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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 HR Systems Analyst is responsible for the administration, support, configuration, optimization, and ongoing enhancement of Stifel's HR technology solutions, including UKG, iCIMS, HaloITSM, and related integrations. This role serves as a key partner to HR, Payroll, Benefits, Talent Acquisition, Compensation, and IT teams, providing system expertise, reporting, troubleshooting, testing, and process improvement recommendations. The HR Systems Analyst works closely with business stakeholders to ensure HR systems operate effectively, maintain data integrity, support compliance requirements, and deliver a positive user experience.
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The Operations Associate is responsible for aiding in driving departmental results for the Operations IRA and Qualified Plans department. This position requires the ability to gain a sound understanding of department subject matter including assisting in performing a variety of entries done manually or by way of Stifel’s eQuest system. Quality control is done through multiple queries, documentation review, and following strict IRS rules and regulations. The Associate begins learning the basics of the IRA department’s functions and terminology. 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 general supervision the Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients.
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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 Mutual Funds Trade Support Operations Associate is responsible for for a variety of the department's administrative functions while having gained a solid understanding of the firm's mutual fund offerings, the systems used to trade them and how they relate to the overall Mutual Funds Trade Support team responsibilities. 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 Advisor Directed Programs Specialist II works on all aspects of their respective advisory programs. The Specialist collaborates with the Program Manager, Financial Advisors (FAs), Compliance, Operations, and other groups both inside and outside of Stifel. The primary goal of the program management team is to provide highly competent support to Stifel Financial Advisors through the efficient and effective management of Advisor Directed programs.
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The Advisor Directed Programs Sr. Specialist works on all aspects of the team's respective advisory programs. The Sr. Specialist collaborates with the Program Manager, Financial Advisors (FAs), Compliance, Advisory Operations, and other groups inside and outside Stifel. The primary goal of the program management team is to provide highly competent support to Stifel Financial Advisors through the efficient and effective management of Advisor Directed advisory programs. Success in this role requires an engaged, proactive communicator who is comfortable picking up the phone to work directly with Financial Advisors and their staff, including when conversations are complex or difficult. The Sr. Specialist also brings a process-oriented mindset, identifying opportunities...
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Stifel’s Anti-Money Laundering Financial Intelligence Unit, or AML/FIU, supports the firm’s efforts to monitor transactional activity and identify potential financial crime risks. The Compliance-AML FIU Intern will collaborate with team members and gain exposure to transaction monitoring and the systems that support the team’s work. The Intern will develop an understanding of transaction-monitoring processes, assist in evaluating various artificial intelligence platforms, and explore how these platforms may be used to improve the efficiency of current departmental processes.
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The Compliance Technology Solutions team supports computer systems and technology-related applications used within the Compliance department. The Compliance-Technology Solutions Intern will have the opportunity to collaborate with team members and gain exposure to a variety of technology-related tools and applications. The Intern will develop a basic understanding of SQL and relational databases, assist with supporting computer systems, contribute to BI reporting and related data analysis, and gain hands-on experience with Copilot, ChatGPT, and other technology-related applications.
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Stifel's Bank and Trust companies provide a full range of lending and trust services as an extension of our advisors' relationships with the clients.
As a Treasury Management Intern, you will have the opportunity to gain hands-on experience in bank treasury functions that play a crucial role I assisting with system conversions, data migration, and implementation of a new bank treasury platform. The internship will provide a valuable learning experience as you work alongside our team of treasury professionals.
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The Vice President Institutional Asset Management is responsible for onboarding, servicing, retaining, and expanding institutional client relationships sourced through internal referral channels. This role leads the client implementation process, coordinates investment policy statement development, delivers portfolio and performance reviews, and partners with portfolio managers and internal stakeholders to provide a seamless and highly responsive client experience. The position also supports institutional business development by participating in prospect meetings, completing requests for proposal, developing client-facing materials, and building strong referral partnerships across the organization. As the platform grows, the role will help expand its reach to...
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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 Quantitative Execution Researcher works closely with the Electronic Trading team under the direction of the Senior Quantitative Researcher in the development, assessment and management of equity execution models, transaction cost models, and order routing strategies. The responsibilities of this position include initiating research into execution signals and model factors. The Quantitative Research team works closely with the development team to determine which research projects are suitable for further analysis or deployment into Stifel execution algorithms.
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We are seeking a Senior Associate / Junior Vice President to join our Investment Banking team in New York with a focus on the Clean Energy & Power sector. This role sits at the keystone of the deal team – serving as project manager on live transactions while taking on increasing execution and client-facing responsibility, and managing and mentoring Analysts. The role is ideal for a strategic thinker with a strong background in complex financial transactions who is keen to work hard in a fast-paced environment across multiple projects at one time. Experience running sell-side M&A transactions is a must, as is direct transaction experience in the Clean Energy & Power sector....
