---
title: 'Director, Private Wealth at D.A. Davidson'
canonical: 'https://feeny.ai/job/director-private-wealth-d-a-davidson-denver-a4q8x07eb42d'
type: 'job'
last_seen: '2026-10-29'
---

# Director, Private Wealth at D.A. Davidson

- **Company:** D.A. Davidson
- **Location:** Denver, CO
- **Compensation:** $190k–$245k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-10-16
- **Last confirmed live:** 2026-10-29
- **Apply:** https://jobs.lever.co/dadavidson/5e340888-9510-4377-b6f2-a0d2e3afba9b

## 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.

Job Description D.A. Davidson is an independent, employee-owned financial services firm with more than 90 years of experience. We bring integrity, sound judgment, and exceptional service to every client and colleague relationship. As Director of Private Wealth, you will lead advanced planning and business development efforts that help Financial Advisors serve ultra-high-net-worth clients, deepen relationships, and turn sophisticated strategies into measurable growth and new assets. Primary Qualifications:

- Bachelor’s degree and 10+ years of relevant experience in wealth, estate, or tax planning, financial services, or a related field.
- Proven leadership skills, with the ability to guide teams, influence stakeholders, and advance strategic initiatives.
- Strong business development experience, including advisor consultation, client meetings, public speaking, content development, and opportunity cultivation.
- Juris Doctor, CPA, CTFA, or CFP® designation strongly preferred.
- Series 7 and 66, or Series 7, 63, and 65, required within the first four months of employment.
- Deep expertise in estate, tax-efficient, philanthropic, asset protection, wealth transfer, and other advanced strategies for high-net-worth and ultra-high-net-worth clients.
- Life, Health, and Long-Term Care insurance licenses preferred; equivalent expertise in wealth and asset protection strategies may be considered.
- Expertise with eMoney and familiarity with other financial planning platforms and technology.
- Strong knowledge of the Internal Revenue Code and its application to complex planning scenarios.
- Excellent communication, presentation, collaboration, and project management skills across business divisions and leadership teams.
- Ability to travel across the Davidson branch footprint, sometimes on short notice. Primary Duties:
- Identify and cultivate UHNW opportunities through advisor partnerships, client engagement, centers of influence, and targeted business development.
- Lead strategic planning and business development for Davidson Private Wealth, strengthening advisor engagement through consultation, education, and field partnership.
- Create and deliver advisor and client programs, events, and resources that translate advanced planning into practical field execution.
- Build differentiated Private Wealth capabilities, planning resources, and client deliverables that address complex needs and strengthen the firm’s value proposition.
- Maintain leading-edge expertise in tax, estate, wealth transfer, philanthropic, and advanced planning strategies. 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)
- Charitable gift-matching program
- Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. The potential base pay hiring range for this role is $190,000 - $245,000. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. We are an equal opportunity employer committed to a diverse and inclusive workplace. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability. We provide reasonable accommodations throughout the application and interview process, for essential job functions, and for access to employment benefits and privileges. Please contact us to request an accommodation.

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)

## Other roles at D.A. Davidson

- [Operations Associate](https://feeny.ai/job/operations-associate-d-a-davidson-great-falls-g8bp2414gjwa) — Great Falls, MT
- [Investment Solutions Consultant](https://feeny.ai/job/investment-solutions-consultant-d-a-davidson-davidson-footprint-ha95kj94epgd) — Davidson Footprint
- [IT Systems Administrator](https://feeny.ai/job/it-systems-administrator-d-a-davidson-denver-xhqdq1r19wav) — Denver, CO
- [Client Associate or Registered Client Associate](https://feeny.ai/job/client-associate-or-registered-client-associate-d-a-davidson-newport-beach-9t2m2m342gb5) — Newport Beach, CA
- [Client Associate](https://feeny.ai/job/client-associate-d-a-davidson-medford-j88bp8j2s0bz) — Medford, OR
- [Dividend & Reorganization Associate](https://feeny.ai/job/dividend-reorganization-associate-d-a-davidson-great-falls-dcpgdxfxymfm) — Great Falls, MT
- [Senior Executive Assistant](https://feeny.ai/job/senior-executive-assistant-d-a-davidson-great-falls-ta515sbzqxe6) — Great Falls, MT
- [Vice President, Treasurer](https://feeny.ai/job/vice-president-treasurer-d-a-davidson-great-falls-b4xw1wa6gfdr) — Great Falls, MT
- [Data Engineer](https://feeny.ai/job/data-engineer-d-a-davidson-western-united-states-midwest-7vaahcb8y81d) — Western United States / Midwest
- [Technology Group, Investment Banking – Summer Analyst – 2028 Grads](https://feeny.ai/job/technology-group-investment-banking-summer-analyst-2028-grads-d-a-davidson-new-zw6gt2krqvq1) — New York, NY