[{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n \nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n \nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary/Function:
We are seeking a Mid-Level AI and Automation Engineer to develop next-generation AI capabilities within our Microsoft-based environment. This role will focus on building intelligent assistants and automated workflows using tools like Microsoft 365 Copilot Studio, Power Automate, and Azure AI Foundry. The ideal candidate will combine software engineering expertise with a passion for leveraging AI to transform business processes in a financial services and wealth management domain. You will work on integrating large language model solutions into enterprise systems, ensuring they are secure, compliant, and deliver real value to end-users.
Qualifications:
• Education & Experience: Bachelor’s degree in Computer Science, Software Engineering, or related field. 5+ years of experience in software development, automation engineering, or similar roles.
• Microsoft Ecosystem Proficiency: Hands-on experience with Microsoft Power Automate and related Power Platform tools for workflow automation. Familiarity with M365 Copilot features or similar AI bot/agent development tools (e.g. Azure AI services, cognitive services).
• Programming Skills: Proficiency in at least one programming or scripting language (such as Python, C#, or JavaScript) to extend and customize solutions. Experience building or consuming RESTful APIs and working with data integration.
• Cloud & AI Knowledge: Working knowledge of Azure cloud services and AI/ML frameworks. Ability to deploy applications or automations in a cloud environment and integrate AI APIs (Azure OpenAI, Azure Cognitive Services, etc.).
• DevOps Mindset: Experience with version control (git and Bitbucket) and continuous integration/continuous deployment (CI/CD) pipelines for software projects. Comfortable using tools like Azure DevOps or GitHub Actions to automate build-test-deploy processes.
• Problem-Solving & Communication: Strong analytical and problem-solving skills with a track record of delivering solutions that meet business needs. Excellent communication skills to work effectively with both technical and non-technical team members.
• Coordination: Align efforts with other lines-of-business and functional areas, such as our partners in Operations, Finance, Wealth Management, and more.
Preferred Qualifications:
• Copilot Studio Expertise: Experience with Microsoft 365 Copilot Studio – for example, having built or managed AI copilots/agents in a production setting. Knowledge of designing conversation flows, topics, tools, and using Copilot’s advanced features (custom actions, agent-to-agent workflows).
• Advanced AI & ML Skills: Familiarity with large language models beyond basic API usage – e.g., experience with prompt tuning, deploying LLMs, or implementing retrieval-augmented generation (RAG) pipelines with vector databases for domain-specific Q&A. Experience with Azure AI Foundry and Azure AI capabilities like document intelligence, computer vision, speech, and more.
• Financial Services Experience: Background in financial services or wealth management technology projects. Understanding of industry regulatory requirements (e.g. data privacy, audit, model risk management) and how to design AI solutions that comply with them.
• Security & Compliance Focus: hands-on experience implementing security, compliance, and responsible AI practices in software. For instance, familiarity with Microsoft’s Responsible AI guidelines, Azure Purview for data governance, or similar tools to control AI use.
• Innovation & Leadership: Demonstrated initiative in previous roles – maybe you introduced a new automation tool, led a pilot of an AI solution, or actively contributed to AI/automation communities. Microsoft certifications in Azure AI, Power Platform, or related areas would be an advantage, reflecting your commitment to staying current.
• Lean and Agile background: Lots of experience working in highly-iterative development processes. You understand the principles of them but aren’t married to any particular methodology.
• Patience: Somebody prepared to deal with the boring and the tough. Every minute of every day in an AI role isn’t always deploying new models and agents. An engineer in this role must also be willing and able to take on things like vendor integration, bug fixing, and other operational and administrative work that comes up day-to-day.
The following is required from all associates of D.A. Davidson Companies:
• Commitment to maintain client confidentiality and data security
• Communicate in a clear and service-oriented manner; use appropriate, professional language and grammar to effectively exchange ideas and information
• Ability to proactively work with both external and internal clients; relate with others in a professional manner to accomplish work responsibilities and objectives
• Ability to maintain regular, predictable attendance
Duties:
• Design and Develop AI-Powered Workflows: Use Microsoft Copilot Studio and Power Platform (Power Automate, Power Apps) to design, build, and optimize AI assistants and automated workflows that enhance employee productivity and decision-making.
• Integrate Enterprise Data and Systems: Connect AI copilots to enterprise data sources and APIs, enabling context-rich automation (e.g. integrating Azure AI services or databases with Copilot agents for real-time information retrieval).
• Apply AI Best Practices: Implement prompt engineering techniques and fine-tune AI models or prompts to improve the relevance and accuracy of Copilot responses. Utilize Azure OpenAI or similar services to incorporate advanced language AI capabilities when needed.
• Ensure Compliance and Security: Build solutions with robust security, privacy, and compliance controls in mind, aligning with corporate policies and industry regulations (financial data protection, responsible AI use, audit logging). Work closely with governance teams to enforce security standards for AI integrations.
• DevOps and Monitoring: Develop CI/CD pipelines for deploying and updating AI agents or automation workflows, ensuring smooth rollouts and version control. Set up monitoring and telemetry dashboards to track performance, usage, and quickly address any issues.
• Collaboration and Iteration: Work in an Agile team alongside product managers, business analysts, and designers to refine requirements and user stories. Iterate on solutions based on user feedback and analytics, continuously improving the AI assistants’ effectiveness.
• Documentation and Training: Document solution designs, workflows, and configurations. Help create user guides or demo sessions to drive adoption of the new AI-powered tools among employees and stakeholders.
What do we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
•Medical, Dental and Vision
•Company 401(k)and ESOP contribution
•Generous sick, vacation, and maternity/parental leave
•Paid holidays
•Professional Development Opportunities
•Tuition Reimbursement ($15,000 lifetime cap)
•Discounted personal insurance including home, auto and recreational vehicles
•Charitable gift-matching program
•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The potential base pay hiring range for this role is $90,000 - $120,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
","id":"2d7d0c4b-f0fc-4a93-993f-1952d364767e","lists":[],"salaryRange":{"min":90000,"max":120000,"currency":"USD","interval":"per-year-salary"},"text":"AI & Automation Engineer","country":"US","workplaceType":"onsite","opening":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"Summary/Function:
We are seeking a Mid-Level AI and Automation Engineer to develop next-generation AI capabilities within our Microsoft-based environment. This role will focus on building intelligent assistants and automated workflows using tools like Microsoft 365 Copilot Studio, Power Automate, and Azure AI Foundry. The ideal candidate will combine software engineering expertise with a passion for leveraging AI to transform business processes in a financial services and wealth management domain. You will work on integrating large language model solutions into enterprise systems, ensuring they are secure, compliant, and deliver real value to end-users.
Qualifications:
• Education & Experience: Bachelor’s degree in Computer Science, Software Engineering, or related field. 5+ years of experience in software development, automation engineering, or similar roles.
• Microsoft Ecosystem Proficiency: Hands-on experience with Microsoft Power Automate and related Power Platform tools for workflow automation. Familiarity with M365 Copilot features or similar AI bot/agent development tools (e.g. Azure AI services, cognitive services).
• Programming Skills: Proficiency in at least one programming or scripting language (such as Python, C#, or JavaScript) to extend and customize solutions. Experience building or consuming RESTful APIs and working with data integration.
• Cloud & AI Knowledge: Working knowledge of Azure cloud services and AI/ML frameworks. Ability to deploy applications or automations in a cloud environment and integrate AI APIs (Azure OpenAI, Azure Cognitive Services, etc.).
• DevOps Mindset: Experience with version control (git and Bitbucket) and continuous integration/continuous deployment (CI/CD) pipelines for software projects. Comfortable using tools like Azure DevOps or GitHub Actions to automate build-test-deploy processes.
• Problem-Solving & Communication: Strong analytical and problem-solving skills with a track record of delivering solutions that meet business needs. Excellent communication skills to work effectively with both technical and non-technical team members.
• Coordination: Align efforts with other lines-of-business and functional areas, such as our partners in Operations, Finance, Wealth Management, and more.
Preferred Qualifications:
• Copilot Studio Expertise: Experience with Microsoft 365 Copilot Studio – for example, having built or managed AI copilots/agents in a production setting. Knowledge of designing conversation flows, topics, tools, and using Copilot’s advanced features (custom actions, agent-to-agent workflows).
• Advanced AI & ML Skills: Familiarity with large language models beyond basic API usage – e.g., experience with prompt tuning, deploying LLMs, or implementing retrieval-augmented generation (RAG) pipelines with vector databases for domain-specific Q&A. Experience with Azure AI Foundry and Azure AI capabilities like document intelligence, computer vision, speech, and more.
• Financial Services Experience: Background in financial services or wealth management technology projects. Understanding of industry regulatory requirements (e.g. data privacy, audit, model risk management) and how to design AI solutions that comply with them.
• Security & Compliance Focus: hands-on experience implementing security, compliance, and responsible AI practices in software. For instance, familiarity with Microsoft’s Responsible AI guidelines, Azure Purview for data governance, or similar tools to control AI use.
• Innovation & Leadership: Demonstrated initiative in previous roles – maybe you introduced a new automation tool, led a pilot of an AI solution, or actively contributed to AI/automation communities. Microsoft certifications in Azure AI, Power Platform, or related areas would be an advantage, reflecting your commitment to staying current.
• Lean and Agile background: Lots of experience working in highly-iterative development processes. You understand the principles of them but aren’t married to any particular methodology.
• Patience: Somebody prepared to deal with the boring and the tough. Every minute of every day in an AI role isn’t always deploying new models and agents. An engineer in this role must also be willing and able to take on things like vendor integration, bug fixing, and other operational and administrative work that comes up day-to-day.
The following is required from all associates of D.A. Davidson Companies:
• Commitment to maintain client confidentiality and data security
• Communicate in a clear and service-oriented manner; use appropriate, professional language and grammar to effectively exchange ideas and information
• Ability to proactively work with both external and internal clients; relate with others in a professional manner to accomplish work responsibilities and objectives
• Ability to maintain regular, predictable attendance
Duties:
• Design and Develop AI-Powered Workflows: Use Microsoft Copilot Studio and Power Platform (Power Automate, Power Apps) to design, build, and optimize AI assistants and automated workflows that enhance employee productivity and decision-making.
• Integrate Enterprise Data and Systems: Connect AI copilots to enterprise data sources and APIs, enabling context-rich automation (e.g. integrating Azure AI services or databases with Copilot agents for real-time information retrieval).
• Apply AI Best Practices: Implement prompt engineering techniques and fine-tune AI models or prompts to improve the relevance and accuracy of Copilot responses. Utilize Azure OpenAI or similar services to incorporate advanced language AI capabilities when needed.
• Ensure Compliance and Security: Build solutions with robust security, privacy, and compliance controls in mind, aligning with corporate policies and industry regulations (financial data protection, responsible AI use, audit logging). Work closely with governance teams to enforce security standards for AI integrations.
• DevOps and Monitoring: Develop CI/CD pipelines for deploying and updating AI agents or automation workflows, ensuring smooth rollouts and version control. Set up monitoring and telemetry dashboards to track performance, usage, and quickly address any issues.
• Collaboration and Iteration: Work in an Agile team alongside product managers, business analysts, and designers to refine requirements and user stories. Iterate on solutions based on user feedback and analytics, continuously improving the AI assistants’ effectiveness.
• Documentation and Training: Document solution designs, workflows, and configurations. Help create user guides or demo sessions to drive adoption of the new AI-powered tools among employees and stakeholders.
What do we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
•Medical, Dental and Vision
•Company 401(k)and ESOP contribution
•Generous sick, vacation, and maternity/parental leave
•Paid holidays
•Professional Development Opportunities
•Tuition Reimbursement ($15,000 lifetime cap)
•Discounted personal insurance including home, auto and recreational vehicles
•Charitable gift-matching program
•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The potential base pay hiring range for this role is $90,000 - $120,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
","descriptionBodyPlain":"Summary/Function:\nWe are seeking a Mid-Level AI and Automation Engineer to develop next-generation AI capabilities within our Microsoft-based environment. This role will focus on building intelligent assistants and automated workflows using tools like Microsoft 365 Copilot Studio, Power Automate, and Azure AI Foundry. The ideal candidate will combine software engineering expertise with a passion for leveraging AI to transform business processes in a financial services and wealth management domain. You will work on integrating large language model solutions into enterprise systems, ensuring they are secure, compliant, and deliver real value to end-users.\n\nQualifications:\n• Education & Experience: Bachelor’s degree in Computer Science, Software Engineering, or related field. 5+ years of experience in software development, automation engineering, or similar roles.\n• Microsoft Ecosystem Proficiency: Hands-on experience with Microsoft Power Automate and related Power Platform tools for workflow automation. Familiarity with M365 Copilot features or similar AI bot/agent development tools (e.g. Azure AI services, cognitive services).\n• Programming Skills: Proficiency in at least one programming or scripting language (such as Python, C#, or JavaScript) to extend and customize solutions. Experience building or consuming RESTful APIs and working with data integration.\n• Cloud & AI Knowledge: Working knowledge of Azure cloud services and AI/ML frameworks. Ability to deploy applications or automations in a cloud environment and integrate AI APIs (Azure OpenAI, Azure Cognitive Services, etc.).\n• DevOps Mindset: Experience with version control (git and Bitbucket) and continuous integration/continuous deployment (CI/CD) pipelines for software projects. Comfortable using tools like Azure DevOps or GitHub Actions to automate build-test-deploy processes. \n• Problem-Solving & Communication: Strong analytical and problem-solving skills with a track record of delivering solutions that meet business needs. Excellent communication skills to work effectively with both technical and non-technical team members.\n• Coordination: Align efforts with other lines-of-business and functional areas, such as our partners in Operations, Finance, Wealth Management, and more.\n\nPreferred Qualifications:\n• Copilot Studio Expertise: Experience with Microsoft 365 Copilot Studio – for example, having built or managed AI copilots/agents in a production setting. Knowledge of designing conversation flows, topics, tools, and using Copilot’s advanced features (custom actions, agent-to-agent workflows).\n• Advanced AI & ML Skills: Familiarity with large language models beyond basic API usage – e.g., experience with prompt tuning, deploying LLMs, or implementing retrieval-augmented generation (RAG) pipelines with vector databases for domain-specific Q&A. Experience with Azure AI Foundry and Azure AI capabilities like document intelligence, computer vision, speech, and more. \n• Financial Services Experience: Background in financial services or wealth management technology projects. Understanding of industry regulatory requirements (e.g. data privacy, audit, model risk management) and how to design AI solutions that comply with them.\n• Security & Compliance Focus: hands-on experience implementing security, compliance, and responsible AI practices in software. For instance, familiarity with Microsoft’s Responsible AI guidelines, Azure Purview for data governance, or similar tools to control AI use.\n• Innovation & Leadership: Demonstrated initiative in previous roles – maybe you introduced a new automation tool, led a pilot of an AI solution, or actively contributed to AI/automation communities. Microsoft certifications in Azure AI, Power Platform, or related areas would be an advantage, reflecting your commitment to staying current.\n• Lean and Agile background: Lots of experience working in highly-iterative development processes. You understand the principles of them but aren’t married to any particular methodology.\n• Patience: Somebody prepared to deal with the boring and the tough. Every minute of every day in an AI role isn’t always deploying new models and agents. An engineer in this role must also be willing and able to take on things like vendor integration, bug fixing, and other operational and administrative work that comes up day-to-day.\n\nThe following is required from all associates of D.A. Davidson Companies:\n• Commitment to maintain client confidentiality and data security\n• Communicate in a clear and service-oriented manner; use appropriate, professional language and grammar to effectively exchange ideas and information\n• Ability to proactively work with both external and internal clients; relate with others in a professional manner to accomplish work responsibilities and objectives\n• Ability to maintain regular, predictable attendance\n\nDuties:\n• Design and Develop AI-Powered Workflows: Use Microsoft Copilot Studio and Power Platform (Power Automate, Power Apps) to design, build, and optimize AI assistants and automated workflows that enhance employee productivity and decision-making. \n• Integrate Enterprise Data and Systems: Connect AI copilots to enterprise data sources and APIs, enabling context-rich automation (e.g. integrating Azure AI services or databases with Copilot agents for real-time information retrieval).\n• Apply AI Best Practices: Implement prompt engineering techniques and fine-tune AI models or prompts to improve the relevance and accuracy of Copilot responses. Utilize Azure OpenAI or similar services to incorporate advanced language AI capabilities when needed.\n• Ensure Compliance and Security: Build solutions with robust security, privacy, and compliance controls in mind, aligning with corporate policies and industry regulations (financial data protection, responsible AI use, audit logging). Work closely with governance teams to enforce security standards for AI integrations.\n• DevOps and Monitoring: Develop CI/CD pipelines for deploying and updating AI agents or automation workflows, ensuring smooth rollouts and version control. Set up monitoring and telemetry dashboards to track performance, usage, and quickly address any issues.\n• Collaboration and Iteration: Work in an Agile team alongside product managers, business analysts, and designers to refine requirements and user stories. Iterate on solutions based on user feedback and analytics, continuously improving the AI assistants’ effectiveness.\n• Documentation and Training: Document solution designs, workflows, and configurations. Help create user guides or demo sessions to drive adoption of the new AI-powered tools among employees and stakeholders.\n\nWhat do we offer:\nCompetitive salary plus excellent benefits and perks including, but not limited to: \n•Medical, Dental and Vision\n•Company 401(k)and ESOP contribution \n•Generous sick, vacation, and maternity/parental leave\n•Paid holidays\n•Professional Development Opportunities\n•Tuition Reimbursement ($15,000 lifetime cap)\n•Discounted personal insurance including home, auto and recreational vehicles\n•Charitable gift-matching program\n•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. \n\nThe potential base pay hiring range for this role is $90,000 - $120,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.\n","hostedUrl":"https://jobs.lever.co/dadavidson/2d7d0c4b-f0fc-4a93-993f-1952d364767e","applyUrl":"https://jobs.lever.co/dadavidson/2d7d0c4b-f0fc-4a93-993f-1952d364767e/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n \nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n \nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
Summary/Function:
D.A. Davidson Companies is seeking a skilled, analytical, and experienced professional to join the Risk Management team as an Associate Vice President (AVP) in Risk Management, focused on financial and market risk management. Reporting to the Chief Risk Officer, in this key role, you will be responsible for analyzing, monitoring, and reporting on enterprise-wide risks, including, but not limited to, market risk related to fixed income and equity trading inventory, credit / counterparty risk, operational risk and funding and liquidity risk. This role will be critical towards the firm’s build out of the enterprise risk management program.
\n
Qualifications:
• Bachelor’s degree in Finance, Economics or a related field
• Advanced degree in Finance, Economics or Risk Management desired
• FINRA SIE and Series 99 or the ability to obtain it within 120 days of employment
• Minimum of five years experience in financial risk management and capital markets, preferably at a broker-dealer or other financial institution
• Experience implementing oversight activities to identify, assess, mitigate and monitor risk exposures
• Strong knowledge of the risk control self-assessment process
• Experience with the Bloomberg terminal and reporting tools (e.g., Power BI or Tableau)
• Proven ability to compute statistical calculations such as VaR and DV01
• Strong problem-solving skills and the ability to think strategically in dynamic and fast-paced environments
• Strong communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and stakeholders at all levels
• In depth understanding of regulatory requirements and compliance standards relevant to risk management in the financial services sector
• Maintain client and firm confidentiality
• Ability to proactively work with both external and internal clients
• Ability to relate with others in a professional manner to accomplish work responsibilities and objectives
\n
Duties:
• Develop robust monitoring and reporting of enterprise-wide current and potential future risk exposures including, but not limited to, market, credit, counterparty, and funding and liquidity
• Analyze bank financial and metric data to aid in the production of quarterly bank health reports.
• Actively work with business units on the annual risk control self-assessment process.
• Conduct and coordinate with the Internal Audit and Compliance teams on control testing.
• Prepare materials and participate in firmwide committees along with senior leaders
• Work collegially and collaboratively to develop risk mitigation strategies and enhance governance and controls, operational processes, and policy and procedure documentation
• Assist with funding and liquidity risk management, including contingency planning
• Stay up-to-date on industry trends, regulatory changes, and best practices in risk management, including participating in relevant training
• Perform other duties and special projects as assigned
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles.
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The potential base pay hiring range for this role is $82,867-$133,001. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
Summary/Function:
D.A. Davidson Companies is seeking a skilled, analytical, and experienced professional to join the Risk Management team as an Associate Vice President (AVP) in Risk Management, focused on financial and market risk management. Reporting to the Chief Risk Officer, in this key role, you will be responsible for analyzing, monitoring, and reporting on enterprise-wide risks, including, but not limited to, market risk related to fixed income and equity trading inventory, credit / counterparty risk, operational risk and funding and liquidity risk. This role will be critical towards the firm’s build out of the enterprise risk management program.
\n
Qualifications:
• Bachelor’s degree in Finance, Economics or a related field
• Advanced degree in Finance, Economics or Risk Management desired
• FINRA SIE and Series 99 or the ability to obtain it within 120 days of employment
• Minimum of five years experience in financial risk management and capital markets, preferably at a broker-dealer or other financial institution
• Experience implementing oversight activities to identify, assess, mitigate and monitor risk exposures
• Strong knowledge of the risk control self-assessment process
• Experience with the Bloomberg terminal and reporting tools (e.g., Power BI or Tableau)
• Proven ability to compute statistical calculations such as VaR and DV01
• Strong problem-solving skills and the ability to think strategically in dynamic and fast-paced environments
• Strong communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and stakeholders at all levels
• In depth understanding of regulatory requirements and compliance standards relevant to risk management in the financial services sector
• Maintain client and firm confidentiality
• Ability to proactively work with both external and internal clients
• Ability to relate with others in a professional manner to accomplish work responsibilities and objectives
\n
Duties:
• Develop robust monitoring and reporting of enterprise-wide current and potential future risk exposures including, but not limited to, market, credit, counterparty, and funding and liquidity
• Analyze bank financial and metric data to aid in the production of quarterly bank health reports.
• Actively work with business units on the annual risk control self-assessment process.
• Conduct and coordinate with the Internal Audit and Compliance teams on control testing.
• Prepare materials and participate in firmwide committees along with senior leaders
• Work collegially and collaboratively to develop risk mitigation strategies and enhance governance and controls, operational processes, and policy and procedure documentation
• Assist with funding and liquidity risk management, including contingency planning
• Stay up-to-date on industry trends, regulatory changes, and best practices in risk management, including participating in relevant training
• Perform other duties and special projects as assigned
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles.
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The potential base pay hiring range for this role is $82,867-$133,001. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary:
The Azure Cloud Engineer works as part of a cross-functional infrastructure and cloud engineering team to design, deploy, operate, and continuously improve secure, scalable Microsoft Azure environments. This role emphasizes Infrastructure as Code (IaC), automation, cloud networking, identity integration, and platform reliability, partnering closely with security, application, and data teams to deliver resilient, well-architected cloud platforms using DevOps best practices.
\nQualifications:
• Four-year college degree and/or equivalent combination of education and experience
• 3–5+ years of hands-on Microsoft Azure experience
• Strong Infrastructure as Code experience (Terraform or Bicep)
• Experience designing Azure networking architectures
• CI/CD pipeline experience (Azure DevOps, GitHub Actions, or similar)
• Container experience (Docker required; AKS preferred)
• Cloud security controls implementation experience
• Automation and scripting using PowerShell, Bash, or Python
\nPreferred / Nice-to-Have Experience
• Microsoft Fabric experience
• Hybrid connectivity (VPN, ExpressRoute)
• Azure landing zones and CAF alignment
• FinOps and cost governance familiarity
• Azure Administrator Associate (AZ-104) certification
\nSkills and Competencies
• Strong analytical and problem-solving skills
• Independent judgment and initiative
• Self-motivated with minimal supervision
• Strong written and verbal communication skills
• Collaborative, team-oriented mindset
\nWork Conditions
• Ability to lift up to 50 pounds
• Ability to sit for extended periods
• Occasional travel for data center maintenance and training
\n
Job Responsibilities:
• Design, deploy, and maintain Azure infrastructure using Infrastructure as Code (Terraform or Bicep)
• Build, operate, and enhance CI/CD pipelines for infrastructure and application delivery
• Architect and manage Azure networking, including Virtual WAN, VNets, peering, Route Server, private endpoints, DNS, load balancing, and gateways
• Implement identity, access control, and privilege management using Microsoft Entra ID (RBAC, PIM, managed identities)
• Design and operate secure storage solutions (Azure Storage, managed disks, Azure Files)
• Implement secrets, key, and certificate management using Azure Key Vault
• Deploy and manage containerized workloads using Docker and Kubernetes (AKS)
• Operate and support Azure compute and platform services (VMs, App Service, Functions, AKS, Front Door, Load Balancers, Gateways, WAF)
• Implement monitoring, logging, and observability using Azure Monitor and Log Analytics
• Apply cloud security best practices, governance standards, and compliance controls
• Support cost optimization, capacity planning, and resource lifecycle management
\nWhat we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\nThe potential base pay hiring range for this role is $95,000– $120,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
","id":"e204b49d-be35-42ce-a49f-aa885e791f6b","lists":[],"salaryRange":{"min":95000,"max":120000,"currency":"USD","interval":"per-year-salary"},"text":"Azure Cloud Engineer","country":"US","workplaceType":"remote","opening":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"Summary:
The Azure Cloud Engineer works as part of a cross-functional infrastructure and cloud engineering team to design, deploy, operate, and continuously improve secure, scalable Microsoft Azure environments. This role emphasizes Infrastructure as Code (IaC), automation, cloud networking, identity integration, and platform reliability, partnering closely with security, application, and data teams to deliver resilient, well-architected cloud platforms using DevOps best practices.
