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IT Business Systems Technician

Company: D.A. Davidson
Location: Great Falls
Posted on: June 8, 2021

Job Description:

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Job Description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 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.


The position will manage and maintain an Application Maintenance and Support Model for IT Assets that are leveraged by Compliance and Supervision. The employee will have a balanced focused on daily operations of Compliance and Supervisory platforms that include incident management, user provisioning and maintenance, audit assistance, and reporting of issues and enhancements to IT and Compliance Management teams. The position will report to DA Davidson IT, but will work closely with Compliance and various business units to assist in projects and initiatives that provide efficiencies and further integration. This role will require extensive contact with senior management, external partners, and IT staff to identify opportunities, research and resolve complex issues, and assist in implementing comprehensive solutions that address changing regulatory requirements and organizational adoption of technology.

Experience and Skills


  • Bachelor's degree or equivalent combination of education, technical certifications or experience.
  • Experience demonstrating proactive and reactive support of complex computer platforms and integrations in a mid-sized or large business environment or enterprise level.
  • Some experience interpreting, modifying, and creating detailed quality assurance documentation and system procedures preferred.
  • Excellent communication skills, both oral and written. Ability to communicate technical directions, both in person and over the phone.
  • Communicate in a clear and service-oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information with executives and business leaders.
  • Ability to develop and mature training materials, guides, and best practices for end users and internal support staff.
  • Strong MS Outlook, Word, Excel, and PowerPoint skills
  • Ability to adapt quickly to ever-changing regulatory needs across the business.
  • Some project management skills beneficial, but training will be provided.
  • Ability to understand application security roles and segmentation of duties
  • Excellent customer service skills. Ability to work successfully with a variety of personalities and various management levels.
  • Consistently treat others with respect and maintain professional attitude and behavior.
  • Ability to travel when necessary
  • Experience working in a team-oriented, collaborative environment.
  • Highly self-motivated and self-directed.
  • Organized and detail oriented.
  • Follows policies and procedures while maintaining client confidentiality.
  • Ability to maintain regular, predictable attendance.


  • Work with IT and Vendors to manage major incidents and changes pertaining to compliance and supervision platforms.
  • Take lead in ensuring continuity of daily operations and system stability for these platforms. This includes troubleshooting user machines, capturing logs for external platforms, maintaining user entitlements, and overseeing integrations connecting to these systems.
  • Assist in call queue coverage within the Service Desk during high call volumes to ensure end users receive the appropriate assistance and problem resolutions across multiple applications.
  • Establish and enforce SLA's in consultation with end users to establish problem resolution expectations and timeframes.
  • Collaborate and with IT, Compliance, Wealth Management Supervision, Project Management, and other departments to implement changes and improvements to existing DA Davidson Compliance platforms.
  • Participate in building, modifying, and interpreting detailed business requirement documentation that supports various projects and initiatives driven by the firm.
  • Manage and create Application Roadmaps for core platforms within DA Davidson.
  • Maintain training materials and procedure documentation to support these platforms.
  • Identify potential areas where existing policies and procedures require change or where new ones need to be developed, especially in situations relating to future business expansion.
  • Assist the business in providing regulatory audit and litigation materials requested by regulators and legal counsel.
  • Participate in vendor driven conferences and training.
  • Practice Project Management and Agile-Scrum processes and standards.
  • Maintain and enforce change management and quality assurance practices across platforms.
  • Build and maintain quality assurance materials and participate in testing practices.
  • Performs other duties and responsibilities as assigned.

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.

Keywords: D.A. Davidson, Great Falls , IT Business Systems Technician, Other , Great Falls, Montana

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