Full-Time
Senior Banking Treasury Sales Manager
Stifel
5,001-10,000 employees
Full-service brokerage and investment advisory
Compensation Overview
$190k - $220k/yr
New York, NY, USA
In Person
Bachelor's
 Sales & Account Management (1) |
|---|
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- Experience supporting venture-backed growth companies, private funds, private equity firms, venture capital firms, and institutional clients.
- Strong understanding of treasury management, cash management, liquidity products, commercial deposits, and digital banking solutions.
- Knowledge of fintech treasury platforms, payment technologies, and emerging banking technologies.
- Demonstrated success in consultative sales, client acquisition, and relationship expansion.
- Ability to engage C-suite, Chief Financial Officer, Controller, Treasury, and Operations stakeholders.
- Strong verbal, written, and presentation skills, with the ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
- Ability to meet deadlines and work with limited supervision while maintaining meticulous attention to detail.
- A minimum of seven years of related experience and/or training, or an equivalent combination of education and experience.
- A minimum of a bachelor's degree in Finance or equivalent experience.
- Proficiency in required software, computer, internet, and operating systems necessary to deliver bank products and services.
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
- Partner with Venture Banking, Fund Banking, Commercial Banking, and specialty banking teams to acquire, retain, and expand client relationships.
- Develop treasury and liquidity strategies tailored to venture-backed companies, private investment funds, sponsor-backed businesses, and institutional clients.
- Support relationship teams with prospecting, client pitches, request for proposal responses, and treasury diagnostics.
- Deliver consultative treasury management solutions, including payments, receivables, liquidity management, deposit products, fraud mitigation, digital banking, and cash optimization strategies.
- Partner with Operations, Technology, Compliance, and Product teams to ensure successful implementation and ongoing support of treasury solutions.
- Serve as an escalation point for complex treasury and onboarding opportunities.
- Provide support to internal and external clients through all phases, including the onboarding process.
- Engage and work with internal and external partners, including other Stifel business units and third-party service providers.
- Travel as required.
- Certified Treasury Professional (CTP) credential.
Stifel is a full-service financial services firm offering brokerage, trading, investment banking, investment advisory, and related services to individuals, institutions, and municipalities through 400+ locations. It helps clients manage wealth, execute trades, raise capital, and receive advisory guidance, supported by a strong equity research team. It differentiates itself with a large advisor network (about 2,300), highly regarded research, and high advisor satisfaction, along with a broad family of subsidiaries including Stifel Bank, Stifel Independent Advisors, and international arms. The goal is to provide comprehensive financial solutions that help clients meet their investment and financial objectives.
Company Size
5,001-10,000
Company Stage
IPO
Headquarters
St. Louis, Missouri
Founded
1890
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Simplify's Take
What believers are saying
- Q2 2026 wealth revenue hit $957 million, with client assets reaching $580.1 billion.
- Investment banking revenue jumped 42% in Q2 2026, with capital raising up 64%.
- Stifel repurchased $177 million of stock and keeps $480 million excess capital.
What critics are saying
- SEC off-channel-communications reviews hit Q2 2026 earnings with $0.58 per share in legal accruals.
- Q2 2026 revenue missed estimates badly, exposing dependence on volatile banking and trading cycles.
- UBS and Raymond James are outbidding Stifel for advisors; retention pressure can erase growth.
What makes Stifel unique
- Stifel’s employee-advisor model won J.D. Power’s No. 1 ranking for four straight years.
- The March 2026 sale of Stifel Independent Advisors sharpened focus on employee-channel wealth.
