Executive Assistant, Technology Investment Banking
New York, New York, United States
You'll support **senior bankers** in a fast-paced **Technology Investment Banking** team, managing complex calendars, travel, and client logistics. Your core impact will be ensuring smooth operations and enabling executives to focus on client relationships and transactions. This hybrid role in New York offers the chance to work in a **collaborative, high-autonomy environment**.
Hybrid|Senior|Full-time|Finance
Registered Client Associate
Pasadena, California, United States
You'll support a **high-producing team** in our Pasadena office, handling client service and account documents. Your role ensures **accuracy and compliance** in a fast-paced environment while assisting with financial plans and order entry.
Client Associate
Oregon, United States
You'll work alongside Financial Professionals to provide excellent client service and support in an **employee-owned firm**. You'll manage client requests, account maintenance, and assist with **financial planning**. This role offers a clear path to obtain FINRA licenses and advance your career.
You'll design and maintain secure Azure environments using **Infrastructure as Code** and **DevOps best practices**. You'll partner with security and application teams to deliver resilient cloud platforms. This role emphasizes automation and platform reliability.
Remote|Mid|Full-time|Finance
Director of Transitions
Seattle, Washington, United States
You'll **set the strategic direction** for the advisor transition program at D.A. Davidson, building a scalable and compliant experience. You'll **partner across departments** to translate requirements into practical standards. Your work will **shape high-stakes transitions** for experienced Financial Advisors.
Client Associate
Bozeman, Montana, United States
You'll support **Financial Professionals** by delivering outstanding client service and managing account operations. Your impact drives client satisfaction and regulatory compliance. You'll also get to **complete FINRA exams** (Series 7/66) to advance your career in financial services.
You'll coordinate marketing initiatives for the **Fixed Income & Capital Markets** business, supporting senior team members with **digital content and collateral** production. You'll ensure materials are accurate, timely, and aligned with **brand and compliance standards**.
Quantitative Analyst, Public Finance
You'll build and audit cash flow and pricing models for municipal bond transactions, supporting a **growing Development Finance team**. Your analyses will directly inform **new-issue pricing and refunding scenarios** under tight deadlines. This high-visibility role offers **direct exposure to senior leadership** and live transactions.
You'll coordinate **early-career talent programs** and support **New Advisor Training and Acquisition** initiatives. You'll manage program logistics, reports, and events to drive department success. This role offers **employee-owned culture** with growth opportunities.
You'll join a **90-year-old independent firm** supporting trust administration for clients. Your core impact will be ensuring **accurate account servicing** and compliance with regulations. This role offers **hands-on experience in fiduciary services** within a supportive team.
Investment Banking Vice President, Diversified Industrials
You'll lead **M&A and capital markets transactions** for clients in the **diversified industrials** sector. You'll manage deal execution, coach junior bankers, and build client relationships. This role offers the chance to work with a top-tier investment banking team in Washington, D.C.
Senior|Full-time|Financial Services
You'll serve institutional clients like nonprofits and endowments, helping them **structure and steward investment portfolios**. You'll drive business growth by **prospecting and converting new clients** while collaborating with investment and operations teams. This role offers the chance to **work in a supportive, employee-owned firm** with a strong ethical culture.
Senior|Full-time|Financial Services
You'll design and develop **AI-powered workflows** using Microsoft Copilot Studio and Power Platform to enhance productivity. You'll integrate **enterprise data and systems** for context-rich automation. This role combines software engineering with **emerging AI capabilities** in a financial services setting.
Mid|Full-time|Financial Services
You'll work alongside Financial Professionals to provide excellent client service and support. You'll manage account documents, process transactions, and help craft comprehensive financial plans. This role offers **growth opportunities** in financial services and the chance to **complete FINRA exams**.
Junior|Full-time|Financial Services
Portfolio Administrator/Trader
You'll execute trades for fixed income and equity portfolios and manage client accounts alongside the Davidson Investment Advisors team. You'll drive initiatives to enhance efficiency and optimize workflows. **This role offers professional development opportunities** in an **employee-owned firm** with a strong culture.
Mid|Full-time|Financial Services
Portfolio Administrator/Trader
You'll execute trades and manage portfolios for fixed income and equity strategies. You'll collaborate with operations, client service, and portfolio management teams. This role offers **ownership over trade execution** and **opportunities to drive process improvements**.
Junior|Full-time|Financial Services
You'll work alongside Financial Professionals to provide excellent client service and support in a **team-critical role** at an employee-owned financial services firm. Your core impact involves managing client requests, maintaining account documents, and solving complex issues to support comprehensive financial planning. This role offers **growth opportunities** including sponsorship for FINRA licensing exams.
Full-time|Financial Services
You'll support a team of financial professionals by providing exceptional client service, assisting with investment research, and maintaining accurate account records. You'll help prepare client reports and reconcile accounts, directly impacting the team's efficiency. This role offers growth in a collaborative, employee-owned environment.
