FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Institutional Sales Associate
D.A. Davidson CompaniesInstitutional Sales Assistant supporting Fixed Income Sales team at D.A. Davidson Companies.
Posted 6/29/2026full-timeDenver • Colorado, New York • 🇺🇸 United StatesJuniorMid-Level💰 $34 - $38 per hourWebsite
About the role
Key responsibilities & impact- Provide high-level administrative support to the Fixed Income Sales team
- Manage and coordinate the onboarding process for new institutional accounts, including all required documentation
- Assist in resolving trade discrepancies and identifying potential bond or transaction issues
- Serve as a liaison between Sales, Trading, Compliance, and Operations teams to ensure accurate and timely processing of trades
- Support the Fixed Income Trading and Underwriting Desks with ad-hoc requests, account inquiries, and general administrative needs
Requirements
What you’ll need- 2+ years of experience in financial services, preferable in a sales support or operations role withing Fixed Income Capital Markets, preferred
- Maintain or be open to obtaining the Series 7 license within 90 days of employment
- Proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)
- Strong organizational skills and attention to detail
- Excellent verbal and written communication skills
- Proven ability to work collaboratively across teams in a professional and fast-paced environment
- Knowledge of fixed income products and/or FINRA SEC compliance requirements is a plus
Benefits
Comp & perks- 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.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Onboarding Process ManagementTrade Discrepancy ResolutionFixed Income Product KnowledgeFINRA Compliance Knowledge
Soft Skills
Attention to DetailCollaborative Work Style
Certifications
Series 7 License