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: 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 • Charitable gift-matching program • Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The potential base pay hiring range for this role is $89,000 – $122,000 annually. 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.
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: 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 • Charitable gift-matching program • Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The potential base pay hiring range for this role is $89,000 – $122,000 annually. 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.
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: 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 • Charitable gift-matching program • Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. The potential base pay hiring range for this role is $89,000 – $122,000 annually. 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. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. ACKNOWLEDGMENT Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.BS degree in business administration, finance, risk management, or related field; Series 7 and 66 or ability to obtain within 6 months; investment product experience preferred; strong relationship-building, attention to detail, communication, project management, and collaboration skills.
Key Responsibilities
- supporting financial professionals
- managing asset relationships
- leading cross-functional projects
Skills & Tools
BisonExchange
Job Details
- Category: Finance and Accounting
- Seniority: Entry Level
- Commitment: Full Time
- Workplace: Remote — United States
- Salary: USD 89,000 – 122,000 / year
- Languages: English
Benefits
- 401k matching
- Generous paid time off
- Tuition reimbursement
- Retirement plan
- Generous parental leave
About D.A. Davidson Companies
An independent, employee-owned financial services firm with a 90-year history, dedicated to integrity, ethics, and outstanding client service. — Industry: Finance