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).
Under general supervision, the Research Associate II is primarily responsible for evaluating biotechnology therapeutic pipelines and competitive landscapes by analyzing data presentations and scientific literature, performing financial modeling, and providing organizational support to the senior level Research Analyst. The ideal candidate possesses high-level knowledge of oncology and/or immunology concepts. At this level, the associate should demonstrate proficiency in data analysis and technical science writing with a basic understanding of financial modeling preferred. The role requires the ability to communicate complex scientific concepts in a clear and concise manner both orally and in writing.
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).
Program Overview: Fixed Income Capital Markets Academy
Analysts participate in Stifel’s Fixed Income Capital Markets Academy, a transformational two-year program designed to cultivate the firm’s future leaders. The Academy’s holistic approach balances technical experience with character and culture development, while emphasizing both personal and professional growth through shared experience.
The Academy begins with a two-week bootcamp in New York City where Analysts receive formal training on Fixed Income markets, instruments, and analysis, as well as attend networking events to build relationships with...
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). Will be required to obtain licenses.
The Sr Data Engineer is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Sr Data Engineer 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.
The Sr Data Engineer is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Sr Data Engineer 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.
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).
The Sr. Administrative Assistant provides administrative support to Senior Portfolio and Client Service Managers and their support staff. The Sr. Administrative Assistant is expected to carry out multiple administrative duties and provide exemplary communication between the executives’ office, management, and external resources. The Sr. Administrative Assistant provides the highest level of administrative support by conducting research, preparing reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings.
The SPA (Stifel Pledge Asset) Servicing Associate is responsible for interacting with customers to provide general information in response to inquiries about products and services.
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).
The Deposit Operations Specialist is responsible for performing daily deposit operations tasks, including account verification, exception processing, and client support. This role works under direct supervision to ensure accuracy, compliance, and timely processing of transactions while providing professional assistance to internal clients.
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.
The Business Analyst will engage with business units, product management, and other peers to analyze, document, and understand business processes and procedures as well as support discovery or solutions for firm driven initiatives and developments. The Business Analyst II will gather, validate, and translate requirements into design and development specifications while providing product management. They will review, modify, and recommend database and system applications requirements.
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).
Under general supervision, the Capital Markets Analyst is responsible for supporting deal teams on capital markets transaction origination and execution across both debt and equity products. This role will require the analyst to focus on origination, pricing, structuring, modeling, valuation and execution of a full suite of products, including senior debt, subordinated debt, preferred equity, IPOs, and follow-on offerings.
The Portfolio Analyst will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High-touch client service is a hallmark of 1919; the candidate should be skilled in and enjoy analytical work, client service and should have experience working closely with clients and co-workers. The Portfolio Analyst must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics.
Stifel is seeking an Associate to join its Leveraged Finance team based in New York City. The Leveraged Finance team provides a full array of financing solutions for financial sponsors and corporate clients. Leveraged Finance originates structures, underwrites, and executes non-investment grade debt financings, including leveraged loans, high yield bonds, bridge financings, and private debt financings.
The Bank Payments & Deposit Operations Manager is responsible for leading payment strategies and overseeing banking products and services to ensure alignment with Stifel Bank’s strategic objectives. This role drives innovation in payment solutions, enhances service quality, ensures regulatory compliance, manages operational risk across payments and deposit platforms, and recruits, develops, and maintains top talent to support deposit growth and maintain regulatory compliance.
The Mortgage Loan Officer Assistant provides support to enhance the effectiveness of the Loan Officer while balancing service, quality and compliance and relationship building.
The Cloud Engineer is responsible for designing, implementing, and maintaining cloud infrastructure and services. They collaborate with cross-functional teams to ensure cloud-based applications and systems' availability, scalability, and security. This role involves troubleshooting and optimizing cloud environments while staying updated on emerging technologies and best practices in cloud computing.
Under the guidance of senior traders, the trading assistant provides administrative support to the desk, compiles and reviews trade and market data, and helps to enhance trading processes. This role also involves monitoring market conditions, analyzing economic data, and once licensed, executing trades in various fixed income products. A successful hire would eventually grow into a trader within the Fixed Income Capital Markets (FICM) group, who would sit at the Stifel Executable Markets desk. Hours are 5am – 2:30pm.
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).
