The Investment Banking Analyst – Consumer supports the execution of transactions and strategic advisory services within the Consumer sector. The Analyst conducts industry and company research, builds financial models, prepares client materials, and contributes to deal execution across mergers and acquisitions, public offerings, and private placements.
The Platform Strategy Specialist participates in successful business requirements definition, project management, and implementation of projects critical to the strategic development of the Firm and Stifel’s Investment Products and Services platform. The Specialist facilitates prioritizing and overseeing the management of multiple projects and building a good understanding of Stifel’s investment products and services, operational processes, compliance policies, and technology infrastructure. The Specialist will be expected to understand the inputs and goals for each project and use this knowledge to facilitate project implementation and effective communication with key stakeholders throughout the firm.
The Bank Client Support Specialist is responsible for a variety of moderate to highly complex operational recurring functions to support bank and brokerage operations. Works closely with teammates and manager to achieve department goals and objectives.
The Security Investigator will be responsible for the daily operation of the company's security protocols and systems designed to safeguard employees, customers, and operations. The Security Investigator will be integral in the development and implementation of enterprise policy, processes, training, and procedures. The security investigator will investigate issues on behalf of an organization associated with regulatory, financial, legal, and personnel matters.
Under immediate supervision, Client Services Associate 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 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.
Under immediate supervision, Client Services Associate 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 Operations Associate II is responsible for aiding in driving departmental results as well as additional tasks which could require more experience and expertise to perform. This position requires a sound understanding of the processes while serving as a liaison to internal and external stakeholders. This position will require strong collaboration among team members and direct supervision.
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 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 Personal Trust Administration Assistant Manager administers complex trust accounts in accordance with the terms of the trust document and all applicable laws. This position is also responsible for leading and directing the work flow for a team of Personal Trust Officers
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.
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 AML- Client Intelligence Unit (CIU) EDD Analyst III is responsible for providing a holistic review of high risk clients from a risk based approach. The CIU analyst conducts surveillance reviews to identify potential suspicious transactional activity, Politically Exposed Persons (PEPs) reviews, negative news/derogatory information reviews (including PEP, sanction, or OFAC reviews), beneficial ownership reviews, Marijuana Related Business (MRB) reviews, subpoena/law enforcement inquiry reviews, internal/external escalation reviews, states/metrics/reporting tracking, and supervisory reviews. This analyst will also be responsible for supporting/leading various projects including, but not limited to remediation, testing efforts, drafting best...
The Benefit Specialist interprets the Firm's associate benefit program. This position also leads the associate benefit program, implements projects, and addresses associate benefit needs and concerns, in both the U.S. and abroad.
The Commercial Credit Analyst III (CCAIII) - Broadly Syndicated Lending - will provide support to the Commercial Lenders with emphasis on financial analysis in determining the creditworthiness of a borrower. The CCAIII will have exposure to both private and public companies over a wide variety of industries, cash flow and other types of lending, and direct and syndicated loan opportunities.
The Senior Developer will participate in all phases of the development process including complex design, integration and maintenance while observing proper behaviors, patterns, and standards. The Senior Developer will demonstrate leadership in mentoring and assisting all on the team, and will actively participate in all disciplines required in a full-stack environment. The Senior Developer will participate in defining Stifel's best practices and ensure they are used in all development projects and procedures.
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.
The Operations Associate is responsible for aiding in driving departmental results for the Salesforce Department. This position requires the ability to gain a sound understanding of department subject matter including Salesforce application support, assisting with relevant training materials and level 1 troubleshooting. This position will require collaboration among team members and branch office personnel to provide a high level of customer service under direct supervision while following established procedures.
The Client Service Associate provides general branch support through a variety of administrative duties, including (but not limited to) answering the phones, filing, word processing, and providing overall client support. In addition, the CSA assists the Financial Advisors with the opening and maintenance of client accounts and records, preparing mailings, handling client calls and performing various operational functions.
The Business Process Integration Project Manager (PM) will oversee various projects throughout the department and firm. The PM will be responsible for managing projects, the resources (internal and external) assigned to that work, the timelines established in which that work needs to be completed, and the costs (if applicable) to the work. The PM will determine project viability and necessity with initial contact with area requesting the project.
The Equity Product Support Associate is responsible for assisting with the day-to-day operations and support of KBW’s Equity desk in New York City. This is a multi-faceted role that will provide broad exposure to the entirety of the firm’s Equity business.
The Senior Developer will participate in all phases of the development process including complex design, integration and maintenance while observing proper behaviors, patterns, and standards. The Senior Developer will demonstrate leadership in mentoring and assisting all on the team, and will actively participate in all disciplines required in a full-stack environment. The Senior Developer will participate in defining Stifel's best practices and ensure they are used in all development projects and procedures.
Stifel Equities Research is seeking an Associate for its Aerospace & Defense team. This role, has mastered the foundational skills required of an Associate level 1, and is responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. At this level, assumes significantly more writing and modeling responsibilities. The role 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 and must be able to handle basic question from Sales and Clients and is beginning to represent the associates in internal research presentations.
