About the job
About D. A. Davidson Companies
D. A. Davidson Companies is an independent, employee-owned firm with a 90-year history. The company values integrity, ethics, and exceptional service for both clients and colleagues. Collaboration and open communication are central to the culture, supporting growth at both the organizational and individual levels. Community involvement and giving back are core values. For more on company culture, see the latest annual report.
Role Overview: Senior CRM Lead Engineer
This Senior CRM Lead Engineer position centers on Microsoft Dynamics 365 and the Power Platform. The role involves designing and developing Microsoft-based business solutions in cloud environments. Key responsibilities include supporting the deployment of MS CRM Dynamics for two business units: Davidson Investment Advisors (DIA) and Davidson Fixed Income Capital Markets.
Main Responsibilities
- Design and develop solutions using Microsoft Dynamics 365 and Power Platform.
- Troubleshoot, enhance, and optimize existing Dynamics deployments.
- Work within an Agile team structure.
- Collaborate with product management to align engineering work with a multi-year roadmap.
- Partner with software development teams, database architects, business analysts, and end users to deliver business value.
- Report directly to the Vice President, Systems & Applications Manager, who leads MS CRM engineering.
Location
This position is open to candidates based in the Western States or Midwest.

