Solutions Program Specialist

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.

D.A. Davidson Companies is an independent, employee-owned financial services firm with more than 90 years of history, a strong client-first culture, and a longstanding commitment to integrity, service, and collaboration. We take pride in creating an environment where employees are trusted to contribute, encouraged to communicate openly, and empowered to help strengthen the experience we deliver to our clients, colleagues, and communities.
We are seeking a Solutions Program Specialist to play an important role in supporting Wealth Management product solutions supporting  Financial Professionals deliver thoughtful, effective guidance to clients. Reporting to the Director, Product, Lending and Cash Solutions, this position will assist with the promotion, administration, and ongoing support of lending, cash management, and managed asset programs. The ideal candidate will bring strong service orientation, sound judgment, and the ability to partner across teams to provide clear guidance, responsive support, and accurate resources that help advisors serve clients with confidence
Primary Qualifications:
·    Bachelor’s degree in business administration, finance, risk management, or a related field; equivalent combination of education and relevant experience may be considered.
·    Series 7 and 66 licenses...