Head of Operations & Business Management

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. Davidson Investment Advisors, founded in 1975, manages $7 billion in assets and is a wholly owned subsidiary of D.Headquartered in Great Falls, MT, D.Davidson Companies is an employee-owned financial services firm providing wealth management, asset management, trust, and capital markets services across the United States. 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.

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.

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.

Participate in hiring, onboarding, and training of operations staff.

Process Improvement & Strategic Initiatives

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.

Medical, Dental and Vision

Paid holidays

Tuition Reimbursement ($15,000 lifetime cap)

Discounted personal insurance including home, auto and recreational vehicles

Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

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. 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. Davidson’s California Resident Privacy Policy.

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