Jobs at Stifel Financial Corp.

Develop and support AWS disaster recovery, infrastructure-as-code, automation, monitoring, and FinOps capabilities. Build Terraform modules and operational workflows, create DR runbooks, conduct failover and recovery testing, improve resilience and observability, analyze cloud costs, and coordinate with security and risk teams on compliance and business continuity.

Supports daily administration, monitoring, access control, reporting, and maintenance of banking and operational systems. Assists with audits, access reviews, data validation, reconciliations, system updates, documentation, issue escalation, and routine operational support for Deposit Operations. Requires strong attention to detail, organization, communication, and familiarity with Microsoft Office and core banking systems such as Fiserv Premier.

Supports cloud financial management and cost optimization across multi-cloud and SaaS environments. Responsibilities include cost allocation, forecasting, budgeting, variance analysis, showback reporting, tagging governance, anomaly monitoring, commitment tracking, dashboard creation, and identifying optimization opportunities. The role collaborates with technology, finance, governance, and business teams to improve cloud cost accountability and align spending with enterprise financial and compliance processes.

Owns the Enterprise Security Agile Release Train roadmap and program backlog across seven security domains. Sequences priorities, facilitates PI Planning, manages dependencies and delivery risks, aligns stakeholders, accepts features for release, tracks security and delivery outcomes, and supports Lean Portfolio Management. Requires strong enterprise security knowledge, product or program leadership experience, stakeholder influence, analytical skills, and familiarity with regulated financial services environments.

Lead investment banking transactions including sell-side M&A, recapitalizations, and debt and equity capital raises. Advise clients, manage relationships, oversee financial modeling and valuation analyses, mentor junior bankers, support business development, and represent the firm in industry and client settings. The role requires investment banking experience, FINRA licenses, strong analytical and communication skills, and the ability to manage multiple projects.

Supports and administers investment reporting platforms, provides frontline assistance to financial advisors, and helps manage specialized reporting services for high-net-worth clients. Maintains reporting data, validates calculations, documents processes, gathers requirements, supports testing, tracks enhancement requests, and coordinates with development teams and vendors. The role also contributes to advisor-facing marketing collateral and continuous platform improvements.

Maintains and deploys desktop, laptop, and mobile hardware, operating systems, configurations, patches, and applications. Tests hardware and updates, troubleshoots operating system and application issues, supports deployment teams, coordinates vendor escalations, identifies automation opportunities, and creates technical documentation. The role requires strong endpoint support experience across Windows and Mac environments, occasional night or weekend work, and up to 10% overnight travel.

Investment Banking Analyst supporting Stifel’s Clean Energy & Power practice. Responsibilities include industry research, financial modeling, transaction analysis, offering memorandum development, client presentation preparation, and supporting financing and merger transactions. The role requires strong finance and accounting knowledge, analytical and communication skills, attention to detail, and the ability to manage multiple deadlines. Travel of up to 10% may be required.

Supervises life insurance transaction reviews to ensure suitability, documentation accuracy, regulatory compliance, and adherence to firm policies. Reviews and approves transactions, resolves exceptions, trains trade review staff, and collaborates with compliance, licensing, operations, branches, and financial advisors. Provides expertise on insurance products, paperwork, submissions, transaction data validation, FINRA rules, tax implications, and state insurance regulations.

Conduct fundamental research on biotechnology companies, evaluating clinical data, scientific and commercial risks, competitive dynamics, and industry trends. Build financial models, drug forecasts, financial statements, and discounted cash flow analyses. Lead expert diligence calls, develop and defend investment theses, communicate research findings to analysts, and respond to institutional sales and client inquiries. Travel may be required up to 20%.

Supports senior equity research analysts through financial modeling, valuation, data gathering, company and sector analysis, investment thesis development, research writing, and client communication. Builds Excel-based financial statements, DCF models, and comparable company analyses; manages Bloomberg and FactSet data; validates models; answers institutional sales and client questions; develops industry sources; and contributes to research presentations and special projects. Requires up to 20% local, regional, or national travel.

Administers and enhances Salesforce Financial Services Cloud for Wealth Management. Responsibilities include complex configuration, custom flows, security and access controls, dashboards, data quality, integrations, sandbox and deployment management, CI/CD support, testing, auditability, compliance, troubleshooting, documentation, and user training. The role gathers requirements from advisors, operations, compliance, and IT stakeholders and translates business needs into scalable Salesforce solutions.

Transforms Treasury Management data into dashboards, reports, and actionable insights for operational performance, product strategy, and leadership decisions. Analyzes moderately complex datasets, automates reporting workflows, improves processes, maintains data governance and KPI standards, supports UAT, and partners with stakeholders on reporting requirements. May mentor junior team members while ensuring data accuracy, consistency, and audit readiness.

Owns product backlog prioritization, user story creation, sprint goals, stakeholder communication, quality acceptance, and feature delivery for Agile software teams. Partners with product management, developers, Scrum Masters, business owners, customers, and external partners to maximize product value and align development with firm strategy. Requires Agile methodology experience, strong communication and analytical skills, and 5–7 years of relevant wealth management, technology, business analysis, or project management experience.

Provides phone and digital support for client-facing applications and banking products. Responsibilities include handling calls, documenting interactions, troubleshooting digital banking issues, answering banking inquiries, escalating problems, communicating updates, and collaborating with IT, branch, and bank teams. The role requires strong customer service, communication, organization, multitasking, and the ability to work independently on a compressed schedule including weekends, holidays, and varied shifts.

Leads tax credit transactions for financial institution clients, including federal transfer credits, LIHTC, HTC, NMTC, and state credits. Sources and analyzes tax credit inventory, develops client strategies, presents recommendations, coordinates sellers and advisors, manages transaction timelines, and supports modeling, analytics, and project management. The role requires tax credit expertise, strong client communication, analytical ability, and at least five years of related experience.

Conduct industry research, build financial models, analyze projections and transactions, draft offering memoranda, prepare client presentations, and support clients executing financing and merger transactions within Stifel’s Clean Energy & Power investment banking practice.

The IT Senior Project Manager drives information technology maturity and continuous improvement initiatives. Responsibilities include prioritizing projects, coordinating with business and technology teams, managing third-party vendors, documenting strategies and milestones, monitoring project progress, improving policies and processes, researching industry developments, and presenting recommendations to senior leadership. The role requires expertise in information security and identity management best practices, strong communication, analytical, organizational, and project management skills.

Leads investment banking transactions in the Clean Energy & Power sector, managing M&A, recapitalizations, debt and equity financings from origination through close. Develops financial models, valuations, offering memorandums, and client materials; manages client relationships, due diligence, and transaction execution. Mentors analysts, supports business development, represents the firm at industry events, and manages multiple concurrent projects.

Designs, deploys, and maintains cloud infrastructure and services across AWS, Azure, or Google Cloud. Monitors availability, performance, and security; automates provisioning using infrastructure-as-code; supports containerized environments; troubleshoots incidents; and collaborates with developers and system administrators. Requires a bachelor's degree, 0–2 years of IT or cloud experience, hands-on deployment experience, and an entry-level cloud certification such as AWS Certified Cloud Practitioner or equivalent.