Job Listings

The Receptionist greets all clients and guests in a friendly and professional manner whether in person or by phone. This position answers inquiries, directs/connects calls, and provides information regarding activities conducted at establishment; location of departments, offices, and employees within the Firm.

The Investment Banking Marketing Specialist plays a key role in helping Stifel's investment bankers bring their marketing ideas to life by understanding their needs and tailoring marketing strategies to those needs appropriately. This role will work closely with the investment banking teams and various teams within Marketing to market Stifel's investment banking capabilities effectively

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 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 Senior Vice President plays an integral role in building and supporting a regional client portfolio of technology companies. A Senior Vice President 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...

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.  ...

The Administrative Assistant performs a variety of administrative functions in support of the Financial Advisor / Team and works to facilitate the smooth operation of the day-to-day activities.

An Associate will be integrally involved in all facets of Stifel’s Venture Banking Team’s operations – from portfolio management to deal underwriting to strategic organizational projects. This role intertwines an understanding of accounting and financial principals with an Associate’s desire to learn about sector and economic trends impacting the technology companies we work alongside. In joining our San Francisco team, an Associate’s role will focus heavily on understanding and contributing withing the active debt processes – structuring, underwriting, and presenting to our credit team.

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).

A Technical Risk Management Analyst is responsible for identifying, assessing, and mitigating risks associated with technology and technical processes within an organization. This role typically involves analyzing potential risks, implementing strategies to minimize their impact, and ensuring compliance with relevant regulations and standards. The Technical Risk Management Analyst will safeguard the organization’s technological assets and ensure that technology-related risks are effectively managed. The successful candidate thinks strategically, is intellectually curious, and is comfortable working in undefined problem spaces. The Technical Risk Management Analyst will be expected to refine the risk program further.

The Senior Wealth Strategist is a subject matter expert and resource for Financial Advisors ("FAs") on issues affecting clients of varying wealth profiles. The Senior Wealth Strategist provides expert estate 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 estate planning, charitable planning, business continuation and succession planning, and personal trust planning. Specific issues covered include strategies for asset protection, multi-generational wealth transfer, federal and state...

The Wealth Strategist II is a subject matter expert and resource for Financial Advisors ("FA") on issues affecting clients of varying wealth profiles. The Wealth Strategist provides expert estate 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 estate planning, charitable planning, business continuation and succession planning, and personal trust planning. Specific issues covered include strategies for asset protection, multi-generational wealth transfer, federal and state death tax minimization, wealth replacement, gifting, key-person insurance, and qualified plans....

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 Developer will participate in all phases of the development process including complex design, integration and maintenance while observing proper behaviors, patterns, and standards. The Senior Developer will demonstrate leadership in mentoring and assisting all on the team, and will actively participate in all disciplines required in a full-stack environment. The Senior Developer will participate in defining Stifel’s best practices and ensure they are used in all development projects and procedures.

The Registered Client Service Associate assists one or more Financial Advisors 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 Financial Advisor communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the Financial Advisor.

The Project Owner (PO) is a member of an Agile Development Team.  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 defines users, 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 leadership and program management.

The Private Market Associate is responsible for focusing on increasing Stifel's revenue through the identification and establishment of new Private Equity business. The Private Market Associate 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.

Under general supervision, performs multiple support staff duties required for a satellite/ branch and acts as liaison to home office personnel.

The Cloud Engineer (Azure) is responsible for designing, implementing, and maintaining Azure cloud infrastructure and services. They collaborate with cross-functional teams to ensure the availability, scalability, and security of Azure-based applications and systems. This role involves troubleshooting and optimizing Azure environments while staying updated on emerging Azure technologies and best practices in cloud computing.

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) 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).

The Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). FINRA licenses preferred but not required.

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).

The Advertising Compliance Senior Analyst – Advisory reviews, edits, advises, and verifies the final copy in accordance with all appropriate marketing rules and regulations promulgated under the Investment Advisers Act of 1940 (as amended).