\nQualifications:
• Four-year college degree and/or equivalent combination of education and experience
• 3–5+ years of hands-on Microsoft Azure experience
• Strong Infrastructure as Code experience (Terraform or Bicep)
• Experience designing Azure networking architectures
• CI/CD pipeline experience (Azure DevOps, GitHub Actions, or similar)
• Container experience (Docker required; AKS preferred)
• Cloud security controls implementation experience
• Automation and scripting using PowerShell, Bash, or Python
\nPreferred / Nice-to-Have Experience
• Microsoft Fabric experience
• Hybrid connectivity (VPN, ExpressRoute)
• Azure landing zones and CAF alignment
• FinOps and cost governance familiarity
• Azure Administrator Associate (AZ-104) certification
\nSkills and Competencies
• Strong analytical and problem-solving skills
• Independent judgment and initiative
• Self-motivated with minimal supervision
• Strong written and verbal communication skills
• Collaborative, team-oriented mindset
\nWork Conditions
• Ability to lift up to 50 pounds
• Ability to sit for extended periods
• Occasional travel for data center maintenance and training
\n
Job Responsibilities:
• Design, deploy, and maintain Azure infrastructure using Infrastructure as Code (Terraform or Bicep)
• Build, operate, and enhance CI/CD pipelines for infrastructure and application delivery
• Architect and manage Azure networking, including Virtual WAN, VNets, peering, Route Server, private endpoints, DNS, load balancing, and gateways
• Implement identity, access control, and privilege management using Microsoft Entra ID (RBAC, PIM, managed identities)
• Design and operate secure storage solutions (Azure Storage, managed disks, Azure Files)
• Implement secrets, key, and certificate management using Azure Key Vault
• Deploy and manage containerized workloads using Docker and Kubernetes (AKS)
• Operate and support Azure compute and platform services (VMs, App Service, Functions, AKS, Front Door, Load Balancers, Gateways, WAF)
• Implement monitoring, logging, and observability using Azure Monitor and Log Analytics
• Apply cloud security best practices, governance standards, and compliance controls
• Support cost optimization, capacity planning, and resource lifecycle management
\nWhat we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\nThe potential base pay hiring range for this role is $95,000– $120,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
","descriptionBodyPlain":"Summary:\nThe Azure Cloud Engineer works as part of a cross-functional infrastructure and cloud engineering team to design, deploy, operate, and continuously improve secure, scalable Microsoft Azure environments. This role emphasizes Infrastructure as Code (IaC), automation, cloud networking, identity integration, and platform reliability, partnering closely with security, application, and data teams to deliver resilient, well-architected cloud platforms using DevOps best practices.\nQualifications: \n• Four-year college degree and/or equivalent combination of education and experience\n• 3–5+ years of hands-on Microsoft Azure experience\n• Strong Infrastructure as Code experience (Terraform or Bicep)\n• Experience designing Azure networking architectures\n• CI/CD pipeline experience (Azure DevOps, GitHub Actions, or similar)\n• Container experience (Docker required; AKS preferred)\n• Cloud security controls implementation experience\n• Automation and scripting using PowerShell, Bash, or Python\nPreferred / Nice-to-Have Experience\n• Microsoft Fabric experience\n• Hybrid connectivity (VPN, ExpressRoute)\n• Azure landing zones and CAF alignment\n• FinOps and cost governance familiarity\n• Azure Administrator Associate (AZ-104) certification\nSkills and Competencies\n• Strong analytical and problem-solving skills\n• Independent judgment and initiative\n• Self-motivated with minimal supervision\n• Strong written and verbal communication skills\n• Collaborative, team-oriented mindset\nWork Conditions\n• Ability to lift up to 50 pounds\n• Ability to sit for extended periods\n• Occasional travel for data center maintenance and training\n\nJob Responsibilities:\n• Design, deploy, and maintain Azure infrastructure using Infrastructure as Code (Terraform or Bicep)\n• Build, operate, and enhance CI/CD pipelines for infrastructure and application delivery\n• Architect and manage Azure networking, including Virtual WAN, VNets, peering, Route Server, private endpoints, DNS, load balancing, and gateways\n• Implement identity, access control, and privilege management using Microsoft Entra ID (RBAC, PIM, managed identities)\n• Design and operate secure storage solutions (Azure Storage, managed disks, Azure Files)\n• Implement secrets, key, and certificate management using Azure Key Vault\n• Deploy and manage containerized workloads using Docker and Kubernetes (AKS)\n• Operate and support Azure compute and platform services (VMs, App Service, Functions, AKS, Front Door, Load Balancers, Gateways, WAF)\n• Implement monitoring, logging, and observability using Azure Monitor and Log Analytics\n• Apply cloud security best practices, governance standards, and compliance controls\n• Support cost optimization, capacity planning, and resource lifecycle management\nWhat we offer:\nCompetitive salary plus excellent benefits and perks including, but not limited to: \n• Medical, Dental and Vision\n• Company 401(k)and ESOP contribution \n• Generous sick, vacation, and maternity/parental leave\n• Paid holidays\n• Professional Development Opportunities\n• Tuition Reimbursement ($15,000 lifetime cap)\n• Discounted personal insurance including home, auto and recreational vehicles\n• Charitable gift-matching program\n• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. \nThe potential base pay hiring range for this role is $95,000– $120,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.\n","hostedUrl":"https://jobs.lever.co/dadavidson/e204b49d-be35-42ce-a49f-aa885e791f6b","applyUrl":"https://jobs.lever.co/dadavidson/e204b49d-be35-42ce-a49f-aa885e791f6b/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n \nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n \nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
Summary/Function:
We are currently seeking a reliable, enthusiastic, organized, and client-service focused Cashier Receptionist to join our branch. As part of a larger branch office, this Cashier Receptionist is primarily responsible for executing financial services cashiering duties as well as performing receptionist duties, and administrative support for the Branch Operations Manager and/or Branch Manager. This branch-critical role requires attention to detail, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, advisor, branch and company information.
\n
Qualifications:
• High School diploma, GED or comparable work experience. Post-Secondary education preferred. Prior industry experience a plus.
• Excellent communication (written and verbal), problem solving and client service skills.
• Strong attention to detail and accuracy with the ability to perform semi-advanced math.
• Proficient computer skills (working knowledge of Microsoft Word, Excel and Outlook).
• Ability to manage multiple demands and competing priorities in a deadline-oriented environment.
• Ability to communicate in a clear and service-oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
• Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
• Ability to maintain regular, predictable attendance.
\n
Duties:
• Provides professional, courteous service at all times to ensure internal and external client satisfaction.
• Maintain a working knowledge of Branch Guide to Operations and ensures adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations.
• Process stock certificates and check deposits, and issue and mail client checks with a high degree of accuracy.
• Maintain daily cashiering file according to established procedures.
• Assist with planning and execution of various events (such as holiday parties and client appreciation events) for the branch.
• Manage incoming calls and provide information as appropriate.
• Participate in various weekly and monthly meetings. Prepare and disseminate information to appropriate personnel as requested.
• Understand and utilize the Firm’s desktop systems and applications and their related functionality as it applies to client service and business enhancement.
• Provide backup for other support positions in the branch as assigned.
• Perform any other duties and special projects as necessary.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
Summary/Function:
We are currently seeking a reliable, enthusiastic, organized, and client-service focused Cashier Receptionist to join our branch. As part of a larger branch office, this Cashier Receptionist is primarily responsible for executing financial services cashiering duties as well as performing receptionist duties, and administrative support for the Branch Operations Manager and/or Branch Manager. This branch-critical role requires attention to detail, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, advisor, branch and company information.
\n
Qualifications:
• High School diploma, GED or comparable work experience. Post-Secondary education preferred. Prior industry experience a plus.
• Excellent communication (written and verbal), problem solving and client service skills.
• Strong attention to detail and accuracy with the ability to perform semi-advanced math.
• Proficient computer skills (working knowledge of Microsoft Word, Excel and Outlook).
• Ability to manage multiple demands and competing priorities in a deadline-oriented environment.
• Ability to communicate in a clear and service-oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
• Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
• Ability to maintain regular, predictable attendance.
\n
Duties:
• Provides professional, courteous service at all times to ensure internal and external client satisfaction.
• Maintain a working knowledge of Branch Guide to Operations and ensures adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations.
• Process stock certificates and check deposits, and issue and mail client checks with a high degree of accuracy.
• Maintain daily cashiering file according to established procedures.
• Assist with planning and execution of various events (such as holiday parties and client appreciation events) for the branch.
• Manage incoming calls and provide information as appropriate.
• Participate in various weekly and monthly meetings. Prepare and disseminate information to appropriate personnel as requested.
• Understand and utilize the Firm’s desktop systems and applications and their related functionality as it applies to client service and business enhancement.
• Provide backup for other support positions in the branch as assigned.
• Perform any other duties and special projects as necessary.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
Summary/Function:
We are currently seeking a reliable, enthusiastic, organized, and client-service focused Cashier Receptionist to join our branch. As part of a larger branch office, this Cashier Receptionist is primarily responsible for executing financial services cashiering duties as well as performing receptionist duties, and administrative support for the Branch Operations Manager and/or Branch Manager. This branch-critical role requires attention to detail, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, advisor, branch and company information.
\n
Qualifications:
• High School diploma, GED or comparable work experience. Post-Secondary education preferred. Prior industry experience a plus.
• Excellent communication (written and verbal), problem solving and client service skills.
• Strong attention to detail and accuracy with the ability to perform semi-advanced math.
• Proficient computer skills (working knowledge of Microsoft Word, Excel and Outlook).
• Ability to manage multiple demands and competing priorities in a deadline-oriented environment.
• Ability to communicate in a clear and service-oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
• Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
• Ability to maintain regular, predictable attendance.
\n
Duties:
• Provides professional, courteous service at all times to ensure internal and external client satisfaction.
• Maintain a working knowledge of Branch Guide to Operations and ensures adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations.
• Process stock certificates and check deposits, and issue and mail client checks with a high degree of accuracy.
• Maintain daily cashiering file according to established procedures.
• Assist with planning and execution of various events (such as holiday parties and client appreciation events) for the branch.
• Manage incoming calls and provide information as appropriate.
• Participate in various weekly and monthly meetings. Prepare and disseminate information to appropriate personnel as requested.
• Understand and utilize the Firm’s desktop systems and applications and their related functionality as it applies to client service and business enhancement.
• Provide backup for other support positions in the branch as assigned.
• Perform any other duties and special projects as necessary.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The potential base pay hiring range for this role is $21.75 to $26.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
Summary/Function:
We are currently seeking a reliable, enthusiastic, organized, and client-service focused Cashier Receptionist to join our branch. As part of a larger branch office, this Cashier Receptionist is primarily responsible for executing financial services cashiering duties as well as performing receptionist duties, and administrative support for the Branch Operations Manager and/or Branch Manager. This branch-critical role requires attention to detail, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, advisor, branch and company information.
\n
Qualifications:
• High School diploma, GED or comparable work experience. Post-Secondary education preferred. Prior industry experience a plus.
• Excellent communication (written and verbal), problem solving and client service skills.
• Strong attention to detail and accuracy with the ability to perform semi-advanced math.
• Proficient computer skills (working knowledge of Microsoft Word, Excel and Outlook).
• Ability to manage multiple demands and competing priorities in a deadline-oriented environment.
• Ability to communicate in a clear and service-oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
• Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
• Ability to maintain regular, predictable attendance.
\n
Duties:
• Provides professional, courteous service at all times to ensure internal and external client satisfaction.
• Maintain a working knowledge of Branch Guide to Operations and ensures adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations.
• Process stock certificates and check deposits, and issue and mail client checks with a high degree of accuracy.
• Maintain daily cashiering file according to established procedures.
• Assist with planning and execution of various events (such as holiday parties and client appreciation events) for the branch.
• Manage incoming calls and provide information as appropriate.
• Participate in various weekly and monthly meetings. Prepare and disseminate information to appropriate personnel as requested.
• Understand and utilize the Firm’s desktop systems and applications and their related functionality as it applies to client service and business enhancement.
• Provide backup for other support positions in the branch as assigned.
• Perform any other duties and special projects as necessary.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The potential base pay hiring range for this role is $21.75 to $26.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Omaha, NE branch. In this critical role, you will work with a Team of Financial Professionals to provide excellent client service and support. You will also provide essential support to the Team’s financial advisers, assisting with their investment research, preparing client reports, and maintaining accurate account records. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
\n
• Do you have a unique desire to work with advisers and support them with their investment research and due diligence processes?
• Do you thrive in a collaborative team environment?
• Do you excel at building strong relationships and solving problems?
• Are you detail-oriented and committed to accuracy?
• Are you able to prioritize tasks and be responsible for multiple demands in a deadline-oriented environment?
• Do you have a desire to proactively learn and leverage innovative technology tools?
• Are you proficient with Microsoft Excel?
If you answer yes to these questions, then this job may be a great fit for you.
\n
Primary Qualifications:
• Proven ability to build Team relationships including excellent communication (written and verbal) and problem-solving skills.
• Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment. Understanding that strong follow-up skills are an expectation.
• Strong attention to detail and accuracy, including the ability to accurately perform semi-advanced math.
• Interest in the investment process.
• Preference given to candidates with these current licenses: the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]). If not licensed, requirement to pass all tests for the Series 7 and 66 (or 63/65) licenses within 6 months of hire.
• High school graduate or comparable work experience. Post-secondary education preferred.
• Proficiency with Microsoft Excel and solid skills with Word and Outlook, as well as the desire to learn and leverage innovative technologies to optimize client experience and support adviser investment research.
\n
Primary Duties:
• Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions.
• Reconcile and prepare monthly and quarterly materials that will be shared in client facing meetings.
• Lead your Team’s monthly and quarterly internal investment research report preparation process.
• Utilize Excel extensively on various investment analysis and client account reconciliation projects.
• Assist in developing and implementing periodic client mailings, communications and events.
• Enter requests to transfer money and/or securities upon Team's request.
• Interacting with our internal and external back-office partners to ensure that work is progressing smoothly.
• Seek to innovate and streamline processes.
• Provide general support, including but not limited to phone, correspondence, appointments, research and other projects as assigned.
• Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Omaha, NE branch. In this critical role, you will work with a Team of Financial Professionals to provide excellent client service and support. You will also provide essential support to the Team’s financial advisers, assisting with their investment research, preparing client reports, and maintaining accurate account records. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
\n
• Do you have a unique desire to work with advisers and support them with their investment research and due diligence processes?
• Do you thrive in a collaborative team environment?
• Do you excel at building strong relationships and solving problems?
• Are you detail-oriented and committed to accuracy?
• Are you able to prioritize tasks and be responsible for multiple demands in a deadline-oriented environment?
• Do you have a desire to proactively learn and leverage innovative technology tools?
• Are you proficient with Microsoft Excel?
If you answer yes to these questions, then this job may be a great fit for you.
\n
Primary Qualifications:
• Proven ability to build Team relationships including excellent communication (written and verbal) and problem-solving skills.
• Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment. Understanding that strong follow-up skills are an expectation.
• Strong attention to detail and accuracy, including the ability to accurately perform semi-advanced math.
• Interest in the investment process.
• Preference given to candidates with these current licenses: the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]). If not licensed, requirement to pass all tests for the Series 7 and 66 (or 63/65) licenses within 6 months of hire.
• High school graduate or comparable work experience. Post-secondary education preferred.
• Proficiency with Microsoft Excel and solid skills with Word and Outlook, as well as the desire to learn and leverage innovative technologies to optimize client experience and support adviser investment research.
\n
Primary Duties:
• Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions.
• Reconcile and prepare monthly and quarterly materials that will be shared in client facing meetings.
• Lead your Team’s monthly and quarterly internal investment research report preparation process.
• Utilize Excel extensively on various investment analysis and client account reconciliation projects.
• Assist in developing and implementing periodic client mailings, communications and events.
• Enter requests to transfer money and/or securities upon Team's request.
• Interacting with our internal and external back-office partners to ensure that work is progressing smoothly.
• Seek to innovate and streamline processes.
• Provide general support, including but not limited to phone, correspondence, appointments, research and other projects as assigned.
• Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team. In this team-critical role, you will work alongside Financial Professionals to provide outstanding client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
\n
If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you!
\n
Primary Qualifications:
• Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).
• High school graduate or comparable work experience. Post-secondary education preferred.
• Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
• Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
• Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
• Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
\n
Primary Duties:
• Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
• Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.
• Assist with crafting comprehensive financial plans for current and prospective clients.
• Assist in developing and implementing periodic client mailings, communications and events.
• Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
• Seek to innovate and streamline processes.
• Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
• Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
• Other projects and duties as assigned.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team. In this team-critical role, you will work alongside Financial Professionals to provide outstanding client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
\n
If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you!
\n
Primary Qualifications:
• Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).
• High school graduate or comparable work experience. Post-secondary education preferred.
• Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
• Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
• Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
• Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
\n
Primary Duties:
• Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
• Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.
• Assist with crafting comprehensive financial plans for current and prospective clients.
• Assist in developing and implementing periodic client mailings, communications and events.
• Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
• Seek to innovate and streamline processes.
• Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
• Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
• Other projects and duties as assigned.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Lincoln, NE branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you!
Primary Qualifications:
• Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).
• High school graduate. Post-secondary education, or comparable work experience preferred.
• Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
• Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
• Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
• Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
Primary Duties:
• Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
• Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.
• Assist with crafting comprehensive financial plans for current and prospective clients.
• Assist in developing and implementing periodic client mailings, communications and events.
• Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
• Seek to innovate and streamline processes.
• Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
• Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
• Other projects and duties as assigned.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
","id":"6ba61220-db02-460e-98ec-a1f875063412","lists":[],"text":"Client Associate","country":"US","workplaceType":"onsite","opening":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Lincoln, NE branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you!
Primary Qualifications:
• Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).
• High school graduate. Post-secondary education, or comparable work experience preferred.
• Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
• Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
• Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
• Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
Primary Duties:
• Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
• Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.
• Assist with crafting comprehensive financial plans for current and prospective clients.
• Assist in developing and implementing periodic client mailings, communications and events.
• Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
• Seek to innovate and streamline processes.
• Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
• Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
• Other projects and duties as assigned.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
","descriptionBodyPlain":"D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Lincoln, NE branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development. \n\nIf you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you! \n\nPrimary Qualifications:\n• Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).\n• High school graduate. Post-secondary education, or comparable work experience preferred. \n• Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience. \n• Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills. \n• Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math. \n• Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.\n\nPrimary Duties:\n• Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.\n• Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity. \n• Assist with crafting comprehensive financial plans for current and prospective clients. \n• Assist in developing and implementing periodic client mailings, communications and events. \n• Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.\n• Seek to innovate and streamline processes.\n• Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned. \n• Adherence to all branch, firm and compliance policies, procedures, rules and regulations.\n• Other projects and duties as assigned.\n\nWhat we offer:\nCompetitive salary plus excellent benefits and perks including, but not limited to: \n• Medical, Dental and Vision\n• Company 401(k)and ESOP contribution \n• Generous sick, vacation, and maternity/parental leave\n• Paid holidays\n• Professional Development Opportunities\n• Tuition Reimbursement ($15,000 lifetime cap)\n• Discounted personal insurance including home, auto and recreational vehicles\n• Charitable gift-matching program\n• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. \n\nThe compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.\n\nD.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us! \n","hostedUrl":"https://jobs.lever.co/dadavidson/6ba61220-db02-460e-98ec-a1f875063412","applyUrl":"https://jobs.lever.co/dadavidson/6ba61220-db02-460e-98ec-a1f875063412/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n \nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n \nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Carlsbad, CA branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
\n
If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you!
\n
Primary Qualifications:
• Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).
• High school graduate. Post-secondary education, or comparable work experience preferred.
• Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
• Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
• Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
• Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
\n
Primary Duties:
• Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
• Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.
• Assist with crafting comprehensive financial plans for current and prospective clients.
• Assist in developing and implementing periodic client mailings, communications and events.
• Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
• Seek to innovate and streamline processes.
• Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
• Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
• Other projects and duties as assigned.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The potential base pay hiring range for this role is $26.00 to $28.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Carlsbad, CA branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
\n
If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you!
\n
Primary Qualifications:
• Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).
• High school graduate. Post-secondary education, or comparable work experience preferred.
• Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
• Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
• Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
• Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
\n
Primary Duties:
• Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
• Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.
• Assist with crafting comprehensive financial plans for current and prospective clients.
• Assist in developing and implementing periodic client mailings, communications and events.
• Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
• Seek to innovate and streamline processes.
• Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
• Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
• Other projects and duties as assigned.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The potential base pay hiring range for this role is $26.00 to $28.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team. In this team-critical role, you will work alongside Financial Professionals to provide outstanding client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
\n
If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you!
\n
Primary Qualifications:
• Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).
• High school graduate or comparable work experience. Post-secondary education preferred.
• Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
• Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
• Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
• Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
\n
Primary Duties:
• Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
• Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.
• Assist with crafting comprehensive financial plans for current and prospective clients.
• Assist in developing and implementing periodic client mailings, communications and events.
• Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
• Seek to innovate and streamline processes.
• Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
• Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
• Other projects and duties as assigned.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team. In this team-critical role, you will work alongside Financial Professionals to provide outstanding client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
\n
If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you!
\n
Primary Qualifications:
• Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).
• High school graduate or comparable work experience. Post-secondary education preferred.
• Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
• Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
• Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
• Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
\n
Primary Duties:
• Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
• Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.
• Assist with crafting comprehensive financial plans for current and prospective clients.
• Assist in developing and implementing periodic client mailings, communications and events.
• Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
• Seek to innovate and streamline processes.
• Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
• Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
• Other projects and duties as assigned.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Great Falls, MT branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you!
Primary Qualifications:
•Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).
•High school graduate. Post-secondary education, or comparable work experience preferred.
•Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
•Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
•Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
•Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
Primary Duties:
•Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
•Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.
•Assist with crafting comprehensive financial plans for current and prospective clients.
•Assist in developing and implementing periodic client mailings, communications and events.
•Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
•Seek to innovate and streamline processes.
•Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
•Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
•Other projects and duties as assigned.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
•Medical, Dental and Vision
•Company 401(k)and ESOP contribution
•Generous sick, vacation, and maternity/parental leave
•Paid holidays
•Professional Development Opportunities
•Tuition Reimbursement ($15,000 lifetime cap)
•Discounted personal insurance including home, auto and recreational vehicles
•Charitable gift-matching program
•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
","id":"de2c3850-a852-493b-8232-60490b5cbc35","lists":[],"text":"Client Associate","country":"US","workplaceType":"onsite","opening":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Great Falls, MT branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you!
Primary Qualifications:
•Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).
•High school graduate. Post-secondary education, or comparable work experience preferred.
•Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
•Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
•Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
•Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
Primary Duties:
•Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
•Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.
•Assist with crafting comprehensive financial plans for current and prospective clients.
•Assist in developing and implementing periodic client mailings, communications and events.
•Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
•Seek to innovate and streamline processes.
•Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
•Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
•Other projects and duties as assigned.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
•Medical, Dental and Vision
•Company 401(k)and ESOP contribution
•Generous sick, vacation, and maternity/parental leave
•Paid holidays
•Professional Development Opportunities
•Tuition Reimbursement ($15,000 lifetime cap)
•Discounted personal insurance including home, auto and recreational vehicles
•Charitable gift-matching program
•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
","descriptionBodyPlain":"D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Great Falls, MT branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development. \n\nIf you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you! \n\nPrimary Qualifications:\n•Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).\n•High school graduate. Post-secondary education, or comparable work experience preferred. \n•Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience. \n•Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills. \n•Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math. \n•Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.\n\nPrimary Duties:\n•Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.\n•Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity. \n•Assist with crafting comprehensive financial plans for current and prospective clients. \n•Assist in developing and implementing periodic client mailings, communications and events. \n•Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.\n•Seek to innovate and streamline processes.\n•Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned. \n•Adherence to all branch, firm and compliance policies, procedures, rules and regulations.\n•Other projects and duties as assigned.\n\nWhat we offer:\nCompetitive salary plus excellent benefits and perks including, but not limited to: \n•Medical, Dental and Vision\n•Company 401(k)and ESOP contribution \n•Generous sick, vacation, and maternity/parental leave\n•Paid holidays\n•Professional Development Opportunities\n•Tuition Reimbursement ($15,000 lifetime cap)\n•Discounted personal insurance including home, auto and recreational vehicles\n•Charitable gift-matching program\n•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. \n\nThe compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.\nD.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us! \n\n","hostedUrl":"https://jobs.lever.co/dadavidson/de2c3850-a852-493b-8232-60490b5cbc35","applyUrl":"https://jobs.lever.co/dadavidson/de2c3850-a852-493b-8232-60490b5cbc35/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n \nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n \nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Hood River, OR branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
\n
If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you!
\n
Primary Qualifications:
• Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).
• High school graduate. Post-secondary education, or comparable work experience preferred.
• Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
• Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
• Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
• Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
\n
Primary Duties:
• Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
• Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.
• Assist with crafting comprehensive financial plans for current and prospective clients.
• Assist in developing and implementing periodic client mailings, communications and events.
• Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
• Seek to innovate and streamline processes.
• Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
• Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
• Other projects and duties as assigned.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Hood River, OR branch. In this team-critical role, you will work alongside Financial Professionals to provide excellent client service and support. This is an outstanding opportunity to advance your career in the financial services industry in an environment of continual growth and development.
\n
If you have a passion for creating an exceptional client experience, enjoy working collaboratively as part of a team and relish detail and accuracy, we want to hear from you!
\n
Primary Qualifications:
• Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]).
• High school graduate. Post-secondary education, or comparable work experience preferred.
• Solid technology skills (Microsoft Word, Excel and Outlook) and the desire to learn and leverage innovative technologies to optimize the client experience.
• Proven ability to build client/customer relationships including excellent communication (written and verbal) and problem-solving skills.
• Strong attention to detail and accuracy including the ability to accurately perform semi-advanced math.
• Ability to successfully handle multiple demands and competing priorities in a deadline-oriented environment.
\n
Primary Duties:
• Provide extraordinarily professional and courteous client service managing client requests, account maintenance and effectively articulating certain requirements in a regulatory environment.
• Review, maintain and process account documents and information as well as solve complex issues and assignments related to client accounts and transactions including suspicious activity.
• Assist with crafting comprehensive financial plans for current and prospective clients.
• Assist in developing and implementing periodic client mailings, communications and events.
• Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
• Seek to innovate and streamline processes.
• Provide general support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned.
• Adherence to all branch, firm and compliance policies, procedures, rules and regulations.
• Other projects and duties as assigned.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Davidson Investment Advisors is seeking a Client Portfolio Manager to join our growing team. This role is an exciting opportunity to help serve and expand a key segment of our business while contributing to the strong culture of our firm.
Summary:
The Client Portfolio Manager plays a critical role in serving nonprofit, endowment, corporate, insurance, and charitable trust clients by helping them structure, manage, and steward their investment portfolios. This position offers the opportunity to work closely with our business development, investment, and operations teams to deliver exceptional client experiences rooted in integrity, professionalism, and a deep understanding of financial markets.
Ideal candidates bring strong communication skills, a passion for mission aligned investing, and the ability to build trust with complex institutional clients. While this role is primarily client service focused, it also plays an important part in driving the ongoing growth and refinement of this business segment.
Qualifications/Requirements:
• Bachelor’s degree in finance, business or a related field
• 5+ years of experience in financial services, insurance, banking, or nonprofit leadership
• Ability to work independently, analyze complex problems, and provide thoughtful, solutions-oriented recommendations
• Strong understanding of investment strategies and best practices for institutional and nonprofit clients
• Excellent organization and proficiency with Client Relationship Management systems
• High proficiency in Microsoft Office
• Self-starter with excellent organizational and communication skills, with the ability to multitask in a fast-paced environment effectively
• Detail-oriented with a strong sense of ownership and accountability
• Collaborative mindset with a commitment to contributing to team success.
Duties:
• Provide exceptional client service to institutional clients of the firm
\to Prepare and present to boards of directors and other decision makers
\to Maintain consistent communication with staff and board members regarding market conditions, portfolio strategies, \t\t\tperformance, and potential enhancements
\to Collaborate with investment and operations teams to align investment strategies and operational deliverables with client needs
\to Monitor client portfolios to ensure ongoing compliance with Investment Policies
• Implement investment strategies for clients that align with their objectives and risk tolerances
• Prospect, pitch, and convert new institutional clients to our firm’s services
• Work closely with D.A. Davidson Financial Advisors to deliver integrated solutions for shared clients
• Drive initiatives to enhance efficiency and optimize workflows; proactively seek ways to improve the team’s processes
• Perform any other duties and special projects as necessary Adhere to all the firm’s Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors:
\to Curiosity (avoid becoming defensive and remaining open to learning)
\to Accountability (taking 100% responsibility (no more; no less) for results; no blaming)
\to Candor (engaging in courageous truth-telling to increase power and speed in decisions)
\to Awareness (tapping every emotional and intuitional resource for decisions)
\to Passion (discovering and allowing people to do what they do best)
\to Appreciation (expressing gratitude and fostering a culture of sincere cooperation)
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
","id":"eed3d4dd-30a8-4ed4-96d8-ec9c0726d406","lists":[],"text":"Client Portfolio Manager","country":"US","workplaceType":"onsite","opening":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"Davidson Investment Advisors is seeking a Client Portfolio Manager to join our growing team. This role is an exciting opportunity to help serve and expand a key segment of our business while contributing to the strong culture of our firm.
