Rotational Operations Intern- Summer 2027

Stifel, Incorporated; St. Louis (MO); On-site; USD 21,000 - 30,000; Full time

Job summary

Stifel, Incorporated is offering a Rotational Operations Internship designed to provide hands-on exposure across diverse operations groups. You will collaborate with experienced professionals, gain insights into critical processes, and build analytical skills that support client services and overall business activity.

The role emphasizes learning across departments, supporting regulatory compliance, and participating in process improvement projects.

Qualifications

• Currently pursuing a Bachelor's degree in finance, accounting or related field.
• Interest in operational business and gaining practical experience.
• Proficient with MS Office (Excel, Word, PowerPoint, Outlook).

Responsibilities

• Collaborate with operations professionals across groups to learn and support functions.
• Assist with monitoring regulatory compliance and industry practices.
• Participate in projects to improve operational efficiency and client experience.
• Maintain accurate documentation for account records in operational systems.
• Support advisor inquiries under supervision as needed.

Skills

Analytical thinking

Problem solving

Communication skills

Self-motivated

Attention to detail

Education

Bachelor’s degree in finance or accounting (in progress)

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Why Stifel

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

The Rotational Operations Intern at Stifel will have the opportunity to collaborate with knowledgeable operations professionals and gain practical experience in a variety of specialized groups within the division. This internship will provide exposure to critical operational processes, develop analytical skills, and offer insights into the daily functions that support Stifel’s client services and overall business activity.

What We’re Looking For

• Learn basic job functions and responsibilities across various departments.
• Collaborate with internal teams to support various business functions within operations.
• Support operations teams in monitoring compliance with regulatory requirements and industry best practices.
• Participate in projects aimed at improving operational efficiencies and enhancing the overall advisor and/or client experience.
• Conduct research and analysis on operational processes and industry trends to contribute to process improvements and identify potential risks.
• Maintain accurate documentation for individual account records within operational systems as needed.
• Assist with advisor inquiries under direct supervision.
• Build relationships across departments to understand the broader connection of workflows.
• Other projects as assigned.

What You’ll Bring

• Strong interest in operational business and a desire to gain practical experience in the field.
• Excellent analytical and problem-solving skills, with strong attention to detail.
• Effective communication and interpersonal skills.
• Basic understanding of the securities and/or financial services industry or ability to learn and operate within regulatory frameworks.
• Proactive and self-motivated with a strong sense of responsibility.
• Ability to handle multiple tasks and prioritize workload.

Education & Experience

• Minimum Required: Currently pursuing a Bachelor’s degree in finance, accounting or related field.
• Preferred: Completed coursework or experience in operations, accounting, or finance.

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

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 is an Equal Opportunity Employer.