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.
Skills Required
- Bachelor's degree in business administration, finance, risk management, or a related field; equivalent education and relevant experience may be considered.
- Series 7 and Series 66 licenses, or ability to obtain both within six months of hire.
- Relevant experience in financial services, wealth management, financial planning, private banking, product support, or client/advisor support.
- Strong written and verbal communication skills, including the ability to explain information clearly.
- Ability to manage details, coordinate multiple priorities, follow through on commitments, and support cross-team projects.
- Strong analytical, problem-solving, and judgment skills.
- Strong interpersonal and relationship-building skills with a collaborative, service-oriented approach.
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.
