CRM Lead Engineer

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary:
We are looking for a Microsoft Dynamics 365 (CRM) Senior Software Engineer, experienced in designing and developing Microsoft-based business solutions in cloud environments using Dynamics 365 and Power Platform, to join our rapidly growing team.  D.A. Davidson has several MS CRM Dynamics deployments.  This CRM Lead Engineer will be a member of the Agile team that will principally focus on D.A. Davidson’s MS CRM Dynamics deployment for 2 business units.  As a member of this team, this position will be responsible for supporting, designing, and managing CRM deployments for Davidson Investment Advisors (DIA) and Davidson Fixed Income Capital Markets.  Responsibilities will include troubleshooting, expanding and optimizing the existing deployments, and working with product management to maintain and manage work against a multiyear roadmap.  This position will report to the Vice President, Systems & Applications Manager, who oversees engineering for all our MS CRM deployments.  This individual will work as part of a dedicated product team in conjunction with other software development teams, database architects, business analysts and end users. 
Qualifications: 
•    Commitment to maintain client confidentiality and data security
•    Communicate in a clear and service-oriented manner; use appr...