Summary:
The Client Portfolio Manager plays a critical role in serving nonprofit, endowment, corporate, insurance, and charitable trust clients by helping them structure, manage, and steward their investment portfolios. This position offers the opportunity to work closely with our business development, investment, and operations teams to deliver exceptional client experiences rooted in integrity, professionalism, and a deep understanding of financial markets.
Ideal candidates bring strong communication skills, a passion for mission aligned investing, and the ability to build trust with complex institutional clients. While this role is primarily client service focused, it also plays an important part in driving the ongoing growth and refinement of this business segment.
Qualifications/Requirements:
• Bachelor’s degree in finance, business or a related field
• 5+ years of experience in financial services, insurance, banking, or nonprofit leadership
• Ability to work independently, analyze complex problems, and provide thoughtful, solutions-oriented recommendations
• Strong understanding of investment strategies and best practices for institutional and nonprofit clients
• Excellent organization and proficiency with Client Relationship Management systems
• High proficiency in Microsoft Office
• Self-starter with excellent organizational and communication skills, with the ability to multitask in a fast-paced environment effectively
• Detail-oriented with a strong sense of ownership and accountability
• Collaborative mindset with a commitment to contributing to team success.
Duties:
• Provide exceptional client service to institutional clients of the firm
\to Prepare and present to boards of directors and other decision makers
\to Maintain consistent communication with staff and board members regarding market conditions, portfolio strategies, \t\t\tperformance, and potential enhancements
\to Collaborate with investment and operations teams to align investment strategies and operational deliverables with client needs
\to Monitor client portfolios to ensure ongoing compliance with Investment Policies
• Implement investment strategies for clients that align with their objectives and risk tolerances
• Prospect, pitch, and convert new institutional clients to our firm’s services
• Work closely with D.A. Davidson Financial Advisors to deliver integrated solutions for shared clients
• Drive initiatives to enhance efficiency and optimize workflows; proactively seek ways to improve the team’s processes
• Perform any other duties and special projects as necessary Adhere to all the firm’s Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors:
\to Curiosity (avoid becoming defensive and remaining open to learning)
\to Accountability (taking 100% responsibility (no more; no less) for results; no blaming)
\to Candor (engaging in courageous truth-telling to increase power and speed in decisions)
\to Awareness (tapping every emotional and intuitional resource for decisions)
\to Passion (discovering and allowing people to do what they do best)
\to Appreciation (expressing gratitude and fostering a culture of sincere cooperation)
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
","descriptionBodyPlain":"Davidson Investment Advisors is seeking a Client Portfolio Manager to join our growing team. This role is an exciting opportunity to help serve and expand a key segment of our business while contributing to the strong culture of our firm. \n\nSummary: \nThe Client Portfolio Manager plays a critical role in serving nonprofit, endowment, corporate, insurance, and charitable trust clients by helping them structure, manage, and steward their investment portfolios. This position offers the opportunity to work closely with our business development, investment, and operations teams to deliver exceptional client experiences rooted in integrity, professionalism, and a deep understanding of financial markets.\nIdeal candidates bring strong communication skills, a passion for mission aligned investing, and the ability to build trust with complex institutional clients. While this role is primarily client service focused, it also plays an important part in driving the ongoing growth and refinement of this business segment.\n\n Qualifications/Requirements:\n• Bachelor’s degree in finance, business or a related field\n• 5+ years of experience in financial services, insurance, banking, or nonprofit leadership\n• Ability to work independently, analyze complex problems, and provide thoughtful, solutions-oriented recommendations\n• Strong understanding of investment strategies and best practices for institutional and nonprofit clients\n• Excellent organization and proficiency with Client Relationship Management systems\n• High proficiency in Microsoft Office \n• Self-starter with excellent organizational and communication skills, with the ability to multitask in a fast-paced environment effectively\n• Detail-oriented with a strong sense of ownership and accountability \n• Collaborative mindset with a commitment to contributing to team success.\n\nDuties: \n• Provide exceptional client service to institutional clients of the firm\n\to Prepare and present to boards of directors and other decision makers\n\to Maintain consistent communication with staff and board members regarding market conditions, portfolio strategies, \t\t\tperformance, and potential enhancements\n\to Collaborate with investment and operations teams to align investment strategies and operational deliverables with client needs\n\to Monitor client portfolios to ensure ongoing compliance with Investment Policies \n• Implement investment strategies for clients that align with their objectives and risk tolerances\n• Prospect, pitch, and convert new institutional clients to our firm’s services\n• Work closely with D.A. Davidson Financial Advisors to deliver integrated solutions for shared clients\n• Drive initiatives to enhance efficiency and optimize workflows; proactively seek ways to improve the team’s processes\n• Perform any other duties and special projects as necessary Adhere to all the firm’s Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors:\n\to Curiosity (avoid becoming defensive and remaining open to learning)\n\to Accountability (taking 100% responsibility (no more; no less) for results; no blaming)\n\to Candor (engaging in courageous truth-telling to increase power and speed in decisions)\n\to Awareness (tapping every emotional and intuitional resource for decisions)\n\to Passion (discovering and allowing people to do what they do best)\n\to Appreciation (expressing gratitude and fostering a culture of sincere cooperation)\n\nWhat we offer:\nCompetitive salary plus excellent benefits and perks including, but not limited to: \n• Medical, Dental and Vision\n• Company 401(k)and ESOP contribution \n• Generous sick, vacation, and maternity/parental leave\n• Paid holidays\n• Professional Development Opportunities\n• Tuition Reimbursement ($15,000 lifetime cap)\n• Discounted personal insurance including home, auto and recreational vehicles\n• Charitable gift-matching program\n• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. \n\nThe compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.\n","hostedUrl":"https://jobs.lever.co/dadavidson/eed3d4dd-30a8-4ed4-96d8-ec9c0726d406","applyUrl":"https://jobs.lever.co/dadavidson/eed3d4dd-30a8-4ed4-96d8-ec9c0726d406/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n \nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n \nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
Summary/Function:
Directly support D.A. Davidson’s computer networks to contribute to an effective and efficient working environment throughout the Companies. Support Davidson Employees with ticket resolution in technology areas supported by the Networking and voice Teams.
\n
Qualifications:
• Bachelor’s degree in field of specialty or 2 years' experience work experience in network management & support.
• Solid understanding of WAN/LAN technology, configuration, deployment, and troubleshooting
• Understanding of TCP/IP, IPv4 and IPv6 and related network services (e.g. DHCP and DNS)
• Cisco, Meraki, Palo Alto, or Avaya experience (Preferred)
• CCNA level or higher Switching/Routing (Preferred)
• Cisco or other industry routing and switching certifications (Preferred)
• Understanding of Network security and firewall concepts
• Experience with Layer 2/3 Switching required
• Proficient computer skills and knowledge of software packages and their applications to include Microsoft Office and Microsoft operating systems.
• Excellent communication skills, both oral and written. Ability to communicate technical directions, both in person and over the phone.
• Excellent customer service skills. Ability to work successfully with a variety of personalities and various management levels.
• Familiar with department policies, processes and procedures.
• Consistently treat others with respect and maintain professional attitude and behavior.
• Ability to work a variety of shifts.
• Ability to safely lift and carry as much as 35 pounds.
• Experience working in a team-oriented, collaborative environment.
• Self-motivated and self-directed.
• Organized and detail oriented.
• Follow policies and procedures. Maintain client confidentiality.
• Communicate in a clear and service-oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
• Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
• Ability to maintain regular, predictable attendance.
\n
Duties:
• Directly support D.A. Davidson’s data and voice networks which may include but is not limited to patching, testing, installing, upgrading, providing end user training, monitoring network performance, working with vendor support and sales.
• Creating documentation for end users and IT staff.
• Install and support company VoIP solutions
• Install and support phone systems deployed across the enterprise
• Manage IT incidents and ticket management
• Troubleshoot various networking issues
• Learn and adhere to all company policies and procedures. Attend scheduled meetings or training sessions around existing or new policies and/or procedures. Recommend changes to IT procedures to improve productivity and/or reduce costs. Participate in policy or procedure meetings. Review and update specific policies considered an area of expertise.
• Attend internal and external meetings as requested to provide expertise. Train end users and receive network training as directed. Assist with projects as needed.
• Assist in attaining performance goals set by management such as but not limited to maintaining uptime, generating reports, and assisting with resolution of support issues.
• Assist with and/or assume responsibility for the completion of project tasks, as directed. Participate in project management meetings around areas of expertise. May be required to lead projects or assume significant project management roles.
• Ensure work on tasks and special projects are completed within budget limits. Assist with tasks to prepare annual budget and budgeting for special projects. Review and potentially prepare drafts of portion of the IT budget relating to areas of administration as directed by management.
• Keep current with new data networking and IT solutions. Maintain technical certifications relevant to work responsibilities. Receive additional training as directed. Train end users as directed.
• Understand an adhere to the IT Change Management process
• Perform any other tasks as assigned.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
D.A. Davidson has been in business for over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity, and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
Summary/Function:
Directly support D.A. Davidson’s computer networks to contribute to an effective and efficient working environment throughout the Companies. Support Davidson Employees with ticket resolution in technology areas supported by the Networking and voice Teams.
\n
Qualifications:
• Bachelor’s degree in field of specialty or 2 years' experience work experience in network management & support.
• Solid understanding of WAN/LAN technology, configuration, deployment, and troubleshooting
• Understanding of TCP/IP, IPv4 and IPv6 and related network services (e.g. DHCP and DNS)
• Cisco, Meraki, Palo Alto, or Avaya experience (Preferred)
• CCNA level or higher Switching/Routing (Preferred)
• Cisco or other industry routing and switching certifications (Preferred)
• Understanding of Network security and firewall concepts
• Experience with Layer 2/3 Switching required
• Proficient computer skills and knowledge of software packages and their applications to include Microsoft Office and Microsoft operating systems.
• Excellent communication skills, both oral and written. Ability to communicate technical directions, both in person and over the phone.
• Excellent customer service skills. Ability to work successfully with a variety of personalities and various management levels.
• Familiar with department policies, processes and procedures.
• Consistently treat others with respect and maintain professional attitude and behavior.
• Ability to work a variety of shifts.
• Ability to safely lift and carry as much as 35 pounds.
• Experience working in a team-oriented, collaborative environment.
• Self-motivated and self-directed.
• Organized and detail oriented.
• Follow policies and procedures. Maintain client confidentiality.
• Communicate in a clear and service-oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
• Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
• Ability to maintain regular, predictable attendance.
\n
Duties:
• Directly support D.A. Davidson’s data and voice networks which may include but is not limited to patching, testing, installing, upgrading, providing end user training, monitoring network performance, working with vendor support and sales.
• Creating documentation for end users and IT staff.
• Install and support company VoIP solutions
• Install and support phone systems deployed across the enterprise
• Manage IT incidents and ticket management
• Troubleshoot various networking issues
• Learn and adhere to all company policies and procedures. Attend scheduled meetings or training sessions around existing or new policies and/or procedures. Recommend changes to IT procedures to improve productivity and/or reduce costs. Participate in policy or procedure meetings. Review and update specific policies considered an area of expertise.
• Attend internal and external meetings as requested to provide expertise. Train end users and receive network training as directed. Assist with projects as needed.
• Assist in attaining performance goals set by management such as but not limited to maintaining uptime, generating reports, and assisting with resolution of support issues.
• Assist with and/or assume responsibility for the completion of project tasks, as directed. Participate in project management meetings around areas of expertise. May be required to lead projects or assume significant project management roles.
• Ensure work on tasks and special projects are completed within budget limits. Assist with tasks to prepare annual budget and budgeting for special projects. Review and potentially prepare drafts of portion of the IT budget relating to areas of administration as directed by management.
• Keep current with new data networking and IT solutions. Maintain technical certifications relevant to work responsibilities. Receive additional training as directed. Train end users as directed.
• Understand an adhere to the IT Change Management process
• Perform any other tasks as assigned.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
D.A. Davidson has been in business for over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity, and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
Davidson Investment Advisors, founded in 1975, manages $7 billion in assets and is a wholly owned subsidiary of D.A. Davidson Companies. Headquartered in Great Falls, MT, D.A. Davidson Companies is an employee-owned financial services firm providing wealth management, asset management, trust, and capital markets services across the United States. The company offers strong benefits and prioritizes client success. Those interested in learning more or applying should email the hiring manager.
Summary:
The Operations Manager is responsible for the administration of day‑to‑day operational functions of an SEC‑registered investment adviser in a collaborative leadership structure, ensuring operational excellence, scalability, and regulatory readiness. Key areas of focus include process improvements and support for our growing firm’s key initiatives. This role will partner closely with an existing Operations Manager to oversee a team responsible for core operational processes and serve as a partner to senior leadership in maintaining efficient workflows, strong internal controls, and a culture of accountability and continuous improvement.
The ideal candidate brings deep experience in investment management operations, demonstrated leadership of operational teams, and a strong understanding of the regulatory environment applicable to registered investment advisers.
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Qualifications/Requirements:
• Bachelor’s degree required, advanced degree or relevant certifications a plus.
• Minimum of 7 to 10 years of progressive experience in operations within an investment adviser, asset manager, or financial services firm.
• Demonstrated experience managing and developing a team.
• Familiarity with portfolio accounting, trading, and custody platforms.
• Proven ability to design, implement, and maintain effective operational processes and controls.
• Excellent organizational, analytical, and problem‑solving skills.
• Strong written and verbal communication skills with the ability to interact effectively with senior leadership.
• Collaborative mindset with a commitment to contributing to team success.
\n
Duties:
Operational Oversight
• Oversee daily operational activities including account administration, trading support, reconciliation, data integrity, and system workflows.
• Ensure operational processes are well‑documented, consistently followed, and scalable as the firm grows.
• Identify, implement, and monitor operational controls to mitigate risk and ensure accuracy and timeliness across functions.
• Serve as a subject matter expert for operational systems and third‑party service providers.
Team Leadership & Management
• Lead, mentor, and develop an operations team, including goal‑setting, performance management, and professional development.
• Foster a collaborative, high‑performing team environment with clear accountability and ownership of responsibilities.
• Participate in hiring, onboarding, and training of operations staff.
• Model behaviors in alignment with the firm’s Team Agreement, which is a commitment to the following:
o Curiosity (avoid becoming defensive and remaining open to learning)
o Accountability (taking 100% responsibility (no more; no less) for results; no blaming)
o Candor (engaging in courageous truth-telling to increase power and speed in decisions)
o Awareness (tapping every emotional and intuitional resource for decisions)
o Passion (discovering and allowing people to do what they do best)
o Appreciation (expressing gratitude and fostering a culture of sincere cooperation)
\n
Process Improvement & Strategic Initiatives
• Evaluate existing workflows and identify opportunities for efficiency, automation, and improved controls.
• Lead or support firm‑wide operational initiatives, including system enhancements, vendor transitions, and business continuity planning.
• Prepare operational reporting and metrics for senior management to support informed decision‑making.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
Davidson Investment Advisors, founded in 1975, manages $7 billion in assets and is a wholly owned subsidiary of D.A. Davidson Companies. Headquartered in Great Falls, MT, D.A. Davidson Companies is an employee-owned financial services firm providing wealth management, asset management, trust, and capital markets services across the United States. The company offers strong benefits and prioritizes client success. Those interested in learning more or applying should email the hiring manager.
Summary:
The Operations Manager is responsible for the administration of day‑to‑day operational functions of an SEC‑registered investment adviser in a collaborative leadership structure, ensuring operational excellence, scalability, and regulatory readiness. Key areas of focus include process improvements and support for our growing firm’s key initiatives. This role will partner closely with an existing Operations Manager to oversee a team responsible for core operational processes and serve as a partner to senior leadership in maintaining efficient workflows, strong internal controls, and a culture of accountability and continuous improvement.
The ideal candidate brings deep experience in investment management operations, demonstrated leadership of operational teams, and a strong understanding of the regulatory environment applicable to registered investment advisers.
\n
Qualifications/Requirements:
• Bachelor’s degree required, advanced degree or relevant certifications a plus.
• Minimum of 7 to 10 years of progressive experience in operations within an investment adviser, asset manager, or financial services firm.
• Demonstrated experience managing and developing a team.
• Familiarity with portfolio accounting, trading, and custody platforms.
• Proven ability to design, implement, and maintain effective operational processes and controls.
• Excellent organizational, analytical, and problem‑solving skills.
• Strong written and verbal communication skills with the ability to interact effectively with senior leadership.
• Collaborative mindset with a commitment to contributing to team success.
\n
Duties:
Operational Oversight
• Oversee daily operational activities including account administration, trading support, reconciliation, data integrity, and system workflows.
• Ensure operational processes are well‑documented, consistently followed, and scalable as the firm grows.
• Identify, implement, and monitor operational controls to mitigate risk and ensure accuracy and timeliness across functions.
• Serve as a subject matter expert for operational systems and third‑party service providers.
Team Leadership & Management
• Lead, mentor, and develop an operations team, including goal‑setting, performance management, and professional development.
• Foster a collaborative, high‑performing team environment with clear accountability and ownership of responsibilities.
• Participate in hiring, onboarding, and training of operations staff.
• Model behaviors in alignment with the firm’s Team Agreement, which is a commitment to the following:
o Curiosity (avoid becoming defensive and remaining open to learning)
o Accountability (taking 100% responsibility (no more; no less) for results; no blaming)
o Candor (engaging in courageous truth-telling to increase power and speed in decisions)
o Awareness (tapping every emotional and intuitional resource for decisions)
o Passion (discovering and allowing people to do what they do best)
o Appreciation (expressing gratitude and fostering a culture of sincere cooperation)
\n
Process Improvement & Strategic Initiatives
• Evaluate existing workflows and identify opportunities for efficiency, automation, and improved controls.
• Lead or support firm‑wide operational initiatives, including system enhancements, vendor transitions, and business continuity planning.
• Prepare operational reporting and metrics for senior management to support informed decision‑making.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
About the Role
The Director of Transitions leads the strategy and design of the Financial Advisor transition experience at D.A. Davidson. This role is responsible for building a scalable, compliant, and client-focused transition program that supports experienced advisors joining the firm and ensures a high-quality experience for their clients.
\n
This opportunity is ideal for an experienced FA transitions professional who enjoys shaping programs, setting standards, and partnering across the business to deliver consistent, high-trust outcomes. The Director works closely with a dedicated Transition Manager who leads day-to-day execution, staffing, and advisor planning calls.
\n
What You’ll Do
• Set the strategic direction for the firm’s advisor transition program, aligning transition practices with business objectives and advisor experience standards.
• Establish and maintain standardized transition policies, procedures, and frameworks that promote consistency and regulatory compliance.
• Partner with Compliance, Legal, Supervision, Operations, Technology, Recruiting, and Advisor Solutions to translate requirements into practical transition standards.
• Serve as a senior subject-matter expert for advisor transitions, providing guidance on complex books of business, unique business models, and high-visibility transitions.
• Design and evolve the transition operating model, tools, disclosures, and documentation to support scale and continuous improvement.
• Identify and implement opportunities to enhance the advisor and client experience through process improvement and thoughtful use of technology.
• Act as a strategic advisor to the Transition Manager, offering direction, mentorship, and escalation support when needed.
\n
What We’re Looking For
• FINRA Series 7/66 or 63/65 required; Series 9/10 preferred.
• Bachelor’s degree or equivalent combination of education and relevant industry experience.
• Five or more years experience with Financial Advisor transitions within a wealth management, broker-dealer, or RIA environment.
• Strong understanding of transition-related regulatory and supervisory requirements, including FINRA, SEC, Reg BI, DOL, and client privacy considerations.
• Proven ability to design and manage programs, policies, and standards rather than day-to-day transaction processing.
• Demonstrated success partnering across departments and influencing outcomes without direct authority.
• Executive-level communication skills and comfort interacting with senior leadership and experienced advisors.
• Demonstrated ability to establish credibility and trust with Financial Advisors, branch leaders, and internal partners through sound judgment, clarity, and discretion.
• Strong professional presence and relationship-building capability, particularly in high-stakes, time-sensitive, or emotionally charged transition environments.
• Ability to navigate sensitive conversations with confidence, empathy, and firmness when advisor, client, or firm interests are at risk.
• Calm and steady decision-making style; able to provide reassurance, structure, and direction during periods of uncertainty or change.
• High degree of integrity, emotional intelligence, and professional maturity, especially when serving as an escalation point on matters impacting advisor practices, client relationships, or firm reputation.
• Highly organized, strategic thinker with attention to detail and a strong bias toward protecting the advisor and client experience.
• Ability to travel as needed (approximately 10–15%).
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The potential base pay hiring range for this role is $125,000 to $145,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
About the Role
The Director of Transitions leads the strategy and design of the Financial Advisor transition experience at D.A. Davidson. This role is responsible for building a scalable, compliant, and client-focused transition program that supports experienced advisors joining the firm and ensures a high-quality experience for their clients.
\n
This opportunity is ideal for an experienced FA transitions professional who enjoys shaping programs, setting standards, and partnering across the business to deliver consistent, high-trust outcomes. The Director works closely with a dedicated Transition Manager who leads day-to-day execution, staffing, and advisor planning calls.
\n
What You’ll Do
• Set the strategic direction for the firm’s advisor transition program, aligning transition practices with business objectives and advisor experience standards.
• Establish and maintain standardized transition policies, procedures, and frameworks that promote consistency and regulatory compliance.
• Partner with Compliance, Legal, Supervision, Operations, Technology, Recruiting, and Advisor Solutions to translate requirements into practical transition standards.
• Serve as a senior subject-matter expert for advisor transitions, providing guidance on complex books of business, unique business models, and high-visibility transitions.
• Design and evolve the transition operating model, tools, disclosures, and documentation to support scale and continuous improvement.
• Identify and implement opportunities to enhance the advisor and client experience through process improvement and thoughtful use of technology.
• Act as a strategic advisor to the Transition Manager, offering direction, mentorship, and escalation support when needed.
\n
What We’re Looking For
• FINRA Series 7/66 or 63/65 required; Series 9/10 preferred.
• Bachelor’s degree or equivalent combination of education and relevant industry experience.
• Five or more years experience with Financial Advisor transitions within a wealth management, broker-dealer, or RIA environment.
• Strong understanding of transition-related regulatory and supervisory requirements, including FINRA, SEC, Reg BI, DOL, and client privacy considerations.
• Proven ability to design and manage programs, policies, and standards rather than day-to-day transaction processing.
• Demonstrated success partnering across departments and influencing outcomes without direct authority.
• Executive-level communication skills and comfort interacting with senior leadership and experienced advisors.
• Demonstrated ability to establish credibility and trust with Financial Advisors, branch leaders, and internal partners through sound judgment, clarity, and discretion.
• Strong professional presence and relationship-building capability, particularly in high-stakes, time-sensitive, or emotionally charged transition environments.
• Ability to navigate sensitive conversations with confidence, empathy, and firmness when advisor, client, or firm interests are at risk.
• Calm and steady decision-making style; able to provide reassurance, structure, and direction during periods of uncertainty or change.
• High degree of integrity, emotional intelligence, and professional maturity, especially when serving as an escalation point on matters impacting advisor practices, client relationships, or firm reputation.
• Highly organized, strategic thinker with attention to detail and a strong bias toward protecting the advisor and client experience.
• Ability to travel as needed (approximately 10–15%).
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The potential base pay hiring range for this role is $125,000 to $145,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
\n
D.A. Davidson & Co., a leading investment banking firm, is accepting applicants for a full-time Vice President position in our Equity Capital Markets group based in New York City. The Vice President is expected to project manage strategic assignments assisting clients with public offerings, private placements and other advisory services. The Vice President is expected to translate Director and Managing Director wishes into achievable tasks, assign projects to Associates and Analysts and see these projects through to completion. The Vice President is expected to be a coach to junior bankers and build relationships with clients.
\n
\n
\n- Strong transaction history – Capital Markets experience preferred
\n- Ability to lead transaction execution teams.
\n- High degree of comfort interacting with senior executives.
\n- Strong financial modeling ability and Microsoft Office expertise.
\n- Excellent verbal and written communication skills.
\n- Superior work ethic and teamwork skills.
\n- Good judgment and ability to exercise discretion when handling confidential information.
\n- Ability to perform in both team and self-directed settings.
\n- MBA with at least 3 years of capital markets experience or undergraduate degree with a minimum of 6 years capital markets experience.
\n- Possession of Series 79 (Series 7 may be applicable) and 63 licenses preferred but not required. New hires without these licenses will be required upon hiring.
\n\n
\n
\n- Lead the day-to-day execution of transactions (Public Offerings / Private Placements), including preparing and reviewing company marketing documents and reviewing financial models, managing marketing and coordinating due diligence, analyzing financing alternatives and negotiating documentation.
\n- Establish client trust by identifying needs, project leadership, transaction structuring, company positioning, due diligence, negotiating, etc.
\n- Assist senior bankers in the business development efforts.
\n- Contribute to revenue targets for deal teams through relationship development and identifying deal opportunities for the firm.
\n- Manage, train and develop Associates and Analysts on the team.
\n- Ensure quality collaboration and production of work flow and product from Associates and Analysts.
\n\n
The potential base pay hiring range for this role is $225,000 per year. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
","salaryDescriptionPlain":" The potential base pay hiring range for this role is $225,000 per year. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.\n","text":"Equity Capital Markets – Vice President","country":"US","workplaceType":"onsite","opening":"D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
","openingPlain":"D.A. Davidson & Co. - the Strength of Advice\nOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.\n","descriptionBody":"\n
D.A. Davidson & Co., a leading investment banking firm, is accepting applicants for a full-time Vice President position in our Equity Capital Markets group based in New York City. The Vice President is expected to project manage strategic assignments assisting clients with public offerings, private placements and other advisory services. The Vice President is expected to translate Director and Managing Director wishes into achievable tasks, assign projects to Associates and Analysts and see these projects through to completion. The Vice President is expected to be a coach to junior bankers and build relationships with clients.
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
Job Description
\n\n
We are looking for a highly motivated Executive Assistant to join our Capital Advisory Banking team in New York. This is an energetic and performance-driven office; the Executive Assistant will have an integral role contributing to effective business operations, employee engagement, and the work environment. This role supports senior bankers managing complex client relationships, active transactions, and significant external stakeholder engagement. Success in this position requires sound judgment, proactive problem solving, and comfort operating with a high degree of autonomy.
\n
The potential base pay hiring range for this role is $45.67 - $51.92 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
","salaryDescriptionPlain":"The potential base pay hiring range for this role is $45.67 - $51.92 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.\n","text":"Executive Assistant, Capital Advisory Investment Banking","country":"US","workplaceType":"onsite","opening":"D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
","openingPlain":"D.A. Davidson & Co. - the Strength of Advice\nOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.\n","descriptionBody":"Job Description
\n\n
We are looking for a highly motivated Executive Assistant to join our Capital Advisory Banking team in New York. This is an energetic and performance-driven office; the Executive Assistant will have an integral role contributing to effective business operations, employee engagement, and the work environment. This role supports senior bankers managing complex client relationships, active transactions, and significant external stakeholder engagement. Success in this position requires sound judgment, proactive problem solving, and comfort operating with a high degree of autonomy.
