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Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel.
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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 Vice President-Institutional Equity Agency Trader executes trades for institutional clients in the equity markets. They will work closely with portfolio managers and research analysts to implement investment strategies and achieve optimal execution for client orders. The Institutional Equity Agency Trader deeply understands market dynamics, liquidity, and trading algorithms. They will monitor market trends, analyze trading data, and seek opportunities to improve execution performance.
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The Institutional Equity Agency Trader executes trades for institutional clients in the equity markets. They work closely with portfolio managers and research analysts to implement investment strategies and achieve optimal execution for client orders. The Institutional Equity Agency Trader deeply understands market dynamics, liquidity, and trading algorithms. They monitor market trends, analyze trading data, and seek opportunities to improve execution performance.
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The Operations Associate-Mutual Funds 529 Plans is responsible for aiding in driving departmental results for the Operations department. This position requires the ability to gain a sound understanding of department subject matter including monitoring the internal account opening system and documents received to ensure proper and accurate opening of 529 college savings plans with minimal supervision. This role will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
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The HR Business Partner provides consultative human resources support to business units within the Instituional Business. This position will assist on the interpretation of Human Resources programs, policies, and procedures to ensure alignment with business objectives and work cultures in achieving business goals while minimizing risk to the Firm.
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The Compliance Technology Analyst II independently supports supervisory systems, delivers SQL-based reporting solutions, and partners with Compliance stakeholders to implement enhancements and analytical requests. This role balances system administration responsibilities with moderate development and data solution delivery.
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The Entitlements Control Analyst is responsible for maintaining and reviewing permissions within various software programs including but not limited to Thomson, Beta, eQuest, NetX360, DTCC, etc. Work is assigned and performed according to firm policies and department guidelines. Employee has limited opportunity or authority to exercise discretion in work determinations; review occurs frequently of assignments.
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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 (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 Assistant Manager-Advisory Services will provide oversight and day-to-day management of associates who are responsible for the completion of all requests related to the establishment and maintenance of Advisory Accounts at Stifel. The Assistant Manager is responsible for aiding the manager with evaluating workloads, staff scheduling, and associate development for their team. The Assistant Manager is responsible for aiding the manager in providing leadership and guidance to the members of the Advisory Account Services team.
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The Public Finance Associates are placed into geographic and/or sector teams with broad coverage responsibilities of municipal issuer clients. Associates will provide analytical and transaction support on municipal bond financings, assist in the development of proposals and presentations, provide general support to the initiatives of senior team members, and facilitate the new business development process. Associates must have the ability to work long hours - while maintaining a positive attitude, multi-tasking and meeting strict time deadlines. A strong desire and ability to learn technical and business development skills is important.
To learn more about our Public...
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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, 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.
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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). Registered candidates preferred.
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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 Central Supervision Associate is responsible for office support and reviewing email for assigned Branches of the Private Client Group for accuracy and compliance.
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In joining Stifel’s Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture, growth and private equity 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, growth and private equity 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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Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). The Fund Banking group consists of 10+ people and manages a portfolio of $8B+ in credit commitments spanning across 300+ investment firm client relationships. The Fund Banking group works closely with other investor-facing business units within Stifel such as Stifel Venture Banking with works directly with portfolio companies of venture capital funds.
This...
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Stifel Bank is seeking a high caliber Senior Vice President to join our Fund Banking team. The Fund Banking group provides commercial banking services to private investment funds. This includes funds investing across all alternative asset classes but with a specific focus on venture capital, growth equity, and lower middle market private equity. Products and services include capital call / subscription lines of credit, management company / GP lending, treasury management, and other banking services.
This position offers a unique opportunity to gain hands-on exposure in both commercial banking and private equity industry within a small tight-knit team. The Senior Vice President will be an integral part of business development, portfolio...
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The Product Owner (PO) is a member of an Agile Development Team who speaks for the client/end user. The Product Owner is responsible for guiding the team to create and deliver software applications that meet client, business, and firm goals by breaking down and defining small workable tasks (user stories) and prioritizing the team backlog to streamline the execution of priorities. The PO creates and maintains stories, and prioritizes work for new or revised features or enhancements. The PO has a significant role in quality control and is the team member empowered to accept stories as done. The Product Owner position has significant relationships and responsibilities outside of the agile team, including working closely with Product Management, customers, business...
