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Operations Manager at D.A. Davidson Companies | Great Falls, MT

On-site Full-time

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Experience Level

Manager

Qualifications

Qualifications:Bachelor's degree is required; an advanced degree or relevant certifications are advantageous. A minimum of 7 to 10 years of progressive experience in operations within an investment advisory, asset management, or financial services environment. Proven track record of managing and developing teams effectively. Familiarity with portfolio accounting, trading, and custody platforms. Demonstrated ability to design, implement, and uphold operational processes and controls. Exceptional organizational, analytical, and problem-solving skills. Strong written and verbal communication skills, with the capacity to engage effectively with senior leadership.

About the job

D. A. Davidson Companies is a distinguished independent, employee-owned financial services firm with a legacy of excellence spanning 90 years. Our commitment to integrity and ethical business practices drives us to provide exceptional service to our clients and each other. We nurture a collaborative and open culture, fostering candid communication and productive engagement that enhances our operations and individual growth. Our dedication extends beyond client success; we strive to strengthen local communities, with giving back as one of our core values. For further insights into our company culture and impact, please refer to our latest annual report.

Davidson Investment Advisors, established in 1975 and managing assets worth $7 billion, operates as a wholly owned subsidiary of D. A. Davidson Companies. Headquartered in Great Falls, MT, we offer a comprehensive range of financial services including wealth management, asset management, trust services, and capital markets solutions across the United States. Our robust benefits package reflects our priority on client success and employee well-being. To learn more or to submit your application, please reach out directly to the hiring manager.

About D.A. Davidson Companies

D. A. Davidson Companies is a leading independent financial services firm, dedicated to delivering high-quality wealth management, asset management, and investment advisory services. With a strong emphasis on ethical practices and community involvement, we prioritize both our clients' success and the well-being of the communities we serve.

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