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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 Data Analyst will work as a member of Stifel's Analyst team within the Digital Solutions group. The Data Analyst is responsible for servicing ad-hoc data extraction and reporting requests originating from various areas of the business as well as support discovery or solutions for firm data driven initiatives and developments. This position is expected to work with business users as well as product management and development teams to further define requirements, analyze pertinent underlying data to ensure proper use and then translate those requirements into queries that will provide the objective data sets. The Data Analyst will also act as a subject matter expert for assigned raw data sets as well as maintain documentation surrounding them.
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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 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.
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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.
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The Deposit Operations Business Systems Analyst is responsible for administering and supporting core banking and ancillary systems while serving as a key resource for operational reporting, user access management, system configuration, and process improvement initiatives. This role independently analyzes operational data, supports audit and compliance requirements, troubleshoots system-related issues, and partners with business units to improve efficiency, accuracy, and control practices across Deposit Operations and related departments.
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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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Under the direction of the Managing Director of Tax Credit Solutions, the Fixed Income ("FI") Financial Institutions Strategist collaborates with the sales team, tax credits team and the remainder of the fixed income strategies team in continuing to build and evolve Stifel’s Tax Credit Desk. The FI Financial Institutions Strategist will lead deals with Fixed Income Clients seeking to purchase federal transfer tax credits, LIHTC, HTC, NMTC, and state tax credits. The Strategist will coordinate with tax credit sellers, law firms, accounting firms and other industry players to source tax credit inventory. They will also work with clients to help them understand the transfer tax credit trade, coordinate with clients to gain internal approval to do a trade,...
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The Treasury Management Implementation Specialist is responsible for supporting the onboarding of clients and implementation of treasury management products and services. This role partners with Portfolio Managers and internal teams to coordinate implementations, contribute to successful client onboarding, and help ensure a seamless transition from sale through go-live and into ongoing support.
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The Commercial Real Estate (CRE) Credit Analyst II provides analytical support for the underwriting, monitoring, and administration of commercial real estate lending relationships. The role is responsible for analyzing borrower and guarantor financial information, preparing credit approval memoranda, performing cash flow and collateral analysis, and supporting ongoing portfolio monitoring activities. Working closely with Commercial Real Estate Portfolio Managers, Relationship Managers, and Credit Officers, the CRE Credit Analyst II contributes to sound credit decisioning while developing expertise in commercial real estate lending, portfolio management, and risk assessment. The position supports the maintenance of strong credit quality, regulatory compliance, and...
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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).
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The Municipal Bonds Trader works closely with the retail sales force and other retail traders to provide routine administrative support and assistance. This position will perform duties associated with municipal trading, such as watching messenger, organizing and assisting with customer inquiries, processing transactions, and preparing various communications.
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The 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 candidate's desire to learn about sector and economic trends impacting the technology companies we work alongside. In joining our New York team, this 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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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 Vice President, Commercial Real Estate is responsible for identifying, structuring, closing, monitoring, and servicing commercial real estate loan opportunities. The VP manages a portfolio of commercial real estate relationships and is responsible for ensuring that all loan decisions, actions, and recommendations are based on a thorough understanding of each customer's financial needs, market conditions, and creditworthiness, while complying with all applicable laws, regulations, and Stifel Bank policies.
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The Stifel Support Associate is responsible for aiding in driving departmental results for the ongoing support for Stifel's branch offices. This position requires the ability to gain a sound understanding of department subject matter including application support and training and general operational questions. This position will require collaboration among team members, branch office personnel and Stifel clients to provide a high level of customer service under direct supervision while following established procedures.
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The Personal Trust Administration Assistant Manager – Remote Offices administers complex trust accounts in accordance with the governing instrument and all applicable laws. This position provides leadership, guidance, and workflow management for Trust Officers and administration personnel located in Stifel Trust's remote offices. The role serves as a senior resource for trust administration matters, exercises delegated authority for fiduciary and administrative decisions within established guidelines, and acts as an escalation point for complex account issues while partnering with Trust Administration leadership to ensure consistent administration practices across all locations.
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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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We are seeking a dynamic and experienced Vice President to join our Investment Banking team in New York with a focus on the Aerospace & Defense sector. This role is ideal for a strategic thinker with a strong background in complex financial transactions. The successful candidate will be a self-starter who is keen to work hard in a fast-paced environment, managing multiple projects at one time. Experience running sell-side M&A transactions is a must.
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Under general supervision, the Security Platform Engineer-IAM is a front-line member of the Identity and Access Management (IAM) team that has responsibility for supporting and evolving enterprise identity, access, and workload identity platforms. The Security Platform Engineer-IAM is responsible for engineering, automation, integration and operational support across cloud permissions, identity governance, privileged access, directory services, SSO/MFA, secrets management, and non-human identity controls.
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The Credit Analyst will provide support to the Commercial Lenders and Portfolio Managers with emphasis on financial analysis in determining the creditworthiness of a borrower. The Credit Analyst will have exposure to both private and public companies over a wide variety of industries, cash flow and other types of lending, and direct and syndicated loan opportunities.
