Product Delivery Lead

Responsibilities

• Lead and direct complex, high-profile initiatives across all project phases, aligning work to the firm's product roadmap
• Serve as a primary representative for major firm-level projects across Wealth Management, Operations, and IT
• Coordinate with stakeholders to align priorities and communicate product strategy to senior leaders
• Partner with business stakeholders to translate branch and operations needs into clear application and workflow requirements
• Collaborate with IT, developers, and external vendors to maintain platform stability and manage incidents
• Act as the primary liaison with external software vendors for requirements definition and issue resolution
• Lead development and maintenance of training resources and procedural documentation

Requirements

• Bachelor's degree or equivalent work experience
• 2-3 years of relevant business experience
• Prior experience or working knowledge of the securities industry
• Understanding of iterative development and software development processes
• Expertise in Product Management, stakeholder management, and process design
• Proven success developing business cases, roadmaps, and product execution strategies
• Advanced skills in Microsoft 365 suite, specifically CoPilot AI
• Strong analytical, communication, and facilitation skills

Preferred Qualifications

• Certified Scrum Product Owner (CSPO) or similar certification

Benefits

• Medical, Dental, and Vision insurance
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement (up to $15,000 lifetime cap)
• Discounted personal insurance
• Charitable gift-matching program

About the Company

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years, dedicated to high standards of integrity and delivering outstanding service to clients.