Technology Solutions Consultant

Baird • Milwaukee, WI

5d

About The Position

Baird’s Private Wealth Management (PWM) Technology Best Practices team is seeking a Technology Solutions Consultant to serve as a trusted technology partner to Financial Advisor teams across Baird’s Midwest Region. In this role, you’ll work directly with advisors, support staff, and branch leadership to help teams leverage Baird’s technology effectively. Consulting teams on utilizing technology and best practices to create capacity, support growth, and improve client experience. You will support a region of 28 branches across the Midwest: WI, IL, IN, MN, MO, SD. Flexible travel schedule based around business needs.

The Impact You'll Make: Be a subject matter expert on PWM technology platforms used by advisor teams. Deliver consultative, in‑depth coaching to advisors and their support staff (remote and in‑person). Translate business and growth objectives into practical technology solutions. Support onboarding, ongoing coaching/training, and new technology rollouts. Partner with branch leadership and internal partners (Wealth Center) to promote effective technology adoption. Support recruiting efforts by showcasing Baird’s extensive integrated technology capabilities. Provide direct impact on how advisor teams use technology in their practice through a unique blend of technology, consulting, and relationship management.

What You’ll Bring to Baird: Bachelor’s degree and 3–5 years of financial services experience. Ability to obtain SIE, Series 7, and 66 licenses within the first 12 months (if not already held). Prior client-facing financial services experience preferred. Comfort in a consultative, relationship‑driven role with the ability to drive technology awareness and adoption through meetings and presentations. Strong communication, presentation, and customer‑service skills. High visibility and collaboration across Private Wealth Management. A unique blend of technology, consulting, and relationship management. Travel required; flexible schedule based on business needs Willingness to travel regularly to support 28 branch locations in our Midwest Region (WI, IL, IN, MN, MO, SD) #LI-CM1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive “to provide the best financial advice and service to our clients and be the best place to work for all.” Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. 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.

Requirements

• Bachelor’s degree and 3–5 years of financial services experience.
• Ability to obtain SIE, Series 7, and 66 licenses within the first 12 months (if not already held).
• Comfort in a consultative, relationship‑driven role with the ability to drive technology awareness and adoption through meetings and presentations.
• Strong communication, presentation, and customer‑service skills.
• High visibility and collaboration across Private Wealth Management.
• A unique blend of technology, consulting, and relationship management.
• Travel required; flexible schedule based on business needs
• Willingness to travel regularly to support 28 branch locations in our Midwest Region (WI, IL, IN, MN, MO, SD)

Nice To Haves

• Prior client-facing financial services experience preferred.

Responsibilities

• Be a subject matter expert on PWM technology platforms used by advisor teams.
• Deliver consultative, in‑depth coaching to advisors and their support staff (remote and in‑person).
• Translate business and growth objectives into practical technology solutions.
• Support onboarding, ongoing coaching/training, and new technology rollouts.
• Partner with branch leadership and internal partners (Wealth Center) to promote effective technology adoption.
• Support recruiting efforts by showcasing Baird’s extensive integrated technology capabilities.
• Provide direct impact on how advisor teams use technology in their practice through a unique blend of technology, consulting, and relationship management.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees