Top Tech Jobs & Startup Jobs

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.

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.

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.

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.

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.

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.

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.

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.

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.