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
Job Description
\n\n
We are looking for a highly motivated Executive Assistant to join our Technology Investment Banking team in New York. This is an energetic and performance-driven office; the Executive Assistant will have an integral role contributing to effective business operations, employee engagement, and the work environment. This role supports senior bankers managing complex client relationships, active transactions, and significant external stakeholder engagement. Success in this position requires sound judgment, proactive problem solving, and comfort operating with a high degree of autonomy.
\n
The potential base pay hiring range for this role is $45.67 - $51.92 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
","salaryDescriptionPlain":"The potential base pay hiring range for this role is $45.67 - $51.92 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.\n","text":"Executive Assistant, Technology Investment Banking","country":"US","workplaceType":"hybrid","opening":"D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
","openingPlain":"D.A. Davidson & Co. - the Strength of Advice\nOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.\n","descriptionBody":"Job Description
\n\n
We are looking for a highly motivated Executive Assistant to join our Technology Investment Banking team in New York. This is an energetic and performance-driven office; the Executive Assistant will have an integral role contributing to effective business operations, employee engagement, and the work environment. This role supports senior bankers managing complex client relationships, active transactions, and significant external stakeholder engagement. Success in this position requires sound judgment, proactive problem solving, and comfort operating with a high degree of autonomy.
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
D.A. Davidson & Co. is accepting applicants for Experienced Analyst positions in the Investment Banking Consumer Group. The Analyst will play a critical role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.
\n
\nThe Analyst program includes training with Wall Street Prep in the first year, with mentorship from senior bankers and ongoing training to advance their skills throughout the three-year program. After three years, Analysts will have the opportunity to be promoted to an Associate.
","id":"fd8e7bd9-881d-460c-b720-47775dc3200c","lists":[{"text":"","content":"\nAre you passionate about investment banking and corporate finance?\nDo you thrive in team environments with high expectations?\nWould you enjoy performing extensive research and in-depth analysis to create a professional work product for investment banking clients?\n"},{"text":"Qualifications:","content":"\n2 to 3 years experience in Sell-Side M&A\nBachelor’s degree with a minimum 3.5 GPA\nHighly motivated and confident with a strong desire to succeed in a challenging field\nStrong knowledge of business software (especially Word, Excel and PowerPoint)\nBasic corporate finance and accounting knowledge\nExcellent verbal and written communications skills, strong work ethic and team oriented\nAble to handle multiple projects with competing priorities\nGood judgment in confidential situations and ability to exercise discretion\nFlexibility to work long hours, nights, and weekends, as needed\nSecurities Industry Essentials Exam\nThe successful completion of the FINRA Limited Representative-Investment Banking Exam (Series 79) and the Uniformed Securities Agent State Law Exam (Series 63)\n"},{"text":"Every day as an Analyst will be different. In this role you will:","content":"\nWork on a team within the Consumer industry vertical, and develop industry specific knowledge\nSupport the team’s projects, including business development and investment banking transactions\nCreate financial analysis for a wide variety of projects, including company valuation, projections, peer analysis, etc.\nPrepare materials for team assignments, such as pitch books, management presentations, information memos, etc.\nCoordinate and perform due diligence\nParticipate in recruiting efforts\n"}],"salaryRange":{"min":105000,"max":115000,"interval":"per-year-salary","currency":"USD"},"salaryDescription":"Analyst in their second year are at $105,000 annual salary plus bonus. Analysts in their third year at $115,000 annual salary plus bonus. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
","salaryDescriptionPlain":"Analyst in their second year are at $105,000 annual salary plus bonus. Analysts in their third year at $115,000 annual salary plus bonus. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.\n","text":"Experienced Investment Banking Analyst - Consumer Group","country":"US","workplaceType":"onsite","opening":"D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
","openingPlain":"D.A. Davidson & Co. - the Strength of Advice\nOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.\n","descriptionBody":"D.A. Davidson & Co. is accepting applicants for Experienced Analyst positions in the Investment Banking Consumer Group. The Analyst will play a critical role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.
\n
\nThe Analyst program includes training with Wall Street Prep in the first year, with mentorship from senior bankers and ongoing training to advance their skills throughout the three-year program. After three years, Analysts will have the opportunity to be promoted to an Associate.
","descriptionBodyPlain":"D.A. Davidson & Co. is accepting applicants for Experienced Analyst positions in the Investment Banking Consumer Group. The Analyst will play a critical role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. \n \nThe Analyst program includes training with Wall Street Prep in the first year, with mentorship from senior bankers and ongoing training to advance their skills throughout the three-year program. After three years, Analysts will have the opportunity to be promoted to an Associate. \n","hostedUrl":"https://jobs.lever.co/dadavidson/fd8e7bd9-881d-460c-b720-47775dc3200c","applyUrl":"https://jobs.lever.co/dadavidson/fd8e7bd9-881d-460c-b720-47775dc3200c/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n\nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
Investment Banking – Experienced Analyst
\n
\nD.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Investment Banking Diversified Industrials Group in our Chicago, IL office. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.
\n
","id":"9954e962-f377-4b7e-96a9-f684f731b268","lists":[{"text":"Qualifications:","content":"\nBright, professional, and motivated with the desire to excel in an intellectually challenging environment\n1-3 years of experience working in investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required.\nInterest and curiosity in the Diversified Industrials sector\nBachelor’s degree with a minimum 3.5 GPA.\nWorking knowledge of business software (especially Word, Excel and PowerPoint).\nHigh level of financial knowledge (financial modeling, macroeconomics, current events, etc.).\nExcellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field.\nGood judgment in confidential situations and ability to exercise discretion when handling confidential information.\nFlexibility to work long hours, nights, and weekends, as needed for workflow.\nPossession of Securities Industries Essentials (SIE), Series 79, and 63 licenses preferred but not required. New hires without these licenses will require successful completion upon hiring.\n"},{"text":"In this role you will:","content":"\nDevelop financial modules to analyze a wide variety of client-specific projects.\nCollaborate with an industry team from peer analysts to managing directors.\nPrepare research/analytical content for pitch books, memorandums, presentations, and other projects.\nSupport business development activities of senior investment bankers.\nAttend client meetings and interact on transactional and technical issues.\nActively participate in live deals, such as M&A, IPOs, and advisory. \n"}],"salaryRange":{"min":95000,"max":115000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"\n
The potential base pay hiring range for this role is $95,000 - $115,000 per year. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
\n
D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
","openingPlain":"D.A. Davidson & Co. - the Strength of Advice\nOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.\n","descriptionBody":"Investment Banking – Experienced Analyst
\n
\nD.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Investment Banking Diversified Industrials Group in our Chicago, IL office. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.
\n
","descriptionBodyPlain":"Investment Banking – Experienced Analyst\n \nD.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Investment Banking Diversified Industrials Group in our Boston, MA office. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. \n \n","hostedUrl":"https://jobs.lever.co/dadavidson/9954e962-f377-4b7e-96a9-f684f731b268","applyUrl":"https://jobs.lever.co/dadavidson/9954e962-f377-4b7e-96a9-f684f731b268/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n\nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
Investment Banking – Experienced Analyst
\n
\nD.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Investment Banking Diversified Industrials Group in our Boston, MA office. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.
\n
","id":"d22aaa7b-4ede-4330-b497-24f8cd22b2e0","lists":[{"text":"Qualifications:","content":"\nBright, professional, and motivated with the desire to excel in an intellectually challenging environment\n1-3 years of experience working in investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required.\nInterest and curiosity in the Diversified Industrials sector\nBachelor’s degree with a minimum 3.5 GPA.\nWorking knowledge of business software (especially Word, Excel and PowerPoint).\nHigh level of financial knowledge (financial modeling, macroeconomics, current events, etc.).\nExcellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field.\nGood judgment in confidential situations and ability to exercise discretion when handling confidential information.\nFlexibility to work long hours, nights, and weekends, as needed for workflow.\nPossession of Securities Industries Essentials (SIE), Series 79, and 63 licenses preferred but not required. New hires without these licenses will require successful completion upon hiring.\n"},{"text":"In this role you will:","content":"\nDevelop financial modules to analyze a wide variety of client-specific projects.\nCollaborate with an industry team from peer analysts to managing directors.\nPrepare research/analytical content for pitch books, memorandums, presentations, and other projects.\nSupport business development activities of senior investment bankers.\nAttend client meetings and interact on transactional and technical issues.\nActively participate in live deals, such as M&A, IPOs, and advisory. \n"}],"salaryRange":{"min":95000,"max":115000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"\n
The potential base pay hiring range for this role is $95,000 - $115,000 per year. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
\n
D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
","openingPlain":"D.A. Davidson & Co. - the Strength of Advice\nOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.\n","descriptionBody":"Investment Banking – Experienced Analyst
\n
\nD.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Investment Banking Diversified Industrials Group in our Boston, MA office. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.
\n
","descriptionBodyPlain":"Investment Banking – Experienced Analyst\n \nD.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Investment Banking Diversified Industrials Group in our Boston, MA office. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. \n \n","hostedUrl":"https://jobs.lever.co/dadavidson/d22aaa7b-4ede-4330-b497-24f8cd22b2e0","applyUrl":"https://jobs.lever.co/dadavidson/d22aaa7b-4ede-4330-b497-24f8cd22b2e0/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n\nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
Qualifications:
\n
\n•Bright, professional, and motivated with the desire to excel in an intellectually challenging environment
\n•Bachelor’s degree
\n•3 years minimum experience working in investment banking, private equity, corporate development, etc. required
\n•Interest and curiosity in the Consumer sector
\n•Proficiency with Bloomberg, Capital IQ and Tableau a plus
\n•Advanced knowledge of business software (especially Word, Excel and PowerPoint).
\n•High level of financial knowledge (financial modeling, macroeconomics, current events, etc.).
\n•Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field.
\n•Good judgment in confidential situations and ability to exercise discretion when handling confidential information.
\n•High degree of comfort interacting with senior executives
\n•Flexibility to work long hours, nights, and weekends, as needed for workflow.
\n•Possession of Series 79 (Series 7 may be applicable) and 63 licenses preferred. New hires without these licenses will require successful completion upon hiring.
\n
\nIn this role you will:
\n•Are you looking to actively participate in live deals, such as M&A, IPOs, and advisory?
\n•Perform day-to-day functions for advancing a transaction
\n•Develop business valuation and financial models
\n•Create transaction and client marketing materials
\n•Support senior bankers in business development and the sourcing and execution of transactions
\n•Attend tradeshows and industry events as needed
\n•Interact with clients and potential clients on transactional and technical issues
\n•Manage internal deal teams as it pertains to work flow and work product
\n•Work with the investment banking analysts, including training and oversight of the work product
\n•Travel will be required
\n
","id":"c85d7ef0-09d3-4c19-878d-03a23d8ce761","lists":[],"salaryRange":{"min":160000,"max":170000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"Base salary, depending on experience ranges. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
","salaryDescriptionPlain":"Base salary, depending on experience ranges. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.\n","text":"Investment Banking Associate, Consumer Group","country":"US","workplaceType":"onsite","opening":"D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
","openingPlain":"D.A. Davidson & Co. - the Strength of Advice\nOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.\n","descriptionBody":"Qualifications:
\n
\n•Bright, professional, and motivated with the desire to excel in an intellectually challenging environment
\n•Bachelor’s degree
\n•3 years minimum experience working in investment banking, private equity, corporate development, etc. required
\n•Interest and curiosity in the Consumer sector
\n•Proficiency with Bloomberg, Capital IQ and Tableau a plus
\n•Advanced knowledge of business software (especially Word, Excel and PowerPoint).
\n•High level of financial knowledge (financial modeling, macroeconomics, current events, etc.).
\n•Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field.
\n•Good judgment in confidential situations and ability to exercise discretion when handling confidential information.
\n•High degree of comfort interacting with senior executives
\n•Flexibility to work long hours, nights, and weekends, as needed for workflow.
\n•Possession of Series 79 (Series 7 may be applicable) and 63 licenses preferred. New hires without these licenses will require successful completion upon hiring.
\n
\nIn this role you will:
\n•Are you looking to actively participate in live deals, such as M&A, IPOs, and advisory?
\n•Perform day-to-day functions for advancing a transaction
\n•Develop business valuation and financial models
\n•Create transaction and client marketing materials
\n•Support senior bankers in business development and the sourcing and execution of transactions
\n•Attend tradeshows and industry events as needed
\n•Interact with clients and potential clients on transactional and technical issues
\n•Manage internal deal teams as it pertains to work flow and work product
\n•Work with the investment banking analysts, including training and oversight of the work product
\n•Travel will be required
\n
","descriptionBodyPlain":"Qualifications:\n \n•Bright, professional, and motivated with the desire to excel in an intellectually challenging environment\n•Bachelor’s degree \n•3 years minimum experience working in investment banking, private equity, corporate development, etc. required\n•Interest and curiosity in the Consumer sector\n•Proficiency with Bloomberg, Capital IQ and Tableau a plus\n•Advanced knowledge of business software (especially Word, Excel and PowerPoint).\n•High level of financial knowledge (financial modeling, macroeconomics, current events, etc.).\n•Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field.\n•Good judgment in confidential situations and ability to exercise discretion when handling confidential information.\n•High degree of comfort interacting with senior executives\n•Flexibility to work long hours, nights, and weekends, as needed for workflow.\n•Possession of Series 79 (Series 7 may be applicable) and 63 licenses preferred. New hires without these licenses will require successful completion upon hiring.\n \nIn this role you will:\n•Are you looking to actively participate in live deals, such as M&A, IPOs, and advisory?\n•Perform day-to-day functions for advancing a transaction\n•Develop business valuation and financial models\n•Create transaction and client marketing materials\n•Support senior bankers in business development and the sourcing and execution of transactions\n•Attend tradeshows and industry events as needed\n•Interact with clients and potential clients on transactional and technical issues\n•Manage internal deal teams as it pertains to work flow and work product\n•Work with the investment banking analysts, including training and oversight of the work product\n•Travel will be required\n \n","hostedUrl":"https://jobs.lever.co/dadavidson/c85d7ef0-09d3-4c19-878d-03a23d8ce761","applyUrl":"https://jobs.lever.co/dadavidson/c85d7ef0-09d3-4c19-878d-03a23d8ce761/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n\nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
Investment Banking – Associate
\n
\nD.A. Davidson & Co. is accepting applicants for an Associate position in the Diversified Industrials Investment Banking Group. The Associate will play a vital role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.
\n
\nAssociates start on a four-year program with a deep dive into their industry of focus, receive mentorship and sales and public speaking training. Associates are encouraged to assist in recruiting, college outreach, cultural initiatives and ongoing analyst training.
","id":"45ebec2c-1bf4-4d76-b0d5-9c4e2a39ed9b","lists":[{"text":"Qualifications:","content":"\n2 years minimum professional experience working in investment banking, private equity, corporate development, etc. is required\nBachelor’s degree, but an MBA is not required\nHighly motivated, confident, professional, and coachable\nProficiency with Capital IQ, PitchBook or Tableau is a plus\nAdvanced knowledge of business software (especially Word, Excel and PowerPoint)\nStrong knowledge of financial modeling, corporate finance and accounting\nExcellent verbal and written communications skills including business writing\nAble to handle multiple projects with competing priorities\nStrong work ethic and team oriented approach\nGood judgment in confidential situations and ability to exercise discretion\nHigh degree of comfort and confidence interacting with senior executives\nAbility to train and provide mentorship to analysts and interns\nFlexibility to work long hours, nights, and weekends, as needed\nSecurities Industry Essentials Exam, Series 79 (Series 7 may be applicable) and 63 licenses preferred but not required. New hires without these licenses will require successful completion upon hiring\n"},{"text":"In this role you will:","content":"\nWork closely with senior bankers to support business development, sourcing and execution of transactions\nActively participate in live deals, such as M&A, capital offerings and strategic advisory\nSupervise investment banking analysts, including mentoring and oversight of the work product\nTake the lead for developing important technical analysis and presentations\nCreate marketing materials\nCommunicate and interact with clients in executing transactions\nTravel is required (i.e. client meetings, conferences, etc.)\nParticipate in recruiting efforts\n"}],"salaryRange":{"min":160000,"max":190000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"The potential pay range for this role is $160,000 - $190,000. This is a salaried, exempt position. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
","salaryDescriptionPlain":"The potential pay range for this role is $160,000 - $190,000. This is a salaried, exempt position. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.\n","text":"Investment Banking Associate, Diversified Industrials","country":"US","workplaceType":"onsite","opening":"D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
","openingPlain":"D.A. Davidson & Co. - the Strength of Advice\nOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.\n","descriptionBody":"Investment Banking – Associate
\n
\nD.A. Davidson & Co. is accepting applicants for an Associate position in the Diversified Industrials Investment Banking Group. The Associate will play a vital role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.
\n
\nAssociates start on a four-year program with a deep dive into their industry of focus, receive mentorship and sales and public speaking training. Associates are encouraged to assist in recruiting, college outreach, cultural initiatives and ongoing analyst training.
","descriptionBodyPlain":"Investment Banking – Associate\n \nD.A. Davidson & Co. is accepting applicants for an Associate position in the Diversified Industrials Investment Banking Group. The Associate will play a vital role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.\n \nAssociates start on a four-year program with a deep dive into their industry of focus, receive mentorship and sales and public speaking training. Associates are encouraged to assist in recruiting, college outreach, cultural initiatives and ongoing analyst training.\n","hostedUrl":"https://jobs.lever.co/dadavidson/45ebec2c-1bf4-4d76-b0d5-9c4e2a39ed9b","applyUrl":"https://jobs.lever.co/dadavidson/45ebec2c-1bf4-4d76-b0d5-9c4e2a39ed9b/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n\nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
Summary/Function:
D.A. Davidson & Co., a leading investment banking firm with operations nationwide, is accepting applicants for a full-time Vice President position in our Washington, D.C. office to work on a team passionate about the Diversified Industrials industry. The Vice President is expected to project manage strategic assignments assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. The Vice President is expected to translate Director and Managing Director wishes into achievable tasks, assign projects to Associates and Analysts and see these projects through to completion, be a coach to junior bankers, and build relationships with potential clients. Specific qualifications and general responsibilities of the individual are included below.
","id":"fb08d58c-e55f-4efa-8a43-5e2bb3580d47","lists":[{"text":"Qualifications:","content":"Strong transaction history – M&A or Capital Markets experience required, transaction experience in the Aerospace and Defense or Government Services industry strongly preferredAbility to assist senior bankers in business developmentAbility to lead transaction execution teamsHigh degree of comfort interacting with senior executivesStrong financial modeling ability and computer proficiencyExcellent verbal and written communication skillsSuperior work ethic and teamwork skillsGood judgment and ability to exercise discretion when handling confidential informationAbility to perform in both team and self-directed settingsHighly motivated, with a desire to excel in a challenging fieldMBA preferred, with 3 years and investment banking experience, or undergraduate degree with a minimum of 6 years investment banking experiencePossession of Series 79 (Series 7 may be applicable) and 63 licenses preferred but not required. New hires without these licenses will be required upon hiring"},{"text":"Duties:","content":"Lead the day-to-day execution of transactions (Sell-Side M&A / Buy-Side M&A / Private Capital Raise / Public Offerings), including preparing and reviewing company marketing documents and financial models, managing marketing and due diligence processes, analyzing financing alternatives and negotiating documentationEstablish client trust by identifying needs, project leadership, transaction structuring, company positioning, due diligence, negotiating, etc.Assist senior bankers in the business development effortsContribute to revenue targets for deal teams through relationship development and identifying and recommending deal opportunities for the firmManage, train and develop Associates and Analysts at the firmEnsure high quality collaboration and production of work flow and product from Associates and Analysts"}],"salaryRange":{"min":225000,"max":225000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"The potential hiring base pay for this role is $225,000 per year. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
","salaryDescriptionPlain":"The potential hiring base pay for this role is $225,000 per year. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.\n","text":"Investment Banking Vice President, Diversified Industrials","country":"US","workplaceType":"onsite","opening":"D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
","openingPlain":"D.A. Davidson & Co. - the Strength of Advice\nOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.\n","descriptionBody":"Summary/Function:
D.A. Davidson & Co., a leading investment banking firm with operations nationwide, is accepting applicants for a full-time Vice President position in our Washington, D.C. office to work on a team passionate about the Diversified Industrials industry. The Vice President is expected to project manage strategic assignments assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. The Vice President is expected to translate Director and Managing Director wishes into achievable tasks, assign projects to Associates and Analysts and see these projects through to completion, be a coach to junior bankers, and build relationships with potential clients. Specific qualifications and general responsibilities of the individual are included below.
","descriptionBodyPlain":"Summary/Function:\nD.A. Davidson & Co., a leading investment banking firm with operations nationwide, is accepting applicants for a full-time Vice President position in our Washington, D.C. office to work on a team passionate about the Diversified Industrials industry. The Vice President is expected to project manage strategic assignments assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. The Vice President is expected to translate Director and Managing Director wishes into achievable tasks, assign projects to Associates and Analysts and see these projects through to completion, be a coach to junior bankers, and build relationships with potential clients. Specific qualifications and general responsibilities of the individual are included below.\n","hostedUrl":"https://jobs.lever.co/dadavidson/fb08d58c-e55f-4efa-8a43-5e2bb3580d47","applyUrl":"https://jobs.lever.co/dadavidson/fb08d58c-e55f-4efa-8a43-5e2bb3580d47/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n \nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n \nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary/Function:
D.A. Davidson & Co.’s Managed Assets Research Department provides a multitude of services for our firm’s advisors and their clients. The research team is responsible for developing and maintaining recommendations across the mutual fund, ETF and Separately Managed Account (SMA) landscape. Further, this research department is also responsible for managing a wide array of asset allocation portfolios on a discretionary basis for our firm’s advisors and their clients. Communications with our financial advisors are primarily provided through quarterly presentations, model portfolio reports, client portfolio reviews, conference calls, and availability by direct phone or email for engagement with our advisors.
The primary function of the Research Associate position is to support the overall activities of the Managed Assets Research department. We are looking for an associate with an organic interest in the financial markets and investments, who is motivated by the prospect of playing a vital role in delivering high level of service and quality investment solutions to our advisors and their clients.
Qualifications:
• Bachelor’s degree in economics, business, marketing or related field required.
• Series 7 & 65/66, or willingness to obtain.
• Progress toward, or desire to pursue, the CFA or CAIA charter designation also viewed positively.
• 2+ years of experience in the financial services industry, preferably in an environment of working with financial advisors.
• Strong writing and proofreading skills.
• Proficiency in Microsoft Office applications, especially Excel, Word and PowerPoint. Experience with Adobe Acrobat, and/or Morningstar Direct a significant plus.
• Strong communication skills, written and verbal, with excellent organizational skills.
• Articulate, confident, driven professional with the ability to work well independently, and as part of a cohesive team in a fast-paced environment.
Duties:
• Provide research and marketing support, as needed, to the department’s director and broader team.
• Assist in the continued development of the research team’s communications process and procedures. This consists of, but is not limited to:
o Proofreading/editing text, creating supporting charts & tables, and ultimately distributing presentations and reports through different mediums.
o Maintaining and developing investment reports and note templates.
o Maintain and continue to develop the Managed Assets Research intranet site, internal department databases, and other communications.
o Keeping organized files for our internal and external publications and other department activities, as appropriate.
• Respond to frequent ad hoc research requests from financial advisors, typically by phone and/or email.
• Assist the research team in client portfolio reviews and proposals. Recommendations in these reviews and proposals often utilize the team’s asset allocation portfolios and selections from our Supervised and Approved Research lists for Mutual Funds, ETF’s and SMA’s.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
•Medical, Dental and Vision
•Company 401(k)and ESOP contribution
•Generous sick, vacation, and maternity/parental leave
•Paid holidays
•Professional Development Opportunities
•Tuition Reimbursement ($15,000 lifetime cap)
•Discounted personal insurance including home, auto and recreational vehicles
•Charitable gift-matching program
•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The potential base pay hiring range for this role is $90,000 – 110,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
D.A. Davidson has been in business for over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
","id":"f440cd59-9173-4c1c-bd6d-728e66705cf4","lists":[],"salaryRange":{"min":90000,"max":110000,"currency":"USD","interval":"per-year-salary"},"text":"Managed Assets Research Associate","country":"US","workplaceType":"onsite","opening":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"Summary/Function:
D.A. Davidson & Co.’s Managed Assets Research Department provides a multitude of services for our firm’s advisors and their clients. The research team is responsible for developing and maintaining recommendations across the mutual fund, ETF and Separately Managed Account (SMA) landscape. Further, this research department is also responsible for managing a wide array of asset allocation portfolios on a discretionary basis for our firm’s advisors and their clients. Communications with our financial advisors are primarily provided through quarterly presentations, model portfolio reports, client portfolio reviews, conference calls, and availability by direct phone or email for engagement with our advisors.
The primary function of the Research Associate position is to support the overall activities of the Managed Assets Research department. We are looking for an associate with an organic interest in the financial markets and investments, who is motivated by the prospect of playing a vital role in delivering high level of service and quality investment solutions to our advisors and their clients.
Qualifications:
• Bachelor’s degree in economics, business, marketing or related field required.
• Series 7 & 65/66, or willingness to obtain.
• Progress toward, or desire to pursue, the CFA or CAIA charter designation also viewed positively.
• 2+ years of experience in the financial services industry, preferably in an environment of working with financial advisors.
• Strong writing and proofreading skills.
• Proficiency in Microsoft Office applications, especially Excel, Word and PowerPoint. Experience with Adobe Acrobat, and/or Morningstar Direct a significant plus.
• Strong communication skills, written and verbal, with excellent organizational skills.
• Articulate, confident, driven professional with the ability to work well independently, and as part of a cohesive team in a fast-paced environment.
Duties:
• Provide research and marketing support, as needed, to the department’s director and broader team.
• Assist in the continued development of the research team’s communications process and procedures. This consists of, but is not limited to:
o Proofreading/editing text, creating supporting charts & tables, and ultimately distributing presentations and reports through different mediums.
o Maintaining and developing investment reports and note templates.
o Maintain and continue to develop the Managed Assets Research intranet site, internal department databases, and other communications.
o Keeping organized files for our internal and external publications and other department activities, as appropriate.
• Respond to frequent ad hoc research requests from financial advisors, typically by phone and/or email.
