Company · 26 open roles
Careers at Why Stifel
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26 positions at Why Stifel
Client Reporting Services Specialist
Why Stifel·Saint Louis, Missouri, United States
Client Reporting Services Specialist at Why Stifel. Location: Saint Louis, Missouri, United States. Role: administering platforms, providing support, designing enhancements Requirements: Bachelor's in business,1-3 years investment services experience,knowledge of wealth managemen…
Registered Client Service Associate
Why Stifel·Houston, Texas, United States
Registered Client Service Associate at Why Stifel. Location: Houston, Texas, United States. Role: assisting clients, opening accounts, entering trades Requirements: High school diploma, 2+ years investment industry experience, Series 7 and 63 or 66 required, proficiency with Micr…
Treasury Client Service Support Specialist
Why Stifel·Saint Louis, Missouri, United States
Treasury Client Service Support Specialist at Why Stifel. Location: Saint Louis, Missouri, United States. Role: supporting clients, processing accounts, resolving issues Requirements: High school diploma or equivalent, 0-2 years banking or financial institution experience, profic…
Managing Director, Syndications
Why Stifel·New York or San Francisco or Boston
Managing Director, Syndications at Why Stifel. Location: New York or San Francisco or Boston. Role: leading syndications, structuring transactions, managing relationships Requirements: Bachelor's degree in finance/business/accounting/economics,10+ years of related experience, syn…
Research Associate II - Medical Technology & Supplies
Why Stifel·New York, New York, United States
Research Associate II - Medical Technology & Supplies at Why Stifel. Location: New York, New York, United States. Role: building models, analyzing data, writing reports Requirements: Bachelor's degree required,2+ years relevant experience,financial modeling and analysis,proficien…
Trust Investment Associate
Why Stifel·Saint Louis, Missouri, United States
Trust Investment Associate at Why Stifel. Location: Saint Louis, Missouri, United States. Role: providing support, conducting research, preparing reports Requirements: High school diploma or equivalent,1+ years financial services experience,proficiency with Microsoft Excel,Word,P…
Technology Office & Workforce Admin
Why Stifel·Memphis, Tennessee, United States
Technology Office & Workforce Admin at Why Stifel. Location: Memphis, Tennessee, United States. Role: managing calendars, coordinating onboarding, maintaining records Requirements: Provides administrative and workforce coordination for IT; requires 3+ years administrative experie…
Client Service Associate
Why Stifel·Miami Beach, Florida, United States
Client Service Associate at Why Stifel. Location: Miami Beach, Florida, United States. Role: opening accounts, maintaining records, supporting advisors Requirements: High school diploma, 2 years investment-industry experience, FINRA Series registrations preferred (Series 7 and 66…
Treasury Management Analytics Analyst II
Why Stifel·Saint Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
Treasury Management Analytics Analyst II at Why Stifel. Location: Saint Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto. Role: developing dashboards, analyzing datasets, automating reports Requirements: Bachelor's in Finance/Business or equi…
Equity Capital Markets (ECM) Syndicate Analyst
Why Stifel·Baltimore, Maryland, United States
Equity Capital Markets (ECM) Syndicate Analyst at Why Stifel. Location: Baltimore, Maryland, United States. Role: originating deals, coordinating execution, building relationships Requirements: 0–3 years relevant experience in syndicate, capital markets, investment banking, or sa…
Data Analyst
Why Stifel·Memphis, Tennessee, United States
Data Analyst at Why Stifel. Location: Memphis, Tennessee, United States. Role: field inbound requests, build queries, maintain documentation Requirements: Bachelor's degree in IT, CS, or Business Administration; 1-3 years investment/financial or technical experience; proficient i…
Financial Advisor Associate
Why Stifel·Santa Rosa, California, United States
Financial Advisor Associate at Why Stifel. Location: Santa Rosa, California, United States. Role: Engaging clients, Assessing needs, Entering orders Requirements: Bachelor’s degree or equivalent; 5+ years financial services/brokerage; Series 7 and 63/66; proficient in Microsoft 3…
