D.A. Davidson
DIA - Operations Manager
Great Falls, MT · Staff+
Sponsorship not specifiedDetected 116 days ago
AccountingProcess ImprovementPerformance ManagementLeadershipCommunicationInternal Audit
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
- We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better.
- Key areas of focus include process improvements and support for our growing firm's key initiatives.
- This role will partner closely with an existing Operations Manager to oversee a team responsible for core operational processes and serve as a partner to senior leadership in maintaining efficient workflows, strong internal controls, and a culture of accountability and continuous improvement.
- Oversee daily operational activities including account administration, trading support, reconciliation, data integrity, and system workflows.
- Identify, implement, and monitor operational controls to mitigate risk and ensure accuracy and timeliness across functions.
- Lead, mentor, and develop an operations team, including goal‑setting, performance management, and professional development.
- Lead or support firm‑wide operational initiatives, including system enhancements, vendor transitions, and business continuity planning.
- Prepare operational reporting and metrics for senior management to support informed decision‑making.
- At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
Nice to have
- Bachelor's degree required, advanced degree or relevant certifications a plus.
- Minimum of 7 to 10 years of progressive experience in operations within an investment adviser, asset manager, or financial services firm.
- Familiarity with portfolio accounting, trading, and custody platforms.
- Excellent organizational, analytical, and problem‑solving skills.
- Strong written and verbal communication skills with the ability to interact effectively with senior leadership.
- Collaborative mindset with a commitment to contributing to team success.
- Duties: Operational Oversight
- Ensure operational processes are well‑documented, consistently followed, and scalable as the firm grows.
Compensation
- You can learn more about our company culture and impact in our latest annual report.
Benefits
- Competitive salary plus excellent benefits and perks including, but not limited to:
- Medical, Dental and Vision
- Company 401(k)and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Tuition Reimbursement ($15,000 lifetime cap)
- We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status.
- The company offers strong benefits and prioritizes client success.
- Those interested in learning more or applying should email the hiring manager.
Company info
- 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.
- Davidson Investment Advisors, founded in 1975, manages $7 billion in assets and is a wholly owned subsidiary of D.A. Davidson Companies.
Equal opportunity
- We are an equal opportunity employer and value diversity at our company.
- Please contact us to request accommodation.
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This listing is sourced directly from D.A. Davidson's careers page and normalized into a canonical job model.