Lending Consultant
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Job Location:
Milwaukee, WI - USA
Monthly Salary:
Not Disclosed
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
About The Role:
The Investment Consulting & Strategy team within Baird Private Wealth Management (PWM) business plays a key role in ensuring that Bairds Financial Advisors have the capabilities across our wealth platform necessary for delivering great outcomes for our clients. At Baird we believe that providing our clients a best-in-class Wealth Management Experience is built upon three intersection priorities: Investment Consulting Comprehensive Planning and Relationship Management. The Lending Consultant II is responsible for partnering with Financial Advisors Branch Associates and other key associates in PWMs Wealth Solutions Group to offer a full range of wealth management tools primarily focusing on the effective use of credit and liquidity.
As Clients needs evolve to a planning-centric Wealth Management Experience leveraging solutions that minimize the risk that short-term needs disrupt long-term goals become critical to sustainably drive great outcomes. Bairds Liquidity Solutions allow clients the flexibility to capitalize on financial opportunities while allowing them to keep their longer-term goals invested with minimal disruption. The person that successfully fills this role will actively drive lending and liquidity initiatives across Bairds 1400 financial advisors and Baird Trust while also proactively identifying gaps in the platform to improve the suite of solutions available for the Branch Network.
The Impact Youll Make:
- Proactively engage Financial Advisors Branch Leaders and other key associates in the Branch Network to drive awareness and adoption of lending and liquidity solutions within Advisors practices with a primary focus on Securities Backed Lines of Credit.
- Collaborate with Baird Operations Partner Banks including TD Bank and TriState Capital and other associates in Bairds Corporate Resource Groups to drive continued product development and process improvement.
- Serve as an expert to Advisors newly recruited to Baird regarding the lending products available across the platform and how to ideally utilize them for their transition and in their book of business.
- Continuously engage Bairds internal partners including Business Development and Wealth Planning to develop deeper understanding and utilization of lending and liquidity solutions within our Branch Network.
- Participate in training and workshops for Financial Advisors Trainees and Foundations Associates to advance our practice management capabilities and product utilization.
- Actively troubleshoot sensitive and timely client issues with both external Banking Partners and internal Corporate Resource Groups as needed.
- Partner closely with the Investment Consulting & Strategy teams to help identify gaps across the platform and engage in strategic planning to help improve the suite of solutions available for Bairds Clients.
- Mentor associates across the Lending & Investment Solutions teams to develop broader subject matter knowledge within the department.
- Perform any other duties as assigned including providing backup to Cash Management and Identify Theft Protection colleagues as needed.
What Youll Bring to Baird:
- Bachelors Degree or equivalent experience and 7 years of relevant professional experience in the financial services industry required with 2-3 years of experience with banking products strongly preferred.
- SIE Series 7 66 licensed required within 18 months of start date.
- Ability to travel up to 25% of the time to Baird branches and/or industry meetings.
- Ability to learn and effectively navigate Bairds Private Wealth Management technology platforms (Thomson ONE 3rd party lending platforms etc.).
- Exceptional client service skills including both written and verbal.
- Strong computer skills including proficient in Microsoft Office suite (Word Excel PowerPoint).
- History of delivering consistent high-quality performance.
- Strong organizational skills ability to prioritize and manage multiple tasks simultaneously.
- Ability to act as a team player assisting others in the department when necessary is mandatory.
- Possesses a high attention to detail.
- Strong analytical skills.
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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.
Required Experience:
Contract
Key Skills
- Sales Experience
- Direct Sales
- Hyperion
- Financial Services
- Financial Concepts
- Banking
- Oracle EBS
- Securities Law
- Peoplesoft
- Oracle
- Financial Management
- Workday
About Company
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients.