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The IT Project Manager Lead is a senior role responsible for driving delivery maturity and continuous improvement across a portfolio of technology projects and large program initiatives. Beyond leading complex, cross-functional programs end to end, the Project Manager Lead provides day-to-day leadership and mentorship to a small team of project managers and/or business analysts — setting standards, removing roadblocks, and ensuring consistent, high-quality delivery. The role communicates with both internal departments and third-party vendors along with business partners to ensure the overall team's successful delivery of prioritizing projects . A core focus of this position is leading Salesforce platform programs,...
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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 (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 Deposit Operations Business Systems Specialist supports the daily maintenance, monitoring, and administration of core banking and ancillary systems. This role focuses on user access controls, system updates, reporting support, and audit preparation activities to ensure operational accuracy, data integrity, and compliance. The Specialist partners with internal teams to troubleshoot basic system issues, fulfill requests, and support ongoing process improvements within Deposit Operations.
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The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and consultation to Stifel advisors as they navigate the offering. The Specialist will also assist in the design and implementation of enhancements to the reporting systems and suite of services made available through the IP&S Platform. The Specialist will be expected to maintain a working understanding of Stifel's IP&S offering, the operational processes, compliance policies, and all related technology integrations...
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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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In joining Stifel's Venture Banking team, a Managing Director, Syndications is responsible for leading the syndication strategy and execution for venture debt transactions while supporting the continued growth and scalability of the Venture Banking platform. This role involves structuring and syndicating credit facilities, cultivating relationships with bank and institutional lending partners, coordinating transaction execution, and collaborating closely with Relationship Managers, Credit, Treasury, Legal, and Operations teams. The Managing Director will play a critical role in optimizing balance sheet utilization, expanding lending capacity, and ensuring the successful execution of syndicated transactions that support venture-backed...
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The Treausry Client Service Support Specialist provides information and support in response to inquiries from clients and various business units to aide in the delivery of treasury products and services.
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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 Manager Research Sr. Analyst significantly contributes to the quantitative and fundamental research activities related to three product universes - Mutual Funds (MFs), Separately Managed Accounts (SMAs), and Exchange-Traded Funds (ETFs). The Traditional Product Research Group (TPRG) is responsible for the discretionary management of more than 40,000 accounts and $4.0 billion of client assets invested across various fee-based advisory platforms and trust company programs, and provides Firm-wide research support through the monthly publication of MF, SMA and ETF product recommended lists.
*This role has the option to be based in New York City.
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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 Trust Investment Associate provides administrative and analytical investment support to portfolio managers, including completing required paperwork, updating databases, maintaining records, conducting limited research projects, and providing administrative coordination with trading, operations, and client service areas.
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The Technology Office & Workforce Administrator provides comprehensive administrative and operational support to the Information Technology office, ensuring the smooth day-to-day functioning of an office. Performs standard Administrative Assistant assignments as well as traditional office administration with workforce-support coordination—partnering with IT leadership, Human Resources, and Talent Acquisition to facilitate hiring logistics, onboarding, associate-relations support, and office operations.
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The Small Business Administration (SBA) Coordinator is responsible for the arrangement of settlement and sale of SBA loans. This position will assist in the process of small business loan purchases and sales requests through proper documentation while balancing service, quality compliance, and relationship building.
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The Commercial Servicing Team Lead provides advanced support for Commercial loans throughout the onboarding and servicing lifecycle.This role helps ensure accurate, timely loan servicing while balancing service quality, regulatory compliance, and strong relationship management.
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The Cash Products and Banking Services Specialist supports cash-related products and services within Stifel. They handle various tasks, such as conducting industry research and account analysis, to create reporting that drives strategic decisions. The Specialist will provide tier-two support to Stifel's financial advisors and client services teams as a subject matter expert on cash products and banking services. They help create and update client and internal documents and marketing materials. They utilize no-code platforms to develop and enhance client-facing forms. Additionally, they may assist in training staff on products and services and troubleshoot any cash products-related issues.
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The Treasury Management Onboarding Specialist I role focuses on facilitating the administrative and operational tasks for opening new commercial bank accounts and performing maintenance on existing commercial accounts.
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The Operations Associate is responsible for aiding in driving departmental results for the Fixed Income Settlements Team. This position requires the ability to gain a sound understanding of department subject matter including reviewing open trades and ensuring proper exchange of money and securities occurs. 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 Operations Associate is responsible for aiding in driving departmental results for the Operations Tax Lot Accounting department. This position requires the ability to gain a sound understanding of department subject matter. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
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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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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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The Treasury Management Analytics Analyst II independently transforms Treasury Management data into actionable insights and delivers reporting solutions that support operational performance, product strategy, and decision-making. This role develops data-driven narratives that inform and influence leadership, while functioning as a strategic support partner without direct ownership of business decisions. Operating with minimal supervision, the Analyst II manages moderately complex datasets and reporting needs, and may provide guidance and mentorship to junior team members. The role contributes to automation and process improvement initiatives and partners closely with business stakeholders to enhance reporting and analytics...
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The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will assist in prospecting new clients to grow the business and should remain current on industry trends.
