Teams at D.A. Davidson Companies

Designs, develops, deploys, and supports enterprise ETL/ELT processes, API integrations, data pipelines, and reusable integration frameworks. Maintains batch, near-real-time, and event-driven architectures while troubleshooting performance and reliability issues. Implements data quality, lineage, metadata, governance, and regulatory controls. Monitors production workflows, tunes queries and pipelines, supports releases, and documents technical designs. Collaborates with business users, architects, engineers, analysts, and reporting teams in Agile development, testing, code review, and continuous improvement.

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.

Provides client service and administrative support in a financial services branch. Responsibilities include managing account requests and documents, processing transactions and fund transfers, resolving account issues, supporting financial plan preparation, coordinating client communications and events, and maintaining compliance with regulatory policies.