D.A. Davidson
Wealth management and financial advisory services
AI & Automation Engineer
+ Variable compensation programs
About the job
- Bachelor’s degree in Computer Science, Software Engineering, or related field
- 5+ years of experience in software development, automation engineering, or similar roles
- Hands-on experience with Microsoft Power Automate and related Power Platform tools for workflow automation
- Familiarity with Microsoft 365 Copilot features or similar AI bot/agent development tools (e.g. Azure AI services, cognitive services)
- Proficiency in at least one programming or scripting language (such as Python, C#, or JavaScript) to extend and customize solutions
- Experience building or consuming RESTful APIs and working with data integration
- Working knowledge of Azure cloud services and AI/ML frameworks
- Ability to deploy applications or automations in a cloud environment and integrate AI APIs (Azure OpenAI, Azure Cognitive Services, etc.)
- Experience with version control (Git and Bitbucket) and CI/CD pipelines; comfortable using Azure DevOps or GitHub Actions to automate build-test-deploy processes
- Strong analytical and problem-solving skills with a track record of delivering solutions that meet business needs
- Excellent communication skills to work effectively with both technical and non-technical team members
- Ability to align efforts with other lines-of-business and functional areas (Operations, Finance, Wealth Management)
- Design and Develop AI-Powered Workflows using Microsoft Copilot Studio and Power Platform (Power Automate, Power Apps) to design, build, and optimize AI assistants and automated workflows that enhance employee productivity and decision-making
- Integrate enterprise data sources and APIs to enable context-rich automation (e.g., integrating Azure AI services or databases with Copilot agents for real-time information retrieval)
- Apply AI best practices including prompt engineering and fine-tuning models or prompts; utilize Azure OpenAI or similar services to incorporate advanced language AI capabilities when needed
- Ensure compliance and security by building solutions with robust privacy, security, and compliance controls; align with corporate policies and industry regulations (financial data protection, responsible AI use, audit logging) and work with governance teams to enforce security standards for AI integrations
- DevOps and monitoring by developing CI/CD pipelines for deploying and updating AI agents or automation workflows; set up monitoring and telemetry dashboards to track performance and quickly address issues
- Collaborate in an Agile team with product managers, business analysts, and designers to refine requirements and user stories; iterate on solutions based on user feedback and analytics to improve AI assistants’ effectiveness
- Document solution designs, workflows, and configurations; assist in creating user guides or demo sessions to drive adoption of AI-powered tools among employees and stakeholders
- Copilot Studio Expertise: Experience with Microsoft 365 Copilot Studio – building or managing AI copilots/agents in production; knowledge of conversation flow design, topics, tools, and using Copilot’s advanced features (custom actions, agent-to-agent workflows)
- Advanced AI & ML Skills: Familiarity with large language models beyond basic API usage; experience with prompt tuning, deploying LLMs, or retrieval-augmented generation pipelines with vector databases for domain-specific Q&A; experience with Azure AI Foundry and Azure AI capabilities like document intelligence, computer vision, and speech
- Financial Services Experience: Background in financial services or wealth management technology projects; understanding of regulatory requirements (data privacy, audit, model risk management) and designing AI solutions that comply
- Security & Compliance Focus: Hands-on experience implementing security, compliance, and responsible AI practices; familiarity with Microsoft’s Responsible AI guidelines, Azure Purview for data governance, or similar tools
- Innovation & Leadership: Demonstrated initiative in previous roles; Microsoft certifications in Azure AI, Power Platform or related areas would be an advantage
- Lean and Agile background: Experience in highly iterative development processes and understanding of Agile principles
- Patience: Willingness to handle vendor integration, bug fixing, and operational/administrative work in addition to new model deployments
- General requirements for all associates: Commitment to client confidentiality and data security; ability to communicate clearly with clients; ability to maintain regular attendance
About the company
D.A. Davidson & Co. is a financial services firm that provides personalized wealth management and financial advisory support to individuals, families, and businesses in the United States. Its offerings include investment management, financial planning, and trust services, all delivered through a research-based approach that aims to tailor portfolios to each client’s goals. Revenue comes from advisory and asset management fees as well as commissions on financial products. The firm differentiates itself by combining customized, one-on-one guidance with a broad suite of services that cover investments, planning, and trust administration, serving a diverse client base from individuals to business owners. Its goal is to help clients align their portfolios with their financial objectives, protect and grow their wealth, and achieve long-term financial security through disciplined, evidence-based guidance.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Great Falls, Montana
Founded
2014
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Simplify's Take
What believers are saying
- Gary Morabito joined technology ECM in February 2026, strengthening capital-markets coverage.
