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Vice President, Venture Banking
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...
Associate, Venture Banking
Stifel - San Francisco, CA
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 jo...
Part-time Client Service Associate - NR
Stifel - Greenville, NC
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 ...
IT Sr. Project Manager
Stifel - New York, NY
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. What We're Looking For Work closely with business units, tech...
Public Finance Analyst
Stifel - Denver, CO
Stifel's industry leading Public Finance professionals perform investment banking services for city, state, and local government agencies, helping them raise capital to build and maintain essential infrastructure in the communities they serve. From some of the nation's largest states, cities, convention centers and economic development projects to rural school districts and small...
Client Service Associate - NR
Stifel - Southfield, MI
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 ...
Public Finance Analyst
Stifel - San Antonio, TX
Analysts provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts serve as the second or third person on client relationships and begin to undertake extensive direct contact with clients and outside consultants. A strong desire and ability to lea...
Project Management & Origination Associate - Eaton Partners
Stifel - Stamford, CT
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 ke...
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 but with a specific lean towards venture capital and growth equity funds. The Fund Banking group consists of 10+ people and manages a portfolio of $8B+ in...
Insurance Solutions Specialist
Stifel - Saint Louis, MO
The Insurance Solutions Specialist assists with marketing of the Firm's insurance products (Life, LTC and Disability) to Financial Advisors and clients. This includes helping to create and execute marketing plans, managing relationships with carriers and general agencies, providing insurance training via WebEx and in-person. The Insurance Specialist assists Financial Advisors and other branc...
Advertising Compliance Analyst
Stifel - Saint Louis, MO
The Public Communications Specialist reviews, edits, advises, and verifies the final copy, with the Series 24 Principal approving (or denying) communications intended for public distribution or viewing. What We're Looking For • Review any branch or department communications intended to be distributed to members of the public to ensure they are consistent with ...
Registered Client Service Associate
Stifel - Garden City, NY
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 advertise...
Personal Trust Administrative Officer II
Stifel - Saint Louis, MO
The Personal Trust Administration Officer II administers simple to complex trust accounts in accordance with the terms of the trust document and all applicable laws. What We're Looking For Develop relationships with clients through frequent contact via telephone, email, or in writing. Communicate with FAs, attorneys, and CPAs regarding client needs. <...
Third-Party Information Security Risk Analyst
Stifel - Saint Louis, MO
The Third-Party Cyber Risk Analyst performs comprehensive third-party risk assessments, focusing on data security, regulatory compliance and emerging AI use risks. This includes reviewing DDQs, SOC reports, AI governance disclosures, vendor security reports, and supporting documentation from vendors and service providers. The Third-Party Cyber Risk Analyst plays a critical role in safeguardi...
Retirement Business Development & Marketing Specialist
Stifel - Saint Louis, MO
The Retirement Business Development & Marketing Specialist is primarily responsible for helping Stifel Financial Advisors sell Stifel's Retirement Plan services to their clients. The role focuses on cultivating new business opportunities, consulting with advisors to assist them with prospecting, benchmarking, closing retirement plan opportunities. This may involve telephone conversations and...
