4 jobs found

Job Description Summary/Function: The Business Tools Analyst, Trainer and CRM Associate for Wealth Management is part of the Desktop Solutions Group, and will be responsible for product implementation of tools, and other Financial Advisor desktop tools. The Desktop Solutions Group supports Wealth Management branches in ongoing training through branch visits, webinars, recorded videos, remote access to individual user’s desktops, phone calls with individual users and assistance via email. Experience and Skills Qualifications: * Minimum of a Bachelor’s degree in business or related field, or 5 years related experience * Industry experience in retail investments, estate planning, financial planning, audit, accounting, or insurance preferred * 5-8 years of experience as a successful trainer * Excellent written and verbal communication skills * Experience with the Thomson Reuters / BETA, Trade Web, CRM, Envestnet, Hearsay and/or other Wealth...

Job Description Summary/Function: The HR Systems and Operations Analyst is responsible for helping to drive and maintain process improvement, data integrity, analytics, reporting, and special projects in support of departmental initiatives and programs. This role will report to the Senior Analyst and work in close collaboration with IT, FP&A Data Analytics, Payroll, relevant external vendors, and other members of the Human Capital team on the development, testing, and implementation of various departmental systems and processes to implement deliverables. Experience and Skills Qualifications: * Bachelor’s degree strongly preferred, or equivalent experience. * High-level of proficiency with Microsoft Word, Outlook, PowerPoint, and Excel including pivot tables, VLOOKUP, macros and advanced charting. * Experience with IT systems and programs, reporting tools, and user interfaces; prior experience with an HRIS system or Workday is a strong plus....

Job Description D.A. Davidson is seeking a dynamic individual to join our team as the IT Business Systems Manager who will oversee and manage all personnel activities of the IT Application Support group, which is a growing team that currently consists of 10 associates. The successful candidate will have prior management experience, the ability to work and collaborate with senior business stakeholders, and they will excel at developing and enforcing IT support procedures, guidelines, and frameworks to ensure our team is successful. D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 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 adaptive culture, and encourage candid communication and productive collaboration across our firm. Just as we work to improve...

Job Description D.A. Davidson is seeking a dynamic individual to join our team as the IT Business Systems Manager who will oversee and manage all personnel activities of the IT Application Support group, which is a growing team that currently consists of 10 associates. The successful candidate will have prior management experience, the ability to work and collaborate with senior business stakeholders, and they will excel at developing and enforcing IT support procedures, guidelines, and frameworks to ensure our team is successful. D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 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 adaptive culture, and encourage candid communication and productive collaboration across our firm. Just as we work to improve...