Baird | Wealth Management, Capital Markets, Private Equity, Investment Banking Offered by Baird

Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as they’ve defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from over 160 + locations in over 33 states. We have been recognized on Barron’s Top Wealth Management Firms for 10 consecutive years and hold over $255 billion in client assets. Check out this video to learn more about our Private Wealth Management business.

The Technology Solutions Team is an established group within Baird’s Private Wealth Management Technology Best Practices department with a mission to help grow revenues and improve profitability by motivating the sales force to use desktop technologies more strategically. We pride ourselves on providing our Financial Advisors with best in class technology tools that are critical in driving our business forward, and we are committed to coupling these tools with best-in-class technology support.

The Specialist will be expected to play a leading role in the development of key group methodologies and best practices. This position offers significant exposure within the firm, and the Specialist will be expected to build and maintain relationships with our Financial Advisors, Client Specialists, Sales Management, and various corporate resource groups. The Specialist will also gain wide exposure to our Products and Services offerings.

As a Technology Solutions Specialist you will:

  • Provide in-depth functional application coaching to end users, both reactively and proactively to ensure that Advisors and Client Specialists are using their Wealth tools strategically for clients.
  • Act as Subject Matter Expert on PWM’s key desktop technologies.
  • Proactively offer Technology Best Practices services and consultations both remote and in-person including participating in established on-boarding and coaching programs.
  • Seek out advisor opportunities to educate on new software tools and methods available to assist their clients.
  • Partner with Technology Product Manager team to compile and evaluate technology enhancement requests.
  • Coordinate with Technology Product Manager team and IT for UAT system testing, enhancements and fixes, and other related project base activities.
  • Balance related project work with daily PWM field facing support activities.
  • Partner with Service Desk and IT, assisting on calls and educating internal teams on current issues.
  • Have the opportunity to directly advance technology platforms by partnering with technology product, implementation, and on-going support teams.

What makes this opportunity great:

  • Excellent opportunity to help support a critical function within a well-respected and established wealth management business.
  • Unique chance to impact and drive revenue and profitability of Baird’s PWM business unit.
  • Great exposure to multiple facets of PWM and the Firm working with a diverse set of stakeholders.
  • Hybrid schedule that allows for professional collaboration and personal flexibility.

What we look for:

  • Bachelor’s degree required. 3 - 5 years experience within wealth management preferred.
  • Ability to complete SIE, Series 7 licensing in first six months.
  • Superior customer service attributes; willingness to go “above and beyond” for your client.
  • Strong comfort level with technology and the ability to explain new concepts effectively to end users.
  • Must have ability to multitask, shift work priorities due to business needs and work well under deadline driven environment.

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Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Learn more here.

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