---
title: 'DIA - Operations Manager at D.A. Davidson'
canonical: 'https://feeny.ai/job/dia-operations-manager-d-a-davidson-great-falls-qcj6gem8t6s3'
type: 'job'
last_seen: '2026-09-10'
---

# DIA - Operations Manager at D.A. Davidson

- **Company:** D.A. Davidson
- **Location:** Great Falls, MT
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-03-27
- **Last confirmed live:** 2026-09-10
- **Apply:** https://jobs.lever.co/dadavidson/1309630b-6729-46b6-bbf6-c7fd9743291c

## Job description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 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.

Davidson Investment Advisors, founded in 1975, manages $7 billion in assets and is a wholly owned subsidiary of D.A. Davidson Companies. Headquartered in Great Falls, MT, D.A. Davidson Companies is an employee-owned financial services firm providing wealth management, asset management, trust, and capital markets services across the United States. The company offers strong benefits and prioritizes client success. Those interested in learning more or applying should email the hiring manager.

Summary: The Operations Manager is responsible for the administration of day‑to‑day operational functions of an SEC‑registered investment adviser in a collaborative leadership structure, ensuring operational excellence, scalability, and regulatory readiness.  Key areas of focus include process improvements and support for our growing firm’s key initiatives.  This role will partner closely with an existing Operations Manager to oversee a team responsible for core operational processes and serve as a partner to senior leadership in maintaining efficient workflows, strong internal controls, and a culture of accountability and continuous improvement. The ideal candidate brings deep experience in investment management operations, demonstrated leadership of operational teams, and a strong understanding of the regulatory environment applicable to registered investment advisers. Qualifications/Requirements:

- Bachelor’s degree required, advanced degree or relevant certifications a plus.
- Minimum of 7 to 10 years of progressive experience in operations within an investment adviser, asset manager, or financial services firm.
- Demonstrated experience managing and developing a team.
- Familiarity with portfolio accounting, trading, and custody platforms.
- Proven ability to design, implement, and maintain effective operational processes and controls.
- Excellent organizational, analytical, and problem‑solving skills.
- Strong written and verbal communication skills with the ability to interact effectively with senior leadership.
- Collaborative mindset with a commitment to contributing to team success. Duties: Operational Oversight
- Oversee daily operational activities including account administration, trading support, reconciliation, data integrity, and system workflows.
- Ensure operational processes are well‑documented, consistently followed, and scalable as the firm grows.
- Identify, implement, and monitor operational controls to mitigate risk and ensure accuracy and timeliness across functions.
- Serve as a subject matter expert for operational systems and third‑party service providers.

## Team Leadership & Management

- Lead, mentor, and develop an operations team, including goal‑setting, performance management, and professional development.
- Foster a collaborative, high‑performing team environment with clear accountability and ownership of responsibilities.
- Participate in hiring, onboarding, and training of operations staff.
- Model behaviors in alignment with the firm’s Team Agreement, which is a commitment to the following: o    Curiosity (avoid becoming defensive and remaining open to learning) o    Accountability (taking 100% responsibility (no more; no less) for results; no blaming) o    Candor (engaging in courageous truth-telling to increase power and speed in decisions) o    Awareness (tapping every emotional and intuitional resource for decisions) o    Passion (discovering and allowing people to do what they do best) o    Appreciation (expressing gratitude and fostering a culture of sincere cooperation) Process Improvement & Strategic Initiatives
- Evaluate existing workflows and identify opportunities for efficiency, automation, and improved controls.
- Lead or support firm‑wide operational initiatives, including system enhancements, vendor transitions, and business continuity planning.
- Prepare operational reporting and metrics for senior management to support informed decision‑making. 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.

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.

## ACKNOWLEDGMENT

Please answer all questions carefully.  By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.

## About D.A. Davidson

## Company Overview
- **One-liner**: D.A. Davidson is a full-service investment firm providing wealth management, capital markets, investment banking, and fixed income services to individuals, corporations, and institutions.
- **Entity Type**: Private (employee-owned)
- **Headquarters**: Great Falls, Montana, USA
- **Founded**: 1935
- **Founders**: Not publicly available

## Core Business
- **Primary industry**: Financial Services
- **Target customers**: B2C (individuals and families), B2B (corporations, institutions, middle market companies)
- **Mission**: Deliver confidence for what’s next by combining deep expertise with personalized guidance and the strength to scale.

## Products & Services
- **Wealth Management**: Personalized financial planning and advisory services for individuals and families (Service).
- **Trust Services**: Estate and trust administration (Service).
- **Investment Management**: Discretionary portfolio management through Davidson Investment Advisors (Service).
- **Equity Capital Markets**: Institutional research, sales, and trading focused on the middle market (Service).
- **Investment Banking**: M&A advisory, capital raising, and strategic transactions for middle market companies (Service).
- **Fixed Income Capital Markets**: Underwriting, sales, and trading of municipal and other fixed income securities (Service).

## Market Standing
- **Valuation**: Not disclosed (private company)
- **Key Metric**: Annual Revenue of $778M (LinkedIn estimate)
- **Notable Investors/Partners**: Employee-owned; no external investors listed. Partners include national exchanges and middle market clients.
- **Growth Signals**: Headcount of 923 (+4.7% YoY); LinkedIn followers grew 31.8% in the past year; 10 offices across the U.S. (including New York, Denver, Seattle, Omaha, Great Falls); conflicting headcount of 1,144 reported on Built In (likely includes all affiliates).

## Competitive Advantages
- **Employee-owned structure** aligns incentives with long-term client relationships.
- **90-year track record** and deep ties to the middle market.
- **Nationally recognized research** team provides proprietary insights.
- **Full-service platform** combines wealth management, capital markets, and investment banking under one roof.
- **Personalized approach** with a culture rooted in community and responsibility.

## Strategic Focus
- Expand middle market investment banking and institutional research.
- Grow the advisor network through the Advisor Development Program and apprentice programs.
- Invest in technology (e.g., AI & Automation Engineer role, Azure Cloud Engineer) to modernize operations.
- Continue to offer both remote and on-site roles to attract talent across the Davidson footprint.

## Why Work Here
- **Culture**: Employee-owned with a collaborative, values-driven environment. LinkedIn rating 3.5/5 (244 reviews) with Work-Life 3.7, Compensation 3.4, Culture 3.7.
- **Work model**: Hybrid/remote options for certain roles (e.g., Azure Cloud Engineer, Compliance Associate); many roles are on-site at various U.S. offices.
- **Benefits**: Employee stock purchase plan, family medical leave, healthcare, apprenticeship programs, job training and talent development.
- **Perks**: Nine-week paid summer internships for wealth management, research, and corporate functions; three-year paid Apprentice Financial Advisor Program.
- **Engineering culture**: Roles like Senior Software Engineer, AI & Automation Engineer suggest a growing tech team supporting financial platforms.

## Sources
1. [dadavidson.com - About Us](https://www.dadavidson.com/About-Us)
2. [dadavidson.com - Careers](https://www.dadavidson.com/Careers)
3. [LinkedIn - D.A. Davidson Companies](https://linkedin.com/company/d-a--davidson-&-co-)
4. [Built In - D.A. Davidson Companies](https://builtin.com/company/da-davidson-companies)
5. [Lever.co - D.A. Davidson Careers](https://jobs.lever.co/dadavidson)

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