Senior Vice President, Business Development
Description
Davidson Investment Advisors, founded in 1975, manages approximately $7 billion in assets and is a wholly owned subsidiary of D.A. Davidson Companies. Headquartered in Great Falls, MT, D.A. Davidson Companies is an employee-owned financial services firm providing wealth management, asset management, trust, and capital markets services across the United States. The company offers strong benefits and prioritizes client success. Those interested in learning more or applying should email the hiring manager.
We are seeking an experienced and entrepreneurial business development professional to help drive the next phase of DIA's growth.
Summary:
The Senior Vice President, Business Development will be responsible for developing and executing business development strategies designed to increase assets under management and revenues across Davidson Investment Advisors' investment solutions. This individual will cultivate relationships with financial advisors, registered investment advisors, bank trust departments, family offices, consultants, and other key distribution partners throughout the Mid-Atlantic region.
The successful candidate will be a highly motivated, consultative sales professional with deep knowledge of investment management, separate accounts, fixed income strategies, equity strategies, model portfolios, and advisor distribution channels. This individual will serve as a senior ambassador for the firm and play a critical role in expanding awareness of Davidson Investment Advisors' investment capabilities and strengthening relationships with existing strategic partners. The position will be based in Richmond, Virginia, and will report to the Director of Business Development.
Key Responsibilities
Business Development & Asset Growth
• Develop and execute a territory business plan focused on gathering new assets and expanding strategic relationships.
• Identify, qualify, and cultivate new opportunities across independent advisor, RIA, broker-dealer, bank, trust, and institutional channels.
• Support relationships with platform gatekeepers, due diligence teams, consultants, and home-office decision makers to increase access and distribution.
• Collaborate with investment and client service professionals to deliver tailored solutions for prospective clients.
Relationship Management
• Build and maintain long-term relationships through consultative engagement and ongoing service.
• Conduct in-person and virtual meetings with advisors, clients, and centers of influence.
• Represent Davidson Investment Advisors at conferences, industry events, and educational programs.
• Serve as a trusted resource on the firm's investment capabilities, portfolio positioning, and market outlook.
Strategic Collaboration
• Work closely with portfolio managers, research analysts, and operations team members to support sales initiatives.
• Contribute to marketing campaigns, educational content, and business development materials.
• Maintain accurate and timely activity records within CRM systems.
• Provide market intelligence and competitive insights to senior leadership.
Required Qualifications
• Bachelor's degree in Finance, Business, Economics, Marketing, or related field.
• 10+ years of investment management, asset management, wealth management, or institutional sales experience.
• Demonstrated success sourcing, developing, and closing new business opportunities.
• Deep understanding of:
o Separately Managed Accounts (SMAs)
o Unified Managed Accounts (UMAs)
o Fixed Income Strategies
o Equity Strategies
o Model Portfolio Distribution
• Strong presentation, communication, and relationship-building skills.
• Ability to work independently while collaborating effectively in a team environment.
• Ability to travel regularly throughout assigned territory.
• Series 65 or 66 license (or ability to obtain within a defined period).
Preferred
• CFA®, CFP®, CIMA®, MBA, or other relevant professional designation.
• Existing relationships within the RIA, broker-dealer, bank trust, or institutional consultant communities.
• Experience working with advisor platform distribution partners and home-office research teams.
What Success Looks Like
The successful candidate will:
• Expand Davidson Investment Advisors' presence and asset distribution throughout the Mid-Atlantic region.
• Generate meaningful net new assets across strategic distribution channels.
• Establish trusted relationships with financial advisors and key decision makers.
• Increase awareness of the firm's investment capabilities and thought leadership.
• Contribute to the long-term growth objectives of Davidson Investment Advisors.
• Model behaviors in alignment with the firm’s Team Agreement, which is a commitment to the following:
o Curiosity (avoid becoming defensive and remaining open to learning)
o Accountability (taking 100% responsibility (no more; no less) for results; no blaming)
o Candor (engaging in courageous truth-telling to increase power and speed in decisions)
o Awareness (tapping every emotional and intuitional resource for decisions)
o Passion (discovering and allowing people to do what they do best)
o Appreciation (expressing gratitude and fostering a culture of sincere cooperation)
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 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.
