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Sr. Banking Treasury Sales Manager
Stifel - Boston, MA
The Sr. Banking Treasury Sales Manager is responsible for partnering with Bankers and specialized coverage teams to drive deposit growth, treasury management revenue, and overall banking relationships across Stifel Bank's commercial, Venture Banking, Fund Banking, and institutional client segments. The role serves as a trusted advisor to prospective and existing clients, delivering treasury,...
Sr. Banking Treasury Sales Manager
Stifel - New York, NY
The Sr. Banking Treasury Sales Manager is responsible for partnering with Bankers and specialized coverage teams to drive deposit growth, treasury management revenue, and overall banking relationships across Stifel Bank's commercial, Venture Banking, Fund Banking, and institutional client segments. The role serves as a trusted advisor to prospective and existing clients, delivering treasury,...
Vice President, Venture Lending and Banking
Stifel - New York, NY
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 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. Th...
Vice President, Venture Lending and Banking
Stifel - New York, NY
In joining Stifel's Venture Banking Team, a Vice President/Senior Vice President plays an integral role in building and supporting a regional client portfolio of technology companies. A VP/SVP 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 ...
Senior Vice President, Venture Lending and Banking
Stifel - New York, NY
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 ...
Fund Banking Analyst
Stifel - Saint Louis, MO
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. K...
Fund Banking Analyst
Stifel - San Francisco, CA
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. K...
Fund Banking Analyst
Stifel - New York, NY
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. K...
Fund Banking Analyst
Stifel - Irvine, CA
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. K...
Preferred Banking RM
City National Bank - Irvine, CA
PREFERRED BANKING RM WHAT IS THE OPPORTUNITY? The Preferred Banking RM is responsible for cultivating and expanding the Bank's affluent and future high net worth personal banking relationships through outbound and inbound sales efforts, including, but not limited to: establishing relationships with centers of influence (COIs), developing internal and external clie...
Preferred Banking RM
City National Bank - Charlotte, NC
Preferred Banking, Relationship Manager WHAT IS THE OPPORTUNITY? The Preferred Banking RM is responsible for cultivating and expanding the Bank's affluent and future high net worth personal banking relationships through outbound and inbound sales efforts, including, but not limited to: establishing ...
Preferred Banking RM
City National Bank - Greenville, SC
Preferred Banking, Relationship Manager WHAT IS THE OPPORTUNITY? The Preferred Banking RM is responsible for cultivating and expanding the Bank's affluent and future high net worth personal banking relationships through outbound and inbound sales efforts, including, but not limited to: establishing ...
Managing Director, Fund Banking (Fund Finance)
Stifel - San Francisco, CA
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 manage...
Director/Managing Director, Fund Banking (Fund Finance)
Stifel - New York, NY
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 manage...
Private Banking Officer II
City National Bank - New York, NY
PRIVATE BANKING OFFICER II WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all are...