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The Data Analyst Intern will work closely with Stifel’s data analysis team to support data-driven projects and initiatives. The Intern will collaborate with business users, product managers, and development teams to analyze, document, and refine data processes, all while gaining hands-on experience in data extraction, reporting, and analysis.
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Under immediate supervision, the Information Systems Intern will represent Stifel by performing a wide variety of complex and confidential administrative duties in support of the functional area. This position will have the opportunity to work in other service areas and develop professionally by contributing to projects that support the business.
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The Stock Record Operations Manager leads the area and is accountable for the accuracy, integrity, and timely completion of the firm's security position records in accordance with SEC and FINRA requirements. The Manager provides day-to-day management of workloads, associate development, performance management, personnel matters, and staffing changes. The Manager serves as the escalation point for complex issues, ensures activities comply with firm policies and applicable regulatory requirements, and supports the departmental budget and expense control.
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Stifel's Technology Product Development department works to transform our digital technology for advisors in order to strengthen client bonds. The Technology Product Developer Intern will Assist the Development team in various phases of development, including design, implementation, integration, revision control, release and the maintenance of multiple products and systems.
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Stifel’s Corporate Accounting Department plays a vital role within the organization, overseeing critical financial functions and ensuring accurate and compliant financial reporting. The Payroll Intern within Stifel’s Corporate Accounting Department will gain valuable hands-on experience, develop practical accounting skills, and contribute to overall financial well-being of the organization.
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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 Rotational Operations Intern at Stifel will have the opportunity to collaborate with knowledgeable operations professionals and gain practical experience in a variety of specialized groups within the division. This internship will provide exposure to critical operational processes, develop analytical skills, and offer insights into the daily functions that support Stifel’s client services and overall business activity.
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The Marketing Enablement Intern will assist Stifel’s Digital Content team with all projects related to the firm’s content library and e-mail distribution platform. Projects and responsibilities may include, but are not limited to assisting with maintaining Stifel’s library of digital content, and assisting Stifel Financial Advisors and associates with their digital presence and e-mail communications. Our content library is the primary resource for advisors to efficiently locate and distribute relevant content on e-mail, social media, websites, and directly with clients.
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Stifel's Technology Product Development department works to transform our digital technology for advisors in order to strengthen client bonds. The Technology Product Development Analyst Intern will work as a member of Stifel's analysis team. The Intern will engage with development teams & product management to analyze, document, and understand business processes and procedures as well as support discovery or solutions for firm driven initiatives and development.
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The Enterprise Risk Management Intern will have the opportunity to work closely with highly skilled professionals and contribute to important risk management initiatives, helping to identify and mitigate potential risks across the organization. The Enterprise Risk Management Intern works in a variety of departments, including Third Party Risk Management, Business Continuity, and IT Disaster Recovery. This position provides a solid foundation for building a successful career in risk management and offers valuable exposure to the financial services industry.
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Under immediate supervision, the Intern-Information Technology will represent Stifel IT's infrastructure, operations, cybersecurity, and customer support teams by performing various complex and confidential duties. This position will have the opportunity to work in service areas such as our IT Service Desk, Endpoint Computing, IT Operations, Infrastructure, Cybersecurity, and Mobile Teams to develop professionally by contributing to projects that support the business.
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The Advisor Directed Programs Specialist II works on all aspects of their respective advisory programs. The Specialist collaborates with the Program Manager, Financial Advisors (FAs), Compliance, Operations, and other groups both inside and outside of Stifel. The primary goal of the program management team is to provide highly competent support to Stifel Financial Advisors through the efficient and effective management of Advisor Directed programs.
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The Advisor Directed Programs Sr. Specialist works on all aspects of the team's respective advisory programs. The Sr. Specialist collaborates with the Program Manager, Financial Advisors (FAs), Compliance, Advisory Operations, and other groups inside and outside Stifel. The primary goal of the program management team is to provide highly competent support to Stifel Financial Advisors through the efficient and effective management of Advisor Directed advisory programs. Success in this role requires an engaged, proactive communicator who is comfortable picking up the phone to work directly with Financial Advisors and their staff, including when conversations are complex or difficult. The Sr. Specialist also brings a process-oriented mindset, identifying opportunities...
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Stifel's Information Security teams provide enterprise oversight of cybersecurity risk, protecting sensitive data and critical systems through governance, risk management, policy oversight, and strategic security initiatives. The teams help ensure the confidentiality, integrity, and availability of information assets while partnering across the firm to strengthen cybersecurity practices and regulatory readiness.
As Stifel expands its use of artificial intelligence (AI) and automation, the Information Security organization continues to advance its capabilities in AI governance, secure adoption,...
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The Payroll Administrator - Tax Specialist is responsible for ensuring accurate payroll tax withholding, reporting, compliance, and reconciliation for all employees. This role serves as the subject matter expert for federal, state, and local payroll taxes, supports payroll processing activities, researches and resolves tax issues, and ensures compliance with applicable tax regulations.
