Wealth Management Solutions Specialist

D.A. Davidson Companies; Denver (CO); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) ESOP

Job summary

D.A. Davidson Companies in Denver is seeking a Solutions Program Specialist to support Wealth Management product solutions, including lending, cash management, and managed asset programs.

You will partner across Wealth Management, Advisor Solutions, Operations, and Compliance to provide clear guidance and timely resources to Financial Professionals. The role requires a bachelor’s degree in business or finance, Series 7/66 or ability to obtain, and strong written and verbal communication, with

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 required or ability to obtain within six months of hire
• Relevant experience in financial services, wealth management, financial planning, private banking, product support, or a related client/advisor support function preferred
• Strong written and verbal communication skills, including the ability to explain information clearly to Financial Professionals, internal partners, and business leaders
• Demonstrated ability to manage details, coordinate multiple priorities, follow through on commitments, and support projects across teams
• Sound analytical, problem-solving, and judgment skills, with the ability to evaluate information, identify issues, and recommend practical solutions
• Strong interpersonal and relationship-building skills, with a collaborative, service-oriented approach

Responsibilities

• Support the operational execution of advisory fee changes, including coordinating required steps, monitoring progress, and helping ensure timely and accurate completion
• Partner with Wealth Management, Advisor Solutions, Operations, Compliance, and other internal teams to support product programs, processes, and related initiatives
• Provide clear, responsive product support and guidance to Financial Professionals as they evaluate appropriate solutions for clients
• Collaborate with members of the Advisor Solutions team to strengthen existing product and service offerings and identify opportunities to improve the advisor experience
• Assist with the development, maintenance, and communication of product resources, process documentation, and advisor-facing materials
• Participate in Advisor Solutions, Wealth Planning Group, or other Wealth Management projects and initiatives as assigned
• Monitor relevant industry, marketplace, and competitive trends to help inform product support and program recommendations
• Perform other related duties as assigned

Skills

Strong communication

Relationship building

Attention to detail

Cross-team collaboration

Education

Bachelor’s degree in business/finance

Job description

D.A. Davidson Companies in Denver is seeking a Solutions Program Specialist to support Wealth Management product solutions, including lending, cash management, and managed asset programs.

You will partner across Wealth Management, Advisor Solutions, Operations, and Compliance to provide clear guidance and timely resources to Financial Professionals. The role requires a bachelor’s degree in business or finance, Series 7/66 or ability to obtain, and strong written and verbal communication, with