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The Operations Associate-Document Control is responsible for assisting branches in reviewing various documents of all account types across the firm. This position requires the ability to understand processes and procedures regarding these account structures and document requirements with a high level of detail. This position will also require collaboration among team members, branch office personnel, and other areas at the firm to provide high-level customer service.
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The 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 Financial Advisor Associate – Investments & Portfolio Analyst works closely with a Financial Advisor (FA) to deliver comprehensive, client-centric investment solutions while providing analytical support in portfolio construction, monitoring, and financial planning. This role blends relationship management, business development, and execution responsibilities with research-driven analysis, asset allocation support, and portfolio oversight to help clients achieve their financial goals.
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The Data Engineer III is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Data Engineer III works with large volumes of data, ensuring its quality, reliability, and accessibility. Tasks may include data ingestion, transformation, storage, data sharing and consumption, and implementing data security and privacy measures. This role is crucial in enabling efficient and effective data-driven decision-making.
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The Data Engineer III is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Data Engineer III works with large volumes of data, ensuring its quality, reliability, and accessibility. Tasks may include data ingestion, transformation, storage, data sharing and consumption, and implementing data security and privacy measures. This role is crucial in enabling efficient and effective data-driven decision-making.
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Under administrative direction, the Research Associate III is primarily responsible for providing information, data gathering, analysis, modeling, and organizational support to the Research Analyst and senior Research staff. A level III Associate has mastered the functions of a level II Associate and can perform all of the functions of an associate, including effectively filling the role of the Research Analyst in his or her absence. A Research Associate III is developing the ability to react to new information, assist in making judgment calls on stocks, and take a proactive role in helping build the franchise.
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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 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.
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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.
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The Benefit Specialist interprets the Firm's associate benefit program. This position also leads the associate benefit program, implements projects, and addresses associate benefit needs and concerns, in both the U.S. and abroad.
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The Cloud Security Engineer is responsible for designing, implementing, and maintaining security measures within cloud computing environments. They ensure the confidentiality, integrity, and availability of cloud-based systems and data by conducting risk assessments, developing security policies and procedures, implementing security controls, monitoring security incidents, and responding to and mitigating security breaches. The Cloud Security Engineer collaborates with cross-functional teams to identify and address potential security vulnerabilities and continuously improves the security posture of cloud-based infrastructure and applications.
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The Product Owner (PO) is a member of an Agile Development Team who speaks for the client/end user. The Product Owner is responsible for guiding the team to create and deliver software applications that meet client, business, and firm goals by breaking down and defining small workable tasks (user stories) and prioritizing the team backlog to streamline the execution of priorities. The PO creates and maintains stories, and prioritizes work for new or revised features or enhancements. The PO has a significant role in quality control and is the team member empowered to accept stories as done. The Product Owner position has significant relationships and responsibilities outside of the agile team, including working closely with Product Management, customers, business...
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The Advisory Marketing Senior Specialist leads strategic Advisory Program Marketing initiatives within the Investment Products & Services Group, supporting Financial Advisors across the firm. This role drives the development and execution of marketing strategies, enhances advisory platform positioning, and serves as a key subject matter expert. The Senior Specialist partners with senior leadership to shape program direction, mentors team members, and delivers advanced guidance on complex investment and advisory solutions.
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The Administrative Assistant I performs a variety of administrative functions in support of the department and the department Manager and works to facilitate the smooth operation of the day-to-day department activities.
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The Marketing Compliance Specialist position will focus primarily on reviewing social media for compliance and approving items for use with the public, such as social media profiles, posts, and firm-level marketing campaigns. In addition, this position will assist in reviewing and approving marketing materials such as videos, digital ads, podcasts, and materials for advisor recruits.
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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 Trust Administrative Assistant provides a high level of administrative support by preparing statistical reports, handling informational requests, and performing clerical functions such as preparing correspondence, greeting visitors, arranging conference calls, and scheduling meetings.
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The Securities Lending Trader assists multiple clients, internal and external, including PCG Financial Advisor(s), various internal trading desks, Hedge Funds and Counterparties. The Securities Lending Trader is responsible for the opening, management, and closing of both long and short positions of all types of securities via Reg T margin financing, Repo financing, Securities Lending, Fully Paid Lending and Reg U. This position requires strong knowledge and experience across all products, account types and related systems.
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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 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 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.
