Solutions Program Specialist

D.A. Davidson Companies is an independent, employee‑owned financial services firm with more than 90 years of history. The company emphasizes a client‑first culture, integrity, service, and collaboration, fostering an environment where employees are trusted, encouraged to communicate openly, and empowered to strengthen the experience delivered to clients, colleagues, and communities.

Primary Qualifications

• Bachelor’s degree in business administration, finance, risk management, or a related field; an equivalent combination of education and relevant experience may be considered.
• Series 7 and 66 licenses required or ability to obtain them 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, with 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.

Benefits

• Medical, dental, and vision coverage.
• Company 401(k) and ESOP contributions.
• Generous sick, vacation, and maternity/parental leave.
• Paid holidays.
• Professional development opportunities.
• Tuition reimbursement (lifetime cap $15,000).
• Discounted personal insurance including home, auto, and recreational vehicles.
• Davidson Day of Giving – a tradition of positively impacting the communities in which we live and work.

Pay

The potential starting base salary range for this role is $68,000 to $83,000. Compensation will be determined on a case‑by‑case basis, considering factors such as skills, relevant work experience, and geographic location.