D.A. Davidson

DIA - Operations Manager

D.A. Davidson

5 days ago
Great Falls, MT
Onsite
Full Time
Senior
3 applicants
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D.A. Davidson
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About this role

The Operations Manager oversees daily operational functions of an SEC-registered investment adviser, ensuring operational excellence, scalability, and regulatory readiness. The role focuses on process improvements and supporting key initiatives while leading an operations team and partnering with senior leadership.

Skills

Qualifications

Bachelor’s Degree7 to 10 Years ExperienceTeam Management ExperiencePortfolio Accounting FamiliarityTrading Systems Knowledge
D.A. Davidson

About D.A. Davidson

dadavidson.com

D.A. Davidson is a U.S.-based financial services firm that provides wealth management, brokerage, investment banking, capital markets, and trust services to individuals, families, businesses, and municipalities. The firm offers personalized financial planning, portfolio management, equity and fixed‑income trading, and middle‑market advisory and underwriting services. Known for a client‑focused, regional‑to‑national footprint and an employee‑owned culture, D.A. Davidson emphasizes long‑term relationships, independent research, and tailored capital solutions.

About D.A. Davidson

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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