The Treasury Management Operations Specialist III serves as a subject matter expert in Treasury Management services, providing advanced support to clients and internal stakeholders. This role requires a strong understanding of banking products, operational processes, and regulatory compliance. The Specialist II also mentors junior staff, contributes to process improvements, and handles complex client requests with minimal supervision.
The Operations Associate-New Recruit Transition assists new branch support staff and advisors in transitioning to Stifel. This position requires the ability to gain a sound understanding of processes and procedures regarding account structures and document requirements, as well as high-level customer service. The Associate will provide application support and training and answer general operational questions for recruits. This position will require collaboration among team members and branch office personnel to provide high-level customer service under direct supervision while following established procedures.
This is an entry level backoffice Operations position.
The Operations Associate II - Fixed Income Settlements performs departmental duties and ensures accuracy in processing assets received from and/or delivered to the Depository Trust Company (DTC) or the Federal Reserve System (FED) participants/custodians. The Operations Associate II - Fixed Income Settlements has a good working knowledge of the department's duties, functions, and regulatory requirements.
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.
In joining Stifel’s Venture Banking Team, a Vice President plays an integral role in building and supporting a regional client portfolio of technology companies. A VP should feel confident in leveraging the resources spanning Stifel’s banking & broader corporate platform to both lead debt processes and deliver a curated banking experience to entrepreneurs and their businesses. This dynamic role requires engaging with senior leaders inside and outside of the organization to understand technology and capital trends and how they impact the companies we work to support. The ideal candidate will have experience working with venture backed technology companies, the ability and network to develop strong relationships, and be a trusted advisor to...
In joining Stifel’s Venture Banking team, a Director 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.
A Senior Financial Strategist is a seasoned professional who specializes in developing and implementing financial plans, strategies, and recommendations for individuals or organizations. The Senior Financial Strategist will analyze financial data, market trends, and economic indicators to provide expert advice on investment opportunities, risk management, and financial goal achievement. Additionally, they may oversee financial planning teams, conduct financial research, and collaborate with clients to tailor financial strategies to meet their specific needs and objectives.
The Senior Accountant prepares financial reports and analyzes financial information, analyzes trends, costs, revenues, financial commitments, and obligations incurred in order to determine or maintain records of assets, liabilities, profit and loss, tax liability, or other financial activities within the company and to predict future revenues and expenses. May review and direct the work of other staff. A wide degree of creativity and latitude is expected.
Stifel’s industry leading Public Finance professionals perform investment banking services for city, state, and local government agencies, helping them raise capital to build and maintain essential infrastructure in the communities they serve. From some of the nation’s largest states, cities, convention centers and economic development projects to rural school districts and small towns and nearly everything in between, our municipal banking and underwriting groups work with public and not-for-profit entities to develop and implement financing strategies that allow them to operate and optimize the important work they do.
Stifel’s Public Finance team is seeking an Analyst to join our Conshohocken practice. ...
The Sr. New Accounts Operations Associate-International is responsible for being a lead contributor in the opening, maintaining, and reviewing International accounts. This also includes the ongoing support of Stifel's branch offices and additional tasks that could require more experience and expertise. This position requires a sound understanding of processes and procedures regarding foreign business and account structures, department application support and training, and a proficient knowledge of general operational and industry questions. The Sr. Operations Associate can provide training and mentorship to a team of associates, prioritize other projects, conduct guidance and leadership, and be the point of contact for other department issues. This position will...
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 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 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 Senior Quantitative Analyst works closely with the Electronic Trading Product team in the initiation and development of equity trading algorithms, transaction cost models, and order routing strategies. This position manages the quant research idea generation process and initiates research into trading signals and model factors. The Senior Quantitative Analyst will then work closely with the Head of Products to determine which research and results are suitable for further analysis or deployment into Stifel trading algorithms. Finally, the Senior Quantitative Analyst will manage other quantitative analysts in their participation in projects and the writing of research white papers.
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).
