Stifel’s 9-week Summer Analyst Program provides students with a hands-on introduction to the role of an Analyst. You will work alongside our banking professionals, from Analyst to Managing Director level, and will gain exposure to a variety of public finance transactions and sector types. Interns are expected to work on multiple projects simultaneously, with primary responsibilities in the research and analysis related to transaction generation and execution.
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.
As a Vice President (VP)/ Senior Vice President (SVP) on Stifel’s Venture Banking team, you’ll play a key role in growing and managing relationships with early- and growth-stage companies. You’ll be responsible for building a robust pipeline, developing new client relationships, and guiding opportunities through the entire business development lifecycle — from initial outreach to close.
You will work closely with founders and executives to understand their business needs and offer tailored financial solutions, while also collaborating with internal teams to ensure a seamless client experience. The role is outward-facing and...
KBW is hiring for an Associate II on its Equity Research team covering Brokers, Asset Managers, and Exchanges.
The candidate should have 1-4 years of relevant experience, and will be responsible for providing information, data gathering, analysis, building and maintaining financial models, and organizational support to a senior level Research Analyst. The candidate will be required to have a solid understanding of the assigned sector and the ability to clearly state and defend the investment thesis for all stocks in the assigned sector. A strong foundation of financial/accounting knowledge is required, in addition to excellent writing and verbal skills.
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 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.
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 Marketing Associate facilitates marketing creation requests and processes, serving as the liaison between the branches, departments, and other contacts and the Marketing, Advertising & Graphics department. This position works closely with department Marketing Specialists, Designers, Writers, and other department personnel to ensure a full understanding of requests and processes at all stages.
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 Associate verifies that the Financial Advisor (FA) initiating an annuity transaction is appropriately licensed and registered, verifies contract data with insurance companies, responds to a high volume of calls from Financial Advisors and Sales Assistants related to insurance paperwork requirements, and provides some limited general assistance to branches. The Associate assists the Analyst, Sr. Analyst, and Supervisor in all aspects of their job with the intent to progress to the next level upon passing the required licenses.
The Bank Specialist-Treasury Ops interacts with customers to provide a variety of general information in response to inquiries about products and services. The ideal candidate will have a positive attitude, high attention to detail, knowledge about bank products and services.
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 Investment Strategist is a contributor to the development and implementation of the Investment Strategy offering within Stifel's Investment Products & Services (IP&S). In this capacity, the Investment Strategist interacts with both Financial Advisors and their clients with a high level of accountability to multiple constituencies. The position requires meaningful knowledge of equity and multi-asset class investing, knowledge and experience with financial data and analytical tools, and strong communication and interpersonal skills.
The Operations Associate is responsible for settling institutional trades for the Fixed Income Settlements team. This position will require attention to detail, ability to learn new systems, follow established procedures, and collaborate with team members to execute departmental objectives under direct supervision. The position is entry level and will be on-site at our headquarters in downtown St. Louis.
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, the Research Associate I is primarily responsible for providing information and data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Candidates 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.
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 Administrative Assistant I performs a variety of administrative functions in support of the department and the department Manager and works to facilitate the smooth operation of the day-to-day department activities.
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).
Stifel’s 9-week Summer Analyst Program provides students with a hands-on introduction to the role of an Analyst. You will work alongside our banking professionals, from Analyst to Managing Director level, and will gain exposure to a variety of public finance transactions and sector types. Interns are expected to work on multiple projects simultaneously, with primary responsibilities in the research and analysis related to transaction generation and execution.
The Operations Associate is responsible for aiding in driving departmental results for the Operations department. This position requires the ability to gain a sound understanding of department subject matter including monitoring internal account opening system and documents received to ensure proper and accurate opening of 529 college savings plans with minimal supervision. Assist with special projects as needed. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
The Senior Personal Trust Administration Officer Administers complex trust accounts in accordance with the terms of the trust document and all applicable laws.
Stifel’s 9-week Summer Analyst Program provides students with a hands-on introduction to the role of an Analyst. You will work alongside our banking professionals, from Analyst to Managing Director level, and will gain exposure to a variety of public finance transactions and sector types. Interns are expected to work on multiple projects simultaneously, with primary responsibilities in the research and analysis related to transaction generation and execution.
Stifel’s 9-week Summer Analyst Program provides students with a hands-on introduction to the role of an Analyst. You will work alongside our banking professionals, from Analyst to Managing Director level, and will gain exposure to a variety of public finance transactions and sector types. Interns are expected to work on multiple projects simultaneously, with primary responsibilities in the research and analysis related to transaction generation and execution.
The Insider Threat Analyst is responsible for detecting and mitigating risk from employees, contractors, vendors and partners who may intentionally or unintentionally harm the Firm. This role supports the enterprise Insider Threat Program, which uses advanced analytics, user behavior monitoring, and investigative techniques to identify high-risk activities, in alignment with regulatory compliance expectations.
