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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 Bank Compliance Director - Complaints and Third-Party Oversight will design, implement, and oversee a structured compliance complaints program that ensures comprehensive complaint capture, timely responses, root cause analysis, operational improvements, board reporting, and remediation of potential issues. The complaints management framework will incorporate robust third-party oversight to ensure vendors and service providers operate in full compliance with regulatory expectations. The Bank Compliance Director will work closely with business lines to embed third-party monitoring into complaint handling, reporting, and resolution processes, ensuring a seamless and compliant customer experience. Additionally, this role will provide compliance support across...
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The Operations Manager-Margin will provide oversight and day-to-day management of associates who are responsible for all operational functions related to margin, including margin calculations, collateral management, and risk monitoring. This role ensures adherence to regulatory requirements, mitigates exposure, and drives operational excellence in margin processes. This role is critical in supporting the Firm’s risk management framework. The manager is responsible for multiple supervisory audits to ensure that procedures are followed, to oversee daily margin activities, and to ensure compliance with regulatory requirements. The manager is responsible for providing leadership and guidance to the members of the Margin...
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The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Non-registered candidates will be considered, but will need to obtainlicenses.
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Oversees the daily activities of the support staff and assists with the long-range planning and administration activities of the branch. Duties and responsibilities include managing daily operations and planning the use of materials and human resources.
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The Bank Customer Information Management (CIM) Specialist plays a key role in the bank’s operations by ensuring customer identification requirements are met in accordance with regulatory standards and internal policies. This position is responsible for reviewing documentation, verifying identities, and maintaining accurate records to support efficient and compliant onboarding processes.
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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.
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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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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 Business Development Associate is responsible for focusing on increasing Stifel's revenue through the identification and establishment of new business broadly based in products and services offered by the Firm . The Business Development Specialist will support one of more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm. This position will support Stifel's growth strategy by pursing, establishing and maintaining relationships with potential clients.
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The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. Key responsibilities may include financial modeling, risk analysis, performance monitoring, and compliance management. Strong analytical skills, attention to detail, and knowledge of financial markets are essential for this role. The position is also expected to perform certain tasks for the Venture Banking team, which works closely with Fund Banking.
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The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. Key responsibilities may include financial modeling, risk analysis, performance monitoring, and compliance management. Strong analytical skills, attention to detail, and knowledge of financial markets are essential for this role. The position is also expected to perform certain tasks for the Venture Banking team, which works closely with Fund Banking.
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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.
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The Trade Support Operations Associate is responsible for driving departmental results for the ongoing support reconciling and balancing fixed income transactions for the firm by proficiently using Excel spreadsheets. This position will also require collaboration among team members, branch office personnel, and Stifel Trading Desks to provide a high level of service under direct supervision while following established procedures.
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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 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 Boston 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 Assistant Vice President Venture Lending & Banking will both support and lead a variety of initiatives aimed at supporting the needs of existing and prospective clients. This dynamic role requires engaging with senior leaders in- and outside of the organization to understand technology and capital trends and how they impact the companies we work to support. An AVP is materially involved in all phases of the debt process – from structuring to underwriting to ongoing portfolio maintenance.
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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 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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Under immediate supervision, the Accountant analyzes basic financial information and prepares financial reports to determine or maintain records of assets, liabilities, profit and loss, tax liability, or other financial activities within the company. The Accountant may perform many or all of these duties for external reporting.
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The Commercial Real Estate (CRE) Construction Disbursement & Loan Closing Specialist is responsible for the timely and accurate execution of construction loan closings and disbursement activity across the commercial real estate portfolio. This role focuses on executing construction loan closings and disbursement activities, requiring independent judgment to assess documentation, interpret loan terms, and determine what is needed to move transactions forward. Working closely with Portfolio Operations, Lending, Credit, and external partners, this position evaluates transactions, reviews documentation, manages requirements, and administers construction draws. The role supports consistent and accurate loan administration while...
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The Bank Associate-Wire Team role is a high-demand position requiring a high level of self-motivation and independence. This role focuses on processing domestic and international wire transfers, ensuring accuracy and compliance with internal policies and external regulations. This role involves minimal customer service, account reconciliation, fraud monitoring, and close collaboration with various departments including Treasury, Commercial, Finance, Lending, and Wealth Management.
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The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. Key responsibilities may include financial modeling, risk analysis, performance monitoring, and compliance management. Strong analytical skills, attention to detail, and knowledge of financial markets are essential for this role. The position is also expected to perform certain tasks for the Venture Banking team, which works closely with Fund Banking.
