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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.
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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.
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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).
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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).
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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).
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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.
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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.
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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.
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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).
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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.
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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).
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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.
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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...
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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).
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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.
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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.
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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...
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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.
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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...
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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...
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Responsible for providing advanced level of support for commercial or syndication loan requests from the time of application to closing. This position will be able to provide excellent support through the entire commercial loan process through proper documentation while balancing service, quality and compliance and relationship building.
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Responsible for providing a sufficient level of support for commercial or syndication loan requests from the time of application to closing. This position will be able to provide support through the entire commercial loan process through proper documentation while balancing service, quality and compliance and relationship building.
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The Quantitative Execution Researcher works closely with the Electronic Trading team in the initiation and development of equity trading algorithms, transaction cost models, and order routing strategies. This position is heavily involved with the quant research idea generation process and initiates research into trading signals and model factors. The Researcher will then work closely with the head of product to determine which research and results are suitable for further analysis or deployment into Stifel trading algorithms.
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Under immediate supervision, the Intern will represent Stifel by performing a wide variety of complex and confidential administrative duties in support of the functional area. This position will have the opportunity to work in other service areas and develop professionally by contributing to projects that support the business.
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Stifel’s Information Technology (IT) Department provides technical support to our 9,000+ employees firm-wide and maintains our technological infrastructure. Our IT associates include software engineers, developers, programmers, analysts, and more.
The Information Technology (IT) Intern will represent Stifel IT’s infrastructure, operations, cybersecurity, and customer support teams by performing various complex and confidential duties. This position will have the opportunity to work in service areas such as our IT Service Desk, Endpoint Computing, IT Operations, Infrastructure, Cybersecurity, and...
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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.
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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.
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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.
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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.
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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.
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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.
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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).
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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.
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The Project Management Associate participates in the execution/project management of alternative investment fund mandates and the sourcing of new prospective clients, with manager oversight. This position assists across multiple asset classes, in support of the marketing of client funds to North American investors.
Associates are primarily responsible for acting as the keystone of all transaction teams, serving as a project manager taking guidance from senior bankers while managing and mentoring Analysts. Associates work on small, client-focused teams within a...
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The IT Sr. Project Manager is responsible for driving maturity and continuous improvement. The PM is required to communicate with both internal departments and third party vendors as needed. Additionally, the PM is responsible for prioritizing projects collaboratively with corporate leadership.
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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.
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The Trading and Operations Specialist supports the Washington Crossing Advisors (WCA) Trading and Operations team and is responsible for the day-to-day operations and coordination of trading activities. Washington Crossing Advisors is a wholly owned subsidiary of Stifel Financial Corp.
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The Technical Architect-Salesforce is responsible for the design and build of the technical architecture of the Salesforce platform. This role level will require a structured analysis of technical issues, translating this analysis into technical designs and development specifications. The Technical Architect-Salesforce oversees development within the platform, whether custom code, vendor package integration, or data integration. The Technical Architect-Salesforce will assist in all phases of the development process, including design, integration, and maintenance, while observing proper behaviors, patterns, and standards. This position will ensure that Stifel's coding practices are used in all development projects.
