Investment Products Consultant

Responsibilities

• Partners with Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners seeking information on mutual funds and ETFs available across the platform.
• Aids in the day-to-day management of multiple solutions.
• Works with various areas of the firm to develop guidelines, tools, and best practices in support of the business.
• Incorporates external and internal feedback to ensure clients and Financial Advisors have the appropriate resources at their disposal.
• Executes on the risk-managed growth strategy of mutual funds and ETFs offerings used by clients of Baird as well as the broader ecosystem within Private Wealth Management.
• Works alongside the Investment Products Manager and partners across the Wealth Solutions Group (WSG), other teams within PWM, and Corporate Resource Groups (CRGs).
• Collaborates with Baird Financial Advisors (“FAs”) to deliver solutions aligned with Baird’s Wealth Management Experience.
• Partners with Financial Advisors and Client Specialists to evaluate clients’ needs while navigating investment solutions including elements of financial planning.
• Maintains internal and external relationships and retains an in-depth familiarity with the investment products platform in support of Baird Financial Advisors and Portfolio Managers.
• Partners internally with Legal/Compliance, Operations, Investment Solutions, Marketing & Communications, and other areas necessary to ensure the consistent application of broader strategic initiatives.
• Stays informed of industry and regulatory developments to help identify and address gaps within the investment products platform specific to mutual funds and ETFs.
• Develops and delivers educational content that is relevant to Investment products specific to mutual funds and ETFs.
• Proactively develops ideas and initiatives to sustainably grow the investment products platform.
• Enhances internal processes to make investment products' processes efficient and scalable.
• Effectively partners on broader initiatives to grow, support, and evolve the investment products platform.
• Performs occasional travel for advisor/branch education and industry symposium education events.

Qualifications

• Bachelor’s Degree and 2+ years of relevant professional experience in the financial services industry required.
• SIE, Series 7 & 66 licensed required within 12 months of start date.
• Ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms (Thomson ONE, ValueOne, Morningstar, etc.).
• Exceptional client service skills including both written and verbal.
• Strong computer skills, including proficiency in Microsoft Office suite (Word, Excel, PowerPoint).
• Strong organizational skills – ability to prioritize and manage multiple tasks simultaneously.
• Possesses a high attention to detail.
• Strong analytical skills and research skills.