Search the 20 jobs at D.A. Davidson Companies

The Client Associate will support Financial Advisors by providing exceptional client service, managing client requests, processing account documents, and assisting with financial planning. This role involves communication, relationship building, and innovative process improvement within a fast-paced regulatory environment.

The Financial Advisor Recruiter will identify and recruit qualified Financial Advisors for D.A. Davidson by leveraging networking, social media, and industry events. Responsibilities include managing the recruiting pipeline, developing sourcing strategies, and maintaining candidate relationships. This role requires strong relationship management and negotiation skills.

The Experienced Research Associate supports Analysts in conducting equity research, analyzing market trends, and creating financial models. The role requires collaborating within a team, formulating investment opinions, and communicating findings to clients. It’s ideal for candidates passionate about capital markets and looking to develop expertise in financial analysis.

The New Accounts Associate is responsible for opening and maintaining client accounts in accordance with procedures. The role requires strong organizational skills, attention to detail, effective communication, and the ability to work independently and within a team. Duties include reviewing account documents, updating client information, resolving issues, and assisting with workflow processing.

The Computer Systems Administrator will support and manage the company's computer systems, ensuring reliability and efficiency. Responsibilities include administering servers and workstations, managing enterprise applications, responding to incidents, and automating processes. The role also involves ensuring backup implementations meet recovery objectives and assisting with project management tasks as directed.

The Senior Data Engineer will expand and optimize data and pipeline architecture, manage data flows, mentor junior team members, and contribute to data infrastructure and technology roadmaps in a collaborative environment, focusing on complex data initiatives.

The New Hire Support Specialist coordinates onboarding and offboarding processes for employees in the Wealth Management sector. This includes partnering with IT and leadership to ensure seamless transitions, creating structured processes, and managing documentation and requests while also handling special projects related to new branch openings and hardware updates.

The Client Associate will provide exceptional client service and support, managing client requests, account maintenance, and financial planning assistance. They will also handle client funds, develop communications, and innovate processes while adhering to compliance policies.

The Network Architect is responsible for designing, documenting, planning, and executing network solutions including routing, switching, firewalls, wireless, and voice platforms. They ensure the implementation of consistent design principles and collaborate with IT teams on technology plans while providing strategic consultation to business leaders.

The Enterprise Support Specialist at D.A. Davidson Companies responds to branch associate inquiries, coordinates with Operations to resolve issues, and assists in providing information to the Wealth Management group. The role requires strong communication skills and a knowledge of securities regulations, while tracking inquiries and collaborating with various departments.

The IT Systems Architect is responsible for designing, documenting, and executing IT systems solutions, including storage and compute platforms, servers, and Azure EntraID/Active Directory, while ensuring consistent design principles are implemented.

The Client Associate provides administrative and operational support to Financial Advisors, ensuring compliance with policies and managing client relationships. Responsibilities include customer service, maintaining confidentiality, preparing meeting materials, and facilitating client account management activities.

The Computer Support Specialist provides technical support to users, resolves hardware and software issues, and works with business applications while adhering to ITIL principles. The role involves troubleshooting, customer service, managing incidents, and maintaining documentation and cybersecurity practices.

As a Client Associate at D.A. Davidson, you will support Financial Professionals by providing exceptional client service, managing account requests, and maintaining documentation while adhering to compliance regulations. This role involves problem-solving, communication, and relationship-building with clients, alongside opportunities for professional growth within the financial services industry.

The Public Finance Administrative Assistant will support the Managing Director and banking team at D.A. Davidson by conducting research, preparing transaction-related documents, and maintaining databases. The role emphasizes client service skills, attention to detail, and adherence to financial regulations, while managing various administrative tasks.

As a Client Associate, you'll support Financial Professionals in delivering exceptional client service, addressing account maintenance, managing client requests, and crafting financial plans while adhering to compliance standards.

The Office Manager at D.A. Davidson Companies will oversee daily office operations, coordinate events, manage office supplies, provide administrative support, and ensure effective communication among staff and visitors. This role aims to enhance company culture and streamline procedures within a fast-paced environment.

The Senior Product Manager at D.A. Davidson Companies will lead cross-functional teams to define and execute the digital product strategy, optimize user experiences, and ensure alignment with business objectives. The role includes managing digital product development, enhancing customer engagement through data-driven strategies, and overseeing product profitability.

The Executive Assistant will support the Technology Investment Banking team by managing calendars, coordinating meetings and travel, processing expense reports, compiling reports, and assisting with presentations. This role requires excellent organizational skills, communication abilities, and experience in a fast-paced environment.

As a Client Associate at D.A. Davidson, you will provide exceptional client service support, work collaboratively with financial professionals, and handle multiple tasks in a deadline-oriented environment. Duties include managing client requests, processing account information, assisting with financial plans, and ensuring compliance with regulations.