IB Managing Director
Key Skills for This Role
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Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success .
Primarily responsible for setting the strategic direction within a specific industry or product area while directing team efforts and analyzing market trends and opportunities.
- Corporate Finance - Pitch and execute all types of transactions at the firm (across all products); primary calling officer responsibilities.
- Product Groups - Has basic familiarity with and ability to credibly market all of firm's products and services; identifies market trends within area of product expertise and proactively markets creative and profitable new business ideas, both internally and externally; shares in origination responsibility and proactive support of corporate finance bankers, develops strong relationships in relevant communities (i.e. private investors for private placements; accounting and legal experts for M&A, etc.)
- All Groups - Generate profitable revenue; establish meaningful relationships in the VC, investment and corporate community; is a lead role in recruiting efforts to bring talent into the firm; has "Sounding board" responsibility for career development and job issues for junior bankers.
- Set strategic direction and develops Stifel market presence in specific industry or product area; develop and direct the efforts of a team by analyzing market trends, opportunities and Stifel's competitive advantages; is able to manage and develop resources necessary to successfully grow a sustainable practice.
- Run a business (people, revenue, managing internal conflicts, etc.)
- Generate high quality lead managed financing, M&A and private equity business.
- Recruiting - Is responsible for "selling" the firm's highest priority candidates.
- Possess strong management skills
- Teamwork and community service (recruiting, reviews, mentoring, identifying initiatives to improve the firm)
- Strategic Vision - Identifies market trends and dynamics and acts on them; anticipates emerging client needs and opportunities; translates market opportunities into revenue for Stifel Nicolaus.
- Business Knowledge - Internally and externally acknowledged as an "expert" in area(s) of focus; broad knowledge of products and sectors.
- Client Relationship Skills - Is able to win the confidence of clients and is a "trusted advisor" to senior clients; has and continues to build strong ongoing relationships with senior clients; is sensitive to clients' needs in both anticipating and delivering upon requests.
- Personal Characteristics - Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment; takes pride of ownership for wins and accountability for losses/mistakes; knows when to ask for help.
- Product Knowledge - (Corporate Finance) - Possesses strong transaction skills, with demonstrated ability to pitch and execute the firm's array of products (private equity, private placements, public equity, convertibles and M&A); knows the markets for each product; is comfortable analyzing and advising on the appropriateness of financial alternatives.
- (Product Groups) - Possesses strong execution and origination skills in area of product specialization; has strong working knowledge of relevant accounting and legal procedures and rulings within area of product specialization; has current and value-added market knowledge of transactions completed within area of product expertise.
- New Business: Maintains demonstrated record of identifying, sourcing, creating and executing new business opportunities (all products including private equity); is able to differentiate Stifel from competitors; exercises good judgment in assessing risks and rewards of new business opportunities. (Senior VPs and above)
- Leadership Qualities - Takes active role in building firm's business, both internally and externally; is a good role model and mentor internally and seeks out opportunities to build and enhance firm's brand and reputation externally. (Principals and Partners)
- Time Management - Is able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
- Teamwork and Leadership - Builds, manages, inspires and motivates strong teams; develops compelling sense of purpose and direction across teams; ensures understanding of deal / client context across teams; accessible to and respectful of all team members, regardless of relative seniority; is willing to train and mentor others; provides constructive feedback; strives to be a value added resource to other groups throughout the firm;
- Work Ethic and Attitude: Dedicated to accomplishing goals; willing to take on additional responsibilities to produce outstanding work; strives for excellence; maintains a positive attitude through stressful situations.
- Personal Characteristics - Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment; takes pride of ownership for wins and accountability for losses/mistakes; knows when to ask for help.
- Minimum Required: Bachelor's degree in related or applicable field
- Minimum Required: At least 7 to 10 years investment banking experience, minimum of 5 years as a calling officer
• Minimum Requried: None
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
At its core, the Stifel story is a journey of growth and optimism for the future.
In our more than 125-year history, Stifel has evolved from a St.
Louis-based brokerage house and is now a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally.
Our expertise spans sectors and products in both public and private markets.
We are driven by relationships, not transactions, and are committed to earning long-term trust from our clients.
Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions.
The combination of a full-service product offering and more than 600 bankers’ deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients.
Stifel’s success is rooted in the power of our people and platform.
We provide our employees an entrepreneurial environment that rewards collaboration and hard work.
We are looking to engage with and hire talented candidates from all backgrounds – specifically, those who have the desire to expand their skills and realize ambitious goals.
We are committed to a workplace that reflects the clients we serve and the communities where we live and work.
About Stifel
Global wealth management and investment banking firm.
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