Product Delivery- Lead

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: Apply and expand expertise gained from education and work experience in the securities industry to analyze, maintain, implement, and continually enhance the internal workflow application (TRAX). The employee will balance responsibilities across training, platform and integration development, managing incidents and changes, and strategic planning for the platform. This role leads Change Management discussions with Wealth Management, Operations, and other affected departments, and builds business requirements for future integrations and workflows. Collaboration with internal teams and external partners is required to implement processes in the workflow, identify opportunities, resolve complex issues, and provide input on solutions for evolving regulatory demands and organizational changes. Additionally, this position supports the manager as lead analyst by researching major projects, training team members, and offering expert technical knowledge on the platform. Qualifications/Requirements: • Bachelor's degree or equivalent work experience • Certified Scrum Product Owner (CSPO) or similar certification is preferred • 2-3 years relevant business experience • Prior experience or working knowledge of the securities industry • Understand fundamentals of iterative development, software development process and procedures • Expertise in the principles of Product Management, stakeholder management, market and user research, technology management, and process design • Proven success developing business cases, roadmaps, product execution strategies for complex or large-scope products and integrations • Strong analytical, product management, and attention to detail • Logical problem solver with ability to adapt in a high-impact environment, prioritize, and meet deadlines • Advanced skills in Microsoft 365 suite with particular emphasis on CoPilot AI • Lead with integrity, honesty, and expertise to support D.A. Davidson's culture, values, and mission • Ability to follow policies and procedures, maintain client confidentiality, and maintain regular, predictable attendance • Excellent communication, collaboration, and influence skills among all organizational levels; strong facilitation and executive communications skills Duties: • Lead and direct complex, high‑profile initiatives across all project phases, balancing competing priorities, timelines, and resources while aligning work to the firm’s product roadmap and strategic objectives. • Serve as a primary representative for major firm‑level projects, acting on behalf of the department across Wealth Management, Operations, IT, and other divisions. Contribute expertise and support in complex projects and enhancements to D.A. Davidson's platforms and tools. • Coordinate with the Manager and stakeholders to align priorities with D.A. Davidson’s product roadmap and collect feedback. Communicate product strategy to senior leaders. • Lead release evaluation, planning, and prioritization with the advisory team and manager to resolve issues and achieve firm objectives efficiently. • Prioritize work against enterprise, division, and product strategies. Effectively communicate rationale and impact for prioritization choices. • Partner with business stakeholders to interpret branch and operations needs and translate them into clear application, workflow, and operational requirements. • Gather and analyze requirements through interviews, documentation review, surveys, and workflow analysis to identify true business needs and ensure successful project and form execution. • Ability to communicate and present technical requirements and dependencies, in person, online and over the phone. • Collaborate closely with IT, developers, and external vendors to maintain platform stability, manage incidents and issues to ensure continuity of daily operations, define technical goals, and balance usability with performance. • Act as the primary liaison with external software vendors for requirements definition, issue resolution, and ongoing platform enhancements. • Lead development and maintenance of training resources, procedural documentation, and ongoing training for the internal D.A. Davidson team. • Perform additional duties and special projects 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 $76,237 to $88,667 yearly. 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! 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, gender, 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. 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 .