About the Role:
Baird’s 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 Baird’s Western Region.
In this role, you’ll work directly with advisors, support staff, and branch leadership to help teams leverage Baird’s technology effectively. Consulting teams on utilizing technology and best practices to create capacity, support growth, and improve client experience.
Our role will involve supporting a region of 20 branches in our Western Region:
- WA, CA, CO, AZ, OR, UT, AK
Flexible travel schedule based around business needs. Open to considering internal candidates outside the posted location, provided they can reasonably and regularly travel to offices in their assigned region.
The Impact You'll Make:
- Be a subject matter expert on PWM technology platforms used by advisor teams
- Deliver 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 (Wealth Center) to promote effective technology adoption
- Support recruiting efforts by showcasing Baird’s 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 You’ll Bring to Baird:
- 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 with the ability to drive technology awareness and adoption through meetings and presentations
- Strong communication, presentation, and customer‑service 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 20 branch locations in our Western Region (WA, CA, CO, AZ, OR, UT, AK)
Compensation and Benefits:
$80,00-$110,000 annual salary range
Bonus potential targeted at 20% of base pay
Compensation and bonus are commensurate with experience, performance and/or firm profitability
Check out our Total Rewards at Baird, for a summary of our benefits and compensation
Applications accepted on a rolling basis
#LI-CM1
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
- 3-5 years of financial services experience
- Ability to obtain SIE, Series 7, and 66 licenses within first 12 months (if not already held)
- Prior client-facing financial services experience
- Strong communication, presentation, and customer-service skills; consultative relationship-driven approach
- Willingness to travel regularly to support branch locations across the Western Region
- Experience coaching/advising teams on technology adoption, onboarding, and rollouts
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.
-
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.
-
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.
-
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.
