Technology Solutions Consultant

About The Role:

Bairds 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 Bairds Central Region.

In this role youll work directly with advisors support staff and branch leadership to help teams leverage Bairds 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 25 branches across (KY TX IA IN KS NE). Flexible travel schedule based around business needs.

The Impact Youll Make:

• Be a subject matter expert on PWM technology platforms used by advisor teams.
• Deliver consultative indepth coaching to advisors and their support staff (remote and inperson).
• 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 Bairds 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 Youll Bring to Baird:

• Bachelors degree and 35 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 relationshipdriven role with the ability to drive technology awareness and adoption through meetings and presentations.
• Strong communication presentation and customerservice 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 25 branch locations in our Central Region (KY TX IA IN KS NE)

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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.