Investment Solutions Consultant

Summary/Function

D.A. Davidson Companies is an independent, employee-owned firm with more than 90 years of history, built on integrity, ethics, and exceptional service to our clients and each other.

As our Investment Solutions Consultant, you'll be the go-to resource for Financial Professionals, internal partners, and asset managers. You'll support the administration and growth of our Investment Solutions, including mutual funds, ETFs, unit investment trusts, closed-end funds, 529 plans, and donor advised funds.

Primary Qualifications:

· BS degree in business administration, finance, risk management, or a related field
· Series 7 and 66, or ability to obtain within 6 months
· Investment product experience, especially mutual funds and/or ETFs, a plus
· Builds strong relationships with Financial Professionals through proactive, timely service and consistent follow-through
· Exceptional attention to detail and commitment to accuracy, quality, and regulatory compliance
· Excellent written and verbal communication, strong project management, and cross-team collaboration skills

Primary Duties:

• Partner with Financial Professionals to provide education, guidance, and support on investment solutions.
• Manage strategic asset manager relationships, coordinating business development, sponsorships, educational events, and webinars.
• Serve as the subject matter expert on product availability, platform eligibility, mutual fund share class selection, due diligence, and implementation.
• Support Financial Professional onboarding and transitions by analyzing incoming books of business, identifying conversion opportunities, and facilitating access to approved solutions.
• Lead cross-functional projects from concept to completion: building plans and timelines, coordinating stakeholders, and driving results.
• Plan and execute partner events, conferences, and sponsorships, including agendas, budgets, vendors, logistics, speakers, and attendee communications.
• Keep the Investment Solutions presence on the BisonExchange current and engaging with timely content and resources.

What We Offer:

• 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.