Managing Director, Venture & Growth Stage Lending
Why Stifel·San Francisco, California, United States
Managing Director, Venture & Growth Stage Lending at Why Stifel. Location: San Francisco, California, United States. Role: Lead team, Develop deal flow, Structure debt Requirements: Bachelor's degree; 10+ years of related experience; proficient in Excel/Office; strong leadership …
Managing Director, Venture & Growth Stage Lending
Why Stifel·New York, New York, United States
Managing Director, Venture & Growth Stage Lending at Why Stifel. Location: New York, New York, United States. Role: Lead team, Drive deals, Establish relationships Requirements: Bachelor’s in finance, business, accounting, economics or related field; 10+ years’ related experience…
Managing Director, Fund Banking (Fund Finance)
Why Stifel·San Francisco, California, United States
Managing Director, Fund Banking (Fund Finance) at Why Stifel. Location: San Francisco, California, United States. Role: originate financing, develop network, negotiate facilities Requirements: Bachelor's in Finance; 7+ years of relevant experience; proficient in Microsoft Office.…
2027 Summer Analyst: Fixed Income Capital Markets - New York
Why Stifel·New York, New York, United States
2027 Summer Analyst: Fixed Income Capital Markets - New York at Why Stifel. Location: New York, New York, United States. Role: updating models, conducting research, preparing presentations Requirements: Undergraduate pursuing a business-related degree (graduation Dec 2027–May 202…
Research Associate I
Why Stifel·New York, New York, United States
Research Associate I at Why Stifel. Location: New York, New York, United States. Role: build models, analyze data, manage databases Requirements: Bachelor's degree; 0-2 years financial services experience; proficiency in Excel; on-site role; strong analytical and communication sk…
Research MD
Why Stifel·New York, New York, United States
Research MD at Why Stifel. Location: New York, New York, United States. Role: Writes reports, Gathers data, Analyses investments Requirements: 8+ years in investment research; undergrad degree; MBA or CFA or professional designation; Series 7, 63, 86, 87; strong financial modelli…
IB Managing Director
Why Stifel·Boston, Massachusetts, United States
IB Managing Director at Why Stifel. Location: Boston, Massachusetts, United States. Role: set direction, generate revenue, recruit talent Requirements: Bachelor's degree; 7-10 years investment banking experience; at least 5 years as a calling officer; proficient in MS Office. Cat…
IB Managing Director
Why Stifel·Chicago, Illinois, United States
IB Managing Director at Why Stifel. Location: Chicago, Illinois, United States. Role: setting strategy, directing team, generating revenue Requirements: Bachelor’s degree; 7–10 years investment banking experience; at least 5 years as a calling officer; strong MS Excel/PowerPoint …
IB Director - Leveraged Finance
Why Stifel·New York, New York, United States
IB Director - Leveraged Finance at Why Stifel. Location: New York, New York, United States. Role: set direction, lead team, develop relationships Requirements: Bachelor's degree; 5+ years investment banking experience; 3+ years as a calling officer; proficient in Excel; strong le…
Financial Advisor Trainee
Why Stifel·St. Louis or New York or San Francisco or Baltimore or London or Frankfurt or Toronto
Financial Advisor Trainee at Why Stifel. Location: St. Louis or New York or San Francisco or Baltimore or London or Frankfurt or Toronto. Role: Prospect clients, Enter orders, Stay informed Requirements: High school diploma or equivalent; 1-3 years as a Financial Advisor; FINRA l…
IB Managing Director
Why Stifel·New York, New York, United States
IB Managing Director at Why Stifel. Location: New York, New York, United States. Role: set direction, lead teams, generate revenue Requirements: Bachelor's degree; 7-10 years investment banking experience; 5+ years as a calling officer; proficient in Microsoft Excel and Office. C…
Fixed Income Capital Markets Analyst
Why Stifel·Birmingham, Alabama, United States
Fixed Income Capital Markets Analyst at Why Stifel. Location: Birmingham, Alabama, United States. Role: conduct research, update models, analyze transactions Requirements: Bachelor’s degree in Finance, Economics, or Business; 0-2 years related experience; strong Excel/PowerPoint …