The AML - Client Intelligence Unit (CIU) Customer Due Diligence (CDD) Analyst II holistically reviews high-risk clients from a risk-based approach. The AML-CIU CDD Analyst II conducts surveillance reviews to identify potential high-risk transactional activity, Politically Exposed Persons (PEPs) reviews, sanctioned individual reviews, negative news/ derogatory information reviews, potential Office of Foreign Assets Control (OFAC) match reviews, beneficial ownership reviews, Marijuana Related Business (MRB) reviews, and new foreign account reviews. The role is also responsible for working with the Customer Identification Program (CIP) process to ensure the client's identity adequately satisfies CIP requirements.
Stifel’s industry leading Public Finance professionals perform investment banking services for city, state, and local government agencies, helping them raise capital to build and maintain essential infrastructure in the communities they serve. From some of the nation’s largest states, cities, convention centers and economic development projects to rural school districts and small towns and nearly everything in between, our municipal banking and underwriting groups work with public and not-for-profit entities to develop and implement financing strategies that allow them to operate and optimize the important work they do.
Stifel’s Public Finance team is seeking an Analyst to join our Denver practice. Analysts provide...
The Product Relationship Specialist will play a key role in supporting and advancing the firm's objectives and will support the team in a wide range of activities including attracting new assets through phone and digital mediums.
Keefe, Bruyette & Woods (KBW), A Stifel Company, is looking for a Research Associate I to support their Property & Casualty Insurance team. The Research Associate I is primarily responsible for providing information and data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Should be adept at or able to quickly learn and apply the core research foundation skills including accounting, finance, valuation, modeling, and proficient verbal and written communication.
The Accounts Payable Associate is responsible for coding and inputting invoices into MS Excel and/or the Accounts Payable system, printing and mailing checks, and researching/resolving problems. Responsible for reviewing and processing employee expense reimbursement reports and FA Expense reports.
The Operations Associate is responsible for aiding in driving departmental results for the Operations Annuity and Insurance department. This position requires the ability to gain a sound understanding of department subject matter including assisting with projects and initiatives as assigned. Basic duties will include processing and telephone/email communication with a diverse audience. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
The Director of Personal Trust Administration is responsible for overseeing all aspects of Trust and Estate administration. The Director manages the team of experienced Trust Officers and Trust Associates providing guidance and leadership on administrative issues. The Director manages Trust Administration processes and staff to ensure all duties are performed according to the standards of Stifel Trust. Assigns work, provides expertise and makes high-level decisions related to a wide range of complex issues on various administrative accounts. Participates on the executive leadership team to help develop and implement Stifel Trust strategies, policies, and practices.
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).
The Client Relationship Manager (CRM) builds and maintains long-term relationships with high net worth clients by being their key point of contact for their investment needs. The CRM develops client's financial profiles and will lead client meetings on behalf of, or in conjunction with the Financial Advisor (FA). This position will fulfill some administrative duties for the FA.
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.
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.
Under general supervision, the Accountant II prepares financial reports and analyzes financial information to determine or maintain records of assets, liabilities, profit and loss, tax liability, or other financial activities within the company.
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).
Stifel’s 250-member Municipal Securities Group is seeking a Municipal Underwriting Assistant to join our Municipal Capital Markets underwriting desks in San Francisco, CA and Denver, CO. The candidate will join the Municipal Underwriting team and work directly with the Head of Municipal Underwriting and Senior Underwriters across the country. The candidate will quickly gain a working knowledge of trading and underwriting systems, information dissemination tools and with increasingly responsibility will process transactions and coordinate internal and external communication. This role requires diligent oversight of the new issue process and trading platforms and with a demonstrated ability to multi-task,...
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 Project Management Associate participates in the execution/project management of alternative investment fund mandates and the sourcing of new prospective clients, with manager oversight. This position assists across multiple asset classes, in support of the marketing of client funds to North American investors.
