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.
In collaboration with the Head of Communications, the Communications Associate will assist in both the planning and execution of communications programs designed to create and maintain a favorable image of the firm. The Communications Associate will forge strong relationships with key stakeholders including media, company executives, clients, industry influencers and fellow employees. Will work to identify new and emerging opportunities to enhance the firm's visibility.
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 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 Senior FinOps Specialist is responsible for leading cloud financial management and cost optimization strategies across the enterprise's multi-cloud and SaaS environments. This role partners with technology, finance, and business stakeholders to establish FinOps practices that drive accountability, transparency, and efficient use of cloud resources. The Senior FinOps Specialist develops and implements cost governance frameworks, builds forecasting and showback models, identifies optimization opportunities, and enables data-driven decision-making to maximize the business value of cloud investments while maintaining alignment with regulatory and compliance requirements.
The Scrum Master supports agile team(s) in delivery of complex solutions that deliver business value. This position will partner with the product owner to support product backlog definition / refinement / prioritization to feed sprints. Proactively eliminate barriers, coach team members on best practices and run scrum ceremonies.
The Order Room Operations Associate is responsible for aiding in driving departmental results for the ongoing support for various Trading Desks, Stifel Branch Offices and outside money managers. This position requires the ability to gain a sound understanding of order entry for executing stocks and options with an emphasis on accuracy and speed to ensure timely market executions. Manual billing of trades is also imperative such as alternative investments, step outs and allocations of block orders. With proper training, the associate must be able to navigate in the firm's back office system (Beta) along with other order management systems (OMSs) and ancillary systems such as DTCC. This position will require collaboration among team members, branch office personnel...
In joining Stifel’s Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies and their investors across all their financial services needs. This MD role is to join the investor coverage team and be responsible for engaging with venture capital investors to drive business opportunities for Stifel. The ideal candidate will have experience working in venture capital, venture banking, or related fields with a strong ability to build and grow strong relationships in the venture ecosystem.
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 collaboration with the Director/Head of Corporate Communications, the Communications Manager/Supervisor will play a hands-on role in both the design and execution of strategic communications programs designed to create and maintain a favorable image of the firm. The Communications Manager/Supervisor will forge strong relationships with key stakeholders including media, company executives, clients, industry influencers and fellow employees and work to identify new and emerging opportunities to enhance the firm's visibility and reputation.
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). Registered candidates preferred.
Under general supervision, performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel.
The Public Finance Associates are placed into geographic and/or sector teams with broad coverage responsibilities of municipal issuer clients. Associates will provide analytical and transaction support on municipal bond financings, assist in the development of proposals and presentations, provide general support to the initiatives of senior team members, and facilitate the new business development process. Associates must have the ability to work long hours - while maintaining a positive attitude, multi-tasking and meeting strict time deadlines. A strong desire and ability to learn technical and business development skills is important.
To learn...
Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desire and ability to learn technical and business development skills is important, as is a willingness to work outside normal business hours. Analysts participate in junior banker training with colleagues from offices located throughout the nation. Some travel expected.
The Treasury Associate performs a variety of Treasury clerical duties. This position requires general knowledge of office management systems and procedures. Clerical duties will be assigned in accordance with the office procedures of the department and may include researching and resolving discrepancies, reconciling accounts, answering telephones, bookkeeping functions, and office machine operation.
The Bank Customer Information Management (CIM) Specialist II supports customer onboarding operations by reviewing documentation, resolving exceptions, and maintaining accurate records. This role works closely with internal teams to ensure efficient processes and adherence to established procedures.
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 Executive Assistant to the Chief Information Security Officer (CISO) serves as a trusted partner within a regulated financial services organization. This role operates with a high degree of discretion and provides executive-level administrative support in a cybersecurity environment. The position requires sound judgment, strict confidentiality, and the ability to operate effectively amid regulatory obligations, board engagement, and incident-driven priorities. The individual must manage competing priorities while maintaining professionalism across executive leadership, regulators, and internal stakeholders.
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 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.
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.
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).
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 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).
Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). The Fund Banking group consists of 10+ people and manages a portfolio of $8B+ in credit commitments spanning across 300+ investment firm client relationships. The Fund Banking group works closely with other investor-facing business units within Stifel such as Stifel Venture Banking with works directly with portfolio companies of venture capital funds.
This...
The Operations Associate III-Special Review is responsible for being a lead contributor in the opening and maintaining more complex account types, including corporations, partnerships, trusts, and 501(c)3 accounts, as well as additional tasks that could require more experience and expertise. This position requires a sound understanding of processes and procedures regarding these account structures. It will also review legal documents such as Power of Attorney and court documents for estates, guardianships, other account types, department application support and training, and a higher knowledge of general operational and industry questions. The Operations Associate III can lead projects and be the point of contact for department issues. This position will require...
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). Part-time with the potential to transition to full-time based on branch needs.
The part-time 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 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.
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 Mobile Support Engineer will provide input for all mobile device configuration projects. The Mobile Support Engineer assists in maintaining and deploying mobile hardware and operating systems. This role will support and maintain systems in an enterprise environment.
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.
The Data Analyst will work as a member of Stifel's Analyst team within the Information Technology 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.
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.
Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desire and ability to learn technical and business development skills is important, as is a willingness to work outside normal business hours. Analysts participate in junior banker training with colleagues from offices located throughout the nation. Some travel expected.
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).
At Stifel, the Equity Capital Markets Analyst is responsible for supporting deal teams across various equity-related transactions, including Initial Public Offerings (IPOs), Follow-ons, Convertible Notes and Private Placements. The analyst will be responsible for a range of tasks that are essential to the successful execution of these transactions, which includes origination, pricing, structuring, modeling, and execution of all Equity and Equity-Linked offerings.
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.
The Advisory Account Services Associate is responsible for aiding in driving departmental results by opening, terminating, and processing changes to advisory accounts under direct supervision. This position requires the ability to gain a sound understanding of the Account Services processes while serving as a liaison to internal and external stakeholders. This position will require collaboration among team members and branch personnel to execute on instructions submitted by the branch on behalf of our 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.
