Client Portfolio Manager
D.A. DavidsonGreat Falls, Montana, United States • Bozeman, Montana, United States
Posted February 3, 2026
Full Time
About the Company
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years.
Job Description
D.A. Davidson Companies is seeking a Client Portfolio Manager to join their growing team. This role is an exciting opportunity to help serve and expand a key segment of their business while contributing to the strong culture of their firm.
Requirements
- Bachelor's degree in finance, business or a related field
- 5+ years of experience in financial services, insurance, banking, or nonprofit leadership
- Ability to work independently, analyze complex problems, and provide thoughtful, solutions-oriented recommendations
Benefits
- Medical, Dental and Vision
- Company 401(k) and ESOP contribution
- Generous sick, vacation, and maternity/parental leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement
- Discounted personal insurance
- Charitable gift-matching program
- Davidson Day of Giving