Business Development

    • Job Tracking ID: 85444-358044
    • Job Location: Bozeman, MT
    • Job Level: Any
    • Level of Education: BA/BS
    • Job Type: Full-Time/Regular
    • Date Updated: 09/14/2023
    • Years of Experience: 5+
    • Starting Date: ASAP
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Job Description

The Business Development position works with Financial Professionals to identify opportunities for Davidson Investment Advisors’ various investment solutions to be utilized in their books of business. This position is expected to develop quality relationships across D.A. Davidson & Co. and other wealth management platform channels to support the growth of Davidson Investment Advisors. A successful candidate for this position will be a thoughtful, dynamic, sales-minded professional with a passion for active public equity and fixed income investing.

Experience and Skills

* Bachelor’s Degree or equivalent education and related training; advanced degree or professional designation a plus
* 5+ years industry experience in a business development function with experience sourcing and closing new business
* Familiarity with actively-managed investment strategies, modern portfolio theory, and separate account management concepts and product offerings
* Series 65 or 66 license, or ability to attain within first three months of employment
* Excellent written, verbal and presentation skills with the ability to work independently in a fast-paced team environment.
* Proven ability to proactively work successfully with both external and internal clients.
* Ability to travel as needed (approximately 20-40% travel on an annual basis)

* Develop, cultivate, and manage strong relationships with Financial Professionals through consultative and proactive service- both in-person and virtual
*Provide superior client service through a responsive, thoughtful, and organized approach to managing both existing client and prospective client relationships
* Deliver sales presentations, seminars, and consulting meetings with Financial Professionals and other Centers of Influence across partner distribution channels
* Identify needs for and contribute to the creation and distribution of marketing and other promotional efforts
* Document and track sales and client service activity in CRM system
* Participate in special projects and initiatives as needed

What we offer:
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
* 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.

D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!

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, gender, 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.