• Assist the research team in client portfolio reviews and proposals. Recommendations in these reviews and proposals often utilize the team’s asset allocation portfolios and selections from our Supervised and Approved Research lists for Mutual Funds, ETF’s and SMA’s.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
•Medical, Dental and Vision
•Company 401(k)and ESOP contribution
•Generous sick, vacation, and maternity/parental leave
•Paid holidays
•Professional Development Opportunities
•Tuition Reimbursement ($15,000 lifetime cap)
•Discounted personal insurance including home, auto and recreational vehicles
•Charitable gift-matching program
•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The potential base pay hiring range for this role is $90,000 – 110,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
D.A. Davidson has been in business for over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
","descriptionBodyPlain":"Summary/Function: \nD.A. Davidson & Co.’s Managed Assets Research Department provides a multitude of services for our firm’s advisors and their clients. The research team is responsible for developing and maintaining recommendations across the mutual fund, ETF and Separately Managed Account (SMA) landscape. Further, this research department is also responsible for managing a wide array of asset allocation portfolios on a discretionary basis for our firm’s advisors and their clients. Communications with our financial advisors are primarily provided through quarterly presentations, model portfolio reports, client portfolio reviews, conference calls, and availability by direct phone or email for engagement with our advisors. \n\nThe primary function of the Research Associate position is to support the overall activities of the Managed Assets Research department. We are looking for an associate with an organic interest in the financial markets and investments, who is motivated by the prospect of playing a vital role in delivering high level of service and quality investment solutions to our advisors and their clients. \n\nQualifications:\n• Bachelor’s degree in economics, business, marketing or related field required. \n• Series 7 & 65/66, or willingness to obtain.\n• Progress toward, or desire to pursue, the CFA or CAIA charter designation also viewed positively.\n• 2+ years of experience in the financial services industry, preferably in an environment of working with financial advisors.\n• Strong writing and proofreading skills.\n• Proficiency in Microsoft Office applications, especially Excel, Word and PowerPoint. Experience with Adobe Acrobat, and/or Morningstar Direct a significant plus.\n• Strong communication skills, written and verbal, with excellent organizational skills.\n• Articulate, confident, driven professional with the ability to work well independently, and as part of a cohesive team in a fast-paced environment. \n\nDuties:\n• Provide research and marketing support, as needed, to the department’s director and broader team.\n• Assist in the continued development of the research team’s communications process and procedures. This consists of, but is not limited to:\no Proofreading/editing text, creating supporting charts & tables, and ultimately distributing presentations and reports through different mediums.\no Maintaining and developing investment reports and note templates.\no Maintain and continue to develop the Managed Assets Research intranet site, internal department databases, and other communications. \no Keeping organized files for our internal and external publications and other department activities, as appropriate.\n• Respond to frequent ad hoc research requests from financial advisors, typically by phone and/or email.\n• Assist the research team in client portfolio reviews and proposals. Recommendations in these reviews and proposals often utilize the team’s asset allocation portfolios and selections from our Supervised and Approved Research lists for Mutual Funds, ETF’s and SMA’s. \n\nWhat we offer:\nCompetitive salary plus excellent benefits and perks including, but not limited to: \n•Medical, Dental and Vision\n•Company 401(k)and ESOP contribution \n•Generous sick, vacation, and maternity/parental leave\n•Paid holidays\n•Professional Development Opportunities\n•Tuition Reimbursement ($15,000 lifetime cap)\n•Discounted personal insurance including home, auto and recreational vehicles\n•Charitable gift-matching program\n•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. \n\nThe potential base pay hiring range for this role is $90,000 – 110,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.\n\nD.A. Davidson has been in business for over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us! \n","hostedUrl":"https://jobs.lever.co/dadavidson/f440cd59-9173-4c1c-bd6d-728e66705cf4","applyUrl":"https://jobs.lever.co/dadavidson/f440cd59-9173-4c1c-bd6d-728e66705cf4/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n\nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
Job Description
\nWe are looking for a highly motivated Office Manager to join our Equity Capital Markets office in New York, NY. This is an energetic and performance-driven office; the Office Manager will have an integral role contributing to effective business operations, employee engagement, and the work environment. This role will work closely with senior and junior employees on a variety of initiatives aimed at streamlining office procedures, enhancing company culture, and other support related tasks.
","id":"98373032-529d-48ab-89ef-5c327f01bfb0","lists":[{"text":"Qualifications:","content":"\nA minimum of 4 years’ experience in an administrative or office management role, supporting a large office or team in a fast-paced professional environment required.\nMust be proactive and solution-oriented: be the first to notice problems, and propose and execute solutions. \nExcellent organizational skills and attention to detail.\nAbility to work under pressure with diverse workloads and minimal direct supervision.\nStrong written and verbal interpersonal skills, with the ability to communicate effectively and professionally with guests and employees at all levels. \nStrong understanding of office technology and hardware, and the ability to promptly learn to use new technologies as needed.\nStrong working knowledge of MS Office, and the ability to work with or promptly learn to work with other applications. \nAbility to apply good judgment and appropriately handle sensitive or confidential information and situations.\nA team player, willing to assist in other areas when necessary.\nAbility to work overtime as needed.\nThis role is 100% in-office. Candidates must be able to work on site full time, five days per week. \n"},{"text":"Duties:","content":"\nOversee all daily office functions to maintain a professional and enjoyable work environment.\nServe as first point of contact for visitors, vendors, and clients.\nWork closely with internal facilities team on office space, logistics, and improvements.\nCoordinate with building management and outside vendors on office maintenance and repairs.\nManage logistics for in-office meetings, including setting up video conferencing or conference calls, ordering refreshments, and printing materials.\nManage breakroom and office supply inventory and budget, including coordination with IT on hardware needs.\nTake point with IT on equipment or connection issues, ensuring problems are resolved as efficiently as possible.\nProvide event planning assistance to Marketing and Corporate Access teams, with occasional off-site event support.\nPropose and coordinate internal employee engagement events such as happy hours, offices lunches, holiday celebrations, etc.\nAssist with onboarding for new hires.\nProcess office invoices and employee expense reports and submit for payment.\nAssist other administrative staff on projects as needed.\nEstablish and maintain working knowledge of company policies and procedures. \n"},{"text":"What we offer:","content":"Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles.
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
"}],"salaryRange":{"min":43.27,"currency":"USD","interval":"per-hour-wage","max":49.15},"salaryDescription":"This is an hourly, non-exempt position. The potential base pay hiring range for this role is $43.27 - $49.15 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
","salaryDescriptionPlain":"This is an hourly, non-exempt position. The potential base pay hiring range for this role is $43.27 - $49.15 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.\n","text":"Office Manager","country":"US","workplaceType":"onsite","opening":"D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
","openingPlain":"D.A. Davidson & Co. - the Strength of Advice\nOur firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.\n","descriptionBody":"Job Description
\nWe are looking for a highly motivated Office Manager to join our Equity Capital Markets office in New York, NY. This is an energetic and performance-driven office; the Office Manager will have an integral role contributing to effective business operations, employee engagement, and the work environment. This role will work closely with senior and junior employees on a variety of initiatives aimed at streamlining office procedures, enhancing company culture, and other support related tasks.
","descriptionBodyPlain":"Job Description\nWe are looking for a highly motivated Office Manager to join our Equity Capital Markets office in New York, NY. This is an energetic and performance-driven office; the Office Manager will have an integral role contributing to effective business operations, employee engagement, and the work environment. This role will work closely with senior and junior employees on a variety of initiatives aimed at streamlining office procedures, enhancing company culture, and other support related tasks. \n","hostedUrl":"https://jobs.lever.co/dadavidson/98373032-529d-48ab-89ef-5c327f01bfb0","applyUrl":"https://jobs.lever.co/dadavidson/98373032-529d-48ab-89ef-5c327f01bfb0/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n \nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n \nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary:
This position is responsible for assisting multiple departments with executing various processes, procedures, and functions. The qualified candidate will possess the ability to multi-task, have good organization skills, retain a proven track record of producing accurate work and display a keen attention for detail. The qualified applicant will be capable of working independently and as a team member.
Qualifications:
•High school diploma
•Communicates verbally and in writing in a clear and effective manner.
•Possess good organizational and time management skills.
•Ability to work under pressure and meet deadlines.
•Computer proficiency: knowledge of Microsoft Outlook, Word, and Excel
•Capability to adapt to constantly evolving work environment.
•Possess good follow-up skills.
•Office experience or basic accounting knowledge a plus.
Duties:
•Support branch associates in a variety of aspects related to Operations.
•Work effectively with multiple departments throughout Operations.
•Review reports and perform reconciliations of output from set procedures and processes.
•Participate in testing new or potential software updates for operational workflow advancement.
•Process and follow-up on documented process and procedures
•Review daily reports for exceptions and take the necessary action to resolve.
•Perform other duties as assigned.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
•Medical, Dental and Vision
•Company 401(k)and ESOP contribution
•Paid holidays + Generous sick, vacation, and maternity/parental leave
•Pet Insurance
•Professional Development Opportunities
•Tuition Reimbursement ($15,000 lifetime cap)
•Discounted personal insurance including home, auto and recreational vehicles
•Charitable gift-matching program
•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
","id":"1a415db8-6a6f-4aed-8a6b-f4f3ccca2e57","lists":[],"text":"Operations Associate","country":"US","workplaceType":"onsite","opening":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"Summary:
This position is responsible for assisting multiple departments with executing various processes, procedures, and functions. The qualified candidate will possess the ability to multi-task, have good organization skills, retain a proven track record of producing accurate work and display a keen attention for detail. The qualified applicant will be capable of working independently and as a team member.
Qualifications:
•High school diploma
•Communicates verbally and in writing in a clear and effective manner.
•Possess good organizational and time management skills.
•Ability to work under pressure and meet deadlines.
•Computer proficiency: knowledge of Microsoft Outlook, Word, and Excel
•Capability to adapt to constantly evolving work environment.
•Possess good follow-up skills.
•Office experience or basic accounting knowledge a plus.
Duties:
•Support branch associates in a variety of aspects related to Operations.
•Work effectively with multiple departments throughout Operations.
•Review reports and perform reconciliations of output from set procedures and processes.
•Participate in testing new or potential software updates for operational workflow advancement.
•Process and follow-up on documented process and procedures
•Review daily reports for exceptions and take the necessary action to resolve.
•Perform other duties as assigned.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
•Medical, Dental and Vision
•Company 401(k)and ESOP contribution
•Paid holidays + Generous sick, vacation, and maternity/parental leave
•Pet Insurance
•Professional Development Opportunities
•Tuition Reimbursement ($15,000 lifetime cap)
•Discounted personal insurance including home, auto and recreational vehicles
•Charitable gift-matching program
•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
","descriptionBodyPlain":"Summary: \nThis position is responsible for assisting multiple departments with executing various processes, procedures, and functions. The qualified candidate will possess the ability to multi-task, have good organization skills, retain a proven track record of producing accurate work and display a keen attention for detail. The qualified applicant will be capable of working independently and as a team member. \n\nQualifications:\n•High school diploma\n•Communicates verbally and in writing in a clear and effective manner.\n•Possess good organizational and time management skills.\n•Ability to work under pressure and meet deadlines.\n•Computer proficiency: knowledge of Microsoft Outlook, Word, and Excel\n•Capability to adapt to constantly evolving work environment. \n•Possess good follow-up skills.\n•Office experience or basic accounting knowledge a plus.\n\nDuties:\n•Support branch associates in a variety of aspects related to Operations.\n•Work effectively with multiple departments throughout Operations.\n•Review reports and perform reconciliations of output from set procedures and processes.\n•Participate in testing new or potential software updates for operational workflow advancement.\n•Process and follow-up on documented process and procedures \n•Review daily reports for exceptions and take the necessary action to resolve.\n•Perform other duties as assigned.\n\nWhat we offer:\nCompetitive salary plus excellent benefits and perks including, but not limited to: \n•Medical, Dental and Vision\n•Company 401(k)and ESOP contribution \n•Paid holidays + Generous sick, vacation, and maternity/parental leave\n•Pet Insurance\n•Professional Development Opportunities\n•Tuition Reimbursement ($15,000 lifetime cap)\n•Discounted personal insurance including home, auto and recreational vehicles\n•Charitable gift-matching program\n•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. \n\nD.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us! \n","hostedUrl":"https://jobs.lever.co/dadavidson/1a415db8-6a6f-4aed-8a6b-f4f3ccca2e57","applyUrl":"https://jobs.lever.co/dadavidson/1a415db8-6a6f-4aed-8a6b-f4f3ccca2e57/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n \nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n \nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary/Function:
The Dividend and Reorganization Associate identifies newly announced mandatory and voluntary corporate events that may influence the position of current client stock records, notifies the appropriate Financial Advisors (FAs), tracks responses and processes the stock and/or funds according to the individual elections received for each reorg event. The associate also ensures accurate payment activity is maintained within each customer account by accurately posting, reviewing and validating entries for multiple payment and security types; balances various reconciliation reports, responds to branch inquiries and resolves departmental processing issues
\nQualifications:
• High School diploma or equivalent.
• Ability to effectively operate a computer.
• Strong computer skills related specifically to Microsoft Outlook, Word and Excel.
• Strong organizational skills and attention to detail.
• Familiar with department policies and procedures.
• Strong communications skills, verbal and written.
• Strong customer service skills.
• Ability to troubleshoot and resolve problems independently.
• Strong math and general accounting skills a plus.
• Follow policies and procedures. Maintain client confidentiality.
• Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
• Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
• Ability to maintain regular, predictable attendance.
\nDuties:
• Compute, validate, and post payments to client accounts
• Review stock records and reports to determine customer’s stock ownership on record date
• Validate and process security payments on payable date to holders of record
• Verify total shares owned by customers and compute dividends due
• Review customer accounts to validate security payments are processed according to instructions
• Resolve dividend related problems with customer accounts
• Research and respond to inquiries received from branch personnel
• Process bond calls
• Code accounts related to ACH or dividend check instructions
• Reconcile the daily DTC settlement report
• Verify the accuracy of record date reports
• Reconcile the Bank of New York settlement report
• Adjust record date positions to ensure the holder lists are accurate on payable date
• Review Beta CLED accounts to reconcile daily payments
• Maintain Dividend Reinvestment processes for UITs and equities
• Establish and maintain ACH/DIV Check payment instructions for clients
• Complete any other responsibilities assigned by department supervisor or management
• Identify newly announced mandatory and voluntary corporate events that may have an effect on current client stock records and process according to the individual elections received for each reorg event.
• Process cash and stock entries to client accounts according to the terms of each reorg event.
• Reconcile the daily DTC settlement.
• Create notifications for FAs to access, review and make elections through BetaLink for their clients that have positions in securities related to newly announced Corporate Actions.
• Create notices that outline the terms and conditions of each individual reorg event.
• Update initial notices as new information is released.
• Track and record elections made by the FA’s through BetaLink.
• Process according to the individual stockholder elections.
• Fulfill regulatory requirement for identifying lost or stolen securities.
• Identity incoming securities that have a value greater than $10,000.
• Run inquires through the Lost and Stolen Securities Program to identify if the securities have been reported lost or stolen.
• Take necessary action related to findings.
• Process monthly UIT Terminations.
• Identify UIT securities that are due to mature during the current month.
• Create and transmit electronic notifications to FAs, outlining the options and timeline.
• Reconcile payments verses DTC cash settlement
• Pay termination proceeds into client accounts.
• Research and resolve inquiries from branch personnel in an accurate and timely manner.
• Perform any other duties as assigned.
\nWhat we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\nThe compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\nD.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
","id":"671b0e91-67fe-4bfb-812d-2f6cd1cc4535","lists":[],"text":"Operations Associate - Dividend & Reorganization","country":"US","workplaceType":"onsite","opening":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"Summary/Function:
The Dividend and Reorganization Associate identifies newly announced mandatory and voluntary corporate events that may influence the position of current client stock records, notifies the appropriate Financial Advisors (FAs), tracks responses and processes the stock and/or funds according to the individual elections received for each reorg event. The associate also ensures accurate payment activity is maintained within each customer account by accurately posting, reviewing and validating entries for multiple payment and security types; balances various reconciliation reports, responds to branch inquiries and resolves departmental processing issues
\nQualifications:
• High School diploma or equivalent.
• Ability to effectively operate a computer.
• Strong computer skills related specifically to Microsoft Outlook, Word and Excel.
• Strong organizational skills and attention to detail.
• Familiar with department policies and procedures.
• Strong communications skills, verbal and written.
• Strong customer service skills.
• Ability to troubleshoot and resolve problems independently.
• Strong math and general accounting skills a plus.
• Follow policies and procedures. Maintain client confidentiality.
• Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
• Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
• Ability to maintain regular, predictable attendance.
\nDuties:
• Compute, validate, and post payments to client accounts
• Review stock records and reports to determine customer’s stock ownership on record date
• Validate and process security payments on payable date to holders of record
• Verify total shares owned by customers and compute dividends due
• Review customer accounts to validate security payments are processed according to instructions
• Resolve dividend related problems with customer accounts
• Research and respond to inquiries received from branch personnel
• Process bond calls
• Code accounts related to ACH or dividend check instructions
• Reconcile the daily DTC settlement report
• Verify the accuracy of record date reports
• Reconcile the Bank of New York settlement report
• Adjust record date positions to ensure the holder lists are accurate on payable date
• Review Beta CLED accounts to reconcile daily payments
• Maintain Dividend Reinvestment processes for UITs and equities
• Establish and maintain ACH/DIV Check payment instructions for clients
• Complete any other responsibilities assigned by department supervisor or management
• Identify newly announced mandatory and voluntary corporate events that may have an effect on current client stock records and process according to the individual elections received for each reorg event.
• Process cash and stock entries to client accounts according to the terms of each reorg event.
• Reconcile the daily DTC settlement.
• Create notifications for FAs to access, review and make elections through BetaLink for their clients that have positions in securities related to newly announced Corporate Actions.
• Create notices that outline the terms and conditions of each individual reorg event.
• Update initial notices as new information is released.
• Track and record elections made by the FA’s through BetaLink.
• Process according to the individual stockholder elections.
• Fulfill regulatory requirement for identifying lost or stolen securities.
• Identity incoming securities that have a value greater than $10,000.
• Run inquires through the Lost and Stolen Securities Program to identify if the securities have been reported lost or stolen.
• Take necessary action related to findings.
• Process monthly UIT Terminations.
• Identify UIT securities that are due to mature during the current month.
• Create and transmit electronic notifications to FAs, outlining the options and timeline.
• Reconcile payments verses DTC cash settlement
• Pay termination proceeds into client accounts.
• Research and resolve inquiries from branch personnel in an accurate and timely manner.
• Perform any other duties as assigned.
\nWhat we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\nThe compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\nD.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
","descriptionBodyPlain":"","hostedUrl":"https://jobs.lever.co/dadavidson/671b0e91-67fe-4bfb-812d-2f6cd1cc4535","applyUrl":"https://jobs.lever.co/dadavidson/671b0e91-67fe-4bfb-812d-2f6cd1cc4535/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n \nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n \nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary/Function:
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information.
Qualifications:
• High school diploma or three years related office experience.
• Strong written and verbal communication skills.
• Strong attention to detail.
• Strong customer service skills.
• Working knowledge of general accounting principles.
• Math skills
• Ability to operate a PC, calculator and scanner.
• Familiar with Microsoft Outlook, Word and Excel.
• Follow policies and procedures. Maintain client confidentiality.
• Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
• Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
• Ability to maintain regular, predictable attendance.
Duties:
• Process emails and phone calls from the branches to assist with any issues or questions
• Open managed asset accounts in a variety of computer systems according to the appropriate managed asset program (SAM, MAC, UMA, MFP, Paragon, Russell, Choice. The position must understand the criteria for each program and understand which system(s) the account must be entered into.
• Process Goal Modifications to managed accounts in a variety of systems
• Review all managed account documents and information to contribute to complete and accurate client account information. Identify any problems, notify appropriate personnel and follow through to resolution.
• Terminate managed accounts as directed to contribute to effective and efficient account administration.
• Review daily reports and take the necessary actions
• Coordinate requests to accommodate client withdrawals or deposits, involving trade generation and review
• Act as a liaison between DA Davidson and various overlay providers or third-party managers
• Document and update procedures as necessary or as assigned.
• Perform any other tasks as assigned.
What we offer
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
","id":"72b75eaa-b469-4dee-a4f0-20f37b52d74c","lists":[],"text":"Operations Associate - Managed Assets Account Administrator","country":"US","workplaceType":"onsite","opening":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"Summary/Function:
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information.
Qualifications:
• High school diploma or three years related office experience.
• Strong written and verbal communication skills.
• Strong attention to detail.
• Strong customer service skills.
• Working knowledge of general accounting principles.
• Math skills
• Ability to operate a PC, calculator and scanner.
• Familiar with Microsoft Outlook, Word and Excel.
• Follow policies and procedures. Maintain client confidentiality.
• Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
• Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
• Ability to maintain regular, predictable attendance.
Duties:
• Process emails and phone calls from the branches to assist with any issues or questions
• Open managed asset accounts in a variety of computer systems according to the appropriate managed asset program (SAM, MAC, UMA, MFP, Paragon, Russell, Choice. The position must understand the criteria for each program and understand which system(s) the account must be entered into.
• Process Goal Modifications to managed accounts in a variety of systems
• Review all managed account documents and information to contribute to complete and accurate client account information. Identify any problems, notify appropriate personnel and follow through to resolution.
• Terminate managed accounts as directed to contribute to effective and efficient account administration.
• Review daily reports and take the necessary actions
• Coordinate requests to accommodate client withdrawals or deposits, involving trade generation and review
• Act as a liaison between DA Davidson and various overlay providers or third-party managers
• Document and update procedures as necessary or as assigned.
• Perform any other tasks as assigned.
What we offer
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
","descriptionBodyPlain":"Summary/Function: \nProvide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information. \n\nQualifications:\n• High school diploma or three years related office experience.\n• Strong written and verbal communication skills.\n• Strong attention to detail.\n• Strong customer service skills.\n• Working knowledge of general accounting principles.\n• Math skills\n• Ability to operate a PC, calculator and scanner.\n• Familiar with Microsoft Outlook, Word and Excel.\n• Follow policies and procedures. Maintain client confidentiality.\n• Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.\n• Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.\n• Ability to maintain regular, predictable attendance.\n\nDuties:\n• Process emails and phone calls from the branches to assist with any issues or questions\n• Open managed asset accounts in a variety of computer systems according to the appropriate managed asset program (SAM, MAC, UMA, MFP, Paragon, Russell, Choice. The position must understand the criteria for each program and understand which system(s) the account must be entered into. \n• Process Goal Modifications to managed accounts in a variety of systems\n• Review all managed account documents and information to contribute to complete and accurate client account information. Identify any problems, notify appropriate personnel and follow through to resolution.\n• Terminate managed accounts as directed to contribute to effective and efficient account administration.\n• Review daily reports and take the necessary actions\n• Coordinate requests to accommodate client withdrawals or deposits, involving trade generation and review\n• Act as a liaison between DA Davidson and various overlay providers or third-party managers\n• Document and update procedures as necessary or as assigned. \n• Perform any other tasks as assigned.\n\nWhat we offer\nCompetitive salary plus excellent benefits and perks including, but not limited to: \n• Medical, Dental and Vision\n• Company 401(k)and ESOP contribution \n• Generous sick, vacation, and maternity/parental leave\n• Paid holidays\n• Professional Development Opportunities\n• Tuition Reimbursement ($15,000 lifetime cap)\n• Discounted personal insurance including home, auto and recreational vehicles\n• Charitable gift-matching program\n• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. \n\nThe compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.\n","hostedUrl":"https://jobs.lever.co/dadavidson/72b75eaa-b469-4dee-a4f0-20f37b52d74c","applyUrl":"https://jobs.lever.co/dadavidson/72b75eaa-b469-4dee-a4f0-20f37b52d74c/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n \nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n \nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning almost 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
Summary:
Perform various administrative, operations and clerical duties to contribute to efficient and effective operations of the Margin Department.
\n
Qualifications:
• High School diploma or comparable work experience
• General knowledge of Microsoft Word, Excel, and Outlook
• Ability to operate a PC, telephone, copier, and scanner
• Familiar with the back-office computer system
• Basic math skills and knowledge of general accounting principles
• Strong human relation skills, as well as excellent verbal and written communication skills and telephone etiquette
• Ability to work with a variety of personalities
• Familiar with the office staff and organizational structure
• Ability to work in a computerized work environment
• Working knowledge of compliance policies and procedures, and ability and willingness to follow them
• Attention to detail and organizational skills, including managing multiple demands and competing priorities
• Ability to work effectively in a fast-paced, deadline-oriented environment.
• Ability to maintain client confidentiality
• Ability to communicate in a clear and service-oriented manner; using appropriate, professional language and grammar to effectively exchange ideas and information, both verbally and in writing.
• Ability to proactively work with both external and internal clients, and to relate with others in a professional manner to accomplish work responsibilities and objectives
• Ability to maintain regular, reliable, in-person attendance on the job is a necessary and essential function
\n
Duties:
• Process check requests from client accounts as requested. Review TRAX requests for accuracy and ensure proper paperwork and authorizations are on file.
• Process daily check deposits.
• Maintain daily cashiering file according to the Branch Standardization procedures.
• Maintain a working knowledge of Branch Guide to Operations and ensure adherence to all Branch, Firm and Compliance policies, procedures rules and regulations.
• Maintain a working knowledge of computer system screens and TRAX work flow.
• Assist other Associates, both within and outside the department, with tasks as needed and or assigned.
• Perform any other duties and special projects as necessary.
\n
What we offer:
\n
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Paid holidays + Generous sick, vacation, and maternity/parental leave
• Pet Insurance
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
D.A. Davidson has been in business for over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning almost 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
Summary:
Perform various administrative, operations and clerical duties to contribute to efficient and effective operations of the Margin Department.
\n
Qualifications:
• High School diploma or comparable work experience
• General knowledge of Microsoft Word, Excel, and Outlook
• Ability to operate a PC, telephone, copier, and scanner
• Familiar with the back-office computer system
• Basic math skills and knowledge of general accounting principles
• Strong human relation skills, as well as excellent verbal and written communication skills and telephone etiquette
• Ability to work with a variety of personalities
• Familiar with the office staff and organizational structure
• Ability to work in a computerized work environment
• Working knowledge of compliance policies and procedures, and ability and willingness to follow them
• Attention to detail and organizational skills, including managing multiple demands and competing priorities
• Ability to work effectively in a fast-paced, deadline-oriented environment.
• Ability to maintain client confidentiality
• Ability to communicate in a clear and service-oriented manner; using appropriate, professional language and grammar to effectively exchange ideas and information, both verbally and in writing.
• Ability to proactively work with both external and internal clients, and to relate with others in a professional manner to accomplish work responsibilities and objectives
• Ability to maintain regular, reliable, in-person attendance on the job is a necessary and essential function
\n
Duties:
• Process check requests from client accounts as requested. Review TRAX requests for accuracy and ensure proper paperwork and authorizations are on file.
• Process daily check deposits.
• Maintain daily cashiering file according to the Branch Standardization procedures.
• Maintain a working knowledge of Branch Guide to Operations and ensure adherence to all Branch, Firm and Compliance policies, procedures rules and regulations.
• Maintain a working knowledge of computer system screens and TRAX work flow.
• Assist other Associates, both within and outside the department, with tasks as needed and or assigned.
• Perform any other duties and special projects as necessary.
\n
What we offer:
\n
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Paid holidays + Generous sick, vacation, and maternity/parental leave
• Pet Insurance
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
D.A. Davidson has been in business for over 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
Job Description
Summary/Function:
D.A. Davidson is seeking a detail-oriented and motivated Payroll and Accounting Operations Associate to join the Payroll team within the Finance organization. This role supports critical payroll and accounting operations and is responsible for ensuring the accurate and timely processing of payroll and related financial transactions. The ideal candidate thrives in a deadline-driven environment, demonstrates strong attention to detail, and upholds the highest standards of confidentiality and professionalism.
