Jobs at D.A. Davidson Companies

Support the Trust Company's Compliance Officer and Operations team by performing routine risk and operations testing, coordinating audits, maintaining compliance logs, handling operations reporting, supporting online client access, coordinating corporate actions, and assisting on special projects.

Provide comprehensive administrative support to a public finance banking team: manage calendars and large meetings, handle confidential communications, plan events, assist marketing and research, prepare presentation documents, coordinate expenses and invoices, and ensure compliance with FINRA/SEC/MSRB. In-office role with occasional overtime.

The Azure Cloud Engineer will design, deploy, and maintain secure Azure environments using IaC, manage CI/CD pipelines, and ensure cloud security and compliance while collaborating with cross-functional teams.

Conduct onsite and virtual compliance examinations of wealth management branch offices, collect and analyze data, evaluate adherence to Firm policies and regulations, draft inspection communications, escalate issues, assist with investigations and restricted trade reviews, maintain records, recommend process improvements, and support branch compliance as an ongoing contact.

The Director of Transitions leads D.A. Davidson’s advisor transition strategy, ensuring compliance and enhancing client experiences through process improvements and collaboration across departments.

Provide legal advice for capital markets businesses, focusing on fixed income products, and ensure compliance with regulatory matters. Manage documentation, litigation, and strategic initiatives.

Develop AI capabilities using Microsoft tools, integrate AI solutions within enterprise systems, ensure compliance and security, and collaborate with team members for continuous improvement.

Provide administrative support to the Fixed Income Sales team, manage institutional account onboarding and documentation, resolve trade discrepancies, liaise with Trading, Compliance, and Operations, and assist Trading and Underwriting desks with ad-hoc requests and account inquiries.

Support Operations and Wealth Management with operational reporting, data compilation/validation, standard queries, vendor coordination, client mailings/e-delivery, process documentation, and basic user guidance for reporting and AI tools.

As a Client Associate, you will support Financial Professionals by managing client requests, processing account documents, providing detailed client service, and assisting with financial plans and communications.

The Quantitative Analyst supports Fixed Income Capital Markets with financial modeling, pricing, and analytical support for public finance and structured transactions, partnering with bankers and traders to execute deals.

The Payroll and Accounting Operations Associate processes payroll, manages accounts, oversees vendor communications, and ensures compliance with accounting standards.

Provide client service and operational support to Financial Professionals: manage client requests, account maintenance, process documents and transfers, assist with financial plans and client communications, streamline processes, and ensure compliance with branch and firm policies. Part-time role focused on accuracy, problem-solving, and collaborative client-facing support.

Design, implement and maintain scalable, secure data repositories and integrations for web and mobile applications. Lead migrations/refactors to cloud/service-based architectures, oversee third-party engineers, build CI/CD and telemetry, enforce governance/security, optimize data delivery, and collaborate with architects, analysts and product teams to support business-critical financial services applications.

The Client Associate supports Financial Professionals by providing excellent client service, handling client requests, account maintenance, and assisting in financial planning and communication efforts.

The Client Associate will support Financial Professionals by providing outstanding client service, managing account requests, and assisting with financial planning and compliance activities.

The Computer Network Administrator supports and manages the company's data and voice networks, resolves technical issues, and assists employees with IT incidents and tickets.

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.

Lead design, develop, and maintain enterprise-grade React Native iOS and Android apps. Drive mobile architecture, CI/CD, security (OAuth2), performance optimization, testing, and cross-functional collaboration. Mentor developers and support production releases.

Lead business development across the Mid-Atlantic to grow assets under management by cultivating and expanding relationships with RIAs, advisors, bank trust departments, family offices, and consultants. Develop territory plans, collaborate with investment and service teams to deliver tailored solutions, represent the firm at events, maintain CRM activity records, and provide market intelligence to senior leadership.