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Operations Associate-Digital Support
Stifel - Saint Louis, MO
The Digital Support Associate is responsible for aiding in driving departmental results for the ongoing support for Stifel's Client Facing Platforms. This position requires the ability to gain a sound understanding of department subject matter including Digital Client Application Support, assisting with relevant training materials, and level 2 troubleshooting. This position will require coll...
Client Service Associate - NR
Stifel - Canfield, OH
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, p...
Operations Associate-Document Control
Stifel - Saint Louis, MO
The Operations Associate-Document Control is responsible for assisting branches in reviewing various documents of all account types across the firm. This position requires the ability to understand processes and procedures regarding these account structures and document requirements with a high level of detail. This position will also require collaboration among team members, branch office p...
Head of Strategic Initiatives
Stifel - Los Angeles, CA
The Head of Strategic Initiatives 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. This role 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....
Trade Support Operations Associate
Stifel - Saint Louis, MO
The Trade Support Operations Associate is responsible for driving departmental results for the ongoing support reconciling and balancing fixed income transactions for the firm by proficiently using Excel spreadsheets. This position will also require collaboration among team members, branch office personnel, and Stifel Trading Desks to provide a high level of service under direct supervision ...
Associate Head of Planning
Stifel - Los Angeles, CA
The Associate Head of Planning develops and implements comprehensive financial plans and strategies tailored to clients' goals and needs. This role provides investment advice, retirement planning, risk management, and tax optimization services. This position collaborates with clients to assess financial situations, set objectives, and monitor progress to ensure long-term financial security a...
Compliance AML-CIU Intl Analyst
Stifel - Coral Gables, FL
The Compliance Anti-Money Laundering (AML) Client Intelligence Unit (CIU) International Analyst I reviews international clients from a risk-based approach. The AML CIU Analyst conducts surveillance reviews to identify potential suspicious transactional activity. This includes onboarding reviews, Politically Exposed Persons (PEPs) reviews, sanction reviews, negative news/derogatory informatio...
Vice President, Venture Banking (Enterprise)
Stifel - San Francisco, CA
In joining Stifel's Venture Banking Team, a Vice President plays an integral role in building and supporting a regional client portfolio of technology companies. A VP should feel confident in leveraging the resources spanning Stifel's banking & broader corporate platform to both lead debt processes and deliver a curated banking experience to entrepreneurs and their businesses. This dynamic r...
IB Associate – Clean Energy & Power (New York)
Stifel - New York, NY
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...
IB Vice President – Clean Energy & Power (New York)
Stifel - New York, NY
We are seeking a Senior Associate / Junior Vice President to join our Investment Banking team in New York with a focus on the Clean Energy & Power sector. This role sits at the keystone of the deal team – serving as project manager on live transactions while taking on increasing execution and client-facing responsibility, and managing and mentoring Analysts. The role is ideal for a strategic...
Loan Operations Specialist
Stifel - Saint Louis, MO
The Loan Operations Specialist is responsible for supporting key operational functions within the loan department, with a focus on documenting Stifel Pledged Asset (SPA) loans and assisting with SBA-related processes. This role also contributes to daily balancing, audit support, and special projects as needed. What We're Looking For Prepare and document S...
AI-Application Security Architect
Stifel - Saint Louis, MO
The AI-Application Security Architect is responsible for defining, governing, and advancing the enterprise AI / application security architecture across the organization. This role provides strategic and technical leadership to ensure applications are designed and built securely at scale, aligned with business objectives, regulatory requirements, and evolving threat landscapes. Acting as a t...
IB Analyst - Clean Energy & Power (New York)
Stifel - New York, NY
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. This role is based in New ...
IB Associate - Diversified Industrials & Services
Stifel - New York, NY
The M&A Investment Banking Associate for the KBW Investment Banking Financial Services Group develops financial models and related valuation analysis for both public and private offerings. What We're Looking For Play a critical role as the project manager on teams to manage the deal process from origination to close Develop integrated financial mo...
Research Associate II - Biotechnology
Stifel - New York, NY
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...
