Jobs at D.A. Davidson Companies

Administer and support enterprise computer systems, servers, workstations, applications, operating systems, and infrastructure. Resolve complex incidents, maintain system availability and security, implement backup and disaster recovery solutions, and improve automation and monitoring. Lead or contribute to migrations, upgrades, implementations, and technical projects. Create documentation, collaborate with internal teams and vendors, provide technical guidance, and participate in on-call and after-hours maintenance activities.

Leads advanced wealth planning and business development for ultra-high-net-worth clients. The role partners with financial advisors, cultivates new opportunities, delivers educational programs and client resources, and develops differentiated private wealth capabilities. Responsibilities require deep expertise in estate, tax, philanthropic, asset protection, and wealth transfer strategies, along with leadership, presentations, advisor consultation, and strategic initiative management.

Leads enterprise treasury strategy and operations covering cash, liquidity, capital, funding, investments, collateral, balance-sheet management, and treasury risk. Advises the CFO and senior leadership, manages banking and counterparty relationships, oversees regulatory compliance and controls, directs forecasting and stress testing, and develops executive reporting and treasury technology improvements. The role also leads treasury governance, supports audits and examinations, and ensures adequate liquidity and regulatory capital across the company and regulated entities.

Provides administrative and operational support for insurance and annuity business operations. Reviews new business orders, verifies licensing and documentation, processes carrier appointments, tracks continuing education, reconciles commissions, maintains records, supports regulatory documentation, and responds to advisor inquiries. Coordinates with carriers, vendors, compliance, accounting, and internal teams while identifying workflow and process improvements in a regulated financial services environment.

Coordinates wealth-planning workflows for high-net-worth clients by managing intake, scheduling, deliverables, documentation, handoffs, and planning communications. Supports advisors and senior planners, tracks capacity and reporting, coordinates events, and ensures processes meet regulatory, fiduciary, and operational standards. The role handles planning logistics and workflow coordination rather than providing financial advice.

Leads IT Problem Management and Change Enablement governance within application support. Owns problem and change processes, CAB coordination, change scheduling, root-cause follow-up, risk reviews, change models, metrics, audit evidence, and KCS practices. Coordinates business and technical stakeholders, coaches teams, tracks corrective actions, improves knowledge quality, and supports compliance with security, regulatory, and confidentiality requirements.

Provide paralegal and administrative support to the General Counsel and legal team, including legal research, document and contract preparation, litigation and e-discovery support, subpoena responses, vendor/contract management, regulatory filing assistance, calendar/travel/meeting coordination, and maintaining confidential legal files and tracking logs.

Supports the rollout of Davidson Connect CRM across wealth management branches by preparing and validating data, assisting with user testing and launches, answering workflow questions, developing training resources, and maintaining CRM and Envestnet data. The role also supports other wealth management applications, user communications, training schedules, and team projects, with occasional travel as needed.

Lead full-stack development using React, Node and TypeScript. Design scalable architecture, write and review code, ensure performance, accessibility and security, mentor off-shore teams, participate in Agile ceremonies, support production (including weekends/off-hours), and collaborate with cross-functional teams to deliver business-critical applications.