- July and August 2026 mandates for Secturion and Literati show active deal momentum.
- Palm Desert, Richmond, and Northern Indiana openings expand wealth-management distribution in 2026.
What critics are saying
- Legacy supervisory failures keep regulatory and reputational risk visible in 2026.
- Office expansion in Indiana, Virginia, and California raises fixed costs before fee capture.
- Advisor departures to competitors can hollow out wealth management during 2026 hiring sprees.
What makes D.A. Davidson unique
- Employee-owned since 1935, D.A. Davidson blends wealth, banking, and trust services.
- Its middle-market focus spans industrials, distribution, business services, retail, and technology.
- Research-driven advisors pair personalized wealth planning with capital markets and M&A execution.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Paid Vacation
Paid Sick Leave
Paid Holidays
Professional Development Budget
Tuition Reimbursement
Employee Discounts
Company Social Events
Company News
One of Home Depot’s critical sales metrics is expected to slow when it reports earnings. That’s according to a report Monday (May 19) from Bloomberg News, citing a survey of analysts who say the home improvement retailer’s comparable sales are projected to soften. The report noted that investors will gauge the company’s results as an indicator of how tariff concerns and declining consumer sentiment may affect the housing market. “There’s more risk to the numbers than we would’ve thought at the beginning of the year,” said Michael Baker, an analyst for D.A. Davidson. “I would not be surprised if it takes a little bit of a step back.”
(Zillow Image)Rocket Companies’ planned $1.75 billion acquisition of Seattle-based brokerage Redfin sparked questions about a potential competitive threat to fellow Seattle real estate company Zillow Group, another key player in the digital real estate arena. Rocket, the nation’s largest mortgage lender, has ambitions to become more of a comprehensive platform for home ownership, including researching and looking at listings, said Tom White, a senior equity research analyst with D.A. Davidson.The acquisition of Redfin could accelerate that strategy, but it’s too early to say whether the deal will materially threaten Zillow’s leadership of online home search, White said.Zillow is far and away the largest online real estate portal as measured by traffic.Bobby Mollins, director of internet research at Gordon Haskett, doesn’t think Rocket’s acquisition of Redfin will impact Zillow. He pointed to web traffic trends in recent years — Redfin reported a 3% drop in site traffic, to 42.6 million average monthly users, in its Q4 recent earnings report. Zillow, meanwhile, reported a 3% increase in traffic to 204 million monthly unique users. There is also risk that the integration of Redfin into Rocket doesn’t go according to plan, which could cause Redfin to lose both web traffic and market share, Mollins noted
(Photos via Bigstock, Redfin)Zillow Group and Redfin are long-time competitors. So when the Seattle-based real estate technology giants announced a key partnership earlier this month, it got us thinking: could the companies join forces in a bigger way in the future?Zillow is paying Redfin $100 million upfront as part of a new licensing deal that makes Zillow the exclusive provider of multifamily rental listings on Redfin and its subsidiaries, Rent.com and ApartmentGuide.com.The partnership helps Zillow invest deeper into its rentals business, which it estimates could be a billion-dollar or more revenue opportunity.Redfin, which is laying off 450 employees as part of the deal, will get additional revenue from leads generated via its network of sites. “We’re very excited about the partnership with Redfin,” Zillow CEO Jeremy Wacksman said on the company’s Feb. 11 earnings call. “We’re very similar mission companies. We’re trying to digitize the industry and turn on the lights
Big Tech companies have reportedly been increasing their investments in artificial intelligence (AI) infrastructure, with a particular focus on expanding their presence in international markets. Microsoft and Amazon have already allocated over $40 billion combined for AI-related and data center projects worldwide this year, the Wall Street Journal (WSJ) reported Thursday (May 23). Microsoft has outlined plans to invest over $16 billion in various countries, including France, Germany, Japan, Malaysia, Spain and Indonesia, the report said. Similarly, Amazon has earmarked investments of $15 billion in Japan, $9 billion in Singapore, $5 billion in Mexico and $1.3 billion in France
NEW YORK--(BUSINESS WIRE)--D.A. Davidson Co. announced that Gary Morabito has joined the Equity Capital Markets Group as Managing Director. In this new role, Morabito will work across Capital Markets, Investment Banking, Institutional Research, Sales and Trading, Davidson Engage (DEN), and Sponsor Coverage to bring the firm’s full-service platform to its technology clients. “Technology is one of the most active sectors for overall capital markets activity and one of our largest industry groups,” said Rory McKinney, President of D.A. Davidson Equity Capital Markets