Marketing Consultant PWM

About the Role:

The Private Wealth Management (PWM) Marketing Consultant serves as a strategic growth partner to Market Directors Branch Leaders Financial Advisors and support staff across assigned markets and branches. This role leads consultative marketing planning influences growth-focused decisions and helps advisors and branches translate business goals into practical measurable marketing strategies. The role exists to elevate the PWM business through stronger marketing planning better use of marketing resources and partnership with the broader Wealth Center and Marketing & Communications organization.

PWM Marketing is designed to meet advisors where they are in their growth journey and marketing maturity using a framework tied to PWMs phases of growth. The consultant role is central to that modelhelping advisors build foundational marketing capabilities expand the value they deliver to clients and support new business development through strategic planning practical recommendations and coordinated execution.

The Impact Youll Make:

• Serve as a strategic marketing partner to Market Directors Branch Leaders Financial Advisors and support staff helping them connect business objectives to effective marketing approaches

• Lead the development and execution of the strategic marketing plans and tactics by partnership with Wealth Center colleagues Creative Services and other M&C colleagues

• Guide advisors and teams through marketing maturity conversations assessing current state identifying gaps and recommending next-step strategies that support business development and client engagement

• Partner with PWM leadership and Finance on branch marketing budgets charitable match programs and related planning discussions to help ensure resources are used strategically

• Consult with new advisors and teams joining Baird helping them establish their marketing foundation understand available tools and integrate into the PWM support model

• Manage day-to-day field engagement for assigned markets or branches balancing responsiveness with strategic prioritization and directing work across the PWM Marketing team as needed

• Define success for initiatives and use qualitative and quantitative insights to evaluate outcomes and refine future recommendations

• Promote best practices in the use of PWM marketing tools and platformsincluding MOD FMG / Digital Marketing HQ CRM and advisor-ready resourcesto improve efficiency and effectiveness

• Identify unmet needs recurring gaps and opportunities for new tools resources or platform enhancements that better support advisors and strengthen the PWM marketing ecosystem

• Lead or contribute to high-impact projects and initiatives for the broader PWM business while sharing best practices and helping raise the overall level of consulting across the team

• Influence client and stakeholder decisions by redirecting or refocusing requests when they are not feasible not best practice or not aligned to agreed-upon business objectives

• Build strategic work relationships by serving as a trusted partner embedded in planning fostering cross-functional connections and leading collaborative efforts to align teams to shared business and client objectives

• Drive client focused marketing consultations by proactively defining objectives guiding ambiguous needs through thoughtful questions and defining success using data and analytics

• Leverage long term vision of business environment to anticipate client needs proactively drive decisions and use data to report back to client and develop future marketing strategies

• Demonstrate strong negotiation skills by redirecting unrealistic clientrequests navigating difficult conversations and encouraging innovative solutions and efficient use of resources across M&C collaborations

• Exhibit deep expertise around business units client base decision drivers and marketing disciplines serving as a trusted SME who translates objectives into effective strategies and shares knowledge across the M&C team

What Youll Bring to Baird:

• Bachelors degree in Marketing Communications Business or a related fieldor equivalent combination of education and experience

• 8 years of marketing and communications experience within a financial services or professional services environment

• Previous experience supporting field sales representatives clients and/or Financial Advisors on marketing strategy and support is preferred

• Ability to handle objections redirect requests diplomatically and maintain strong field relationships

• Excellent marketing plan development and project management skills

• Ability to be influential using fact-based arguments without relying on positional authority

• Comfort with ambiguity strong organizational discipline and the ability to stay focused on a small number of high-impact priorities

• Influence client and stakeholder decisions by redirecting or refocusing requests when they are not feasible not best practice or not aligned to agreed-upon business objectives

The Baird Difference

Bairds PWM business combines tailored wealth management advice specialized expertise and access to industry-leading investment research to help clients meet complex financial an employee-owned firm built on trust integrity and partnership PWM Marketing Consultants play an important role in helping advisors and branches grow with intentionthrough stronger planning better use of tools and collaborative support across the firm.

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