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The Deputy General Counsel will advise and support Stifel’s growing banks and trust companies as part of an established team of legal colleagues, in cooperation with compliance and other professionals. Experience in supporting regulated banks and their lending activities is required. Successful lawyers at Stifel combine action at the speed of business with the accuracy, knowledge and sophistication that protects our clients’ and the firm’s interests.
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The Deputy General Counsel will advise and support Stifel’s growing banks and trust companies as part of an established team of legal colleagues, in cooperation with compliance and other professionals. Experience in supporting regulated banks and their lending activities is required. Successful lawyers at Stifel combine action at the speed of business with the accuracy, knowledge and sophistication that protects our clients’ and the firm’s interests.
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The Deputy General Counsel will advise and support Stifel’s growing banks and trust companies as part of an established team of legal colleagues, in cooperation with compliance and other professionals. Experience in supporting regulated banks and their lending activities is required. Successful lawyers at Stifel combine action at the speed of business with the accuracy, knowledge and sophistication that protects our clients’ and the firm’s interests.
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The Deputy General Counsel will advise and support Stifel’s growing banks and trust companies as part of an established team of legal colleagues, in cooperation with compliance and other professionals. Experience in supporting regulated banks and their lending activities is required. Successful lawyers at Stifel combine action at the speed of business with the accuracy, knowledge and sophistication that protects our clients’ and the firm’s interests.
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The Deputy General Counsel will advise and support Stifel’s growing banks and trust companies as part of an established team of legal colleagues, in cooperation with compliance and other professionals. Experience in supporting regulated banks and their lending activities is required. Successful lawyers at Stifel combine action at the speed of business with the accuracy, knowledge and sophistication that protects our clients’ and the firm’s interests.
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The Deputy General Counsel will advise and support Stifel’s growing banks and trust companies as part of an established team of legal colleagues, in cooperation with compliance and other professionals. Experience in supporting regulated banks and their lending activities is required. Successful lawyers at Stifel combine action at the speed of business with the accuracy, knowledge and sophistication that protects our clients’ and the firm’s interests.
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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 Treasury Management Implementation Specialist II is responsible for managing the onboarding of clients and implementation of treasury management products and services. This role serves as the primary point of contact throughout the implementation lifecycle and partners with Portfolio Managers and internal teams to ensure accurate, timely setups and a seamless transition from sale through go-live and into ongoing support.
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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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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.
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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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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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Under general supervision, the Debt Capital Markets Analyst is responsible for supporting deal teams on debt capital markets transaction origination and execution for financial institution clients. This role will require the analyst to focus on origination, pricing, structuring, modeling, valuation and execution of a full suite of fixed income and preferred products, including senior debt, subordinated debt, and preferred securities.
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The Compliance Analyst II 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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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 FinOps Specialist supports cloud financial management and cost optimization activities across the enterprise’s multi-cloud and SaaS environments. Working under the guidance of senior FinOps team members, this role partners with technology, finance, and business stakeholders to help operationalize FinOps practices that drive accountability, transparency, and efficient use of cloud resources. The FinOps Specialist assists in maintaining cost governance frameworks, building forecasting and showback reports, identifying optimization opportunities, and supporting data-driven decision-making to maximize the business value of cloud investments while aligning with regulatory and compliance requirements.
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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 Advisor Marketing Manager leads a team of Marketing Associates and Marketing Specialists who support Financial Advisors, branches, and home office associates with their marketing needs. This role is responsible for developing and coaching a team of advisor-facing marketing professionals who serve as strategic partners to their assigned regions, ensuring a high level of service, strong advisor relationships, and effective execution of marketing initiatives. The Manager also identifies common advisor marketing needs and develops scalable, pre-approved marketing campaigns and resources that support advisor growth while improving efficiency across the department.
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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.
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The Operations Advisory Support Associate is responsible for aiding in driving departmental results for high quality support to financial advisors and branch staff. This position requires the ability to gain a sound understanding of department subject matter including high level aspects of the establishment of advisory accounts and account maintenance. 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 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. This is a f ull time Monday-Friday position.
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In joining Stifel’s Venture Banking Team, a Senior Vice President plays an integral role in building and supporting a regional client portfolio of technology companies. A Senior Vice President 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...
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In joining Stifel’s Venture Banking Team, a Senior Vice President plays an integral role in building and supporting a regional client portfolio of technology companies. A Senior Vice President 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...
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In joining Stifel’s Venture Banking Team, a Senior Vice President plays an integral role in building and supporting a regional client portfolio of technology companies. A Senior Vice President 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...
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The Facilities Space Planner at a financial investment firm is critical in optimizing office space utilization and ensuring that the physical layout aligns with the company's operational needs. This role will analyze space requirements, assess current space utilization, and develop plans to maximize efficiency and functionality. This role will include creating floor plans, coordinating office relocations, and collaborating with stakeholders to ensure space allocation meets organizational needs.
