CRM Lead Engineer

At D.A. Davidson Companies, our focus is on the individual, the business, and the community. We understand that navigating the complexities of the financial world can be a daunting task for our clients. That's why we are committed to providing straightforward advice and personalized solutions. Our clients, ranging from individual investors to corporations and municipalities, face unique challenges and have distinct goals. We address these by leveraging our nationally-recognized research, extensive capital market and investment banking expertise, and a full suite of financial services. We believe in building long-term relationships, acting as a trusted partner to help our clients build, preserve, and pass on their wealth for generations to come. Our approach is rooted in the values of a firm that is as independent as our clients are, ensuring that their best interests are always at the forefront of our strategies.

Being an employee-owned firm shapes our culture and our commitment to our clients. Each of our professionals is personally invested in delivering the best possible outcomes. This sense of ownership fosters a collaborative environment where we unite our diverse talents and perspectives to provide a powerful, cohesive service. For our individual clients, we offer comprehensive wealth management that encompasses financial planning, retirement and estate planning, and insurance solutions, all tailored to their specific life moments and long-term aspirations. For our corporate and institutional clients, we provide a leading full-service investment bank with deep expertise across various industries, including consumer, diversified industrials, financial institutions, and technology. We understand the challenges middle-market companies face and offer comprehensive financial advisory and capital markets expertise to help them achieve their strategic goals. Our commitment extends beyond financial advice; we are deeply invested in the communities where we live and work, believing that our success is intertwined with the well-being of those we serve.