Teams at D.A. Davidson Companies

Provides administrative and execution support for marketing projects, social media scheduling, campaigns, content updates, and client communications. Coordinates content gathering, drafting, approvals, compliance reviews, scheduling, documentation, and project timelines. Serves as a liaison with internal clients and stakeholders, supports meetings and request intake, processes expense reports, monitors social media activity, and assists with proofreading, editing, organization, filing, and basic design tasks.

The Director of Transitions leads D.A. Davidson’s advisor transition strategy, ensuring compliance and enhancing client experiences through process improvements and collaboration across departments.

Develop AI capabilities using Microsoft tools, integrate AI solutions within enterprise systems, ensure compliance and security, and collaborate with team members for continuous improvement.