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.
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 Endpoint Mobile Support Technician II maintains mobile phones, tablets, and other technologies within Stifel. Their duties include working with different IT Technicians to deploy hardware, troubleshoot mobile device issues, and respond to IT questions from other associates.
The Operations Manager in Stock Records is responsible for the day-to-day management of workloads, associate development, performance management, personnel issues, and additions/reductions in staff.
The function is subject to the compliance rules established and regulated by the AMF (Autorité de Marchés Financiers). You are required to familiarize yourself with and comply with the rules of compliance on the financial markets as well as to complete any training required in order to comply with the legal compliance requirements as required by AMF and Stifel.
The role is subject to the Conduct Rules set by the FCA. You are required to familiarise yourself, and comply, with the Conduct Rules and complete any ongoing training and competence requirements as set by the FCA and SNEL
The HR Operations Associate is responsible for performing daily, tactical operations essential to maintaining a workforce, including associate master data maintenance, data governance, reporting, and other tasks in support of the Human Resources department. This position will serve as the first point of contact for both internal and external customers by answering inquiries, providing information, and referring customers to the appropriate team for additional assistance, as needed.
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).
As a Sr. Bank Treasury Product Owner, you will manage and oversee the development and implementation of treasury products and services offered. The Product Owner will work closely with cross-functional teams, including product managers, developers, and stakeholders, to define product requirements, prioritize features, and ensure successful product launches. Additionally, the Product Owner will monitor market trends, competitor offerings, and customer feedback to identify opportunities for product enhancements and drive continuous improvement. Strong analytical, communication, and project management skills are essential for success in this role.
The Personal Trust Associate provides trust administration service to trust clients, beneficiaries, attorneys and CPA's. The Trust Associate works with Trust Officers and Financial Advisors to facilitate the administration of trust accounts in accordance with the terms of the trust document. The Trust Associate must be familiar with the trust accounts in order to respond to various questions and be able to determine information to release or withhold from inquiries.
The Operations Coordinator performs the daily cashiering and operational functions for the branch office. The Coordinator is also responsible for liaising between the branch and home office on operational matters as well as providing overflow support to other branch associates.
The Credit Risk Review (CRR) Manager plays a critical role in safeguarding the bank’s credit quality by leading independent evaluations of banks' loan portfolios and credit exposures. This position is responsible for assessing the accuracy of risk ratings, ensuring compliance with internal policies and regulatory standards, and identifying emerging credit risks. The CRR Manager delivers actionable insights and recommendations to senior leadership and regulatory bodies, helping to strengthen the bank’s credit risk management framework and reduce potential losses.
The Credit Portfolio Analyst will assist in managing single and multi-sector investment portfolios. This role will also build and maintain Stifel Capital Management's (SCM) credit analysis documentation on existing holdings and potential buy candidates. The analyst will work with trading desks, executing portfolio strategies with the guidance of the CIO.
The Structured Investments Specialist originates and structures customized products such as equity-, interest rate-, and FX-linked notes, warrants, and market-linked CDs across a variety of payoff profiles. The role involves collaborating with Financial Advisors to design tailored solutions, executing trades with global investment banks, and supporting secondary market activity. It also includes exposure to advanced strategies like collars and variable prepaid forwards, along with client education and internal coordination. The position requires strict adherence to regulatory standards, including FINRA, SEC, and Firm policies.
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 Salesforce Business Analyst will engage with business units, salesforce development, and other peers to analyze, document, and understand business processes and procedures. The analyst will also support discovery or solution design for Salesforce initiatives and development.
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 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, 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.
The IB Associate will work within a team of technical and financial professionals and will be an integral part of deal teams, serving as a project manager, taking guidance from senior bankers, and managing and mentoring analysts. Stifel Investment Banking provides strategic advisory services to clients that include initiating, structuring, and negotiating mergers, acquisitions, and divestitures as well as providing fairness opinions, valuation, and restructuring services. The firm has been growing rapidly and is continuously expanding its service lines while maintaining its focus on the middle market.
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).
An 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 Associate’s desire to learn about sector and economic trends impacting the technology companies we work alongside. In joining our San Francisco team, an Associate’s role will focus heavily on understanding and contributing withing the active debt processes – structuring, underwriting, and presenting to our credit team.
In joining Stifel’s Venture Banking Team, a Vice President plays an integral role in building and supporting a regional client portfolio of technology companies. A VP 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 ability and network to develop strong relationships, and be a trusted advisor to...
In joining Stifel’s Venture Banking team, a Director 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.
A Senior Financial Strategist is a seasoned professional who specializes in developing and implementing financial plans, strategies, and recommendations for individuals or organizations. The Senior Financial Strategist will analyze financial data, market trends, and economic indicators to provide expert advice on investment opportunities, risk management, and financial goal achievement. Additionally, they may oversee financial planning teams, conduct financial research, and collaborate with clients to tailor financial strategies to meet their specific needs and objectives.
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).
