Institutional Sales Associate

Institutional Sales Assistant

D.A. Davidson & Co. is seeking a detail-oriented and proactive Institutional Sales Assistant to support our Fixed Income Sales team. This role is ideal for someone who thrives in a fast-paced, deadline driven environment and has strong organizational and administration skills. The Sales Assistant will play a critical role in onboarding institutional clients, resolving trade and compliance issues, and ensuring smooth operations support across Sales, Trading, and Underwriting desks.

Key Responsibilities

• Provide high-level administrative support to the Fixed Income Sales team
• Manage and coordinate the onboarding process for new institutional accounts, including all required documentation
• Assist in resolving trade discrepancies and identifying potential bond or transaction issues
• Serve as a liaison between Sales, Trading, Compliance, and Operations teams to ensure accurate and timely processing of trades
• Support the Fixed Income Trading and Underwriting Desks with ad-hoc requests, account inquiries, and general administrative needs

Qualifications

• 2+ years of experience in financial services, preferable in a sales support or operations role within Fixed Income Capital Markets, preferred
• Maintain or be open to obtaining the Series 7 license within 90 days of employment
• Proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)
• Strong organizational skills and attention to detail
• Excellent verbal and written communication skills
• Proven ability to work collaboratively across teams in a professional and fast-paced environment
• Knowledge of fixed income products and/or FINRA SEC compliance requirements is a plus

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.

$33.65 - $38.46 an hour The potential base pay hiring range for this role is $33.65 - $38.46 per hour. 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. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.

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.