About the Role
Be part of something big at D.A. Davidson. We are rolling out Davidson Connect, our new CRM, across Wealth Management, and we’re looking for a Desktop Solutions Group Specialist to help our branches make the move with confidence. You’ll be the friendly, knowledgeable face of the transition: preparing data, supporting branches through launch, and training Financial Advisors and associates to get the most out of the new tools. As the rollout wraps up, your role will grow to cover other core Wealth Management applications, giving you broad exposure to how technology powers our business and a clear path to build your skills.
What You Bring:
• Associate or bachelor’s degree in business or a related field, or equivalent work experience.
• Experience in client service, application support, training, or financial services preferred.
• Familiarity with CRM or other database applications, and proficiency in Microsoft 365 (Outlook, Teams, Word, Excel, PowerPoint).
• Strong attention to detail, with the ability to handle repetitive work accurately and confidentially.
• Patient, service-minded communicator who explains technical steps in plain language.
• Flexible, collaborative team player who adapts well to changing priorities.
What You’ll Do:
• Support the phased rollout of Davidson Connect, including data entry, cleanup, and validation before and after branch conversions.
• Help with user testing and branch launches, guiding users through data, navigation, and workflow questions.
• Build training resources and FAQs, and answer questions from Financial Advisors and branch associates.
• Maintain CRM and Envestnet data, and share user feedback and training needs with the Director of Desktop Solutions.
• Grow your knowledge of other core Wealth Management applications and support team projects, communications, and the training calendar.
• Occasional travel may be required based on business needs.
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
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The potential base pay hiring range for this role is $32.00 - $37.50. 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. We are flexible with work locations.
D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
Skills Required
- Associate or bachelor's degree in business or a related field, or equivalent work experience
- Experience in client service, application support, training, or financial services
- Familiarity with CRM or other database applications
- Proficiency in Microsoft 365, including Outlook, Teams, Word, Excel, and PowerPoint
- Strong attention to detail and ability to handle repetitive work accurately and confidentially
- Patient, service-minded communication skills with ability to explain technical steps plainly
- Flexibility, collaboration, and ability to adapt to changing priorities
D.A. Davidson Companies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about D.A. Davidson Companies and has not been reviewed or approved by D.A. Davidson Companies.
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Equity Value & Accessibility — Employee ownership through an ESOP is positioned as a core part of total rewards, complementing cash compensation. Ownership is framed as adding long‑term value alongside other benefits.
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Retirement Support — 401(k) options and company contributions via profit‑sharing are highlighted as part of the package. Early eligibility and combined ESOP/401(k) design can materially boost long‑term retirement savings when the firm performs well.
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Parental & Family Support — Paid parental, adoption, and surrogacy leave are explicitly offered. Broader paid time off and holidays are emphasized in role materials.
D.A. Davidson Companies Insights
What We Do
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S. Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions. We are with our clients every step of the way—leveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities.
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