- Bryan, Garnier and B. Riley hires expanded Stifel’s European and U.S. advisor bench.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
401(k) Retirement Plan
Wellness Program
Paid Vacation
Company News
BitMEX to shut down after 11 years. CW 30 BitMEX and BitMart announced plans to cease operations. Movement Labs filed for bankruptcy after prolonged weak network activity. Meanwhile, Mirae Asset rebranded Korbit as Digital X following its acquisition, while LMAX explores strategic options, including a potential IPO or sale. BitMEX and BitMart announce exchange closures. Two cryptocurrency exchanges, BitMEX and BitMart, have announced they will cease operations. BitMEX, the pioneering derivatives exchange founded in 2014, will close on September 23, 2026, following a strategic review by its board. The exchange, known for inventing the 100x leverage perpetual swap, has stopped new account registrations immediately. From August 26, users can only reduce positions, not open new ones. All open positions will be force-closed at the closure time. BitMEX highlighted its 11-year track record of zero funds lost to hacks. Users are urged to withdraw funds before the deadline, after which account fees will apply to remaining balances. BitMart also announced an orderly cessation of operations, though specific details were not immediately available Movement Labs files for bankruptcy. The Movement blockchain has filed for bankruptcy after struggling to generate meaningful revenue since November 2025. According to DeFiLlama data, on-chain app daily revenue consistently fell below $800, while daily network fees remained in single digits, with just $1 in the past 24 hours. This poor performance came despite the project raising $141.4 million in total funding. The native token's fully diluted valuation has collapsed to $107 million, down over 99% from its peak. The stark contrast between the substantial capital raised and minimal operational revenue highlights the challenges facing the blockchain project. Mirae Asset rebrands Korbit to Digital X. South Korean financial giant Mirae Asset has completed its acquisition of 97.15% of local crypto exchange Korbit and rebranded it as Digital X. The company plans to build an investment ecosystem connecting RWA, security tokens, stablecoins, traditional assets, and digital assets. Mirae Asset emphasized its goal is not to surpass Upbit or Bithumb, but to combine global investment expertise with digital asset infrastructure to promote sustainable development in Korea's digital asset industry. Korbit currently holds less than 1% of the Korean market. Meanwhile, institutional forex and digital asset trading platform LMAX Group has hired Morgan Stanley and Stifel's KBW to evaluate strategic options, including a potential sale, SPAC merger, or IPO in the US or Europe. The company could be valued at up to $5 billion, with a Nasdaq listing being the preferred option. In 2021, J.C. Flowers acquired 30% of LMAX for $300 million, valuing the company at around $1 billion at the time. About 1token: 1Token is a digital asset investment management platform providing Crypto PMS, RMS, and Portfolio Accounting Software, managing over $20 billion in assets for more than 100 clients worldwide. All-in-one support designed for allocators, portfolio managers, treasury managers and fund operations and accountants, seeking transparency and control. * Front office (portfolio managers and traders) to view live position and exposure, calculate trading PnL and historical performance. * Middle office (ops and risk) to maintain portfolios and API accounts, book OTC trades, monitor risk metrics and analyze VaR/STV, generate shadow NAV with investor subscription/redemption/dividend. * Back office (admin and auditors) to collect and reconcile trades, generate valuation and PnL reporting under FIFO/WAC tax strategy.
Stifel CEO: recruiting boom 'disconnected' from forecasts AI will replace advisors. by Miriam Rozen July 22, 2026 Stifel Financial Chief Executive Ron Kruszewski is unruffled by the buzz that artificial intelligence could replace financial advisors and argued on Wednesday that the industry's fierce recruiting battles show firms are betting on people, not technology. "Market reactions have suggested that advances in AI will at least diminish the value of financial advice and at worst eliminate the need for financial advisors altogether," Kruszewski said on a conference call Wednesday morning after Stifel reported second quarter earnings. "This, however, is completely disconnected from what we are seeing in the market for financial advisors." Transition packages are "elevated," and recruiting of experienced advisors remains "as competitive as I've seen it," said Kruszewski, who has been CEO at Stifel for almost three decades. Kruszewski did not mention other firms by name, but at least one wirehouse, UBS Wealth Management USA, earlier this year unveiled a deal that could pay advisors as much as 550% of their trailing-12 month revenue provided they remain at the firm for a term of 16 years. Similarly, RIA investors and consolidators of independent broker-dealers have been snapping up firms