Baird

1 week ago

Technology Solutions Consultant

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Serve as a trusted technology partner to Financial Advisor teams across Baird’s Western Region by acting as a subject matter expert on Private Wealth Management technology platforms. Deliver consultative coaching (remote and in-person), translate business and growth goals into practical technology solutions, and support onboarding, training, and technology rollouts for advisor teams across 20 branches.

Location: Denver, Seattle

Workplace: Hybrid

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Act as a subject matter expert on PWM technology platforms used by advisor teams.
•Provide 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 to promote technology adoption and support recruiting efforts.

Travel: High travel

Pay and Benefits

Salary: USD 80,000 - 110,000 annually

Key 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 that drives technology awareness and adoption through meetings and presentations.
•Strong communication, presentation, and customer-service skills.

Experience:3-5 yearsFinancial services

Education:Bachelor's

Skills:CommunicationPresentationCustomer-serviceConsultativeRelationship management

Licenses:SIESeries 7Series 66

Company Brief

Baird

Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn

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Baird

1 week ago

Technology Solutions Consultant

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: Denver, Seattle

Workplace: Hybrid

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Act as a subject matter expert on PWM technology platforms used by advisor teams.
•Provide 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 to promote technology adoption and support recruiting efforts.

Travel: High travel

Pay and Benefits

Salary: USD 80,000 - 110,000 annually

Key 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 that drives technology awareness and adoption through meetings and presentations.
•Strong communication, presentation, and customer-service skills.

Experience:3-5 yearsFinancial services

Education:Bachelor's

Skills:CommunicationPresentationCustomer-serviceConsultativeRelationship management

Licenses:SIESeries 7Series 66

Company Brief

Baird

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn