Technology Solutions Consultant

About The Role

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 Western Region. In this role, you’ll work directly with advisors, support staff, and branch leadership to help teams leverage Baird’s technology effectively.

Responsibilities

• Consulting teams on utilizing technology and best practices to create capacity, support growth, and improve client experience.
• 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.
• Provide direct impact on how advisor teams use technology in their practice through a unique blend of technology, consulting, and relationship management.

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).
• 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.
• A 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.

Qualifications

• Willingness to travel regularly to support 20 branch locations in our Western Region (WA, CA, CO, AZ, OR, UT, AK).

Skills

• Technology expertise relevant to financial services.
• Consultative and relationship-building skills.
• Client-facing experience.

Benefits

• Compensation and bonus are commensurate with experience, performance and/or firm profitability.

Pay

$80,000 - $110,000 annual salary range

Schedule

Flexible travel schedule based around business needs.