at a record pace and at peak valuations, according to industry consultants. That has come even as fears of industry automation sunk stocks of large wealth managers, including Stifel, in February. Stifel's stock, which was up almost 2% following its earnings announcement, remains down around 9% from its price before the AI concerns shook investors. "Either the largest wealth management firms in the world are increasing investments into a business that apparently is going away...or the industry will continue to evolve with more capable and efficient advisors using AI to benefit their productivity and their clients' service," Kruszewski said. If anything, Stifel, which has historically shied away from raising its recruiting offers, is still in a "wait and see" mode as it waits for firms to potentially turn more cautious, but it has not stopped hiring, he added. "We need more talented people to take advantage of what I see as our ability to compete and gain greater market share," Kruszewski said. For several years, recruiting has been up and down for the St. Louis-based firm, which added advisors with annual revenue of $30 million over the past year, according to its second quarter earnings report. That was down from $50 million on a 12-month basis that Stifel reported in the first quarter, which included 36 advisors added through a purchase of B. Riley Financial's employee unit. Stifel, like many wealth firms, no longer reports its overall advisor headcount. It last reported it had around 2,300 brokers, including around 100 independent brokers in a unit that it sold to Equitable Advisors. Kruszewski said he felt that artificial intelligence would make his firm and advisors more efficient. AI software could also help with streamlining compliance, including ensuring that client communications conformed with the layers of regulation around marketing. The CEO did not put a specific figure in terms of net cost savings but said that the improved efficiency would outweigh expenditures on AI, including purchasing tokens. Meanwhile, Stifel's wealth division's income grew year-over-year 18% to $361.8 million, and revenue increased 13% to $956.5 million. Its total client assets rose 12% to $580.1 billion, according to the company's reporting. Fee-based client assets of $239.8 billion grew 16% from the year-ago quarter. * on Jul 22 2026, Susan Jones says: Keep thinking that. Will see what you will be saying in 5 years. Just remember you were warned. Reply to Susan Jones * on Jul 22 2026, Susan has nothing to do says: I'm sure your job is safe Reply to Susan has nothing to do * on Jul 22 2026, Truth says: Dire predictions about advisors were made when ETrade came out during the dot com mania. It will be the same as it relates to AI in 10 years. The advisory business will continue to grow as will advisor AUM and production across all channels. who owns E*trade now? Morgan. Just remember you were warned Reply to Truth * on Jul 23 2026, Expand says: Headline should be changed to "nothing will help people go to Stifel". My buddy almost went there 2 years ago. Bullet dodged. Get some top tier managers who are known entities and get some quality teams if you want to be taken seriously. Reply to Expand * on Jul 23 2026, TLR says: Maybe you should "expand" to reading their latest earnings report Reply to TLR Raymond James' CEO said it has had a bumper year while Ameriprise's top executive focused on in-house growth and rivals' irrational deals. Jul 23, 2026 Jul 21, 2026 Jul 17, 2026 Jul 16, 2026
Stifel Financial missed Wall Street's revenue expectations in Q2 2026, with sales falling 25.5% year on year to $956.5 million, significantly below analyst estimates of $1.42 billion. The financial services firm's non-GAAP profit of $1.42 per share beat consensus estimates by 4.3%. Despite the revenue miss, Stifel's assets under management grew 16.2% year on year to $239.8 billion. The company achieved a pre-tax profit of $361.8 million with a 37.8% margin. Chairman and chief executive officer highlighted the firm's record first half of 2026, noting improvements in operating leverage and balance sheet expansion. Stifel was ranked number one in employee advisor satisfaction by J.D. Power for the fourth consecutive year. Over the past five years, the St. Louis-based firm grew revenue at a 5% compounded annual growth rate.
Stifel Financial Corp reported net revenues of $1.45 billion for the second quarter ending 30 June 2026, up from $1.28 billion in the same period last year. Net income available to common shareholders reached $217.2 million, or $1.34 per diluted share, compared with $145.7 million, or $0.89 per share, in the second quarter of 2025. Investment banking revenues increased 42% year-on-year, with capital raising up 64% and advisory revenues up 24%. Asset management revenues rose 13% over the prior year quarter. Client assets reached a record $580.1 billion, up 12% year-on-year. The firm's annualised return on tangible common equity stood at 23.6%. Stifel repurchased $177 million of its common stock during the quarter at an average price of $73.20 per share. The board declared a $0.34 quarterly dividend per share.