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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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A Technical Risk Management Analyst is responsible for identifying, assessing, and mitigating risks associated with technology and technical processes within an organization. This role typically involves analyzing potential risks, implementing strategies to minimize their impact, and ensuring compliance with relevant regulations and standards. The Technical Risk Management Analyst will safeguard the organization's technological assets and ensure that technology-related risks are effectively managed. The successful candidate thinks strategically, is intellectually curious, and is comfortable working in undefined problem spaces. The Technical Risk Management Analyst will be expected to refine the risk program further.
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The Operations Associate II - Corporate Action Services is responsible for aiding in driving departmental results by accurately processing complex income payments and advanced reconciliation activity within Corporate Action Services, as well as additional tasks which could require more experience and expertise to perform. This position requires a sound understanding of the corporate action lifecycle, including interpreting prospectus language and legal circulars to determine event entitlements and calculating pro-rata distributions, exchange ratios, and fractional share entitlements, while serving as a liaison to internal and external stakeholders. This position will require strong collaboration among team members and the ability to identify issues outside standard...
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The Deposit Operations Business Systems Analyst is responsible for administering and supporting the Fiserv Premier Core application and related ancillary banking 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 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 Senior Fund Banking Executive Assistant supports Fund Banking leadership, including Managing Directors, by providing advanced executive support and administrative leadership across the Fund Banking organization. This role serves as a trusted operational partner, anticipates leadership and client needs, coordinates high-impact activities, and promotes consistent, efficient administrative practices.
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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 Commercial Servicing Associate III is responsible for providing sufficient support for Commercial loans through onboarding and servicing responsibilities. This position will be located in our 100% Creve Coeur, MO.
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The Commercial Servicing Associate II is responsible for providing sufficient support for Commercial loans through onboarding and servicing responsibilities. This position will be onsite in our Creve Coeur, MO office.
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The Marketing Research Intern will work with Stifel’s marketing team, helping to research background information and gather data related to education and work experience for biographies that are used in advertising materials. This position provides hands-on experience in marketing, advertising compliance, industry regulations, and data analysis.
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The Platform Strategy-Client Reporting Intern supports the development and implementation of projects that are essential to Stifel’s Investment Products and Services platform. Working alongside Platform Strategy Specialists, the Intern assists in project tasks and builds familiarity with Stifel’s investment products, operational processes, compliance policies, and technology infrastructure. The Intern gains exposure to project management, business analysis, and strategic development within the firm.
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Under immediate supervision, the Intern will represent the Platform Strategy and Reporting Services Team by performing a wide variety of complex and confidential administrative duties in support of the functional area. This position will have the opportunity to work in other service areas and develop professionally by contributing to projects that support the business.
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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 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 Video & Digital Marketing Intern will assist Stifel's video & digital marketing team with all projects related to corporate videos, advisor videos, and digital marketing campaigns. This role acts as a project coordinator between the firm's financial advisors, our third-party agencies, and our marketing department team members to get video & digital projects completed in a timely, compliant manner.
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The Venture Credit Analyst plays an integral part in leading portfolio-level analytics and reporting for venture-backed technology and healthcare companies and will work directly with senior leaders on origination, underwriting, and portfolio management. This role intertwines an understanding of accounting and financial principles with a Credit Analyst’s desire to learn about the sector and economic trends impacting the technology and healthcare companies we work alongside.
This is a full-time, regular position with an anticipated start date in...
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The Venture Banking Credit Analyst will be an integral part of origination, underwriting, and portfolio management. This position will be responsible for banking and lending directly to private investment funds across several asset classes. The Credit Analyst will have exposure to many different business units while creating a differentiated market strategy. This position is a full-time, regular opportunity with an anticipated start date in Summer 2027.
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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 the direction of the Bank Chief Compliance Officer (CCO), the Commercial Banking Compliance Officer serves as an independent second-line compliance risk management partner for the Bank's commercial banking activities. The role is responsible for supporting and enhancing the commercial compliance program through risk assessments, monitoring and testing, regulatory change management, issue oversight, and governance reporting. The Commercial Banking Compliance Officer provides compliance guidance and credible challenge to business partners and helps ensure adherence to applicable laws, regulations, supervisory expectations, and internal policies. This position works closely with commercial lending, Fund Banking, Venture...
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The Annuity Solutions Specialist II is responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists II are product experts for branch personnel with product-specific questions and technical, sales, and/or marketing matters. This role demonstrates a strong knowledge of how annuities can be integrated into a financial plan through income and estate planning processes. Annuity Solutions Specialists II develop and deliver internal training for Financial Advisors and their associates that promote the discussion of annuities in the context of a complete financial plan. This role creates internal marketing...
