Summary

At Stifel Venture Bank, you will work alongside innovative early to late stage, technology and healthcare companies and their investors, providing commercial banking and treasury management solutions and fund finance debt capital. Team members will have the unique opportunity to shape our business and be a key contributor on our growing organization.

The Director/Managing Director is responsible for Stifel’s Fund Banking efforts on the West Coast with a specific focus on the Bay Area. In this role, you will have the opportunity to be a part of a growing team within Stifel Bank in California focused on building and developing relationships in the Venture and Private Equity communities. The ideal candidate will be tasked with developing deep relationships with Venture and Private Equity firms, and be a trusted advisor to these firms. The role includes considerable cross-selling across Stifel’s extensive financial services capabilities.

**Essential Duties & Responsibilities **

• Develop, originate and maintain Fund Banking (FB) business independently.
• Develop and maintain a network of Venture Capital and Private Equity firms. A high level of business development activity and relationship building will be expected.
• Partner and cross-sell with peer departments at Stifel (Venture Banking, Investment Banking, Commercial Lending, Fixed Income, and Private Client) to identify and generate opportunities.
• Assist in recruiting, management, and coaching of Bank team members.
• Collaborate with the team to develop new products and strategies to meet the banking goals of the department.
• Partner with Portfolio Managers, Analysts and Risk Management to proactively manage and maintain desired credit quality. Strong underwriting and deal structuring skills are critical.
• Maintain in-depth knowledge of the Technology and Healthcare ecosystems, Fund Banking industry, Venture Capital industry and Stifel’s broad product offerings.

Qualifications

• Advanced knowledge of fund banking, portfolio management and regulatory requirements as it relates to our industry (OCC and FDIC).
• Effective communication skills (written and oral) to properly interact with prospective clients and their investors, Executive Management, and colleagues from Investment Bank, Equity Research, and Private Wealth Management functions.
• Strong team leadership skills with experience recruiting, coaching and developing talent pipeline.
• Ability to identify the strengths and weaknesses of fund clients and prospects

Education & Experience

• Bachelor's degree in Finance or related field or equivalent experience required.
• 5+ years of related experience required, 7+ years' related experience preferred.

Base salary annualized range: $157,873.26-$236,809.88. 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 our Stifel Benefits website.

Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success – and 26 years of continual growth – is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.