Investment Solutions Consultant

Job not on LinkedIn

🔥 5 minutes ago

🇺🇸 United States – Remote

💵 $89k - $122k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💻 Solutions Engineer

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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D.A. Davidson Companies

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1935

💸 Finance

Finance • Investment Banking • Wealth Management

D. A. Davidson Companies is a comprehensive financial services company that offers a wide array of services to individual investors, corporations, and institutions. With a history of 88 years, they provide wealth management, equity capital markets, investment banking, and trust services. D. A. Davidson is committed to guiding clients through life's key financial moments with services like retirement planning, estate planning, education planning, and more. Additionally, they are involved in public finance, offering expertise in municipal advisory services, tribal financing, and fixed income capital markets. Renowned for their professional money management and advisory solutions, D. A. Davidson emphasizes personalized client service and strategic investment advice. Their investment advisors use a research-based approach to ensure client portfolios align with their financial goals. The firm's dedicated team is also involved in community empowerment initiatives nationwide, leveraging their extensive knowledge in various sectors to benefit the communities they serve.

📋 Description

• Serve as the go-to resource for Financial Professionals, internal partners, and asset managers • Support the administration and growth of Investment Solutions, including mutual funds, ETFs, unit investment trusts, closed-end funds, 529 plans, and donor advised funds • 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 by 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

🎯 Requirements

• 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

🏖️ Benefits

• 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