Investment Solutions Consultant

D.A. Davidson Companies

. Serve as the go-to resource for Financial Professionals, internal partners, and asset managers .

Posted 10/28/2026full-timeRemote • United StatesMid-LevelSenior💰 $89,000 - $122,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Investment Solutions, including mutual funds and ETFs, while effectively managing relationships with Financial Professionals and asset managers. Proven ability to lead projects, ensure regulatory compliance, and deliver exceptional service through strong communication and collaboration.

Highest-signal resume keywords

Investment Product ExperienceSeries 7 CertificationSeries 66 CertificationProject ManagementRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment SolutionsMutual FundsETFsDue DiligenceBusiness DevelopmentFinancial AnalysisEvent PlanningStakeholder CoordinationProduct ImplementationConversion Opportunities

Soft Skills

Relationship BuildingAttention to DetailWritten CommunicationVerbal CommunicationCross-Team Collaboration

Tools & Technologies

BisonExchange

Certifications & Qualifications

BS Degree in Business AdministrationFinance CertificationRisk Management Certification

Industry Keywords

Financial ProfessionalsAsset ManagersSponsorshipsEducational EventsWebinarsOnboardingTransition ManagementTimely Content

About the role

Key responsibilities & impact

Serve as the go-to resource for Financial Professionals, internal partners, and asset managers
Support the administration and growth of Investment Solutions, including mutual funds, ETFs, unit investment trusts, closed-end funds, 529 plans, and donor advised funds
Partner with Financial Professionals to provide education, guidance, and support on investment solutions
Manage strategic asset manager relationships, coordinating business development, sponsorships, educational events, and webinars
Serve as the subject matter expert on product availability, platform eligibility, mutual fund share class selection, due diligence, and implementation
Support Financial Professional onboarding and transitions by analyzing incoming books of business, identifying conversion opportunities, and facilitating access to approved solutions
Lead cross-functional projects from concept to completion by building plans and timelines, coordinating stakeholders, and driving results
Plan and execute partner events, conferences, and sponsorships, including agendas, budgets, vendors, logistics, speakers, and attendee communications
Keep the Investment Solutions presence on the BisonExchange current and engaging with timely content and resources

Requirements

What you’ll need

BS degree in business administration, finance, risk management, or a related field
Series 7 and 66, or ability to obtain within 6 months
Investment product experience, especially mutual funds and/or ETFs, a plus
Builds strong relationships with Financial Professionals through proactive, timely service and consistent follow-through
Exceptional attention to detail and commitment to accuracy, quality, and regulatory compliance
Excellent written and verbal communication, strong project management, and cross-team collaboration skills

Benefits

Comp & perks

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