The VP or SVP will build and support a regional portfolio of technology companies, lead debt processes, and deliver a curated banking experience through Stifel's platform.
Responsibilities
- Build and support a regional client portfolio of technology companies as a Vice President or Senior Vice President within Stifel's Venture Banking Team.
- Leverage the resources of Stifel's banking and broader corporate platform to lead debt processes and provide a curated banking experience for entrepreneurs and their businesses.
- Engage with senior leaders inside and outside the organization to understand technology and capital trends and how they impact the companies we support.
- Bring venture-backed technology experience, a strong relationship network, and serve as a trusted advisor to technology companies and their investors.
What you'll be doing
- Maintain a portfolio of technology company clients, including ongoing portfolio management and deploying Stifel resources to support those clients.
- Drive deal processes, including loan underwriting, loan documentation, and the loan closing process.
- Maintain in-depth knowledge of the venture capital ecosystem and Stifel’s products and services.
- Identify and pursue opportunities to strengthen relationships with venture capitalists, founders, executives, and industry advisors.
- Attend and, when appropriate, curate industry events to represent Stifel and expand the organization’s network connectivity.
What we're looking for
- Maintain a portfolio of technology company clients, including ongoing portfolio management and effectively deploying Stifel platform resources to support clients.
- Ability to drive deal processes, including loan underwriting, loan documentation, and loan closing.
- Deep knowledge of the venture capital ecosystem and firm products and services.
- Recognizes and pursues opportunities to strengthen relationships with key stakeholders within the innovation ecosystem, including venture capitalists, founders, executives, and industry advisors.
- Attends and curates industry events to represent Stifel and expand network connectivity when appropriate.
What you'll bring
- Advanced knowledge in venture lending, underwriting, and portfolio management.
- Knowledge of economic and accounting principles and practices, the financial markets, venture banking, and the analysis and reporting of financial data.
- Interest in technology trends, key metrics, and capital markets affecting the innovation ecosystem.
- Use logic and reasoning to identify the strengths and weaknesses of alternative solutions and approaches to problems.
- Excellent communication and interpersonal skills; able to build strong relationships with clients and internal teams.
- Proactive, detail-oriented, and able to thrive in a fast-paced environment with multiple priorities.
- Strong team leadership skills to coach, develop, and retain team members.
Education & Experience
- Bachelor's degree in finance, accounting or equivalent experience.
- 3+ years of related work experience in venture banking, commercial banking, investment banking, or private capital investing.
Licenses & Credentials
Systems & Technology
- Proficient in Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Benefits
- Discretionary bonuses
- Health, dental, vision, and prescription insurance
- Stifel Total Health Connect
- Flexible spending accounts
- Tuition and certification assistance programs
- Paid time off
- 401k
- Wellness initiatives
- Life insurance
Why Stifel
Stifel emphasizes a client- and associate-first culture where everyone belongs, is welcome, and contributes to the success of clients, their careers, and the firm as a whole.
Explore where your place is at Stifel, where professional success can align with client outcomes.
What you’ll be doing
The Venture Banking Team at Stifel expects the VP/SVP to actively build and support a regional technology-focused client base, leverage the firm’s banking and corporate resources to manage debt processes, and deliver a tailored banking experience to entrepreneurs and their companies. Success depends on engaging senior leaders to understand technology and capital trends and translating those insights into value for clients and their investors.
Systems & Technology (additional)
Microsoft Word, Excel, PowerPoint, and Outlook proficiency is required.
