What are the responsibilities and job description for the Vice President, Wealth Management Municipal Trader position at D.A. Davidson?
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.
Summary/Function:
D.A. Davidson’s Fixed Income Capital Markets team is seeking an experienced Vice President, Wealth Management Municipal Trader to lead retail municipal trading. This role serves as a primary resource for Wealth management financial professionals, focusing on trade execution, credit analysis, and tailored investment solutions. The ideal candidate will have 5 years of experience in municipal trading, a strong understanding of fixed income capital markets, and excellent analytical and relationship management skills.
\n- Trade Execution: Review and execute municipal trades, ensuring credit quality, accurate pricing, and best-practice executions.
- Client Support: Collaborate with Financial Professionals to meet their municipal bond needs, offering tailored recommendations and resolving trade issues.
- Market Expertise: Serve as the primary contact for municipal bond inquiries, proposals, and credit analysis:
- Tradeweb Oversite: Execute Trades, educate financial professionals on Tradeweb functions, and troubleshoot system issues.
- Coordination: Manage primary and secondary municipal bond offerings between Fixed Income Capital Markets (FICM) and Wealth Management. Provide support for Taxable Wealth Management traders as needed.
- Communication: Maintain email groups and share inventory updates with Wealth Management teams
- Bachelor’s degree in finance, economics, or related field
- 5 year experience in municipal trading or related roles
- Proficiency in municipal bond markets, credit analysis, and trading platforms (e.g., Tradeweb)
- General knowledge of the taxable fixed income space
- Strong problem solving, communications, and relationship building skills
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
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, sex, gender, gender expression, 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.
Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.
Salary : $100,000 - $125,000
