D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. 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. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. 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.
Summary/Function:
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and process-oriented person to join our growing team in Seattle, WA. Working closely with IT, Senior & Branch Leadership, and Human Capital, the Wealth Management New Hire Support Specialist will serve as the primary internal touchpoint and coordinator in planning and executing successful new hire and employee job changes. This role is responsible for creating and managing a structured, engaging, and comprehensive process for onboarding and offboarding employees and supporting job changes within Wealth Management, with an emphasis on IT coordination and enablement. Additionally, the Support Specialist will collaborate on special projects associated with new branch offices, branch renovations, and hardware refreshes.
Qualifications:
- Bachelor’s degree, preferably in information systems, business, communication, or a related field required.
- Working knowledge of the securities industry and financial markets.
- Strong technology skills, including proficiency with Microsoft Office and other applications used within the securities industry.
- Ability to work consistently from local D.A. Davidson office location.
- Ability to travel as needed for onboarding, hardware refreshes, and new branch location openings (Estimated 10-20% based on need).
Key Skills & Competencies:
- Highly motivated and resourceful self-starter with superior attention to detail.
- Skilled in designing, implementing, and continuously improving scalable processes that can adapt to different roles, departments, and branches.
- Ability to manage multiple onboarding or job change processes simultaneously, keeping each stage and employee on track.
- Excellent communication skills delivered in a creative, service-oriented and solutions-based manner that helps employees feel valued and connected.
- Ability to think and work independently in a proactive and forward-looking manner, multi-task, prioritize, and follow through on assigned work.
- Ability to handle confidential information and matters with discretion.
- Willingness to obtain SIE & Series 99 (if not already licensed).
Duties:
- Create and maintain job profile documentation including standard applications used by each and required approvals for each.
- Create and manage a structured onboarding and job change process with checklists, timelines, and educational materials to ensure a consistent experience.
- Submit and track new hire, job change, and offboarding requests through the D.A. Davidson Support Portal on the manager’s behalf.
- Partner with IT to ensure hardware and application needs are understood and made available upon new hire or job change start date or within expected service level agreement requirements.
- Partner with Managers and the Transitions Team to coordinate and oversee new office set-ups in support of recruiting activity.
- Monitor tasks, ensure timely completion of key steps, and track progress across different stages of onboarding and job changes.
- Provide reporting on onboarding outcomes and trends to Wealth Management, Human Capital, and IT Leadership.
- Assist in coordinating and scheduling specialized training for new hires to ensure they receive job-specific knowledge and tools needed to succeed.
- Collect feedback and recommend improvements to the onboarding, job change, offboarding, and hardware replacement process.
- Perform other duties as assigned.
What we Offer:
- Medical, Dental and Vision
- Company 401(k)and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
- Discounted personal insurance including home, auto and recreational vehicles
- Charitable gift-matching program
- Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. 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. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident
Privacy Policy.
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Last updated on Jan 15, 2025