Hillsdale Investment Management Inc. invests $1 million in Stifel Financial Corporation $SF. July 17, 2026 Key points. * Hillsdale Investment Management disclosed a new first-quarter stake in Stifel Financial, buying 13,540 shares valued at about $1.0 million. * Stifel Financial reported Q1 earnings of $1.45 per share, beating analysts' estimate of $1.39, while revenue rose 17.7% year over year to $1.44 billion. * Wall Street remains cautiously positive on the stock: analysts rate Stifel Financial a Moderate Buy on average, with a consensus price target of $91.75. * Five stocks to consider instead of Stifel Financial. Hillsdale Investment Management Inc. bought a new stake in Stifel Financial Corporation (NYSE:SF - Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 13,540 shares of the financial services provider's stock, valued at approximately $1,001,000. A number of other large investors also recently made changes to their positions in the company. Wellington Management Group LLP grew its position in Stifel Financial by 13.8% in the 3rd quarter. Wellington Management Group LLP now owns 3,451,787 shares of the financial services provider's stock worth $391,674,000 after purchasing an additional 419,038 shares in the last quarter. AQR Capital Management LLC lifted its position in shares of Stifel Financial by 94.8% during the 4th quarter. AQR Capital Management LLC now owns 2,893,850 shares of the financial services provider's stock worth $362,368,000 after buying an additional 1,408,347 shares in the last quarter. Boston Partners lifted its position in shares of Stifel Financial by 2.0% during the 3rd quarter. Boston Partners now owns 2,371,880 shares of the financial services provider's stock worth $269,128,000 after buying an additional 45,631 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of Stifel Financial by 0.9% in the 4th quarter. Geode Capital Management LLC now owns 1,844,635 shares of the financial services provider's stock worth $231,034,000 after buying an additional 17,008 shares during the last quarter. Finally, Dimensional Fund Advisors LP boosted its stake in shares of Stifel Financial by 6.1% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,725,806 shares of the financial services provider's stock worth $216,117,000 after buying an additional 99,485 shares during the last quarter. 82.01% of the stock is owned by institutional investors. Stifel Financial trading up 0.0%. Shares of Stifel Financial stock opened at $78.77 on Friday. Stifel Financial Corporation has a 52-week low of $67.81 and a 52-week high of $89.83. The stock's 50-day simple moving average is $72.92 and its 200 day simple moving average is $77.02. The stock has a market capitalization of $12.08 billion, a P/E ratio of 15.32 and a beta of 1.01. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.80 and a current ratio of 0.85. Discover more Options trading guide Stifel Financial (NYSE:SF - Get Free Report) last issued its earnings results on Wednesday, April 22nd. The financial services provider reported $1.45 earnings per share for the quarter, topping analysts' consensus estimates of $1.39 by $0.06. The firm had revenue of $1.44 billion during the quarter, compared to analyst estimates of $1.51 billion. Stifel Financial had a net margin of 15.34% and a return on equity of 18.76%. The company's quarterly revenue was up 17.7% on a year-over-year basis. During the same quarter last year, the business earned $0.49 earnings per share. As a group, research analysts anticipate that Stifel Financial Corporation will post 6.22 EPS for the current year. Stifel Financial cuts dividend. The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Monday, June 1st were issued a $0.34 dividend. The ex-dividend date of this dividend was Monday, June 1st. This represents a $1.36 annualized dividend and a yield of 1.7%. Stifel Financial's dividend payout ratio (DPR) is 26.46%. Wall Street analysts forecast growth. SF has been the subject of a number of research analyst reports. UBS Group reaffirmed a "buy" rating and set a $86.00 price target (down from $89.00) on shares of Stifel Financial in a research report on Wednesday, July 8th. Weiss Ratings reissued a "buy (b-)" rating on shares of Stifel Financial in a research report on Friday, May 29th. TD Cowen reduced their price objective on Stifel Financial from $136.00 to $92.00 and set a "hold" rating for the company in a research note on Monday, March 23rd. Finally, Zacks Research upgraded Stifel Financial from a "strong sell" rating to a "hold" rating in a research note on Wednesday, May 20th. Five investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, Stifel Financial currently has an average rating of "Moderate Buy" and an average target price of $91.75. About Stifel Financial. Stifel Financial Corp. is a diversified financial services holding company headquartered in St. Louis, Missouri. Founded in 1890, the firm has grown into a full-service brokerage and investment banking organization serving individual investors, corporations and institutions. Through its principal subsidiary, Stifel, Nicolaus & Company, Incorporated, the company delivers a broad array of financial products and services backed by research-driven insights. The firm's main business activities are organized into two core segments: Private Client Group and Institutional Group. 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