Managing Director, Venture Banking - Stifel
San Francisco, CA 94105
About the Job
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.
What You'll Be Doing:In joining Stifel’s Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies across all their financial services needs. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. The ideal candidate will have experience managing a team and portfolio of venture backed companies, as well as the ability and network to build and grow strong relationships in market.
What We're Looking For:Establish and maintain relationships with venture capital backed founders and executives, as well as, with investors and industry advisors to drive deal flow and meet business objectives.
Active in market at industry events and building the Stifel Venture Banking brand.
Responsibility for team’s deal processes, including structuring, loan underwriting, loan documentation and the loan closing process.
Responsibility for a portfolio of venture backed clients, which includes ongoing portfolio management responsibilities and effectively deploying Stifel platform resources to support clients.
Effectively recruit, manage, and lead a team of venture banking professionals.
Maintain in-depth knowledge of the venture capital industry and Stifel’s products and services. Collaborate with the leadership team of the bank to develop new products and best position the Stifel platform in market.
Develop strong understanding of broader Stifel platform (including Investment Bank, Wealth Management, etc.) and identify and drive opportunities across the platform.
- Advanced knowledge in venture lending/structuring, underwriting, and portfolio management.
- Strong team leadership skills to help coach, develop and retain team members.
- Effectively communicate (written and oral) with clients, prospects, and executive management.
- Understanding and interest in technology trends, key metrics, and capital markets impacting the innovation ecosystem.
- Strong business acumen with ability to work collaboratively and cross functionally.
- Proactive, detail-oriented, and able to thrive in a fast-paced environment with multiple priorities.
- Minimum Required: Bachelor's Degree in Finance or related field
- Minimum Required:10+ years' of related experience
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
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, Sifel 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.About Stifel:
Stifel is 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 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.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel’s bank and trust companies are affirmative action and equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following posters: Know Your Rights and Pay Transparency.
Stifel is an Equal Opportunity Employer.