About The Role:
The Investment Solutions team within Baird Private Wealth Management plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across the entire managed investment platform necessary for delivering great outcomes for our clients. The Investment Solutions Specialist is responsible for partnering with Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners seeking general information on the solutions available across the platform and will gain valuable first-hand experience in assisting with the day-to-day management of multiple solutions. The Specialist will work with various areas of the firm to develop guidelines, tools, and best practices in support of the business, and will also incorporate external and internal feedback to support improved standards of service and processes with the guidance of the Investment Solutions team.
The Specialist should expect to directly support the following areas of Investment Solutions:
- Advisory Solutions
- Lending & Liquidity
- Investment Products
- Alternative Investments
- Key Account Relationships
The Impact You'll Make:
- Serve as a subject matter expert to Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners to educate them on general inquiries about the platform
- Work with Baird internal partners, the branch network, and associates within Investment Solutions to implement process and service enhancements
- Assist in managing relationships and maintaining in-depth familiarity with the broad platform in support of Baird Financial Advisors and Portfolio Managers
- Assist in addressing immediate operational issues regarding the platform with the field
- Assist with mapping Financial Advisor recruits into appropriate products and services
- Handle account-level exception requests from the field
- Partner with Branch Consultants for educational and networking services.
- Perform any other duties as assigned
What You'll Bring to Baird:
- Bachelor’s degree required or equivalent combination of education and relevant experience
- 3 years of relevant experience
- SIE, Series 7 & 66 licensed required within 18 months of start date
- Ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms (Thomson ONE, ValueOne, Envestnet, etc.). Exceptional client service skills including both written and verbal
- Strong computer skills, including proficient in Microsoft Office suite (Word, Excel, PowerPoint)
- Utilizes artificial intelligence tools to modify processes or improve decision making
- 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
- Ability to lead discussions and presentations
- 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.
Skills Required
- Bachelor’s degree or equivalent combination of education and relevant experience
- 3 years of relevant experience
- SIE, Series 7, and Series 66 licenses within 18 months of start date
- Ability to learn and navigate private wealth management technology platforms, including Thomson ONE, ValueOne, and Envestnet
- Exceptional written and verbal client service skills
- Proficiency with Microsoft Office, including Word, Excel, and PowerPoint
- Ability to use artificial intelligence tools to modify processes or improve decision-making
- Consistent history of high-quality performance
- Strong organizational skills and ability to prioritize multiple tasks
- Team-oriented approach and willingness to assist others
- High attention to detail
- Ability to lead discussions and presentations
- Strong analytical skills
Baird Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Baird and has not been reviewed or approved by Baird.
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Retirement Support — Retirement offerings are positioned as a major strength, including a strong 401(k) with matching and profit-sharing contributions, plus access to financial planning support. Long-term wealth building is further reinforced through employee ownership and stock purchase opportunities.
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Leave & Time Off Breadth — Time-off benefits are framed as generous, including unlimited PTO in some descriptions, paid holidays, and paid volunteer time. Flex time and work-from-home options are also included as part of the broader work-life package.
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Healthcare Strength — Health coverage is described as comprehensive, spanning medical, dental, vision, and mental health support, alongside wellness programs and HSA/FSA options. Preventive care and employer contributions toward HSA/deductibles are highlighted as part of the design.
Baird Insights
What We Do
Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than $305 billion in assets for clients around the world and employs more than 4,600 associates. Baird has been one of FORTUNE’s 100 Best Companies to Work For® since 2004, and is committed to policies and practices that provide equal employment opportunity at all times. These non-discriminatory practices apply to all areas of employment including: hiring, promotions, terminations, compensation, benefits and educational opportunities. “Baird” is the marketing name for Robert W. Baird & Co., Incorporated and subsidiaries and affiliates worldwide. For more information, please visit www.rwbaird.com.
