Project Coordinator

Job Description

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.

Summary/Function
The Project Coordinator for New Advisor Training and Acquisition provides administrative and project coordination support for all early-career programs and initiatives as well as the Practice Management department. This role coordinates program logistics, schedules, meetings, and events (including training, recruiting, and internship/apprentice activities) and maintains program documentation and reporting to support department initiatives for two separate and distinct departments that work very closely with each other

Primary Qualifications:
• Bachelor’s degree in business, communications, marketing, or related field (or equivalent experience).
• 2–3 years of experience in project coordination/management and/or financial services preferred.
• Strong written, verbal, and interpersonal communication skills.
• Ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy.
• Highly organized, proactive, and able to work independently.
• Proficiency with Microsoft 365 (Word, Excel, PowerPoint) and comfort learning new systems; CRM experience preferred.
• Ability to maintain regular attendance, work overtime as needed, and travel as required.

Primary Duties:
• Coordinate early-career talent programs (internship, experienced intern, apprentice, and advisor trainee programs), including interview scheduling, onboarding logistics, and candidate communications as well as assist with content creation of new advisor training.
• Conduct and lead monthly check-in calls with new and newer advisors. Record activity in CRM
• Plan and execute training and event logistics (e.g., segment training, workshops, webinars, coaching calls), including schedules, speakers, rooms/venues, travel, and vendor coordination.
• Maintain department shared drives and intranet pages; ensure materials are current, organized, and accessible to appropriate stakeholders.
• Produce recurring and ad hoc reports and dashboards; update tracking lists and compile metrics for leadership and program reporting.
• Administer assessments and professional development programs (ordering, tracking, communications, and vendor coordination) and create/refresh related team snapshot materials.
• Manage program processes and documentation (templates, forms, committee support, and desk procedures) in coordination with supervision/compliance requirements.
• Other duties as assigned.
• Create content for the Wealth Management Summer Internship Program and for the Advisor training curriculum.
• Other projects and duties as assigned!

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.

The potential base pay hiring range for this role is $27.00 to $36.00 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.

D.A. Davidson has been in business for 90 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! 

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.