Solutions Program Specialist

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 Companies is an independent, employee-owned financial services firm with more than 90 years of history, a strong client-first culture, and a longstanding commitment to integrity, service, and collaboration. We take pride in creating an environment where employees are trusted to contribute, encouraged to communicate openly, and empowered to help strengthen the experience we deliver to our clients, colleagues, and communities.

We are seeking a Solutions Program Specialist to play an important role in supporting Wealth Management product solutions supporting  Financial Professionals deliver thoughtful, effective guidance to clients. Reporting to the Director, Product, Lending and Cash Solutions, this position will assist with the promotion, administration, and ongoing support of lending, cash management, and managed asset programs. The ideal candidate will bring strong service orientation, sound judgment, and the ability to partner across teams to provide clear guidance, responsive support, and accurate resources that help advisors serve clients with confidence

Primary Qualifications:
·    Bachelor’s degree in business administration, finance, risk management, or a related field; equivalent combination of education and relevant experience may be considered.
·    Series 7 and 66 licenses required or ability to obtain within six months of hire.
·    Relevant experience in financial services, wealth management, financial planning, private banking, product support, or a related client/advisor support function preferred.
·    Strong written and verbal communication skills, including the ability to explain information clearly to Financial Professionals, internal partners, and business leaders.
·    Demonstrated ability to manage details, coordinate multiple priorities, follow through on commitments, and support projects across teams.
·    Sound analytical, problem-solving, and judgment skills, with the ability to evaluate information, identify issues, and recommend practical solutions.
·    Strong interpersonal and relationship-building skills, with a collaborative, service-oriented approach.

Primary Duties:
·    Support the operational execution of advisory fee changes, including coordinating required steps, monitoring progress, and helping ensure timely and accurate completion.
·    Partner with Wealth Management, Advisor Solutions, Operations, Compliance, and other internal teams to support product programs, processes, and related initiatives.
·    Provide clear, responsive product support and guidance to Financial Professionals as they evaluate appropriate solutions for clients.
·    Collaborate with members of the Advisor Solutions team to strengthen existing product and service offerings and identify opportunities to improve the advisor experience.
·    Assist with the development, maintenance, and communication of product resources, process documentation, and advisor-facing materials.
·    Participate in Advisor Solutions, Wealth Planning Group, or other Wealth Management projects and initiatives as assigned.
·    Monitor relevant industry, marketplace, and competitive trends to help inform product support and program recommendations.
·    Perform other related 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
•    Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work!

The potential starting base salary range for this role is $68,000 to $83,000. 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.

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.

 

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.