The Fiduciary Officer supports the acceptance of accounts and provides legal support to the Marketing Department, Administration Department, Investment Department and management of Stifel Trust Companies {STC}. In coordination with Senior Trust Officers, this position will have responsibility for STC regulatory issues. The Fiduciary Officer will provide complex legal advice concerning trust matters.
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 Operations Coordinator performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel.
The Operations Associate is responsible for aiding in driving departmental results for the Operations Margins department. This position requires the ability to gain a sound understanding of department subject matter including compiling data, doing calculations and verifications. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
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 Product & Programs Oversight Associate II assists in defining and enhancing strategic initiatives, procedure development, business risk assessments, and overall design of the governance and control environment for the products and programs within the Investment Products & Services (IP&S) department. The Associate II will be expected to understand each group's products and services, processes, policies, and tools/systems. The primary focus of this role is to assist in timely and effective IP&S oversight and adherence to the rules and/or parameters through the review and analysis of product/program Standard Operating Procedures, Stifel Policies and Procedures, reviews of business processes, and sampling of business files.
We are seeking a talented and experienced Security Architect to join our team. The Data Security Architect will be responsible for designing, building, testing, and implementing security systems within our hybrid IT environment. This role requires a thorough understanding of complex IT systems and the latest security standards, systems, and authentication protocols.
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).
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 (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).
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 Retirement Business Development & Marketing Specialist is primarily responsible for helping Stifel Financial Advisors sell Stifel's Retirement Plan services to their clients. The role focuses on cultivating new business opportunities, consulting with advisors to assist them with prospecting, benchmarking, closing retirement plan opportunities. This may involve telephone conversations and conference calls, conducting branch meetings, interfacing with the client's other professional advisors (primarily accountants and third-party administrators), presenting at seminars and similar events, and meeting in person with Financial Advisors and their clients.
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’s 250-member Municipal Securities Group is seeking a Municipal Underwriting Assistant to join our Municipal Capital Markets underwriting desks in San Francisco, CA and Denver, CO. The candidate will join the Municipal Underwriting team and work directly with the Head of Municipal Underwriting and Senior Underwriters across the country. The candidate will quickly gain a working knowledge of trading and underwriting systems, information dissemination tools and with increasingly responsibility will process transactions and coordinate internal and external communication. This role requires diligent oversight of the new issue process and trading platforms and with a demonstrated ability to multi-task,...
Stifel’s 250-member Municipal Securities Group is seeking a Municipal Underwriter to join our Municipal Syndicate Desk, preferred location in Denver, CO and San Francisco, CA. The candidate will join the Municipal Underwriting team and work directly with the Head of Municipal Underwriting and Senior Underwriters across the country. Stifel is the top national underwriter of negotiated municipal bond sales. Municipal Underwriters are responsible for coordinating all facets of the bond underwriting process, relying on knowledge and expertise of markets, concepts, and practices and procedures. The Underwriter works directly with municipal institutional sales professionals, municipal traders,...
Under general supervision, the Investment Banking Analyst is responsible for conducting industry research, building financial models to analyze company projections and or potential transactions, drafting offering memorandums for public or private financings, drafting client presentation materials and working with clients to execute financing or merger transactions.
Under general supervision, the Investment Banking Analyst is responsible for conducting industry research, building financial models to analyze company projections and or potential transactions, drafting offering memorandums for public or private financings, drafting client presentation materials and working with clients to execute financing or merger transactions.
The Cash Products and Banking Services Product Owner is responsible for Stifel's cash products, including Brokerage Cash Management Accounts, the Bank Sweeps Program, Stifel Bank Deposit Accounts, Credit Cards programs, and the firm's payments strategy. This role will require partnership with various internal teams and vendors to provide a seamless client experience.
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 Compliance Analyst – AML Technology is responsible for the implementation and maintenance of Stifel’s anti-money laundering (AML) technology. The Analyst serves as a subject matter expert (SME) with respect to the source data, features, and configuration of the firm’s core money laundering surveillance system (NICE Actimize) and works with internal and external stakeholders to implement solutions for implementation, improvement, and efficiency. The analyst also assists with other data-driven projects, including queries, analysis, and automations.
Our leading practice is looking to add a Director to our Project Management team. This Director will participate in the execution/project management of current real asset mandates as well as in the sourcing of new prospective clients across real assets. The Director will have exposure to all aspects of the real asset alternative investment market as well as North American-focused and Global managers and investment strategies. The Project Management Director has the overall goal of managing the fundraise process and raising capital for our real asset clients.
The Fixed Income Analyst - ALM I supports the Fixed Income Strategies team by collecting, organizing, and analyzing data to produce and develop Asset/Liability Management Analyses for fixed-income clients.