Associates are primarily responsible for acting as the keystone of all transaction teams, serving as a project manager taking guidance from senior bankers while managing and mentoring Analysts. Associates work on small, client-focused teams within a...
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.
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 Operations Associate is responsible for aiding in driving departmental results for the Operations Margins department. This position requires the ability to gain a sound understanding of department subject matter including compiling data, doing calculations and verifications. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
The Enterprise Risk Management (ERM) Third Party Risk Analyst Senior is responsible for promoting the Third-Party Risk Management (TPRM) framework through monitoring of adherence to established policies, vendor risk identification and mitigation, collaboration with internal stakeholders, and comprehensive reporting to various risk committees and senior management. Key responsibilities include assessing and monitoring Stifel’s third party vendor risks, conducting due diligence, assisting the business owners with creation of remediation plans, coordinating mitigation strategies, and preparing reports for ERM leadership. This role will support the ongoing use and enhancement of the vendor management software tool. Daily tasks include identifying, measuring,...
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 Small Business Administration (SBA) (7A) Servicing Associate works with Stifel Brokers and Guidehouse. The SBA Servicing Associate performs various clerical or administrative tasks in support of the SBA (7A) loan servicing function.
Product management is the role and function within the organization that is responsible for a product's overall success. The Product Manager is responsible for identifying the client's needs, understanding the larger business objectives, and analyzing this information to create a product roadmap that will deliver the highest value and outcomes. The Product Manager articulates what success looks like for a product, and encourages cross functional teams to turn the vision into reality. The Product Manager will drive product adoption, engagement, and customer satisfaction by prioritizing, managing, and creating new features. This position is responsible for the continuous cycle of the product from concept to promotion while continuously listening and exploring.
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.
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).
The Assistant Director of Advisory Operations will manage several teams to achieve departmental and firm goals. This role requires a comprehensive understanding of the department's high-level functions to effectively guide and direct managers on a variety of topics pertaining to Stifel’s Advisory business. Acting as an internal consultant, the Assistant Director will collaborate extensively with other departments at Stifel and external vendors to drive firm and regulatory initiatives.
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 Wire Transfer Associate will specialize in wire transfers including outgoing, incoming, domestic and international transfers. Other responsibilities include customer service, wire processing, reconcilements, research, trouble shooting, and vendor relations. In addition, the wire specialist will work closely with the Treasury, Commercial, Finance, Lending & Wealth Teams.
The Sr. Financial Planning Associate will work with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. May assist branch offices in the use of MoneyGuidePro (Stifel's online Financial Planning platform).
The IT Sr. Project Manager is responsible for driving maturity and continuous improvement. The PM is required to communicate with both internal departments and third party vendors as needed. Additionally, the PM is responsible for prioritizing projects collaboratively with corporate leadership.
The IT Technician II 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. Provides technical support across hardware and software applications for an organizations data center.
The IT Endpoint Engineer is responsible for assisting in the maintenance and deploy functions of desktop, laptop and mobile hardware and operating systems. Expected for assisting in patch management as well configuration management activities and processes. This position performs a variety of tasks including top level endpoint support of hardware, OS and applications of all types. This position relies on experience and judgment to plan and accomplish goals. A wide degree of creativity and latitude is expected.
The Equity Capital Markets (ECM) Syndicate Analyst is responsible for assisting clients in raising funds in the equity capital markets, through IPO, Follow-on, Convertible, and Private Placement offerings, in coordination with the Investment Banking team. In addition, to capital raising exposure, responsibility will also include advising on strategic assignments related to business development and data analytics. The overall objective of this role is to act as a strategic advisor to our clients by facilitating capital formation in the equity market.
The Sr. Administrative Assistant provides administrative support to Senior Portfolio and Client Service Managers and their support staff. The Sr. Administrative Assistant is expected to carry out multiple administrative duties and provide exemplary communication between the executives’ office, management, and external resources. The Sr. Administrative Assistant provides the highest level of administrative support by conducting research, preparing reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings.