\n
Experience and Skills
Qualifications/Requirements:
• Associate degree in business, accounting, or a related field, or 3–5 years of relevant experience, or an equivalent combination of education and experience
• FINRA Series 99 license, or willingness to obtain the SIE and Series 99 licenses
• Working knowledge of generally accepted accounting principles (GAAP) and payroll regulations
• Experience with computerized accounting and payroll systems; familiarity with Workday, ADP, and/or Xtiva is preferred
• Advanced proficiency in Microsoft Excel and strong working knowledge of the Microsoft Office suite
• Excellent organizational skills with strong attention to detail
• Ability to manage multiple priorities and meet strict, recurring deadlines
• Strong written and verbal communication skills with a professional, service-oriented approach
• Ability to build and maintain effective working relationships with internal and external stakeholders
• Commitment to confidentiality, data security, and adherence to policies and procedures
\n
Duties:
• Process all company payrolls, including biweekly, monthly, and bonus payrolls
• Oversee and administer compensation and commission calculations in Excel, ensuring precision and compliance with company policies
• Coordinate with third-party vendors to ensure accurate processing and remittance of payroll taxes
• Develop and administer the corporate credit card program, including card requests, card issuance, limit adjustments, balance reviews, employee follow-up, and reconciliations
• Administration of the company’s travel and expense systems, ensuring smooth operations and effective support for employees throughout the process while using judgement to determine the validity of the expenses in reference to the corporate expense reimbursement policy
• Review and reconcile assigned accounts and post adjustments.
• Reconcile various balance sheet accounts on a monthly or quarterly basis. Resolve any out of balance or outstanding items
• Maintain payroll-related account reconciliations in the designated account reconciliation software.
• Serve as a point of contact for employees and management regarding payroll and accounting operations inquiries
• Conduct reviews, perform independent research, and validate incoming commission activity to ensure accurate and timely entries in the company's general ledger system.
• Conduct thorough research and deliver prompt, professional responses to inquiries, ensuring a high standard of service and communication.
• Independently prepare reports to fulfill internal and regulatory requirements
• Assist with audits, as well as quarterly and year-end close processes
• Safeguard sensitive payroll and employee information
• Identify and recommend opportunities to improve processes and operational efficiency
• Support the Finance department on special projects and activities and perform other duties as assigned
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, dental and vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional development opportunities
• Tuition reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work!
\n
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
Job Description
Summary/Function:
D.A. Davidson is seeking a detail-oriented and motivated Payroll and Accounting Operations Associate to join the Payroll team within the Finance organization. This role supports critical payroll and accounting operations and is responsible for ensuring the accurate and timely processing of payroll and related financial transactions. The ideal candidate thrives in a deadline-driven environment, demonstrates strong attention to detail, and upholds the highest standards of confidentiality and professionalism.
\n
Experience and Skills
Qualifications/Requirements:
• Associate degree in business, accounting, or a related field, or 3–5 years of relevant experience, or an equivalent combination of education and experience
• FINRA Series 99 license, or willingness to obtain the SIE and Series 99 licenses
• Working knowledge of generally accepted accounting principles (GAAP) and payroll regulations
• Experience with computerized accounting and payroll systems; familiarity with Workday, ADP, and/or Xtiva is preferred
• Advanced proficiency in Microsoft Excel and strong working knowledge of the Microsoft Office suite
• Excellent organizational skills with strong attention to detail
• Ability to manage multiple priorities and meet strict, recurring deadlines
• Strong written and verbal communication skills with a professional, service-oriented approach
• Ability to build and maintain effective working relationships with internal and external stakeholders
• Commitment to confidentiality, data security, and adherence to policies and procedures
\n
Duties:
• Process all company payrolls, including biweekly, monthly, and bonus payrolls
• Oversee and administer compensation and commission calculations in Excel, ensuring precision and compliance with company policies
• Coordinate with third-party vendors to ensure accurate processing and remittance of payroll taxes
• Develop and administer the corporate credit card program, including card requests, card issuance, limit adjustments, balance reviews, employee follow-up, and reconciliations
• Administration of the company’s travel and expense systems, ensuring smooth operations and effective support for employees throughout the process while using judgement to determine the validity of the expenses in reference to the corporate expense reimbursement policy
• Review and reconcile assigned accounts and post adjustments.
• Reconcile various balance sheet accounts on a monthly or quarterly basis. Resolve any out of balance or outstanding items
• Maintain payroll-related account reconciliations in the designated account reconciliation software.
• Serve as a point of contact for employees and management regarding payroll and accounting operations inquiries
• Conduct reviews, perform independent research, and validate incoming commission activity to ensure accurate and timely entries in the company's general ledger system.
• Conduct thorough research and deliver prompt, professional responses to inquiries, ensuring a high standard of service and communication.
• Independently prepare reports to fulfill internal and regulatory requirements
• Assist with audits, as well as quarterly and year-end close processes
• Safeguard sensitive payroll and employee information
• Identify and recommend opportunities to improve processes and operational efficiency
• Support the Finance department on special projects and activities and perform other duties as assigned
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, dental and vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional development opportunities
• Tuition reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work!
\n
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary:
This individual works alongside other members of the Davidson Investment Advisors team, including Operations, Client Service, Business Development and Portfolio Management, in facilitating fixed income and equity investment strategy trades and professionally managing client portfolios.
Qualifications/Requirements:
• Bachelor’s degree in finance, business or a related field
• 2+ years of experience in equity and/or fixed income trading within an RIA, broker-dealer, trust company, or other financial services firm
• Ability to work independently, think through complex problems, and provide thoughtful, solutions-oriented responses
• High proficiency in Microsoft Office is required; advanced Excel capabilities are preferred.
• Self-starter with excellent organizational and communication skills, with the ability to multitask in a fast-paced environment effectively
• Detail-oriented with an ownership mentality towards the quality of your work
• Collaborative mindset with a commitment to contributing to team success.
Duties:
• Execute trades for fixed income and equity portfolios, including:
\to Build orders for individual accounts and block trading
\to Analyze current and prospective client portfolios to facilitate strategy implementation and tax loss harvesting
\to Maintain and update portfolios and portfolio models within our portfolio accounting system; implement and manage client \t\t\t\t \t\ttrading restrictions
\to Facilitate communication of trade order allocation details between custodians and executing brokers; research/resolve discrepancies to ensure timely trade settlement
• Perform post-trade compliance checks to ensure accuracy of data and compliance with portfolio rules
• Drive initiatives to enhance efficiency and optimize workflows; proactively seek ways to improve the team’s processes
• Perform any other duties and special projects as necessary Adhere to all the firm’s Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors:
\to Curiosity (avoid becoming defensive and remaining open to learning)
\to Accountability (taking 100% responsibility (no more; no less) for results; no blaming)
\to Candor (engaging in courageous truth-telling to increase power and speed in decisions)
\to Awareness (tapping every emotional and intuitional resource for decisions)
\to Passion (discovering and allowing people to do what they do best)
\to Appreciation (expressing gratitude and fostering a culture of sincere cooperation)
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
","id":"627dd178-040a-4908-bd4a-266b2c7b8b4b","lists":[],"text":"Portfolio Administrator/Trader","country":"US","workplaceType":"onsite","opening":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"Summary:
This individual works alongside other members of the Davidson Investment Advisors team, including Operations, Client Service, Business Development and Portfolio Management, in facilitating fixed income and equity investment strategy trades and professionally managing client portfolios.
Qualifications/Requirements:
• Bachelor’s degree in finance, business or a related field
• 2+ years of experience in equity and/or fixed income trading within an RIA, broker-dealer, trust company, or other financial services firm
• Ability to work independently, think through complex problems, and provide thoughtful, solutions-oriented responses
• High proficiency in Microsoft Office is required; advanced Excel capabilities are preferred.
• Self-starter with excellent organizational and communication skills, with the ability to multitask in a fast-paced environment effectively
• Detail-oriented with an ownership mentality towards the quality of your work
• Collaborative mindset with a commitment to contributing to team success.
Duties:
• Execute trades for fixed income and equity portfolios, including:
\to Build orders for individual accounts and block trading
\to Analyze current and prospective client portfolios to facilitate strategy implementation and tax loss harvesting
\to Maintain and update portfolios and portfolio models within our portfolio accounting system; implement and manage client \t\t\t\t \t\ttrading restrictions
\to Facilitate communication of trade order allocation details between custodians and executing brokers; research/resolve discrepancies to ensure timely trade settlement
• Perform post-trade compliance checks to ensure accuracy of data and compliance with portfolio rules
• Drive initiatives to enhance efficiency and optimize workflows; proactively seek ways to improve the team’s processes
• Perform any other duties and special projects as necessary Adhere to all the firm’s Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors:
\to Curiosity (avoid becoming defensive and remaining open to learning)
\to Accountability (taking 100% responsibility (no more; no less) for results; no blaming)
\to Candor (engaging in courageous truth-telling to increase power and speed in decisions)
\to Awareness (tapping every emotional and intuitional resource for decisions)
\to Passion (discovering and allowing people to do what they do best)
\to Appreciation (expressing gratitude and fostering a culture of sincere cooperation)
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
","descriptionBodyPlain":"Summary: \nThis individual works alongside other members of the Davidson Investment Advisors team, including Operations, Client Service, Business Development and Portfolio Management, in facilitating fixed income and equity investment strategy trades and professionally managing client portfolios.\n\nQualifications/Requirements:\n• Bachelor’s degree in finance, business or a related field\n• 2+ years of experience in equity and/or fixed income trading within an RIA, broker-dealer, trust company, or other financial services firm\n• Ability to work independently, think through complex problems, and provide thoughtful, solutions-oriented responses\n• High proficiency in Microsoft Office is required; advanced Excel capabilities are preferred. \n• Self-starter with excellent organizational and communication skills, with the ability to multitask in a fast-paced environment effectively\n• Detail-oriented with an ownership mentality towards the quality of your work \n• Collaborative mindset with a commitment to contributing to team success.\n\nDuties: \n• Execute trades for fixed income and equity portfolios, including:\n\to Build orders for individual accounts and block trading\n\to Analyze current and prospective client portfolios to facilitate strategy implementation and tax loss harvesting\n\to Maintain and update portfolios and portfolio models within our portfolio accounting system; implement and manage client \t\t\t\t \t\ttrading restrictions\n\to Facilitate communication of trade order allocation details between custodians and executing brokers; research/resolve discrepancies to ensure timely trade settlement\n• Perform post-trade compliance checks to ensure accuracy of data and compliance with portfolio rules\n• Drive initiatives to enhance efficiency and optimize workflows; proactively seek ways to improve the team’s processes\n• Perform any other duties and special projects as necessary Adhere to all the firm’s Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors:\n\to Curiosity (avoid becoming defensive and remaining open to learning)\n\to Accountability (taking 100% responsibility (no more; no less) for results; no blaming)\n\to Candor (engaging in courageous truth-telling to increase power and speed in decisions)\n\to Awareness (tapping every emotional and intuitional resource for decisions)\n\to Passion (discovering and allowing people to do what they do best)\n\to Appreciation (expressing gratitude and fostering a culture of sincere cooperation)\n\nWhat we offer:\nCompetitive salary plus excellent benefits and perks including, but not limited to: \n• Medical, Dental and Vision\n• Company 401(k)and ESOP contribution \n• Generous sick, vacation, and maternity/parental leave\n• Paid holidays\n• Professional Development Opportunities\n• Tuition Reimbursement ($15,000 lifetime cap)\n• Discounted personal insurance including home, auto and recreational vehicles\n• Charitable gift-matching program\n• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. \n\n","hostedUrl":"https://jobs.lever.co/dadavidson/627dd178-040a-4908-bd4a-266b2c7b8b4b","applyUrl":"https://jobs.lever.co/dadavidson/627dd178-040a-4908-bd4a-266b2c7b8b4b/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n \nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n \nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary:
This individual works alongside other members of the Davidson Investment Advisors team, including Operations, Client Service, Business Development and Portfolio Management, in facilitating fixed income and equity investment strategy trades and professionally managing client portfolios.
Qualifications/Requirements:
• Bachelor’s degree in finance, business or a related field
• 2+ years of experience in equity and/or fixed income trading within an RIA, broker-dealer, trust company, or other financial services firm
• Ability to work independently, think through complex problems, and provide thoughtful, solutions-oriented responses
• High proficiency in Microsoft Office is required; advanced Excel capabilities are preferred.
• Self-starter with excellent organizational and communication skills, with the ability to multitask in a fast-paced environment effectively
• Detail-oriented with an ownership mentality towards the quality of your work
• Collaborative mindset with a commitment to contributing to team success.
Duties:
• Execute trades for fixed income and equity portfolios, including:
\to Build orders for individual accounts and block trading
\to Analyze current and prospective client portfolios to facilitate strategy implementation and tax loss harvesting
\to Maintain and update portfolios and portfolio models within our portfolio accounting system; implement and manage client trading restrictions
\to Facilitate communication of trade order allocation details between custodians and executing brokers; research/resolve discrepancies to ensure timely trade settlement
• Perform post-trade compliance checks to ensure accuracy of data and compliance with portfolio rules
• Drive initiatives to enhance efficiency and optimize workflows; proactively seek ways to improve the team’s processes
• Perform any other duties and special projects as necessary Adhere to all the firm’s Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors:
\to Curiosity (avoid becoming defensive and remaining open to learning)
\to Accountability (taking 100% responsibility (no more; no less) for results; no blaming)
\to Candor (engaging in courageous truth-telling to increase power and speed in decisions)
\to Awareness (tapping every emotional and intuitional resource for decisions)
\to Passion (discovering and allowing people to do what they do best)
\to Appreciation (expressing gratitude and fostering a culture of sincere cooperation)
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
","id":"73597c91-0e29-4b93-a7eb-acb710619fec","lists":[],"text":"Portfolio Administrator/Trader","country":"US","workplaceType":"onsite","opening":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"Summary:
This individual works alongside other members of the Davidson Investment Advisors team, including Operations, Client Service, Business Development and Portfolio Management, in facilitating fixed income and equity investment strategy trades and professionally managing client portfolios.
Qualifications/Requirements:
• Bachelor’s degree in finance, business or a related field
• 2+ years of experience in equity and/or fixed income trading within an RIA, broker-dealer, trust company, or other financial services firm
• Ability to work independently, think through complex problems, and provide thoughtful, solutions-oriented responses
• High proficiency in Microsoft Office is required; advanced Excel capabilities are preferred.
• Self-starter with excellent organizational and communication skills, with the ability to multitask in a fast-paced environment effectively
• Detail-oriented with an ownership mentality towards the quality of your work
• Collaborative mindset with a commitment to contributing to team success.
Duties:
• Execute trades for fixed income and equity portfolios, including:
\to Build orders for individual accounts and block trading
\to Analyze current and prospective client portfolios to facilitate strategy implementation and tax loss harvesting
\to Maintain and update portfolios and portfolio models within our portfolio accounting system; implement and manage client trading restrictions
\to Facilitate communication of trade order allocation details between custodians and executing brokers; research/resolve discrepancies to ensure timely trade settlement
• Perform post-trade compliance checks to ensure accuracy of data and compliance with portfolio rules
• Drive initiatives to enhance efficiency and optimize workflows; proactively seek ways to improve the team’s processes
• Perform any other duties and special projects as necessary Adhere to all the firm’s Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors:
\to Curiosity (avoid becoming defensive and remaining open to learning)
\to Accountability (taking 100% responsibility (no more; no less) for results; no blaming)
\to Candor (engaging in courageous truth-telling to increase power and speed in decisions)
\to Awareness (tapping every emotional and intuitional resource for decisions)
\to Passion (discovering and allowing people to do what they do best)
\to Appreciation (expressing gratitude and fostering a culture of sincere cooperation)
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
","descriptionBodyPlain":"Summary: \nThis individual works alongside other members of the Davidson Investment Advisors team, including Operations, Client Service, Business Development and Portfolio Management, in facilitating fixed income and equity investment strategy trades and professionally managing client portfolios.\n\nQualifications/Requirements:\n• Bachelor’s degree in finance, business or a related field\n• 2+ years of experience in equity and/or fixed income trading within an RIA, broker-dealer, trust company, or other financial services firm\n• Ability to work independently, think through complex problems, and provide thoughtful, solutions-oriented responses\n• High proficiency in Microsoft Office is required; advanced Excel capabilities are preferred. \n• Self-starter with excellent organizational and communication skills, with the ability to multitask in a fast-paced environment effectively\n• Detail-oriented with an ownership mentality towards the quality of your work \n• Collaborative mindset with a commitment to contributing to team success.\n\nDuties: \n• Execute trades for fixed income and equity portfolios, including:\n\to Build orders for individual accounts and block trading\n\to Analyze current and prospective client portfolios to facilitate strategy implementation and tax loss harvesting\n\to Maintain and update portfolios and portfolio models within our portfolio accounting system; implement and manage client trading restrictions\n\to Facilitate communication of trade order allocation details between custodians and executing brokers; research/resolve discrepancies to ensure timely trade settlement\n• Perform post-trade compliance checks to ensure accuracy of data and compliance with portfolio rules\n• Drive initiatives to enhance efficiency and optimize workflows; proactively seek ways to improve the team’s processes\n• Perform any other duties and special projects as necessary Adhere to all the firm’s Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors:\n\to Curiosity (avoid becoming defensive and remaining open to learning)\n\to Accountability (taking 100% responsibility (no more; no less) for results; no blaming)\n\to Candor (engaging in courageous truth-telling to increase power and speed in decisions)\n\to Awareness (tapping every emotional and intuitional resource for decisions)\n\to Passion (discovering and allowing people to do what they do best)\n\to Appreciation (expressing gratitude and fostering a culture of sincere cooperation)\n\nWhat we offer:\nCompetitive salary plus excellent benefits and perks including, but not limited to: \n• Medical, Dental and Vision\n• Company 401(k)and ESOP contribution \n• Generous sick, vacation, and maternity/parental leave\n• Paid holidays\n• Professional Development Opportunities\n• Tuition Reimbursement ($15,000 lifetime cap)\n• Discounted personal insurance including home, auto and recreational vehicles\n• Charitable gift-matching program\n• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. \n","hostedUrl":"https://jobs.lever.co/dadavidson/73597c91-0e29-4b93-a7eb-acb710619fec","applyUrl":"https://jobs.lever.co/dadavidson/73597c91-0e29-4b93-a7eb-acb710619fec/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n \nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n \nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
Summary/Function:
Apply and expand expertise gained from education and work experience in the securities industry to analyze, maintain, implement, and continually enhance the internal workflow application (TRAX). The employee will balance responsibilities across training, platform and integration development, managing incidents and changes, and strategic planning for the platform. This role leads Change Management discussions with Wealth Management, Operations, and other affected departments, and builds business requirements for future integrations and workflows. Collaboration with internal teams and external partners is required to implement processes in the workflow, identify opportunities, resolve complex issues, and provide input on solutions for evolving regulatory demands and organizational changes. Additionally, this position supports the manager as lead analyst by researching major projects, training team members, and offering expert technical knowledge on the platform.
\n
Qualifications/Requirements:
• Bachelor's degree or equivalent work experience
• Certified Scrum Product Owner (CSPO) or similar certification is preferred
• 2-3 years relevant business experience
• Prior experience or working knowledge of the securities industry
• Understand fundamentals of iterative development, software development process and procedures
• Expertise in the principles of Product Management, stakeholder management, market and user research, technology management, and process design
• Proven success developing business cases, roadmaps, product execution strategies for complex or large-scope products and integrations
• Strong analytical, product management, and attention to detail
• Logical problem solver with ability to adapt in a high-impact environment, prioritize, and meet deadlines
• Advanced skills in Microsoft 365 suite with particular emphasis on CoPilot AI
• Lead with integrity, honesty, and expertise to support D.A. Davidson's culture, values, and mission
• Ability to follow policies and procedures, maintain client confidentiality, and maintain regular, predictable attendance
• Excellent communication, collaboration, and influence skills among all organizational levels; strong facilitation and executive communications skills
\n
Duties:
• Lead and direct complex, high‑profile initiatives across all project phases, balancing competing priorities, timelines, and resources while aligning work to the firm’s product roadmap and strategic objectives.
• Serve as a primary representative for major firm‑level projects, acting on behalf of the department across Wealth Management, Operations, IT, and other divisions. Contribute expertise and support in complex projects and enhancements to D.A. Davidson's platforms and tools.
• Coordinate with the Manager and stakeholders to align priorities with D.A. Davidson’s product roadmap and collect feedback. Communicate product strategy to senior leaders.
• Lead release evaluation, planning, and prioritization with the advisory team and manager to resolve issues and achieve firm objectives efficiently.
• Prioritize work against enterprise, division, and product strategies. Effectively communicate rationale and impact for prioritization choices.
• Partner with business stakeholders to interpret branch and operations needs and translate them into clear application, workflow, and operational requirements.
• Gather and analyze requirements through interviews, documentation review, surveys, and workflow analysis to identify true business needs and ensure successful project and form execution.
• Ability to communicate and present technical requirements and dependencies, in person, online and over the phone.
• Collaborate closely with IT, developers, and external vendors to maintain platform stability, manage incidents and issues to ensure continuity of daily operations, define technical goals, and balance usability with performance.
• Act as the primary liaison with external software vendors for requirements definition, issue resolution, and ongoing platform enhancements.
• Lead development and maintenance of training resources, procedural documentation, and ongoing training for the internal D.A. Davidson team.
• Perform additional duties and special projects as assigned.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The potential base pay hiring range for this role is $76,237 to $88,667 yearly. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
Summary/Function:
Apply and expand expertise gained from education and work experience in the securities industry to analyze, maintain, implement, and continually enhance the internal workflow application (TRAX). The employee will balance responsibilities across training, platform and integration development, managing incidents and changes, and strategic planning for the platform. This role leads Change Management discussions with Wealth Management, Operations, and other affected departments, and builds business requirements for future integrations and workflows. Collaboration with internal teams and external partners is required to implement processes in the workflow, identify opportunities, resolve complex issues, and provide input on solutions for evolving regulatory demands and organizational changes. Additionally, this position supports the manager as lead analyst by researching major projects, training team members, and offering expert technical knowledge on the platform.
\n
Qualifications/Requirements:
• Bachelor's degree or equivalent work experience
• Certified Scrum Product Owner (CSPO) or similar certification is preferred
• 2-3 years relevant business experience
• Prior experience or working knowledge of the securities industry
• Understand fundamentals of iterative development, software development process and procedures
• Expertise in the principles of Product Management, stakeholder management, market and user research, technology management, and process design
• Proven success developing business cases, roadmaps, product execution strategies for complex or large-scope products and integrations
• Strong analytical, product management, and attention to detail
• Logical problem solver with ability to adapt in a high-impact environment, prioritize, and meet deadlines
• Advanced skills in Microsoft 365 suite with particular emphasis on CoPilot AI
• Lead with integrity, honesty, and expertise to support D.A. Davidson's culture, values, and mission
• Ability to follow policies and procedures, maintain client confidentiality, and maintain regular, predictable attendance
• Excellent communication, collaboration, and influence skills among all organizational levels; strong facilitation and executive communications skills
\n
Duties:
• Lead and direct complex, high‑profile initiatives across all project phases, balancing competing priorities, timelines, and resources while aligning work to the firm’s product roadmap and strategic objectives.
• Serve as a primary representative for major firm‑level projects, acting on behalf of the department across Wealth Management, Operations, IT, and other divisions. Contribute expertise and support in complex projects and enhancements to D.A. Davidson's platforms and tools.
• Coordinate with the Manager and stakeholders to align priorities with D.A. Davidson’s product roadmap and collect feedback. Communicate product strategy to senior leaders.
• Lead release evaluation, planning, and prioritization with the advisory team and manager to resolve issues and achieve firm objectives efficiently.
• Prioritize work against enterprise, division, and product strategies. Effectively communicate rationale and impact for prioritization choices.
• Partner with business stakeholders to interpret branch and operations needs and translate them into clear application, workflow, and operational requirements.
• Gather and analyze requirements through interviews, documentation review, surveys, and workflow analysis to identify true business needs and ensure successful project and form execution.
• Ability to communicate and present technical requirements and dependencies, in person, online and over the phone.
• Collaborate closely with IT, developers, and external vendors to maintain platform stability, manage incidents and issues to ensure continuity of daily operations, define technical goals, and balance usability with performance.
• Act as the primary liaison with external software vendors for requirements definition, issue resolution, and ongoing platform enhancements.
• Lead development and maintenance of training resources, procedural documentation, and ongoing training for the internal D.A. Davidson team.
• Perform additional duties and special projects as assigned.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The potential base pay hiring range for this role is $76,237 to $88,667 yearly. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
Summary/Function
The Project Coordinator for New Advisor Training and Acquisition provides administrative and project coordination support for all early-career programs and initiatives as well as the Practice Management department. This role coordinates program logistics, schedules, meetings, and events (including training, recruiting, and internship/apprentice activities) and maintains program documentation and reporting to support department initiatives for two separate and distinct departments that work very closely with each other
\n
Primary Qualifications:
• Bachelor’s degree in business, communications, marketing, or related field (or equivalent experience).
• 2–3 years of experience in project coordination/management and/or financial services preferred.
• Strong written, verbal, and interpersonal communication skills.
• Ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy.
• Highly organized, proactive, and able to work independently.
• Proficiency with Microsoft 365 (Word, Excel, PowerPoint) and comfort learning new systems; CRM experience preferred.
• Ability to maintain regular attendance, work overtime as needed, and travel as required.
\n
Primary Duties:
• Coordinate early-career talent programs (internship, experienced intern, apprentice, and advisor trainee programs), including interview scheduling, onboarding logistics, and candidate communications as well as assist with content creation of new advisor training.
• Conduct and lead monthly check-in calls with new and newer advisors. Record activity in CRM
• Plan and execute training and event logistics (e.g., segment training, workshops, webinars, coaching calls), including schedules, speakers, rooms/venues, travel, and vendor coordination.
• Maintain department shared drives and intranet pages; ensure materials are current, organized, and accessible to appropriate stakeholders.
• Produce recurring and ad hoc reports and dashboards; update tracking lists and compile metrics for leadership and program reporting.
• Administer assessments and professional development programs (ordering, tracking, communications, and vendor coordination) and create/refresh related team snapshot materials.
• Manage program processes and documentation (templates, forms, committee support, and desk procedures) in coordination with supervision/compliance requirements.
• Other duties as assigned.
• Create content for the Wealth Management Summer Internship Program and for the Advisor training curriculum.
• Other projects and duties as assigned!
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The potential base pay hiring range for this role is $27.00 to $36.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
Summary/Function
The Project Coordinator for New Advisor Training and Acquisition provides administrative and project coordination support for all early-career programs and initiatives as well as the Practice Management department. This role coordinates program logistics, schedules, meetings, and events (including training, recruiting, and internship/apprentice activities) and maintains program documentation and reporting to support department initiatives for two separate and distinct departments that work very closely with each other
\n
Primary Qualifications:
• Bachelor’s degree in business, communications, marketing, or related field (or equivalent experience).
• 2–3 years of experience in project coordination/management and/or financial services preferred.
• Strong written, verbal, and interpersonal communication skills.
• Ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy.
• Highly organized, proactive, and able to work independently.
• Proficiency with Microsoft 365 (Word, Excel, PowerPoint) and comfort learning new systems; CRM experience preferred.
• Ability to maintain regular attendance, work overtime as needed, and travel as required.
\n
Primary Duties:
• Coordinate early-career talent programs (internship, experienced intern, apprentice, and advisor trainee programs), including interview scheduling, onboarding logistics, and candidate communications as well as assist with content creation of new advisor training.
• Conduct and lead monthly check-in calls with new and newer advisors. Record activity in CRM
• Plan and execute training and event logistics (e.g., segment training, workshops, webinars, coaching calls), including schedules, speakers, rooms/venues, travel, and vendor coordination.
• Maintain department shared drives and intranet pages; ensure materials are current, organized, and accessible to appropriate stakeholders.
• Produce recurring and ad hoc reports and dashboards; update tracking lists and compile metrics for leadership and program reporting.