The Manager of Personal Trust Administration leads all aspects of trust and estate administration, ensuring compliance with Stifel Trust standards and best practices. This role oversees a team of experienced Trust Officers and Trust Associates, providing strategic guidance, operational leadership, and support on complex administrative matters.
The Business Analyst will work as a member of Stifel's Analyst team within the Executive organization. The Business Analyst will work at the intersection of business and technology to engage with senior leadership, business units, and product management to identify, document, and articulate business needs for strategic initiatives. This position is expected to work well with others towards a common desired outcome.
The Bank Systems Analyst supports the design and connection of Stifel's banking and payment systems. This role will unite various providers' core banking, payment, and digital banking systems. The Analyst will consider user and business needs in designing and defining requirements, creating documentation, and supporting implementation. The Analyst is then available for testing and troubleshooting support. A strong candidate will have a passion for building and evolving systems, a strong background in payments, and a strong background in how systems communicate. This role requires experience in Internet fundamentals with a significant focus on middleware applications to connect off-premise Fintech providers, all to support a rapidly growing business. Interacting...
The Deputy General Counsel will provide legal advice and document negotiation to Stifel Financial Corp.’s subsidiary banks and trust companies (collectively, the “Banks”). In cooperation with the management of the Banks and their parent company, the candidate will advise and collaborate with business partners on various issues and business initiatives, such as deposit and loan related matters.
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.
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).
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.
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).
In joining Stifel’s Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture 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.
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 questions from Sales and Clients and is beginning to represent the associates in internal research presentations.
Stifel’s Venture Banking team is seeking a Director or Managing Director to lead origination efforts and drive growth in the Boston market. This role focuses on building relationships with venture-backed companies across diverse industries, sourcing new opportunities, and structuring innovative debt solutions. The ideal candidate will have a strong network within the venture capital ecosystem and proven experience in venture lending and portfolio management.
The Sr Observability Engineer will support the design, implementation, and optimization of enterprise observability solutions. This role will drive the product vision, roadmap, and adoption of monitoring platforms, ensuring alignment with business goals and IT strategy. They will champion observability best practices and foster a data-driven culture across teams. Additionally, this role must be able to provide senior level engineering support for the platform(s) and tools enabling integration and usage.
Represents the firm, its affiliates and employees in broad range of employment law matters, including but not limited to issues related to: terminations, sexual harassment, discrimination, wage and deferred compensation issues, and compliance with other state and federal laws. Provides training on matters relating to employment issues. Manages employment litigation and arbitrations.
The Operations Capital Markets Specialist II ensures correct trade processing for all large Institutional clients. This position will research and resolve incoming inquiries from Institutional clients, Capital Market Traders, and Sales associates.
The Branch Manager (BM) supervises the individual Financial Advisor (FA) businesses within their branch and manages all support staff daily. This position is responsible for growing the branch through recruitment, finding new business, and cultivating existing business. This position also performs the duties of a Financial Advisor providing investment services to their clients.
AI Automation Support Technician provides Level 1 support for Microsoft Copilot for M365, Microsoft Copilot Studio, and internal LangGraph Agentic solutions. This role will serve as the first line of contact for employees using AI tools across the firm—providing troubleshooting, guidance, and education to ensure smooth adoption of AI-powered productivity capabilities. This role also includes developing short training videos and knowledge materials to support user enablement. The AI Automation Support Technician should be curious, customer-focused, and able to clearly explain modern AI concepts, such as large language models (LLMs), in simple, practical terms.
The AI Engineer position will support the setup, configuration and ongoing development of solutions using Microsoft Copilot Studio, AgentFlow, Power Automate and related Microsoft AI tools. This position focuses on implementing and operationalizing existing AI strategies, configuring intelligent agents, and improving the performance through strong prompt design and applied problem solving.
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.
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).
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.
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.
A IT Associate provides technical support and assistance, whether on the phone, in person, or remotely, related to computer systems, hardware, and software. A IT Associate responds to customer queries to provide technical assistance.
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).
The Annuity Solutions Specialists are 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 serve as product experts for any branch personnel with product-specific questions, technical, sales, and/or marketing issues. This position also provides back-up support to our order entry team to assist advisors and their associates when submitting trades. Annuity Solutions Specialists are assigned annuity vendor relationships for whom they review new product/product changes as well as coordinate internal marketing campaigns.
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).