Mid|Full-time|Financial Services
You'll join an employee-owned financial services firm, supporting Financial Professionals in Great Falls. You'll manage client requests, account maintenance, and help craft financial plans. **This role offers the opportunity to complete the Series 7/66 exams** and **grow within the firm**.
Junior|Full-time|Financial Services
Vice President, Fixed Income Trading
You'll lead **corporate bond trading** on the institutional desk, executing trades across primary and secondary markets. You'll provide **market color and liquidity insights** to sales teams while managing risk within established parameters. This role offers **direct impact on desk profitability** in a collaborative, employee-owned firm.
Senior|Full-time|Financial Services
Associate Vice President, Risk Management
You'll join the Risk Management team at an independent, employee-owned company to build out the enterprise risk management program. You'll analyze and monitor market, credit, operational, and liquidity risks, reporting to the Chief Risk Officer. This role offers a chance to shape risk frameworks for a **90-year-old firm** with a **strong community focus**.
Remote|Senior|Full-time|Financial services
You'll design and optimize data integration architectures for D.A. Davidson's flagship **Client Access applications**. Your work will directly impact **financial services data systems** and modernize legacy structures into **cloud-based architectures**.
Remote|Senior|Full-time|Financial Services
Registered Client Associate
You'll support a high-producing team in our Everett, WA office, handling account documents and client transactions. Your work will ensure **exceptional client service** and **regulatory compliance**. This role offers **professional development opportunities** and a supportive, employee-owned culture.
Mid|Full-time|Financial Services
Managed Assets Research Associate
You'll support the Managed Assets Research department at an employee-owned firm, helping develop investment recommendations and manage asset allocation portfolios. Your core impact will be delivering high-quality research and communications to financial advisors and their clients. This role offers exposure to CFA/CAIA charter pursuit and a collaborative culture.
Mid|Full-time|Financial Services
Investment Banking Associate, Diversified Industrials
You'll work with senior bankers on strategic assignments in the Diversified Industrials group, assisting with M&A, public offerings, and private placements. You'll gain deep industry exposure through a four-year program with mentorship and training. This role offers direct client interaction and the chance to contribute to live deals.
You'll join an employee-owned firm with a 90-year history, building mobile solutions for financial services. You'll contribute to a collaborative culture that values integrity and community impact.
Remote|Senior|Full-time|Finance
Vice President, Equity Capital Markets
You'll lead day-to-day execution of equity capital markets transactions including public offerings and private placements. You'll project manage strategic assignments, translate Director and Managing Director objectives into actionable tasks, and coach junior bankers. This role offers the chance to build client relationships and drive business development at a leading investment banking firm.
You'll join an independent, employee-owned firm with a 90-year history. You'll support financial advisors in delivering outstanding client service. This role offers a friendly, open culture with opportunities for community involvement.
You'll support financial advisors in delivering outstanding service to clients at an employee-owned firm. You'll help manage client accounts and process transactions while upholding high ethical standards.
Experienced Investment Banking Analyst, Diversified Industrials
You'll work with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, and private placements. You'll build financial models and support live deals in a **fast-paced investment banking environment**. This role offers direct client interaction and **hands-on deal execution**.
Experienced Investment Banking Analyst, Diversified Industrials
You'll play an important role working with senior bankers on strategic assignments, assisting clients with **mergers and acquisitions**, **public offerings**, **private placements** and other advisory services. You'll support business development activities and attend client meetings.
You'll **lead complex initiatives** for the internal workflow application (TRAX) at an employee-owned financial services firm. Your work will directly enhance operational efficiency across Wealth Management and Operations. This role offers **strategic ownership** of product roadmap decisions.
Remote|Mid|Full-time|Finance
You'll be the first point of contact for visitors and vendors, managing daily office functions and ensuring a **professional work environment**. You'll coordinate with facilities and IT teams on **office space, logistics, and improvements**, and assist with **employee engagement events** and new hire onboarding.
You'll lead **full-stack development** with ReactJS and NodeJS, collaborating with cross-functional teams to deliver scalable, secure applications. Your work will directly impact business-critical systems at an employee-owned financial firm.
Remote|Senior|Full-time|Finance
Experienced Investment Banking Analyst - Consumer Group
You'll play a critical role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, and private placements. You'll **develop industry-specific knowledge** within the Consumer group and **create financial analyses** for valuations and projections. The program includes training with Wall Street Prep and mentorship for promotion to Associate after three years.
Computer Network Administrator
You'll support D.A. Davidson's data and voice networks, handling **ticket resolution**, installations, and training. You'll ensure network performance and reliability for a **90-year-old employee-owned firm**. The role provides growth through **CCNA-level certification** support.
Investment Banking Associate, Consumer Group
You'll join a **Consumer Group** within a national investment bank, working on **M&A, IPOs, and advisory transactions**. You'll build financial models, create client materials, and support senior bankers while managing deal teams. This role offers full **exposure to live deals** and client interaction.