• Administer assessments and professional development programs (ordering, tracking, communications, and vendor coordination) and create/refresh related team snapshot materials.
• Manage program processes and documentation (templates, forms, committee support, and desk procedures) in coordination with supervision/compliance requirements.
• Other duties as assigned.
• Create content for the Wealth Management Summer Internship Program and for the Advisor training curriculum.
• Other projects and duties as assigned!
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The potential base pay hiring range for this role is $27.00 to $36.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
Summary/Function:
\n
The Quantitative Analyst supports Fixed Income Capital Markets by providing financial modeling, analytical support, pricing, and quantitative insights within the Development Finance Group for public finance and structured transactions. This role is hands-on, production-oriented, and designed for an individual capable of operating as a senior contributor within the quant group and investment banking team. This role is designed for individuals with modeling skills for debt transactions who is ready to work with the Development Finance Team on financings across the nation.
\n
The position partners closely with bankers, traders, and senior leadership to support deal execution, debt service analysis, structuring, and client deliverables.
\n
\n\n
Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field\n3+ years of experience in public finance, fixed income, structured products, or quantitative financial analysis\nDemonstrated ability to function as a senior or near senior quant without extensive ramp up\nStrong understanding of municipal bond structures, debt service mechanics, and pricing conventions\nAdvanced proficiency in Excel (complex formulas, scenarios, DBC experience is a plus)\nExperience with financial modeling software, databases, or coding is beneficial\nAbility to manage multiple live priorities in deadline-driven environments\nStrong analytical and quantitative reasoning skills\nHigh attention to detail, accuracy, and internal quality control\nAbility to communicate complex analyses clearly to non-quant stakeholders\nSound judgment under pressure\nCollaborative mindset with strong service orientation to bankers and clients\nProfessional discretion and reliability\nExperience supporting development finance, housing, public finance, or specialty finance sectors\nInterest in growing into broader responsibilities over time\n\n"},{"text":"Duties:","content":"\n\n
Build, audit, and maintain cash flows for debt models, pricing models, and sensitivity analysis for transactions\n
Support new-issue pricing, refunding analyses, and scenario modeling across client deals\n
Assist bankers with structuring solutions, yield calculations, debt service schedules, and alternative financing comparisons\n
Provide quantitative support during live transactions, including rapid-turn analyses under tight deadlines\n
Incorporate feedback from traders and bankers to evaluate market conditions, investor demand, and relative value\n
Review, analyze, and validate assumptions used in offering materials and client presentations\n
Support ongoing internal tools, templates, and model enhancements to improve efficiency and consistency\n
Collaborate across quant and banking teams to balance workload during peak periods\n
Ensure analytical work is accurate and meets internal and regulatory expectations\n\n
\n
\n\n
High-visibility seat within Fixed Income Capital Markets with a growing and dynamic team specializing in Development Finance nationwide.\nDirect exposure to live transactions, senior banking, and senior leadership\nOpportunity to make immediate impact during a period of strong deal flow and demand\n\n"}],"text":"Quantitative Analyst, Public Finance","country":"US","workplaceType":"onsite","opening":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
Summary/Function:
\n
The Quantitative Analyst supports Fixed Income Capital Markets by providing financial modeling, analytical support, pricing, and quantitative insights within the Development Finance Group for public finance and structured transactions. This role is hands-on, production-oriented, and designed for an individual capable of operating as a senior contributor within the quant group and investment banking team. This role is designed for individuals with modeling skills for debt transactions who is ready to work with the Development Finance Team on financings across the nation.
\n
The position partners closely with bankers, traders, and senior leadership to support deal execution, debt service analysis, structuring, and client deliverables.
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
Summary/Function
We are currently seeking an exceptional individual to join a dynamic and high-producing team in our Pasadena, CA office. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, FA, branch and company information.
\n
Primary Qualifications:
• Successful completion of the (SIE) Securities Industry Essentials and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]) or the ability to obtain licensing is required.
• Significant knowledge of the securities industry, its operations and products to include stocks, bonds, margin accounts, options, mutual funds, annuities and insurance products.
• At least two years previous experience as a Registered Client Associate.
• Post-Secondary education preferred.
• Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred.
• Excellent communication (written and verbal), problem solving and client service skills.
• Strong attention to detail and accuracy including the ability to perform semi-advanced math.
• Proven ability to manage multiple demands and competing priorities in a deadline-oriented environment.
• Ability to maintain regular, predictable attendance and to work overtime as needed.
\n
Primary Duties:
• Provide exceptionally professional and courteous customer service supporting client satisfaction including effectively articulating certain requirements in a regulatory environment.
• Adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations.
• Review, maintain and process account documents and information - Inform FA of meaningful information and activities related to client accounts and transactions including suspicious activity.
• Assist FA with comprehensive financial plans for current and prospective clients.
• Assist FA in developing and implementing periodic client mailings, communications and events.
• Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
• Enter orders to include buy/sell stock and bond trades, sell stop orders, option and margin trades and mutual funds.
• Provide administrative support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned by the FA and/or Branch Manager.
• Other projects and duties as assigned!
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The potential base pay hiring range for this role is $30.00 to $32.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
Summary/Function
We are currently seeking an exceptional individual to join a dynamic and high-producing team in our Pasadena, CA office. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, FA, branch and company information.
\n
Primary Qualifications:
• Successful completion of the (SIE) Securities Industry Essentials and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]) or the ability to obtain licensing is required.
• Significant knowledge of the securities industry, its operations and products to include stocks, bonds, margin accounts, options, mutual funds, annuities and insurance products.
• At least two years previous experience as a Registered Client Associate.
• Post-Secondary education preferred.
• Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred.
• Excellent communication (written and verbal), problem solving and client service skills.
• Strong attention to detail and accuracy including the ability to perform semi-advanced math.
• Proven ability to manage multiple demands and competing priorities in a deadline-oriented environment.
• Ability to maintain regular, predictable attendance and to work overtime as needed.
\n
Primary Duties:
• Provide exceptionally professional and courteous customer service supporting client satisfaction including effectively articulating certain requirements in a regulatory environment.
• Adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations.
• Review, maintain and process account documents and information - Inform FA of meaningful information and activities related to client accounts and transactions including suspicious activity.
• Assist FA with comprehensive financial plans for current and prospective clients.
• Assist FA in developing and implementing periodic client mailings, communications and events.
• Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
• Enter orders to include buy/sell stock and bond trades, sell stop orders, option and margin trades and mutual funds.
• Provide administrative support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned by the FA and/or Branch Manager.
• Other projects and duties as assigned!
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The potential base pay hiring range for this role is $30.00 to $32.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary/Function
We are currently seeking an exceptional individual to join a dynamic and high-producing team in our Everett, WA office. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, FA, branch and company information.
Primary Qualifications:
•Successful completion of the (SIE) Securities Industry Essentials and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]) or the ability to obtain licensing is required.
•Significant knowledge of the securities industry, its operations and products to include stocks, bonds, margin accounts, options, mutual funds, annuities and insurance products.
•At least two years previous experience as a Registered Client Associate.
•Post-Secondary education preferred.
•Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred.
•Excellent communication (written and verbal), problem solving and client service skills.
•Strong attention to detail and accuracy including the ability to perform semi-advanced math.
•Proven ability to manage multiple demands and competing priorities in a deadline-oriented environment.
•Ability to maintain regular, predictable attendance and to work overtime as needed.
Primary Duties:
•Provide exceptionally professional and courteous customer service supporting client satisfaction including effectively articulating certain requirements in a regulatory environment.
•Adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations.
•Review, maintain and process account documents and information - Inform FA of meaningful information and activities related to client accounts and transactions including suspicious activity.
•Assist FA with comprehensive financial plans for current and prospective clients.
•Assist FA in developing and implementing periodic client mailings, communications and events.
•Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
•Enter orders to include buy/sell stock and bond trades, sell stop orders, option and margin trades and mutual funds.
•Provide administrative support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned by the FA and/or Branch Manager.
•Other projects and duties as assigned!
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
•Medical, Dental and Vision
•Company 401(k)and ESOP contribution
•Generous sick, vacation, and maternity/parental leave
•Paid holidays
•Professional Development Opportunities
•Tuition Reimbursement ($15,000 lifetime cap)
•Discounted personal insurance including home, auto and recreational vehicles
•Charitable gift-matching program
•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The potential hiring range for this role is $55,000 to $65,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
","id":"832280b6-c995-4b86-a622-ab3e0296c477","lists":[],"salaryRange":{"min":55000,"max":65000,"currency":"USD","interval":"per-year-salary"},"text":"Registered Client Associate","country":"US","workplaceType":"onsite","opening":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"Summary/Function
We are currently seeking an exceptional individual to join a dynamic and high-producing team in our Everett, WA office. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, FA, branch and company information.
Primary Qualifications:
•Successful completion of the (SIE) Securities Industry Essentials and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]) or the ability to obtain licensing is required.
•Significant knowledge of the securities industry, its operations and products to include stocks, bonds, margin accounts, options, mutual funds, annuities and insurance products.
•At least two years previous experience as a Registered Client Associate.
•Post-Secondary education preferred.
•Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred.
•Excellent communication (written and verbal), problem solving and client service skills.
•Strong attention to detail and accuracy including the ability to perform semi-advanced math.
•Proven ability to manage multiple demands and competing priorities in a deadline-oriented environment.
•Ability to maintain regular, predictable attendance and to work overtime as needed.
Primary Duties:
•Provide exceptionally professional and courteous customer service supporting client satisfaction including effectively articulating certain requirements in a regulatory environment.
•Adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations.
•Review, maintain and process account documents and information - Inform FA of meaningful information and activities related to client accounts and transactions including suspicious activity.
•Assist FA with comprehensive financial plans for current and prospective clients.
•Assist FA in developing and implementing periodic client mailings, communications and events.
•Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.
•Enter orders to include buy/sell stock and bond trades, sell stop orders, option and margin trades and mutual funds.
•Provide administrative support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned by the FA and/or Branch Manager.
•Other projects and duties as assigned!
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
•Medical, Dental and Vision
•Company 401(k)and ESOP contribution
•Generous sick, vacation, and maternity/parental leave
•Paid holidays
•Professional Development Opportunities
•Tuition Reimbursement ($15,000 lifetime cap)
•Discounted personal insurance including home, auto and recreational vehicles
•Charitable gift-matching program
•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The potential hiring range for this role is $55,000 to $65,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
","descriptionBodyPlain":"Summary/Function\nWe are currently seeking an exceptional individual to join a dynamic and high-producing team in our Everett, WA office. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, FA, branch and company information. \n\nPrimary Qualifications:\n•Successful completion of the (SIE) Securities Industry Essentials and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]) or the ability to obtain licensing is required.\n•Significant knowledge of the securities industry, its operations and products to include stocks, bonds, margin accounts, options, mutual funds, annuities and insurance products.\n•At least two years previous experience as a Registered Client Associate.\n•Post-Secondary education preferred.\n•Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred. \n•Excellent communication (written and verbal), problem solving and client service skills. \n•Strong attention to detail and accuracy including the ability to perform semi-advanced math. \n•Proven ability to manage multiple demands and competing priorities in a deadline-oriented environment.\n•Ability to maintain regular, predictable attendance and to work overtime as needed. \n\nPrimary Duties:\n•Provide exceptionally professional and courteous customer service supporting client satisfaction including effectively articulating certain requirements in a regulatory environment.\n•Adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations.\n•Review, maintain and process account documents and information - Inform FA of meaningful information and activities related to client accounts and transactions including suspicious activity. \n•Assist FA with comprehensive financial plans for current and prospective clients. \n•Assist FA in developing and implementing periodic client mailings, communications and events. \n•Facilitate the transfer of client funds and/or securities and the issuance of checks upon request.\n•Enter orders to include buy/sell stock and bond trades, sell stop orders, option and margin trades and mutual funds.\n•Provide administrative support, including but not limited to phone, correspondence, appointments, filing and other projects as assigned by the FA and/or Branch Manager. \n•Other projects and duties as assigned!\n\nWhat we offer:\nCompetitive salary plus excellent benefits and perks including, but not limited to: \n•Medical, Dental and Vision\n•Company 401(k)and ESOP contribution \n•Generous sick, vacation, and maternity/parental leave\n•Paid holidays\n•Professional Development Opportunities\n•Tuition Reimbursement ($15,000 lifetime cap)\n•Discounted personal insurance including home, auto and recreational vehicles\n•Charitable gift-matching program\n•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. \n\nThe potential hiring range for this role is $55,000 to $65,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.\n\nD.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us! \n\n","hostedUrl":"https://jobs.lever.co/dadavidson/832280b6-c995-4b86-a622-ab3e0296c477","applyUrl":"https://jobs.lever.co/dadavidson/832280b6-c995-4b86-a622-ab3e0296c477/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n \nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n \nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary:
This Senior Data Engineer will be a member of the Agile team responsible for D.A. Davidson’s flagship Client Access web and mobile applications. As a member of the team, responsibilities will include troubleshooting, expanding and optimizing the existing data integrations and architecture. Additionally, the role will be involved in refactoring and migrating legacy structures and code into cloud and service-based architectures. This individual will work as part of a dedicated product team in conjunction with other software development teams, database architects, business analysts and end users. A Senior Data Engineer collaborates on specific solution designs as well as broader data architecture and technology roadmaps to support strategic growth and team development.
\nCompany Overview:
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, while delivering outstanding service to our clients and coworkers. We support a friendly, open and adaptive culture, and encourage candid communication and productive collaboration across throughout the firm. Just as we work to improve our clients and employees’ well-being, we also work to strengthen local communities—and giving back is one of our core values.
\nQualifications:
\n• Commitment to maintain client confidentiality and data security
• Communicate in a clear and service-oriented manner; use appropriate, professional language and grammar to effectively exchange ideas and information
• Ability to proactively work with both external and internal clients; relate with others in a professional manner to accomplish work responsibilities and objectives
• Ability to maintain regular, predictable attendance
• 7 or more years of Data Engineering experience in an oversight capacity
• Extensive domain-specific experience in the Financial Services industry
• Experience with Microsoft cloud-based technologies in a hybrid architecture
• RDBMS expertise with Microsoft SQL Server (on prem and Azure SQL): advanced T SQL, query design, execution plans, index strategies (clustered/non clustered, filtered, included columns), partitioning, statistics, and concurrency/isolation level
• Data modeling mastery: 3NF normalization, strategic denormalization for read models, star/snowflake schemas, surrogate vs. natural keys, referential integrity, and temporal tables for auditing/history
• Experience performing operational analysis on internal and external data and processes to uncover failure points and identify opportunities for improvement
• Experience designing and implementing API-oriented schemas for web and mobile application performance and optimization
• Holistic awareness of processes supporting data preparation, metadata, dependencies, lineages, compliance and workload management
• Understanding of meta-model and metadata management requirements
• Security and governance experience: RBAC, least privilege, secrets management, PII handling, encryption at rest/in transit, row level security, auditing, and compliance (e.g., SOC2, HIPAA, GDPR)
\nSpecific skills include:
o Extensive experience with Microsoft Fabric: pipelines, notebooks, Lakehouse/Warehouse concepts, and Medalion architecture
o Experience with Azure DevOps: CI/CD pipelines for AIS and Fabric assets
o ETL/ELT and data movement: SSIS/ADF/Azure Data Factory or modern pipelines (dbt, Airflow), CDC/change tracking, bulk load (BCP, BULK INSERT), and data quality checks Experience designing metadata-driven and reusable integration patterns
o Experience with API Management (APIM): API design, security (OAuth/JWT), policies, and versioning
o Experience in reverse-engineering, refactoring and migrating legacy applications
o Experience with Service Bus / Event Grid design patterns: asynchronous and event-driven integrations
o Experience with scripting languages such as: Python
o Experience with MDM concepts (golden record, survivorship, matching, data quality)
\nJob Responsibilities:
• Design, implement and maintain a robust, efficient and compliant application data repository and integration architecture.
• Work with Business and IT stakeholders to assist with data-related technical issues and provide application support.
• Coordinate, direct and oversee the work of third-party engineers through solution design reviews, code reviews and process reviews.
• Identify, design, and implement internal process improvements like, automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability.
• Research and analyze new technologies, methodologies and architectures for viability.
• Build and maintain a service-based architecture for web and mobile applications.
• Work independently within a scrum delivery team, with oversight from domain and enterprise architects, in support of business-critical applications.
• Contribute to the development of frameworks, guidelines, best practices and examples to ensure data structures and integration processes are accurate, compliant and secure.
• Implement telemetry indicators to monitor performance, quality metrics to track accuracy and access controls to ensure compliance.
\nWhat we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\nThe potential base pay hiring range for this role is $120,000 – $126,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
","id":"cf1b84d6-7365-4baa-b464-56870ce56fa4","lists":[],"salaryRange":{"min":120000,"max":126000,"currency":"USD","interval":"per-year-salary"},"text":"Senior Data Engineer","country":"US","workplaceType":"remote","opening":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"Summary:
This Senior Data Engineer will be a member of the Agile team responsible for D.A. Davidson’s flagship Client Access web and mobile applications. As a member of the team, responsibilities will include troubleshooting, expanding and optimizing the existing data integrations and architecture. Additionally, the role will be involved in refactoring and migrating legacy structures and code into cloud and service-based architectures. This individual will work as part of a dedicated product team in conjunction with other software development teams, database architects, business analysts and end users. A Senior Data Engineer collaborates on specific solution designs as well as broader data architecture and technology roadmaps to support strategic growth and team development.
\nCompany Overview:
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, while delivering outstanding service to our clients and coworkers. We support a friendly, open and adaptive culture, and encourage candid communication and productive collaboration across throughout the firm. Just as we work to improve our clients and employees’ well-being, we also work to strengthen local communities—and giving back is one of our core values.
\nQualifications:
\n• Commitment to maintain client confidentiality and data security
• Communicate in a clear and service-oriented manner; use appropriate, professional language and grammar to effectively exchange ideas and information
• Ability to proactively work with both external and internal clients; relate with others in a professional manner to accomplish work responsibilities and objectives
• Ability to maintain regular, predictable attendance
• 7 or more years of Data Engineering experience in an oversight capacity
• Extensive domain-specific experience in the Financial Services industry
• Experience with Microsoft cloud-based technologies in a hybrid architecture
• RDBMS expertise with Microsoft SQL Server (on prem and Azure SQL): advanced T SQL, query design, execution plans, index strategies (clustered/non clustered, filtered, included columns), partitioning, statistics, and concurrency/isolation level
• Data modeling mastery: 3NF normalization, strategic denormalization for read models, star/snowflake schemas, surrogate vs. natural keys, referential integrity, and temporal tables for auditing/history
• Experience performing operational analysis on internal and external data and processes to uncover failure points and identify opportunities for improvement
• Experience designing and implementing API-oriented schemas for web and mobile application performance and optimization
• Holistic awareness of processes supporting data preparation, metadata, dependencies, lineages, compliance and workload management
• Understanding of meta-model and metadata management requirements
• Security and governance experience: RBAC, least privilege, secrets management, PII handling, encryption at rest/in transit, row level security, auditing, and compliance (e.g., SOC2, HIPAA, GDPR)
\nSpecific skills include:
o Extensive experience with Microsoft Fabric: pipelines, notebooks, Lakehouse/Warehouse concepts, and Medalion architecture
o Experience with Azure DevOps: CI/CD pipelines for AIS and Fabric assets
o ETL/ELT and data movement: SSIS/ADF/Azure Data Factory or modern pipelines (dbt, Airflow), CDC/change tracking, bulk load (BCP, BULK INSERT), and data quality checks Experience designing metadata-driven and reusable integration patterns
o Experience with API Management (APIM): API design, security (OAuth/JWT), policies, and versioning
o Experience in reverse-engineering, refactoring and migrating legacy applications
o Experience with Service Bus / Event Grid design patterns: asynchronous and event-driven integrations
o Experience with scripting languages such as: Python
o Experience with MDM concepts (golden record, survivorship, matching, data quality)
\nJob Responsibilities:
• Design, implement and maintain a robust, efficient and compliant application data repository and integration architecture.
• Work with Business and IT stakeholders to assist with data-related technical issues and provide application support.
• Coordinate, direct and oversee the work of third-party engineers through solution design reviews, code reviews and process reviews.
• Identify, design, and implement internal process improvements like, automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability.
• Research and analyze new technologies, methodologies and architectures for viability.
• Build and maintain a service-based architecture for web and mobile applications.
• Work independently within a scrum delivery team, with oversight from domain and enterprise architects, in support of business-critical applications.
• Contribute to the development of frameworks, guidelines, best practices and examples to ensure data structures and integration processes are accurate, compliant and secure.
• Implement telemetry indicators to monitor performance, quality metrics to track accuracy and access controls to ensure compliance.
\nWhat we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\nThe potential base pay hiring range for this role is $120,000 – $126,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
","descriptionBodyPlain":"Summary:\nThis Senior Data Engineer will be a member of the Agile team responsible for D.A. Davidson’s flagship Client Access web and mobile applications. As a member of the team, responsibilities will include troubleshooting, expanding and optimizing the existing data integrations and architecture. Additionally, the role will be involved in refactoring and migrating legacy structures and code into cloud and service-based architectures. This individual will work as part of a dedicated product team in conjunction with other software development teams, database architects, business analysts and end users. A Senior Data Engineer collaborates on specific solution designs as well as broader data architecture and technology roadmaps to support strategic growth and team development. \nCompany Overview: \nD.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, while delivering outstanding service to our clients and coworkers. We support a friendly, open and adaptive culture, and encourage candid communication and productive collaboration across throughout the firm. Just as we work to improve our clients and employees’ well-being, we also work to strengthen local communities—and giving back is one of our core values. \nQualifications:\n• Commitment to maintain client confidentiality and data security\n• Communicate in a clear and service-oriented manner; use appropriate, professional language and grammar to effectively exchange ideas and information\n• Ability to proactively work with both external and internal clients; relate with others in a professional manner to accomplish work responsibilities and objectives\n• Ability to maintain regular, predictable attendance\n• 7 or more years of Data Engineering experience in an oversight capacity\n• Extensive domain-specific experience in the Financial Services industry\n• Experience with Microsoft cloud-based technologies in a hybrid architecture\n• RDBMS expertise with Microsoft SQL Server (on prem and Azure SQL): advanced T SQL, query design, execution plans, index strategies (clustered/non clustered, filtered, included columns), partitioning, statistics, and concurrency/isolation level\n• Data modeling mastery: 3NF normalization, strategic denormalization for read models, star/snowflake schemas, surrogate vs. natural keys, referential integrity, and temporal tables for auditing/history\n• Experience performing operational analysis on internal and external data and processes to uncover failure points and identify opportunities for improvement \n• Experience designing and implementing API-oriented schemas for web and mobile application performance and optimization \n• Holistic awareness of processes supporting data preparation, metadata, dependencies, lineages, compliance and workload management \n• Understanding of meta-model and metadata management requirements\n• Security and governance experience: RBAC, least privilege, secrets management, PII handling, encryption at rest/in transit, row level security, auditing, and compliance (e.g., SOC2, HIPAA, GDPR)\nSpecific skills include: \no Extensive experience with Microsoft Fabric: pipelines, notebooks, Lakehouse/Warehouse concepts, and Medalion architecture\no Experience with Azure DevOps: CI/CD pipelines for AIS and Fabric assets\no ETL/ELT and data movement: SSIS/ADF/Azure Data Factory or modern pipelines (dbt, Airflow), CDC/change tracking, bulk load (BCP, BULK INSERT), and data quality checks Experience designing metadata-driven and reusable integration patterns\no Experience with API Management (APIM): API design, security (OAuth/JWT), policies, and versioning\no Experience in reverse-engineering, refactoring and migrating legacy applications\no Experience with Service Bus / Event Grid design patterns: asynchronous and event-driven integrations\no Experience with scripting languages such as: Python\no Experience with MDM concepts (golden record, survivorship, matching, data quality)\nJob Responsibilities:\n• Design, implement and maintain a robust, efficient and compliant application data repository and integration architecture.\n• Work with Business and IT stakeholders to assist with data-related technical issues and provide application support. \n• Coordinate, direct and oversee the work of third-party engineers through solution design reviews, code reviews and process reviews.\n• Identify, design, and implement internal process improvements like, automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability. \n• Research and analyze new technologies, methodologies and architectures for viability.\n• Build and maintain a service-based architecture for web and mobile applications.\n• Work independently within a scrum delivery team, with oversight from domain and enterprise architects, in support of business-critical applications.\n• Contribute to the development of frameworks, guidelines, best practices and examples to ensure data structures and integration processes are accurate, compliant and secure.\n• Implement telemetry indicators to monitor performance, quality metrics to track accuracy and access controls to ensure compliance.\nWhat we offer:\nCompetitive salary plus excellent benefits and perks including, but not limited to: \n• Medical, Dental and Vision\n• Company 401(k)and ESOP contribution \n• Generous sick, vacation, and maternity/parental leave\n• Paid holidays\n• Professional Development Opportunities\n• Tuition Reimbursement ($15,000 lifetime cap)\n• Discounted personal insurance including home, auto and recreational vehicles\n• Charitable gift-matching program\n• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. \nThe potential base pay hiring range for this role is $120,000 – $126,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.\n","hostedUrl":"https://jobs.lever.co/dadavidson/cf1b84d6-7365-4baa-b464-56870ce56fa4","applyUrl":"https://jobs.lever.co/dadavidson/cf1b84d6-7365-4baa-b464-56870ce56fa4/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n \nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n \nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
Summary:
Lead and execute complex mobile application development initiatives using the React Native framework. This senior role is responsible for designing, developing, and maintaining secure, high-performance iOS and Android applications while collaborating closely with backend, API, UX, and security teams. The position emphasizes mobile architecture, code quality, performance optimization, and adherence to D.A. Davidson’s SDLC, security, and compliance standards.
\n
Qualifications:
• College diploma or university degree in Computer Science or related field.
• 7+ years of professional software development experience with 4+ years focused on mobile development.
• Strong hands-on experience with React Native, TypeScript, and modern JavaScript.
• Experience developing and deploying native mobile applications for both iOS and Android platforms.
• Working knowledge of native mobile concepts (Swift/Objective-C, Kotlin/Java) to support platform integrations.
• Experience integrating mobile applications with RESTful APIs and backend services.
• Experience implementing OAuth 2.0–based authentication and authorization in mobile applications, including secure token handling, refresh workflows, and integration with enterprise identity providers.
• Strong understanding of mobile performance optimization, offline storage, and secure data handling.
• Experience building and maintaining CI/CD pipelines for React Native mobile applications.
• Familiarity with mobile testing frameworks, automated testing, and app store release processes.
• Experience working in Agile/Scrum teams and following an established SDLC.
• Strong communication skills and the ability to collaborate with cross-functional teams and vendors.
• Highly self-motivated with strong attention to detail and ownership mindset.
• Ability to maintain regular, predictable attendance.
\n
Duties:
• Design, develop, and maintain enterprise-grade mobile applications using React Native.
• Define and implement mobile architecture patterns emphasizing scalability, performance, and testability.
• Integrate automated unit tests, static analysis, and quality gates into CI pipelines to enforce code quality standards.
• Automate iOS and Android builds, testing, and distribution using modern CI/CD tooling.
• Integrate Firebase App Distribution into CI workflows to streamline tester and QA access to mobile builds.
• Collaborate with backend engineering teams to design and consume secure APIs.