Skills
As published by lever · 92 questions · 12 written answers
Basics
Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, Other website
Short answers (51)
- First name
- Last name
- Street
- City
- State
- Zip Code
- Country
- Email Address
- Phone Number
- If yes, what was your last year of employment with the company? Type N/A if not applicable
- Institution Name
- Location of Institution (City, State, Country)
- Degree or Certification Earned
- Attendance Start Date (MM/YYYY)
- Attendence End Date (MM/YYYY or "Present" if still enrolled)
- 1. Employer Name
- Employer Phone Number
- Employer Location (City, State, Zip)
- Employment Start Date (MM/YYYY)
- Employment End Date (MM/YYYY)
- Job Title
- 2. Employer Name
- Employer Phone Number
- Employer Location (City, State, Zip)
- Employment Start Date (MM/YYYY)
- Employment End Date (MM/YYYY)
- Job Title
- 3. Employer Name
- Employer Phone Number
- Employer Location (City, State, Zip)
- Employment Start Date (MM/YYYY)
- Employment End Date (MM/YYYY)
- Job Title
- 4. Employer Name
- Employer Phone Number
- Employer Location (City, State, Zip)
- Employment Start Date (MM/YYYY)
- Employment End Date (MM/YYYY)
- Job Title
- 5. Employer Name
- Employer Phone Number
- Employer Location (City, State, Zip)
- Employment Start Date (MM/YYYY)
- Employment End Date (MM/YYYY)
- Job Title
- Reason for Leaving
- 1. Name
- Email Address
- Phone Number
- Email Address
- Phone Number
Pick from a list (28)
- Have you ever been employed by D.A. Davidson Companies?
- Have you previously applied for employment with D.A. Davidson Companies?
- Are you legally authorized to work in the United States without sponsorship?
- Will you now or in the future require D.A. Davidson Companies to commence ("sponsor") an immigration case to lawfully employ you in the United States (for example, H-1B or other employment-based immigration case)? This is sometimes called "sponsorship" for an employment-based visa status.
- Are you able to perform the essential functions of the position(s) for which you are applying with or without reasonable accommodations?
- Have you been convicted of, or pled guilty or nolo contendere (“no contest”) in a domestic, foreign, or military court to any felony in the past 10 years?
- Have you been convicted of, pled guilty or nolo contendere (“no contest”) in a domestic, foreign, or military court to a misdemeanor involving investments or investment-related business or any fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or conspiracy to commit any of these offenses in the past 10 years?
- IMPORTANT – PLEASE READ: If you are employed by D.A. Davidson Companies, securities industry regulations require that your fingerprints be submitted to the FBI. All criminal history, including arrests and charges that did not result in a conviction, and including arrests, charges or convictions that have been expunged, will be disclosed to D.A. Davidson Companies and reviewed by a limited number of people. In addition, FINRA may require you to submit documentation regarding the incident. Conviction of or “no contest” pleas to certain crimes in the last 10 years may disqualify you from working for D.A. Davidson Companies, even if you were a minor or if the record was sealed or expunged. If you have concerns or questions, please contact D.A. Davidson Companies’ Director of Human Capital at 1-800-332-5915 optional
- Are you presently licensed in the insurance or securities industry? If so, are the disclosures on your Form U-4 up to date?
- Have you ever been licensed in the insurance or securities industry?
- If you answered “Yes” to either licensing question above, have you ever been disciplined by a regulatory authority, or had a license suspended or revoked?
- If you are hired by D.A. Davidson Companies, do you acknowledge that you will be required, in accordance with firm policy and as a condition of employment, to move your securities accounts (limited exceptions for certain account types) to D.A. Davidson Companies within 60 days of your hire?
- Has a bonding company ever denied, paid out on, or revoked a bond for you?
- Do you have an unsatisfied judgements or liens against you?
- What is the highest level of education you have completed?
- Please provide your employment history below. If you have not had 5 employers, please fill what you can and write "N/A" for the remainder of your answers. If you have had more than 5 employers, please enter the 5 that are most recent.
- Is this your current employer?
- Is this your current employer?
- Is this your current employer?
- Is this your current employer?
- Is this your current employer?
- Please provide professional references below
- Relationship
- How long have you know this reference?
- Relationship
- How long have you know this reference?
- Under Maryland law, an employer may not require or demand, as a condition of employment, prospective employment, or continued employment, that an individual submit to or take a polygraph examination or similar test. An employer who violates this law is guilty of a misdemeanor and subject to a fine not exceeding $100. optional
- It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. optional
Written answers (12)
- Additional Training or Certifications optional
- Summarize the nature of the work performed & job responsibilities
- Reason for Leaving
- Summarize the nature of the work performed & job responsibilities
- Reason for Leaving
- Summarize the nature of the work performed & job responsibilities
- Reason for Leaving
- Summarize the nature of the work performed & job responsibilities
- Reason for Leaving
- Summarize the nature of the work performed & job responsibilities
- 2. Name
- Please list all employees of D.A. Davidson Companies with whom you are acquainted, and indicate whether you are related
Attachments (1)
- If you have a cover letter you would like to share with the hiring team, please do so here. optional