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The Treasury Management Analytics Analyst II independently transforms Treasury Management data into actionable insights and delivers reporting solutions that support operational performance, product strategy, and decision-making. This role develops data-driven narratives that inform and influence leadership, while functioning as a strategic support partner without direct ownership of business decisions. Operating with minimal supervision, the Analyst II manages moderately complex datasets and reporting needs, and may provide guidance and mentorship to junior team members. The role contributes to automation and process improvement initiatives and partners closely with business stakeholders to enhance reporting and analytics...
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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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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).
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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 Senior Client Service Associate-1919 will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High-touch client service is a hallmark of 1919; the candidate should be skilled in and enjoy client service and should have experience working closely with clients and co-workers. The Senior Client Service Associate must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics.
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The Advisory Project Management/UMA Program Senior Specialist is a key member of the Program Management team responsible for driving the strategic advancement of Stifel's Advisory Programs through project leadership, business innovation, and the application of artificial intelligence (AI) and emerging technologies. The role proactively evaluates business challenges, operational processes, industry trends, and technology developments to identify opportunities that improve efficiency, scalability, decision-making, advisor experience, and client outcomes. The Senior Specialist serves as a leader in the adoption and implementation of AI-enabled solutions, ensuring enhancements are delivered within appropriate governance, regulatory, compliance, and risk management...
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At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Associates work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies with significant analytical rigor.
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Under administrative direction, the Research Associate III is primarily responsible for providing information, data gathering, analysis, modeling, and organizational support to the Research Analyst and senior Research staff. A level III Associate has mastered the functions of a level II Associate and can perform all of the functions of an associate, including effectively filling the role of the Research Analyst in his or her absence. A Research Associate III is developing the ability to react to new information, assist in making judgment calls on stocks, and take a proactive role in helping build the franchise.
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The Senior Operations Analyst brings extensive operations expertise on a variety of subject matters including reconciliation, corporate actions processing, security master setup & maintenance, account setup & maintenance and performance calculations. The Senior Operations Analyst has in depth knowledge of the 1919ic specific workflows required to support the client facing Portfolio Management teams throughout a variety of special projects.
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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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The Operations Associate-Margin requires the ability to gain a sound understanding of department subject matter including trade exception resolution, compliance with regulatory deadlines, and enforcement of firm policies and industry regulations. This position will require collaboration among team members to execute departmental objectives under direct supervision while following established procedures.
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We are seeking a dynamic and experienced Vice President to join our Investment Banking team in New York with a focus on the Diversified Industrials & Services sector. This role is ideal for a strategic thinker with a strong background in complex financial transactions. The successful candidate will be a self-starter who is keen to work hard in a fast-paced environment, managing multiple projects at one time. Experience running sell-side M&A transactions is a must.
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The Security Engineer II - Cybersecurity Incident Response (CSIR) is a front-line member of the Cybersecurity Incident Response team that has responsibility for protecting corporate technology assets. The Engineer II will assist in the development of security solutions and the maintenance, documentation and system lifecycle of those solutions. This position will utilize multiple complex tools to assist in their daily duties to analyze, detect, and troubleshoot security situations and solutions.
*This is a Compressed Schedule position working a 4 days/10 hours shift.*
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Oversees the daily activities of the support staff and assists with the long-range planning and administration activities of the branch. Duties and responsibilities include managing daily operations and planning the use of materials and human resources.
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The IT Endpoint Engineer is responsible for assisting in the maintenance and deploy functions of desktop, laptop and mobile hardware and operating systems. Expected for assisting in patch management as well configuration management activities and processes. This position performs a variety of tasks including top level endpoint support of hardware, OS and applications of all types. This position relies on experience and judgment to plan and accomplish goals. A wide degree of creativity and latitude is expected.
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The Business Development Associate is responsible for focusing on increasing Stifel's revenue through the identification and establishment of new business broadly based in products and services offered by the Firm . The Business Development Specialist will support one of more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm. This position will support Stifel's growth strategy by pursing, establishing and maintaining relationships with potential clients.
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The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. Key responsibilities may include financial modeling, risk analysis, performance monitoring, and compliance management. Strong analytical skills, attention to detail, and knowledge of financial markets are essential for this role. The position is also expected to perform certain tasks for the Venture Banking team, which works closely with Fund Banking.
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The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. Key responsibilities may include financial modeling, risk analysis, performance monitoring, and compliance management. Strong analytical skills, attention to detail, and knowledge of financial markets are essential for this role. The position is also expected to perform certain tasks for the Venture Banking team, which works closely with Fund Banking.
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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 Commercial Real Estate (CRE) Construction Disbursement & Loan Closing Specialist is responsible for the timely and accurate execution of construction loan closings and disbursement activity across the commercial real estate portfolio. This role focuses on executing construction loan closings and disbursement activities, requiring independent judgment to assess documentation, interpret loan terms, and determine what is needed to move transactions forward. Working closely with Portfolio Operations, Lending, Credit, and external partners, this position evaluates transactions, reviews documentation, manages requirements, and administers construction draws. The role supports consistent and accurate loan administration while...
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The Bank Associate-Wire Team role is a high-demand position requiring a high level of self-motivation and independence. This role focuses on processing domestic and international wire transfers, ensuring accuracy and compliance with internal policies and external regulations. This role involves minimal customer service, account reconciliation, fraud monitoring, and close collaboration with various departments including Treasury, Commercial, Finance, Lending, and Wealth Management.