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The Operations Associate-Digital Support-Bilingual is responsible for aiding in driving departmental results for the ongoing support of Stifel’s Client Facing Platforms, including Digital Client Applications and Digital Banking products. This role requires the ability to develop a strong understanding of digital support functions, including troubleshooting in both Spanish and English, training support, and collaboration with cross-functional teams. The position partners with IT Product Support, Stifel Bank associates, and branch office personnel to deliver a high level of client service while adhering to established procedures.
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The Operations Associate-Digital Support is responsible for aiding in driving departmental results for the ongoing support of Stifel’s Client Facing Platforms, including Digital Client Applications and Digital Banking products. This role requires the ability to develop a strong understanding of digital support functions, including troubleshooting, training support, and collaboration with cross-functional teams. The position partners with IT Product Support, Stifel Bank associates, and branch office personnel to deliver a high level of client service while adhering to established procedures.
This is a compressed schedule...
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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 Agile Delivery Specialist supports and serves the Agile Release Trains (ARTs). This individual is an embedded Agile practitioner who works hands-on with teams to deliver with quality and consistency, facilitating ceremonies, coaching good practices, and ensuring teams have the clarity, tools, and support they need to succeed. Working in close partnership with the RTE, this person supports the day-to-day coordination of the ARTs such as agendas, scheduling, meeting logistics, and cross-team follow-up.
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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.
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The Venture Special Assets Officer works within Credit Risk Management under the direction of the Chief Credit Officer and is responsible for the evaluation, management, and resolution of distressed and underperforming venture lending relationships. The role focuses on workout, restructuring, and recovery strategies for venture-backed and sponsor-supported credits to mitigate risk and maximize recovery for the bank. The position manages a portfolio of complex venture loan relationships and is responsible for ongoing monitoring, documentation, and reporting to senior management, the Board of Directors, auditors, and bank regulators.
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The 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.
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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.
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The Platform Strategy Specialist participates in successful business requirements definition, project management, and implementation of projects critical to the strategic development of the Firm and Stifel’s Investment Products and Services platform. The Specialist facilitates prioritizing and overseeing the management of multiple projects and building a good understanding of Stifel’s investment products and services, operational processes, compliance policies, and technology infrastructure. The Specialist will be expected to understand the inputs and goals for each project and use this knowledge to facilitate project implementation and effective communication with key stakeholders throughout the firm.
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The Financial Planning Specialist works with Financial Advisors to gather all applicable data and prepare and explain financial plans to clients and prospects. This position may thoroughly review financial plans created by some department associates and present completed financial plans to clients and prospects. The Financial Planning Specialist assists branch offices using MoneyGuide (Stifel's online Financial Planning platform).
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Under close supervision, works 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 MoneyGuide (Stifel’s online Financial Planning platform).
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Within Stifel's investment bank, 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.
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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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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 Small Business Administration (SBA) (7A) Servicing Associate II role works with commercial clients to ensure that information is complete and accurate. The SBA Servicing Associate II performs various clerical or administrative tasks in support of the SBA loan servicing function.
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The Commercial Credit Analyst II (CCAII) will provide support to Commercial Lenders and Portfolio Managers with an emphasis on financial analysis in determining a borrower's creditworthiness. The CCAII will have exposure to private and public companies over various industries, cash flow and other types of lending, and direct and syndicated loan opportunities.
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The Private Assets Due Diligence Specialist I is responsible for the sourcing, due diligence, and monitoring of private equity investments for the firm's alternative investments platform.
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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.
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The Operations Support Analyst I requires a clear understanding of the department functions and procedures and communicates with personnel to initiate instructions submitted by bank clients. The Operations Support Analyst I is expected to have a working knowledge of all departmentsystems that relate to the account processing group's responsibilities.
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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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We are seeking a highly skilled and experienced Client Advisor to join our team. The ideal candidate will possess a strong background in financial planning and client management. The Client Advisor manages and participates in client relationships by building rapport, assessing clients' financial planning and investment needs. The Client Advisor must be experienced using Money Guide Pro and eMoney. The Client Advisor works with portfolio managers to construct and implement the appropriate investment strategies for each client account. This position is responsible and accountable for the team’s work in critical aspects of a client relationship as well as compliance with the Firm’s procedures and best practices.
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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 Advisory Billing Manager will provide oversite and day to day management of associates who are responsible for ensuring that all advisory accounts are appropriately billed. The manager is responsible for multiple supervisory audits to ensure the client is being charged the fee that was agreed to with their financial advisor. The Manager is responsible providing leadership and guidance to the members of the Advisory Billing team while ensuring the team is delivering on the service metrics and billing timelines established.
