D.A. Davidson
Senior Vice President, Business Development
Richmond, VA · Exec
Sponsorship not specifiedDetected 12 days ago
CRMSalesBusiness DevelopmentResearchCommunicationCollaborationCFA
About the role
- D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years.
- Just as we work to improve our clients' financial well-being, we also work to strengthen local communities-and giving back is one of our core values.
- You can learn more about our company culture and impact in our latest annual report.
Responsibilities
- Develop and execute a territory business plan focused on gathering new assets and expanding strategic relationships.
- Collaborate with investment and client service professionals to deliver tailored solutions for prospective clients. Relationship Management
- Build and maintain long-term relationships through consultative engagement and ongoing service.
- Work closely with portfolio managers, research analysts, and operations team members to support sales initiatives.
- Maintain accurate and timely activity records within CRM systems.
- Collaborate with investment and client service professionals to deliver tailored solutions for prospective clients.
Requirements
- Bachelor's degree in Finance, Business, Economics, Marketing, or related field.
Compensation
- You can learn more about our company culture and impact in our latest annual report.
Benefits
- Medical, Dental and Vision
- Company 401(k)and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Tuition Reimbursement ($15,000 lifetime cap)
- Support relationships with platform gatekeepers, due diligence teams, consultants, and home-office decision makers to increase access and distribution.
- Represent Davidson Investment Advisors at conferences, industry events, and educational programs.
- Contribute to marketing campaigns, educational content, and business development materials.
Company info
- At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
- We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other.
Equal opportunity
- We are an equal opportunity employer and value diversity at our company.
- Please contact us to request accommodation.
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