Product Delivery- Lead

D.A. Davidson’s Special District Group; Davidson (NC); On-site; USD 76,237 - 88,667; Full time

Benefits offered by this job

Competitive salary

Medical, Dental and Vision

401(k) contribution

Generous paid leave

Tuition Reimbursement

Job summary

D.A. Davidson’s Special District Group in Davidson, NC is seeking an experienced analyst to manage platforms and workflows. Responsibilities include leading projects, collaborating with various departments, and ensuring platform stability. Ideal candidates will have a Bachelor's degree with 2-3 years experience in the securities industry, and proficiency in Microsoft 365. The position offers competitive salary, benefits, and opportunities for professional development.

Qualifications

• Bachelor's degree or equivalent work experience.
• 2-3 years relevant business experience in the securities industry.
• Understanding of iterative development and software development processes.

Responsibilities

• Lead complex initiatives across project phases.
• Coordinate with management and stakeholders.
• Gather and analyze requirements from business needs.

Skills

Analytical skills

Stakeholder management

Microsoft 365 proficiency

Problem-solving

Communication skills

Education

Bachelor's degree

Certified Scrum Product Owner (CSPO)

Job description

Summary/Function

Apply and expand expertise gained from education and work experience in the securities industry to analyze, maintain, implement, and continually enhance the internal workflow application (TRAX). The employee will balance responsibilities across training, platform and integration development, managing incidents and changes, and strategic planning for the platform. This role leads Change Management discussions with Wealth Management, Operations, and other affected departments, and builds business requirements for future integrations and workflows. Collaboration with internal teams and external partners is required to implement processes in the workflow, identify opportunities, resolve complex issues, and provide input on solutions for evolving regulatory demands and organizational changes. Additionally, this position supports the manager as lead analyst by researching major projects, training team members, and offering expert technical knowledge on the platform.

Qualifications/Requirements

• Bachelor's degree or equivalent work experience
• Certified Scrum Product Owner (CSPO) or similar certification is preferred
• 2‑3 years relevant business experience
• Prior experience or working knowledge of the securities industry
• Understand fundamentals of iterative development, software development process and procedures
• Expertise in the principles of Product Management, stakeholder management, market and user research, technology management, and process design
• Proven success developing business cases, roadmaps, product execution strategies for complex or large‑scope products and integrations
• Strong analytical, product management, and attention to detail
• Logical problem solver with ability to adapt in a high‑impact environment, prioritize, and meet deadlines
• Advanced skills in Microsoft 365 suite with particular emphasis on CoPilot AI
• Lead with integrity, honesty, and expertise to support D.A. Davidson's culture, values, and mission
• Ability to follow policies and procedures, maintain client confidentiality, and maintain regular, predictable attendance
• Excellent communication, collaboration, and influence skills among all organizational levels; strong facilitation and executive communications skills

Duties

• Lead and direct complex, high‑profile initiatives across all project phases, balancing competing priorities, timelines, and resources while aligning work to the firm’s product roadmap and strategic objectives.
• Serve as a primary representative for major firm‑level projects, acting on behalf of the department across Wealth Management, Operations, IT, and other divisions. Contribute expertise and support in complex projects and enhancements to D.A. Davidson's platforms and tools.
• Coordinate with the Manager and stakeholders to align priorities with D.A. Davidson’s product roadmap and collect feedback. Communicate product strategy to senior leaders.
• Lead release evaluation, planning, and prioritization with the advisory team and manager to resolve issues and achieve firm objectives efficiently.
• Prioritize work against enterprise, division, and product strategies. Effectively communicate rationale and impact for prioritization choices.
• Partner with business stakeholders to interpret branch and operations needs and translate them into clear application, workflow, and operational requirements.
• Gather and analyze requirements through interviews, documentation review, surveys, and workflow analysis to identify true business needs and ensure successful project and form execution.
• Ability to communicate and present technical requirements and dependencies, in person, online and over the phone.
• Collaborate closely with IT, developers, and external vendors to maintain platform stability, manage incidents and issues to ensure continuity of daily operations, define technical goals, and balance usability with performance.
• Act as the primary liaison with external software vendors for requirements definition, issue resolution, and ongoing platform enhancements.
• Lead development and maintenance of training resources, procedural documentation, and ongoing training for the internal D.A. Davidson team.
• Perform additional duties and special projects as assigned.

What we offer

• Competitive salary (base pay $76,237 to $88,667 yearly)
• Medical, Dental and Vision
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement (up to $15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift‑matching program
• Davidson Day of Giving – tradition of positively impacting communities

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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