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 Advisory Trading Analyst is responsible for trading discretionary accounts within Stifel's internal advisory programs. The Analyst is responsible for transactions associated with portfolio changes, model maintenance, periodic rebalancing, and monitoring accounts to ensure that model portfolios are being maintained. The Analyst will collaborate with other Stifel departments to ensure completion of daily work.
Are you looking to begin or grow your career in the dynamic world of venture banking? Join our Venture Banking Team in San Francisco as an entry‑level Administrative Assistant. In this role, you will support a team that provides commercial banking and debt capital financing solutions to venture capital–backed technology companies and their investors. You will play a key role in delivering essential administrative support, ensuring the smooth day‑to‑day operations of the department, and contributing to the success of both the team and the innovative clients we serve.
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.
The Market Data Services Specialist processes incoming invoices for vendor services, generates allocations for submission to accounting, monitors expected invoicing for any missing/delayed items, generates reports on an ad-hoc as well as scheduled reporting basis to critical business unit heads for service determinations, generates reporting for MISU credit program to the 3 applicable exchanges and monitors invoicing for proper credits due, monitor, track and update pricing/structural changes from vendors that change invoice reconciliation and allocation calculations.
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.
The HELOC Lending Specialist provides support to second mortgage originations while promoting service, quality, efficiency and compliance.
The Bank Customer Identification Program (CIP) Specialist plays a key role in the bank’s operations by ensuring customer identification requirements are met in accordance with regulatory standards and internal policies. This position is responsible for reviewing documentation, verifying identities, and maintaining accurate records to support efficient and compliant onboarding processes.
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 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 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.
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...
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).
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 Sanctions Analyst II is responsible for supporting the firm’s sanctions compliance program by conducting client investigations, transactional investigations, security trade investigation while applying analyses of potential sanctions risks. This role involves reviewing escalations, interpreting new or updated sanctions (including OFAC and global sanctions), and performing gap analyses to ensure compliance with regulatory requirements and internal policies. The analyst will collaborate with cross-functional teams, provide subject matter expertise, and assist in the ongoing enhancement of sanctions-related processes and procedures. This position is located onsite at our St. Louis office.
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.
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 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 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.
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 Adoption & Change Management Coordinator plays a key role in ensuring successful implementation and user adoption of IT initiatives. This role focuses on the people side of change by developing strategies, communications, and training that help users transition smoothly and embrace new technologies and processes.
The HRIS Business Analyst will develop and drive efficiencies and processes that align with the firm's and the human resources department's long-term strategic goals. This position will engage with business leaders to analyze, evaluate, recommend, and implement technologically feasible, financially, and functionally reasonable changes to the Human Resources Information Systems.
The Security Engineer II - Threat and Vulnerability is responsible for identifying, assessing, and mitigating security risks across Stifel’s environments. This role emphasizes detecting vulnerabilities, ensuring secure configurations, and driving remediation efforts to strengthen the firm’s overall security posture. The Security Engineer II leverages technical expertise, automation, and programming skills to improve the efficiency and accuracy of vulnerability detection, reporting, and response processes.
Eaton Partners’ Summer Analyst Program provides undergraduates with a hands-on introduction to the role of a Project Management Analyst within Eaton’s Global Private Funds Group. Summer Analysts at Eaton Partners will develop the skills necessary to carry them through to the next level of their careers.
The Summer Analyst Program provides students with a hands-on introduction where you will work alongside our project management and sales professionals, from the Analyst through the Managing Director levels, and will gain significant exposure to this career.
The...
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 is seeking an experienced Analyst 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 Legal Assistant will provide support to attorneys and resolve legal issues. The Legal Assistant works closely with business counterparts, checks and examines law sources such as statutes, recorded judicial decisions, and legal articles, and prepares documents, correspondence, and to organize and maintain documents in paper and electronic filing systems. The Legal Assistant will also complete administrative tasks, such as booking travel and expense reports.
The Field Development Specialist will serve our firm primarily as a liaison between our Private Client Group (PCG) Regional Directors, Branch Managers, and the Director of Field Development. This role will assist our firm's overall growth strategies and help build our next generation of Financial Advisors. This role will have multiple moving parts during any given day, including, but not limited to, assisting with offer letters for our newly hired Financial Advisor Trainees, developing training curriculum, production tracking, and some coaching elements to follow up and assist our Financial Advisors and Branch Managers through the program.
The Trust Operations Associate will process a wide variety of transactions. The Associate must be aware of impacts on customer statements while processing. This role will work with the Trust Company outsourcing partners to initiate requests and resolve issues.
The Trade Review Supervisor ensures conformance to Stifel Policy and Procedures through activities such as, but not limited to, reviewing suitability and best interests of all Annuity transactions types, working closely with Financial Advisors and Branch Managers to correct trade details/descriptions for transactions that likely conform to firm policies and procedures, but do not appear that way based on initial trade details. Executing authority to cancel transactions until an order is deemed to comply. This individual assists in training Trade Review Analysts, Associates and Sr. Analysts, and serves as a liaison with the branches, Compliance, Marketing, Operations and Trade Review team. The Analyst assists the Manager, in all aspects of their job as well...
The Trade Review Supervisor ensures conformance to Stifel Policy and Procedures through activities such as, but not limited to, reviewing suitability and best interests of all Life Insurance transactions types, working closely with Financial Advisors and Branch Managers to correct trade details/descriptions for transactions to conform to firm policies and procedures. Executing authority to cancel transactions until an order is deemed to comply. This individual assists in training Trade Review Analysts, Associates and Sr. Analysts, and serves as a liaison with the branches, Compliance, Marketing, Operations and Trade Review team.
The Senior Estate & Tax Associate at Stifel, Nicolaus & Company, Inc. ("Stifel") supports the Estate & Tax Planning Services team, a Stifel's Wealth Planning Department component. Estate & Tax Planning Services covers topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust planning. The Sr Associate assists in drafting detailed analyses of individual clients' estate plans and/or income tax situations, emphasizing the most advanced matters, and creating client-approved marketing and internal reference materials. The Senior Associate also helps the Estate & Tax Planning Services team members prepare for conference calls and...
The Wealth Strategist I serves as a resource for Financial Advisors ("FAs") on issues affecting clients of varying wealth profiles. The Wealth Strategist provides estate and tax planning knowledge and consultation in addition to serving as the primary external sales and marketing support for Estate & Tax Planning Services, part of Stifel's Wealth Planning Department. Estate & Tax Planning Services covers topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust planning. Specific issues covered include strategies for concentrated positions, equity-based compensation, asset protection, multi-generational wealth transfer, federal and state death...
