Desktop Solutions Group Specialist

D.A. Davidson

4d • $32 - $38

About The Position

D.A. Davidson Companies is seeking a Desktop Solutions Group Specialist to support the rollout of Davidson Connect, a new CRM across Wealth Management. The specialist will prepare data, support branches through launch, and train Financial Advisors and associates to use the new tools. As the rollout concludes, the role will expand to support other core Wealth Management applications, providing broad exposure to the technology used in the business and opportunities to develop skills.

The position supports phased branch conversions, user testing, launch assistance, training resources, and application data maintenance. It also involves communicating user feedback and training needs to the Director of Desktop Solutions, contributing to team projects and communications, and supporting the training calendar. Occasional travel may be required based on business needs. Work locations are flexible.

Requirements

• Associate or bachelor’s degree in business or a related field, or equivalent work experience.
• Familiarity with CRM or other database applications.
• Proficiency in Microsoft 365, including Outlook, Teams, Word, Excel, and PowerPoint.
• Strong attention to detail and ability to handle repetitive work accurately and confidentially.
• Patient, service-minded communication skills, including the ability to explain technical steps in plain language.
• Flexible, collaborative approach and ability to adapt to changing priorities.

Nice To Haves

• Experience in client service, application support, training, or financial services.

Responsibilities

• Support the phased rollout of Davidson Connect, including data entry, cleanup, and validation before and after branch conversions.
• Assist with user testing and branch launches, guiding users through data, navigation, and workflow questions.
• Build training resources and FAQs, and answer questions from Financial Advisors and branch associates.
• Maintain CRM and Envestnet data, and share user feedback and training needs with the Director of Desktop Solutions.
• Develop knowledge of other core Wealth Management applications and support team projects, communications, and the training calendar.
• Travel occasionally based on business needs.

Benefits

• Medical, dental, and vision benefits.
• Company 401(k) and ESOP contribution.
• Sick leave, vacation, and maternity/parental leave.
• Paid holidays.
• Professional development opportunities.
• Tuition reimbursement, with a $15,000 lifetime cap.
• Discounted personal insurance, including home, auto, and recreational vehicles.
• Charitable gift-matching program.
• Davidson Day of Giving.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree