Shape capital management and balance-sheet decisions at D.A. Davidson Companies through treasury governance, forecasting, and regulatory expertise. The Vice President, Treasurer leads an integrated enterprise approach to capital, liquidity, funding, investments, collateral, and treasury risk. Working with the Chief Financial Officer, this leader develops strategies, policies, controls, budgets, and reporting. Partnerships span Finance, Risk, Compliance, and regulated entities. Key Responsibilities:





Provide leadership for capital structure and treasury policies Forecast capital needs across parent and regulated entities Monitor broker-dealer net capital and reserve requirements Identify capital-efficiency and balance-sheet return opportunities Prepare reports on capital capacity and forecast scenarios Requirements:

Required bachelor's degree in a relevant business discipline Preferred advanced degree, including an MBA Ten or more years of relevant senior financial experience Knowledge of broker-dealer capital and reserve requirements Excellent judgment, communication, leadership, and decision-making capabilities Bring capital management, balance-sheet analysis, regulatory knowledge, and executive communication to D.A. Davidson's treasury leadership.

📌 Enterprise Treasury Capital Management Leader (Picton)
🏢 D.A. Davidson
📍 Picton