• Ensure mobile applications meet security, compliance, and data protection requirements.
• Conduct code reviews for internal and offshore developers to ensure adherence to engineering and security standards.
• Write clean, efficient, and well-documented code with appropriate unit and integration tests.
• Optimize mobile applications for performance, reliability, and user experience across devices.
• Participate in Agile ceremonies including sprint planning, standups, reviews, and retrospectives.
• Support production releases and provide off-hours support when required.
• Mentor developers and contribute to mobile development standards and best practices.
• Maintain ownership over application stability, uptime, and customer experience
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The potential base pay hiring range for this role is $95,000 – $110,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
Summary:
Lead and execute complex mobile application development initiatives using the React Native framework. This senior role is responsible for designing, developing, and maintaining secure, high-performance iOS and Android applications while collaborating closely with backend, API, UX, and security teams. The position emphasizes mobile architecture, code quality, performance optimization, and adherence to D.A. Davidson’s SDLC, security, and compliance standards.
\n
Qualifications:
• College diploma or university degree in Computer Science or related field.
• 7+ years of professional software development experience with 4+ years focused on mobile development.
• Strong hands-on experience with React Native, TypeScript, and modern JavaScript.
• Experience developing and deploying native mobile applications for both iOS and Android platforms.
• Working knowledge of native mobile concepts (Swift/Objective-C, Kotlin/Java) to support platform integrations.
• Experience integrating mobile applications with RESTful APIs and backend services.
• Experience implementing OAuth 2.0–based authentication and authorization in mobile applications, including secure token handling, refresh workflows, and integration with enterprise identity providers.
• Strong understanding of mobile performance optimization, offline storage, and secure data handling.
• Experience building and maintaining CI/CD pipelines for React Native mobile applications.
• Familiarity with mobile testing frameworks, automated testing, and app store release processes.
• Experience working in Agile/Scrum teams and following an established SDLC.
• Strong communication skills and the ability to collaborate with cross-functional teams and vendors.
• Highly self-motivated with strong attention to detail and ownership mindset.
• Ability to maintain regular, predictable attendance.
\n
Duties:
• Design, develop, and maintain enterprise-grade mobile applications using React Native.
• Define and implement mobile architecture patterns emphasizing scalability, performance, and testability.
• Integrate automated unit tests, static analysis, and quality gates into CI pipelines to enforce code quality standards.
• Automate iOS and Android builds, testing, and distribution using modern CI/CD tooling.
• Integrate Firebase App Distribution into CI workflows to streamline tester and QA access to mobile builds.
• Collaborate with backend engineering teams to design and consume secure APIs.
• Ensure mobile applications meet security, compliance, and data protection requirements.
• Conduct code reviews for internal and offshore developers to ensure adherence to engineering and security standards.
• Write clean, efficient, and well-documented code with appropriate unit and integration tests.
• Optimize mobile applications for performance, reliability, and user experience across devices.
• Participate in Agile ceremonies including sprint planning, standups, reviews, and retrospectives.
• Support production releases and provide off-hours support when required.
• Mentor developers and contribute to mobile development standards and best practices.
• Maintain ownership over application stability, uptime, and customer experience
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The potential base pay hiring range for this role is $95,000 – $110,000 annually. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary/Function:
\nLead and execute complex software development initiatives with a strong emphasis on front-end and back-end engineering using ReactJS, NodeJS and TypeScript frameworks. Collaborate with cross-functional teams, including Data Engineers, to deliver scalable, secure, and high-performance applications. Responsibilities include architecture design, full-stack development, integration, testing, and adherence to D.A. Davidson’s SDLC standards.
\n
\nQualifications:
\n• College diploma or university degree in Computer Science.
\n• 7+ years of experience in React, TypeScript, and JavaScript development.
\n• Proven experience building and scaling applications using technologies such as
Node.js and Express.
• Experience with CI/CD pipelines, source control (Git), and modern JS build tooling (Yarn/NPM)
\n• Strong understanding of REST APIs, frontend performance, accessibility, and responsive design.
\n• Experience working with Agile frameworks.
\n• Good knowledge of the Software Development Lifecycle (SDLC).
\n• Experience working with Object-oriented analysis and design.
\n• Experience leading feature delivery cycles in collaboration with cross-functional teams.
\n• Strong interpersonal and oral communication skills.
\n• Highly self-motivated and directed with a keen attention to detail.
\n• Work with third-party vendors while managing aggressive timelines.
\n• Ability to maintain regular, predictable attendance.
\n
\nDuties:
\n• Lead the development and support of business-critical applications, focusing on scalable architecture and maintainable codebases using ReactJS for dynamic user interfaces and NodeJS for robust server-side logic.
\n• Design, develop, and enhance complex applications based on detailed specifications, ensuring optimal performance and maintainability.
\n• Conduct thorough code reviews for off-shore development teams to ensure adherence to internal coding standards, architectural guidelines, and security best practices.
\n• Review and provide constructive feedback on code submitted by internal developers, promoting continuous improvement and knowledge sharing.
\n• Approve completed development work by other team members, ensuring it meets functional requirements, performance benchmarks, and quality standards before deployment.
\n• Write clean, efficient, and well-documented code; perform rigorous testing and debugging to ensure high-quality deliverables.
\n• Participate in scrum events: Sprint Planning, Daily Scrum, Sprint Review, and Sprint Retrospective
\n• Operate with a bias for action and take initiative to solve problems across the stack
\n• Expectation to provide production support during weekend and off-hours.
\n• Willing to periodically work flexible hours to work with resources in global time zones.
\n• Have a strong sense of ownership over application uptime, security, and customer experience
\n
\nWhat we offer:
\nCompetitive base salary and performance related bonuses plus excellent benefits and perks including, but not limited to:
\n• Medical, Dental and Vision
\n• Company 401(k) and profit-sharing contributions
\n• Generous sick, vacation, and maternity/parental leave
\n• Paid holidays
\n• Professional Development Opportunities
\n• Tuition Reimbursement ($15,000 lifetime cap)
\n• Discounted personal insurance including home, auto and recreational vehicles
\n• Charitable gift-matching program
\n• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work
\n
\nThe potential base pay hiring range for this role is $95,000 - $110,000. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
\n
\nD.A. Davidson has been in business since 1935! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
","id":"0be051d2-0ef9-4735-b092-738e18ce9f19","lists":[],"salaryRange":{"min":95000,"max":110000,"interval":"per-year-salary","currency":"USD"},"text":"Senior Software Engineer","country":"US","workplaceType":"remote","opening":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"Summary/Function:
\nLead and execute complex software development initiatives with a strong emphasis on front-end and back-end engineering using ReactJS, NodeJS and TypeScript frameworks. Collaborate with cross-functional teams, including Data Engineers, to deliver scalable, secure, and high-performance applications. Responsibilities include architecture design, full-stack development, integration, testing, and adherence to D.A. Davidson’s SDLC standards.
\n
\nQualifications:
\n• College diploma or university degree in Computer Science.
\n• 7+ years of experience in React, TypeScript, and JavaScript development.
\n• Proven experience building and scaling applications using technologies such as
Node.js and Express.
• Experience with CI/CD pipelines, source control (Git), and modern JS build tooling (Yarn/NPM)
\n• Strong understanding of REST APIs, frontend performance, accessibility, and responsive design.
\n• Experience working with Agile frameworks.
\n• Good knowledge of the Software Development Lifecycle (SDLC).
\n• Experience working with Object-oriented analysis and design.
\n• Experience leading feature delivery cycles in collaboration with cross-functional teams.
\n• Strong interpersonal and oral communication skills.
\n• Highly self-motivated and directed with a keen attention to detail.
\n• Work with third-party vendors while managing aggressive timelines.
\n• Ability to maintain regular, predictable attendance.
\n
\nDuties:
\n• Lead the development and support of business-critical applications, focusing on scalable architecture and maintainable codebases using ReactJS for dynamic user interfaces and NodeJS for robust server-side logic.
\n• Design, develop, and enhance complex applications based on detailed specifications, ensuring optimal performance and maintainability.
\n• Conduct thorough code reviews for off-shore development teams to ensure adherence to internal coding standards, architectural guidelines, and security best practices.
\n• Review and provide constructive feedback on code submitted by internal developers, promoting continuous improvement and knowledge sharing.
\n• Approve completed development work by other team members, ensuring it meets functional requirements, performance benchmarks, and quality standards before deployment.
\n• Write clean, efficient, and well-documented code; perform rigorous testing and debugging to ensure high-quality deliverables.
\n• Participate in scrum events: Sprint Planning, Daily Scrum, Sprint Review, and Sprint Retrospective
\n• Operate with a bias for action and take initiative to solve problems across the stack
\n• Expectation to provide production support during weekend and off-hours.
\n• Willing to periodically work flexible hours to work with resources in global time zones.
\n• Have a strong sense of ownership over application uptime, security, and customer experience
\n
\nWhat we offer:
\nCompetitive base salary and performance related bonuses plus excellent benefits and perks including, but not limited to:
\n• Medical, Dental and Vision
\n• Company 401(k) and profit-sharing contributions
\n• Generous sick, vacation, and maternity/parental leave
\n• Paid holidays
\n• Professional Development Opportunities
\n• Tuition Reimbursement ($15,000 lifetime cap)
\n• Discounted personal insurance including home, auto and recreational vehicles
\n• Charitable gift-matching program
\n• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work
\n
\nThe potential base pay hiring range for this role is $95,000 - $110,000. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
\n
\nD.A. Davidson has been in business since 1935! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
","descriptionBodyPlain":"Summary/Function:\nLead and execute complex software development initiatives with a strong emphasis on front-end and back-end engineering using ReactJS, NodeJS and TypeScript frameworks. Collaborate with cross-functional teams, including Data Engineers, to deliver scalable, secure, and high-performance applications. Responsibilities include architecture design, full-stack development, integration, testing, and adherence to D.A. Davidson’s SDLC standards.\n \nQualifications:\n• College diploma or university degree in Computer Science.\n• 7+ years of experience in React, TypeScript, and JavaScript development.\n• Proven experience building and scaling applications using technologies such as Node.js and Express.\n• Experience with CI/CD pipelines, source control (Git), and modern JS build tooling (Yarn/NPM)\n• Strong understanding of REST APIs, frontend performance, accessibility, and responsive design.\n• Experience working with Agile frameworks.\n• Good knowledge of the Software Development Lifecycle (SDLC).\n• Experience working with Object-oriented analysis and design.\n• Experience leading feature delivery cycles in collaboration with cross-functional teams.\n• Strong interpersonal and oral communication skills.\n• Highly self-motivated and directed with a keen attention to detail.\n• Work with third-party vendors while managing aggressive timelines.\n• Ability to maintain regular, predictable attendance.\n \nDuties:\n• Lead the development and support of business-critical applications, focusing on scalable architecture and maintainable codebases using ReactJS for dynamic user interfaces and NodeJS for robust server-side logic.\n• Design, develop, and enhance complex applications based on detailed specifications, ensuring optimal performance and maintainability.\n• Conduct thorough code reviews for off-shore development teams to ensure adherence to internal coding standards, architectural guidelines, and security best practices.\n• Review and provide constructive feedback on code submitted by internal developers, promoting continuous improvement and knowledge sharing.\n• Approve completed development work by other team members, ensuring it meets functional requirements, performance benchmarks, and quality standards before deployment.\n• Write clean, efficient, and well-documented code; perform rigorous testing and debugging to ensure high-quality deliverables.\n• Participate in scrum events: Sprint Planning, Daily Scrum, Sprint Review, and Sprint Retrospective\n• Operate with a bias for action and take initiative to solve problems across the stack\n• Expectation to provide production support during weekend and off-hours.\n• Willing to periodically work flexible hours to work with resources in global time zones.\n• Have a strong sense of ownership over application uptime, security, and customer experience\n \nWhat we offer:\nCompetitive base salary and performance related bonuses plus excellent benefits and perks including, but not limited to: \n• Medical, Dental and Vision\n• Company 401(k) and profit-sharing contributions \n• Generous sick, vacation, and maternity/parental leave\n• Paid holidays\n• Professional Development Opportunities\n• Tuition Reimbursement ($15,000 lifetime cap)\n• Discounted personal insurance including home, auto and recreational vehicles\n• Charitable gift-matching program\n• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work\n \nThe potential base pay hiring range for this role is $95,000 - $110,000. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.\n \nD.A. Davidson has been in business since 1935! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us! \n","hostedUrl":"https://jobs.lever.co/dadavidson/0be051d2-0ef9-4735-b092-738e18ce9f19","applyUrl":"https://jobs.lever.co/dadavidson/0be051d2-0ef9-4735-b092-738e18ce9f19/apply"},{"additionalPlain":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.\n \nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\n \nACKNOWLEDGMENT\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.\n","additional":"At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
Summary/Function:
Provide trust administration and research support to Trust & Fiduciary Advisors on the D.A. Davidson Trust Company team. Perform various administrative duties, foster quality client relationships and support relationships with Financial Professionals of the D.A. Davidson & Co. This position may support one Trust & Fiduciary Advisor or a group of Trust & Fiduciary Advisors.
\n
Qualifications:
• High School diploma and/or equivalent work experience; Associate or Bachelor’s Degree a plus
• Effective communication skills both verbal and written
• Proven analytical ability and detail orientation with ability to manage client and firm priorities
• Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software
• Ability to maintain client confidentiality
• Ability to work effectively as part of a team
• Ability to maintain regular, predictable attendance; ability to work overtime if needed
\n
Duties:
• Support Trust & Fiduciary Advisor(s) in the delivery of trust services. This includes facilitating all transactional activity in the account and directing disbursement of funds according to the governing document and/or court order. Ensure that the investment objectives defined in the governing document are met. Proactively identify issues and take preventative action.
• Review and maintain daily reports and other periodic forms; monitor and identify overdrafts; resolve and follow through to completion.
• Work with Trust & Fiduciary Advisors to support the opening and closing of accounts through D.A. Davidson Trust Company’s established account opening and closing processes; ensure these actions are completed in an accurate and timely manner.
• Allocate, coordinate and monitor account investments with the assigned investment manager to ensure adherence to the terms of the account and in keeping with fiduciary responsibilities.
• Adherence to all risk management related duties including supporting the completion of annual administrative and investment reviews, overseeing the retention and proper filing of client documentation and active participation in internal/external audits.
• Comply with all policies related to the management of unique assets held within assigned accounts.
• Provide back up support to Trust Associates and Trust & Fiduciary Advisors when they are away from the office.
• Perform any other duties and special projects as assigned.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The potential base pay hiring range for this role is $23.00 - $27.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! Our success is driven by our high standards of business ethics, integrity and conduct and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
Summary/Function:
Provide trust administration and research support to Trust & Fiduciary Advisors on the D.A. Davidson Trust Company team. Perform various administrative duties, foster quality client relationships and support relationships with Financial Professionals of the D.A. Davidson & Co. This position may support one Trust & Fiduciary Advisor or a group of Trust & Fiduciary Advisors.
\n
Qualifications:
• High School diploma and/or equivalent work experience; Associate or Bachelor’s Degree a plus
• Effective communication skills both verbal and written
• Proven analytical ability and detail orientation with ability to manage client and firm priorities
• Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software
• Ability to maintain client confidentiality
• Ability to work effectively as part of a team
• Ability to maintain regular, predictable attendance; ability to work overtime if needed
\n
Duties:
• Support Trust & Fiduciary Advisor(s) in the delivery of trust services. This includes facilitating all transactional activity in the account and directing disbursement of funds according to the governing document and/or court order. Ensure that the investment objectives defined in the governing document are met. Proactively identify issues and take preventative action.
• Review and maintain daily reports and other periodic forms; monitor and identify overdrafts; resolve and follow through to completion.
• Work with Trust & Fiduciary Advisors to support the opening and closing of accounts through D.A. Davidson Trust Company’s established account opening and closing processes; ensure these actions are completed in an accurate and timely manner.
• Allocate, coordinate and monitor account investments with the assigned investment manager to ensure adherence to the terms of the account and in keeping with fiduciary responsibilities.
• Adherence to all risk management related duties including supporting the completion of annual administrative and investment reviews, overseeing the retention and proper filing of client documentation and active participation in internal/external audits.
• Comply with all policies related to the management of unique assets held within assigned accounts.
• Provide back up support to Trust Associates and Trust & Fiduciary Advisors when they are away from the office.
• Perform any other duties and special projects as assigned.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The potential base pay hiring range for this role is $23.00 - $27.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! Our success is driven by our high standards of business ethics, integrity and conduct and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
\n
\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
\n
\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
\n
Function:
Serve as an in-house legal counsel to D.A. Davidson Companies, providing legal advice and guidance to support the conduct of the Companies’ business in compliance with all applicable laws, rules, and regulations and in a manner consistent with the highest standards of integrity and professional responsibility. The position supports the Companies’ capital markets businesses (equity and fixed income), with primary legal responsibility for the Fixed Income Capital Markets business, including municipal bonds (underwriting, municipal advisory, and secondary sales and trading) and taxable products (including certificates of deposit, preferred securities trading, and corporate, GSE, and U.S. Treasury securities).
\n
The role is responsible for advising on complex legal and regulatory matters, responding to legal inquiries from business and control personnel, and assisting in the development, implementation, and enhancement of policies, procedures, and business practices based on legal and regulatory analysis. Responsibilities include drafting, reviewing, and negotiating a broad range of transaction and commercial agreements, as well as providing legal support on strategic initiatives and firmwide projects.
\n
The position operates in a dynamic and evolving business and regulatory environment and is expected to adapt to changes in the Companies’ business activities, regulatory landscape, and technological developments, including the increasing use of data analytics, automation, and artificial intelligence in capital markets activities and legal service delivery.
\n
Qualifications:
• Juris Doctor degree and an active license to practice law in at least one U.S. jurisdiction.
• Significant experience advising financial institutions, including broker-dealers and municipal advisors, on capital markets and regulatory matters.
• Demonstrated knowledge of federal and state securities laws, rules, and regulations, including those applicable to fixed income products and capital markets activities.
• Substantial experience in capital markets legal practice, with a focus on fixed income products and transactions.
• Experience drafting, reviewing, and negotiating transaction documentation, engagement agreements, and client-facing disclosure materials.
• Strong analytical, judgment, communication, and negotiation skills, with the ability to provide practical, risk-based legal advice.
• Ability to manage multiple complex matters concurrently and deliver high-quality work product in a fast-paced environment.
• Strong attention to detail.
• Facility with technology-enabled work environments and willingness to leverage emerging tools and processes to improve efficiency and effectiveness.
• Ability to collaborate effectively with internal stakeholders, including senior management, business personnel, Compliance, and risk functions, as well as external counsel and regulators.
• High level of professionalism, discretion, and commitment to confidentiality.
• Ability to maintain regular, predictable attendance.
\n
Duties:
• Provide legal advice to senior management and producers in connection with capital markets activities.
• Recommend, develop, and assist in establishing, maintaining, and implementing Company policies and procedures based on legal and regulatory analysis.
• Serve as legal counsel to the Fixed Income and Equity Capital Markets business units on complex legal, regulatory, and transactional matters.
• Monitor, interpret, and communicate new or changing laws, rules, and regulations impacting the Companies, and assist in updating policies, procedures, and business practices as needed.
• Lead and coordinate complex legal projects involving Fixed Income Capital Markets, including municipal underwriting, municipal advisory, and corporate, agency, and government bond sales and trading.
• Draft, review, and negotiate a wide range of agreements and documentation, including underwriting agreements, municipal advisory agreements, non-disclosure agreements, and other transaction and commercial contracts.
• Respond to subpoenas, regulatory inquiries, examinations, and investigations, and coordinate with internal stakeholders and external counsel as appropriate.
• Manage and coordinate capital markets related litigation, including the engagement and supervision of outside counsel, document production, witness preparation, settlement negotiations and the development and execution of resolution strategies, in coordination with the General Counsel.
• Provide legal support to Compliance and other control functions on regulatory, licensing, and customer-related matters.
• Participate in strategic initiatives and special projects, including those involving new products, services, or technologies, and perform such other duties as may be assigned from time to time.
\n
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
\n
The potential base pay hiring range for this role is $150,000 to $225,000 yearly. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
\n
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
\n
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"\n
Function:
Serve as an in-house legal counsel to D.A. Davidson Companies, providing legal advice and guidance to support the conduct of the Companies’ business in compliance with all applicable laws, rules, and regulations and in a manner consistent with the highest standards of integrity and professional responsibility. The position supports the Companies’ capital markets businesses (equity and fixed income), with primary legal responsibility for the Fixed Income Capital Markets business, including municipal bonds (underwriting, municipal advisory, and secondary sales and trading) and taxable products (including certificates of deposit, preferred securities trading, and corporate, GSE, and U.S. Treasury securities).
\n
The role is responsible for advising on complex legal and regulatory matters, responding to legal inquiries from business and control personnel, and assisting in the development, implementation, and enhancement of policies, procedures, and business practices based on legal and regulatory analysis. Responsibilities include drafting, reviewing, and negotiating a broad range of transaction and commercial agreements, as well as providing legal support on strategic initiatives and firmwide projects.
\n
The position operates in a dynamic and evolving business and regulatory environment and is expected to adapt to changes in the Companies’ business activities, regulatory landscape, and technological developments, including the increasing use of data analytics, automation, and artificial intelligence in capital markets activities and legal service delivery.
\n
Qualifications:
• Juris Doctor degree and an active license to practice law in at least one U.S. jurisdiction.
• Significant experience advising financial institutions, including broker-dealers and municipal advisors, on capital markets and regulatory matters.
• Demonstrated knowledge of federal and state securities laws, rules, and regulations, including those applicable to fixed income products and capital markets activities.
• Substantial experience in capital markets legal practice, with a focus on fixed income products and transactions.
• Experience drafting, reviewing, and negotiating transaction documentation, engagement agreements, and client-facing disclosure materials.
• Strong analytical, judgment, communication, and negotiation skills, with the ability to provide practical, risk-based legal advice.
• Ability to manage multiple complex matters concurrently and deliver high-quality work product in a fast-paced environment.
• Strong attention to detail.
• Facility with technology-enabled work environments and willingness to leverage emerging tools and processes to improve efficiency and effectiveness.
• Ability to collaborate effectively with internal stakeholders, including senior management, business personnel, Compliance, and risk functions, as well as external counsel and regulators.
• High level of professionalism, discretion, and commitment to confidentiality.
• Ability to maintain regular, predictable attendance.
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Duties:
• Provide legal advice to senior management and producers in connection with capital markets activities.
• Recommend, develop, and assist in establishing, maintaining, and implementing Company policies and procedures based on legal and regulatory analysis.
• Serve as legal counsel to the Fixed Income and Equity Capital Markets business units on complex legal, regulatory, and transactional matters.
• Monitor, interpret, and communicate new or changing laws, rules, and regulations impacting the Companies, and assist in updating policies, procedures, and business practices as needed.
• Lead and coordinate complex legal projects involving Fixed Income Capital Markets, including municipal underwriting, municipal advisory, and corporate, agency, and government bond sales and trading.
• Draft, review, and negotiate a wide range of agreements and documentation, including underwriting agreements, municipal advisory agreements, non-disclosure agreements, and other transaction and commercial contracts.
• Respond to subpoenas, regulatory inquiries, examinations, and investigations, and coordinate with internal stakeholders and external counsel as appropriate.
• Manage and coordinate capital markets related litigation, including the engagement and supervision of outside counsel, document production, witness preparation, settlement negotiations and the development and execution of resolution strategies, in coordination with the General Counsel.
• Provide legal support to Compliance and other control functions on regulatory, licensing, and customer-related matters.
• Participate in strategic initiatives and special projects, including those involving new products, services, or technologies, and perform such other duties as may be assigned from time to time.
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What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
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The potential base pay hiring range for this role is $150,000 to $225,000 yearly. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
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D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
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At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
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\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
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\nACKNOWLEDGMENT
\nPlease answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Position Overview
We are seeking a highly motivated and experienced Vice President, Fixed Income Trader with deep expertise in taxable bonds to join our institutional trading desk. This role has a primary emphasis on corporate bond trading, while also requiring a foundational understanding of mortgage-backed securities (MBS) and agency securities. The ideal candidate will possess a strong grasp of credit markets, trading strategies, and risk management, and will contribute meaningfully to trade execution, idea generation, and overall desk profitability.
","id":"b5fcfe98-0656-42ee-a83f-e44d26951954","lists":[{"text":"Key Responsibilities:","content":"Execute trades in investment-grade and high-yield corporate bonds across primary and secondary markets.Execute trades in other taxable asset classes as needed.Provide market color and liquidity insights to sales teams.Monitor market developments, credit spreads, and macroeconomic indicators to identify opportunities.Maintain and manage trading books in coordination with a senior trader, within established risk parameters.Ensure compliance with regulatory requirements and internal trading policies.Develop and maintain relationships with counterparties, including dealers and institutional clients."},{"text":"Qualifications:","content":"Bachelor’s degree in Finance, Economics, or related field.5+ years of experience trading corporate bonds in a buy-side or sell-side environment.Strong analytical skills and deep understanding of fixed income products.Proven track record of generating trading ideas and managing risk effectively.Excellent communication and interpersonal skills.Proficiency in Bloomberg, Tradeweb, MarketAxess, and other trading platforms.Ability to thrive in a fast-paced, collaborative environment.Securities Industry Essentials Exam Series 7 and 63 licenses required or the ability to obtain within 60 days."},{"text":"What we offer:","content":"Competitive salaryMedical, Dental and VisionCompany 401(k)and ESOP contribution Generous sick, vacation, and maternity/parental leavePaid holidaysProfessional Development OpportunitiesTuition Reimbursement ($15,000 lifetime cap)Discounted personal insurance including home, auto and recreational vehiclesCharitable gift-matching programDavidson Day of Giving – Our tradition of positively impacting communities in which we live and work. "}],"salaryRange":{"min":100000,"max":125000,"currency":"USD","interval":"per-year-salary"},"salaryDescription":"The potential base pay hiring range for this role is $100,000 - $125,000 per year. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
","salaryDescriptionPlain":"The potential base pay hiring range for this role is $100,000 - $125,000 per year. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.\n","text":"Vice President, Fixed Income Trading","country":"US","workplaceType":"onsite","opening":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
","openingPlain":"D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.\n","descriptionBody":"Position Overview
We are seeking a highly motivated and experienced Vice President, Fixed Income Trader with deep expertise in taxable bonds to join our institutional trading desk. This role has a primary emphasis on corporate bond trading, while also requiring a foundational understanding of mortgage-backed securities (MBS) and agency securities. The ideal candidate will possess a strong grasp of credit markets, trading strategies, and risk management, and will contribute meaningfully to trade execution, idea generation, and overall desk profitability.
","descriptionBodyPlain":"Position Overview\nWe are seeking a highly motivated and experienced Vice President, Fixed Income Trader with deep expertise in taxable bonds to join our institutional trading desk. This role has a primary emphasis on corporate bond trading, while also requiring a foundational understanding of mortgage-backed securities (MBS) and agency securities. The ideal candidate will possess a strong grasp of credit markets, trading strategies, and risk management, and will contribute meaningfully to trade execution, idea generation, and overall desk profitability.\n","hostedUrl":"https://jobs.lever.co/dadavidson/b5fcfe98-0656-42ee-a83f-e44d26951954","applyUrl":"https://jobs.lever.co/dadavidson/b5fcfe98-0656-42ee-a83f-e44d26951954/apply"}]