Be part of something big at D.A. Davidson. We are rolling out Davidson Connect, our new CRM, across Wealth Management, and we’re looking for a Desktop Solutions Group Specialist to help our branches make the move with confidence. You’ll be the friendly, knowledgeable face of the transition: preparing data, supporting branches through launch, and training Financial Advisors and associates to get the most out of the new tools. As the rollout wraps up, your role will grow to cover other core Wealth Management applications, giving you broad exposure to how technology powers our business and a clear path to build your skills.

Associate or bachelor’s degree in business or a related field, or equivalent work experience.

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

Familiarity with CRM or other database applications, and proficiency in Microsoft 365 (Outlook, Teams, Word, Excel, PowerPoint).

Strong attention to detail, with the ability to handle repetitive work accurately and confidentially.

Patient, service-minded communicator who explains technical steps in plain language.

Flexible, collaborative team player who adapts well to changing priorities.

Support the phased rollout of Davidson Connect, including data entry, cleanup, and validation before and after branch conversions.

Help 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.

Grow your knowledge of other core Wealth Management applications and support team projects, communications, and the training calendar.

Desktop Solutions Group Specialist

Responsibilities

Qualification

Required

Preferred

Benefits

Company

Dadavidson

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