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The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. Key responsibilities may include financial modeling, risk analysis, performance monitoring, and compliance management. Strong analytical skills, attention to detail, and knowledge of financial markets are essential for this role. The position is also expected to perform certain tasks for the Venture Banking team, which works closely with Fund Banking.
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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 Trust Investment Analyst is to support the Portfolio Managers in managing discretionary investment portfolios while also being responsible for managing a small book of business. The primary function of this role is day-to-day portfolio strategy implementation, rebalancing, and monitoring across a board range of multi-asset class, multi-manager portfolios. The Trust Investment Analyst is part of the portfolio management team and works closely with Financial Advisors and manager selection and research teams to implement fiduciary appropriate investment ideas. The Trust Investment Analyst will also be responsible for higher level analytical reports to assist the overall team in risk management.
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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 Stifel Pledge Asset (SPA) Coordinator is responsible for loan requests from application to closing. This position will assist in the lending process of SPA loan requests through proper documentation while balancing service, quality compliance, and relationship building.
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The Sr. Private Banking Operations Specialist supports the operational lifecycle of private banking loans and accounts, including onboarding, servicing, documentation, and post‑closing activities. This senior level role is responsible for accurate data entry, documentation review, and transaction processing while ensuring adherence to internal controls and applicable banking regulations. The Sr. Specialist partners closely with Private Bank Lenders, Clients and internal teams to deliver timely, accurate, and high‑quality service.
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The Documentation Specialist will assist the New Accounts & Document Control Manager with creating, modifying, storing, organizing, and maintaining client-facing documents as well as assist department leaders in developing and documenting internal procedures.
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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 Receptionist greets all clients and guests in a friendly and professional manner whether in person or by phone. This position answers inquiries, directs/connects calls, and provides information regarding activities conducted at establishment; location of departments, offices, and employees within the Firm.
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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 Senior Vice President, Commercial Real Estate is responsible for identifying, structuring, closing, monitoring, and servicing commercial real-estate loan opportunities of varying complexity. The complexity of loan opportunities and portfolio responsibilities are larger than lower level lender roles. The SVP is responsible for ensuring that all loan decisions, actions, and recommendations are based on an accurate and thorough understanding of each customer's financial needs, market characteristics, and conditions, and comply with all laws, regulations, and Stifel Bank policy.
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The Operations IRA/Qualified Plan (QP) Team Lead performs a variety of higher-level departmental duties requiring thorough knowledge of the IRA /QP Support Department while assisting in training and cross-training of department associates. This role serves as a key resource for associates and leadership, ensuring accurate processing of retirement account transactions in alignment with IRS regulations, firm policies, and departmental procedures. The Team Lead is a subject matter expert for associates and will support training, mentorship, and workflow oversight while collaborating with management to drive operational efficiency, service excellence, and regulatory compliance across IRA-related processes.
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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 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.
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The Client Service Specialist III 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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The Advisory Marketing Specialist has responsibility for supporting the Advisory Program Marketing initiatives offered through the Investment Products & Services Group to Stifel Financial Advisors across the Firm. The Specialist works independently and with the Advisory Marketing Team to provide education, support and solutions to Financial Advisors. The Specialist must develop an in-depth knowledge of Advisory Programs and the investments offered within these programs.
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The AI-Application Security Engineer is responsible for implementing and scaling technical security controls and security processes across internally developed applications and AI-enabled systems. This role partners directly with engineering teams to embed security into the software development and AI lifecycles, and, in partnership with the AI-Application Security Architect, contributes to detailed technical design and operationalizes security architecture, standards, and secure-by-design practices. This engineer operates with moderate autonomy, leads security initiatives end-to-end, and contributes to the evolution of application and AI security capabilities. The role requires strong hands-on technical depth in secure software...
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The Operations Manager-Global Settlements is responsible for providing full oversight, strategic direction, and day‑to‑day leadership of the associates responsible for the timely and accurate settlement of international equity and fixed‑income transactions. The manager is responsible for multiple supervisory audits to ensure that procedures are followed, and validate the accuracy, completeness, and control effectiveness of all global settlement processes. This role provides leadership and guidance to the members of Global Settlements team while ensuring the team is delivering on operational excellence, regulatory compliance, risk mitigation, and high-quality service to internal and external partners.
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The Accounts Payable Associate for Thomas Weisel Investment Management is responsible for accounts payable processing, general ledger bookkeeping, expense reimbursements, and other operational tasks for the Office of CEO Administration. This role involves processing accounts and incoming payments in compliance with financial policies and procedures. The Accounts Payable Associate will also prepare and review supporting financial documents, reports, and statements.
*This is a hybrid role, combining in-office and remote work.
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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, 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 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 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 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.
