KBW IB Managing Director

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

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Salary: - Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position.

The base salary is one component of Stifel’s overall compensation package for each individual employee.

Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more!

To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits.

Applications are accepted until the position is filled.

In June of 1962, Harry Keefe, Jr., Gene Bruyette, and Norbert Woods founded Keefe, Bruyette & Woods (KBW) along with five other employees and $50,000 in capital.

Together, the founders launched KBW with a vision of the future and a belief in personal accountability during a time when investors purchased bank stocks for the dividend yield alone.

Few banks published balance sheets or earnings statements, and research was nearly nonexistent.

With the addition of sales, trading, and research operations, and a clear focus on regional banks, the company has branched out since its founding.

KBW is now widely considered the leading expert on all financial sub-sectors.

• #1 Best U.S. SMID Research for Banks
• #1 Best U.S. SMID Research for Non-Bank Financials
• #1 Best U.S. Industry Trading for Financials ** 2024 Coalition Greenwich Survey Results**