collaborating...
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The Project Finance Associate supports Stifel Bank’s Project Finance group. The role operates within a developing platform and works closely with internal partners across Venture, Fund, and Investment Banking. The Associate contributes across all phases of project finance transactions, including financial and commercial due diligence, modeling and analysis, transaction structuring and execution, and ongoing portfolio oversight. The position involves regular interaction with senior stakeholders and plays a role in supporting the growth and evolution of the Project Finance platform. The role requires strong technical project finance skills, sound analytical judgment, and the ability to work independently while collaborating...
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The IT Technician has primary responsibilities as the first response, triage, and Level 1 troubleshooting contact within IT Operations and Service Management. The IT Operations Technician performs technical troubleshooting and diagnosis of root cause, and performs the steps necessary to fully log the incident, including the troubleshooting steps taken to resolve the incident. When incident resolution is beyond the expertise of the technician, has responsibility to effectively escalate to the appropriate technical area for Level 2 troubleshooting and resolution.
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The 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). Non-registered candidates will be considered, but will be required to obtain licenses.
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The Salesforce Administrator II independently manages configuration, customization, and ongoing enhancement of Salesforce Financial Services Cloud (FSC) supporting Wealth Management. This role plays a key part in delivering complex configurations, maintaining system integrity, supporting DevOps release processes, and partnering with business stakeholders to optimize advisor and client workflows.
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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 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. Will be required to obtain licenses.
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The Mortgage Servicing Specialist II 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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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 CRE Construction Disbursement & Loan Closing Manager supports the Commercial Real Estate (CRE) Lending group by managing loan closings and construction disbursement activity for complex CRE transactions. This role partners closely with Relationship Managers, Credit Officers, Operations, and Legal, and serves as the primary point of contact for borrowers and third‑party professionals throughout the construction phase. This position plays a critical role in mitigating execution risk, facilitating timely funding, and ensuring disciplined administration across the CRE construction loan portfolio.
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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 IT Technician has primary responsibilities as the first response, triage, and Level 1 troubleshooting contact within IT Operations and Service Management. The IT Operations Technician performs technical troubleshooting and diagnosis of root cause, and performs the steps necessary to fully log the incident, including the troubleshooting steps taken to resolve the incident. When incident resolution is beyond the expertise of the technician, has responsibility to effectively escalate to the appropriate technical area for Level 2 troubleshooting and resolution.
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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.
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The Advisory Marketing Specialist II supports Advisory Program Marketing initiatives within the Investment Products & Services Group for Financial Advisors across the firm. This role works closely with the Advisory Program Marketing team to provide education, communicate advisory program enhancements and regulatory updates, and promote tools designed to support Financial Advisors’ efforts
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The Operations Associate III-Special Review is responsible for being a lead contributor in the opening and maintaining more complex account types, including corporations, partnerships, trusts, and 501(c)3 accounts, as well as additional tasks that could require more experience and expertise. This position requires a sound understanding of processes and procedures regarding these account structures. It will also review legal documents such as Power of Attorney and court documents for estates, guardianships, other account types, department application support and training, and a higher knowledge of general operational and industry questions. The Operations Associate III can lead projects and be the point of contact for department issues. This position will require...
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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). Licensed candidates preferred.
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The Order Room Operations Associate II is responsible for aiding in driving departmental results, which are predominately order-related for the ongoing support of Stifel's branch offices as well as other departments such as various Trading Desks and outside money managers and requires more experience and expertise to perform under a higher stress environment. This position requires a sound understanding of the order life cycle from order entry to handling all of its needs, including corrections of various types, and knowledge of general operational and industry questions. Effectively researching trades on the different trading systems to resolve problems, process corrections, and make decisions under certain market constraints is also required. Collaboration among...
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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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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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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 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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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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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.