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The Fund Banking Analyst is responsible for providing financial analysis and support for fund banking operations. The Analyst will analyze financial data, prepare reports, and assist in the development of financial strategies for fund management. They work closely with fund managers, investment professionals, and other stakeholders to ensure the smooth operation of fund banking activities. Key responsibilities may include financial modeling, risk analysis, performance monitoring, and compliance management. Strong analytical skills, attention to detail, and knowledge of financial markets are essential for this role. The position is also expected to perform certain tasks for the Venture Banking team, which works closely with Fund Banking.
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The Product Owner (PO) is a member of an Agile Development Team who speaks for the client/end user. The Product Owner is responsible for guiding the team to create and deliver software applications that meet client, business, and firm goals by breaking down and defining small workable tasks (user stories) and prioritizing the team backlog to streamline the execution of priorities. The PO creates and maintains stories, and prioritizes work for new or revised features or enhancements. The PO has a significant role in quality control and is the team member empowered to accept stories as done. The Product Owner position has significant relationships and responsibilities outside of the agile team, including working closely with Product Management, customers, business...
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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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The Data Analyst will work as a member of Stifel's Analyst team within the Digital Solutions group. The Data Analyst is responsible for servicing ad-hoc data extraction and reporting requests originating from various areas of the business as well as support discovery or solutions for firm data driven initiatives and developments. This position is expected to work with business users as well as product management and development teams to further define requirements, analyze pertinent underlying data to ensure proper use and then translate those requirements into queries that will provide the objective data sets. The Data Analyst will also act as a subject matter expert for assigned raw data sets as well as maintain documentation surrounding them.
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The AI-Application Security Engineer is responsible for implementing and scaling technical security controls and security processes across internally developed applications and AI-enabled systems. This role partners directly with engineering teams to embed security into the software development and AI lifecycles, and, in partnership with the AI-Application Security Architect, contributes to detailed technical design and operationalizes security architecture, standards, and secure-by-design practices. This engineer operates with moderate autonomy, leads security initiatives end-to-end, and contributes to the evolution of application and AI security capabilities. The role requires strong hands-on technical depth in secure software...
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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, growth and private equity 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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Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). The Fund Banking group consists of 10+ people and manages a portfolio of $8B+ in credit commitments spanning across 300+ investment firm client relationships. The Fund Banking group works closely with other investor-facing business units within Stifel such as Stifel Venture Banking with works directly with portfolio companies of venture capital funds.
This...
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The Product Owner (PO) is a member of an Agile Development Team who speaks for the client/end user. The Product Owner is responsible for guiding the team to create and deliver software applications that meet client, business, and firm goals by breaking down and defining small workable tasks (user stories) and prioritizing the team backlog to streamline the execution of priorities. The PO creates and maintains stories, and prioritizes work for new or revised features or enhancements. The PO has a significant role in quality control and is the team member empowered to accept stories as done. The Product Owner position has significant relationships and responsibilities outside of the agile team, including working closely with Product Management, customers, business...
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The Data Engineer III is responsible for designing, developing, and maintaining data pipelines and infrastructure on the AWS platform. The Data Engineer III works with large volumes of data, ensuring its quality, reliability, and accessibility. Tasks may include data ingestion, transformation, storage, data sharing and consumption, and implementing data security and privacy measures. This role is crucial in enabling efficient and effective data-driven decision-making.
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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). Non-registered candidates will be considered, but will be required to obtain licenses.
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The Salesforce Administrator II independently manages configuration, customization, and ongoing enhancement of Salesforce Financial Services Cloud (FSC) supporting Wealth Management. This role plays a key part in delivering complex configurations, maintaining system integrity, supporting DevOps release processes, and partnering with business stakeholders to optimize advisor and client workflows.
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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 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.
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The Operations Engineer role is focused on Amazon Web Services (AWS) disaster recovery, automation/IaC, and FinOps. This role partners with engineering, infrastructure, and security teams to improve resilience, standardize recovery processes, and increase cloud cost visibility and optimization. The Operations Engineer will develop scalable IaC modules and automated workflows that make recovery predictable, observable, and easier to operate across multiple applications and environments.
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The IT Associate II-Service Desk-Alt Sched role provides technical support and assistance, whether on the phone, in person, or remotely, related to computer systems, hardware, and software. This role responds to customer queries to provide technical assistance.
*This is a Compressed Schedule position working a 4 days/10 hours shift.*
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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 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 Developer II will participate in all phases of the development process including design, integration and maintenance while observing proper behaviors, patterns, and standards. The Developer II will begin to learn cross-disciplinary development skills in a full-stack environment. The Developer II will ensure that Stifel's best practices are used in all development projects and procedures.
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This position is responsible for the corporate state income tax return compliance process, both consolidated/unitary and separate company tax returns. The individual in this role will also be heavily involved in state income tax audits, sales/use tax audits, and franchise tax audits. Additionally, this position will lead quarterly estimates/extension calculations and efforts to enhance the technology of the department. This position is responsible for managing a team of 1-2.
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Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). The Fund Banking group consists of 10+ people and manages a portfolio of $8B+ in credit commitments spanning across 300+ investment firm client relationships. The Fund Banking group works closely with other investor-facing business units within Stifel such as Stifel Venture Banking with works directly with portfolio companies of venture capital funds.
This...
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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...
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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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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 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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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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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...
