Managing Director, Syndications

About the role

Join Stifel's Venture Banking team as a Managing Director, Syndications. This role involves leading the syndication strategy and execution for venture debt transactions, supporting the continued growth and scalability of the Venture Banking platform, and building and scaling the Syndications function.

Responsibilities

• Establish and maintain strong relationships with bank, institutional, and alternative lending partners to expand syndication capacity and support business growth.
• Lead the syndication process for venture debt transactions, including transaction structuring, lender outreach, pricing, allocation, negotiation, documentation, and closing.
• Develop and execute syndication strategies that optimize capital deployment, balance sheet utilization, and portfolio diversification while supporting the bank's growth objectives.
• Build and scale the Venture Banking Syndications function by establishing best-in-class systems, operating procedures, workflows, and execution standards to support continued business growth.
• Recruit, manage, mentor, and develop a high-performing syndications team capable of supporting increasing transaction volume and expanding the firm's syndication capabilities.
• Partner closely with Venture Banking Relationship Managers, Credit, Treasury, Legal, Finance, and Operations to ensure efficient transaction execution and seamless client delivery.
• Identify, onboard, and maintain relationships with new and existing syndication partners, expanding Stifel's network of lending institutions and investors.
• Collaborate with senior leadership to develop and enhance syndications products, processes, and market strategy while positioning Stifel Venture Banking as a premier syndication partner in the innovation economy.
• Provide market intelligence regarding venture lending trends, capital markets, competitive dynamics, and investor appetite to inform strategic decision-making and product development.
• Represent Stifel Venture Banking at industry conferences, lender meetings, and market events to strengthen the firm's brand and expand strategic relationships.
• Develop a strong understanding of the broader Stifel platform, including Investment Banking, Wealth Management, Fixed Income Capital Markets, and Commercial Banking, and identify opportunities to deepen client and institutional relationships across the firm.

Requirements

Advanced knowledge of syndicated lending, credit structuring, loan underwriting, loan documentation, and transaction execution. Strong understanding of venture lending, commercial banking, capital markets, and institutional investor dynamics. Demonstrated experience building and managing relationships with bank participants, institutional investors, and alternative lenders. Proven experience building scalable teams, operational processes, and infrastructure within a growing lending or capital markets platform. Strong leadership skills with the ability to recruit, develop, coach, and retain high-performing professionals. Excellent written and verbal communication skills with the ability to effectively interact with clients, lending partners, and executive leadership. Strong business acumen with the ability to work collaboratively and cross-functionally across multiple business units. Proactive, detail-oriented, and able to thrive in a fast-paced environment while managing multiple complex transactions and priorities. Understanding of technology and life sciences companies, venture capital financing, and the innovation ecosystem is preferred.

Qualifications

Minimum Required: Bachelor's Degree in finance, business, accounting, economics or related field required. Minimum Required: 10+ years' of related experience.

Skills

Systems & Technology: Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

Pay

Salary: USD $225,000.00/Yr. - USD $300,000.00/Yr.

Schedule

Full-time

Benefits

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

Application Instructions

Applications are accepted until the position is filled.