Technology Solutions Consultant

Job description

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 Midwest 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. You will support a region of 28 branches across the Midwest: WI, IL, IN, MN, MO, SD. Flexible travel schedule based around business needs. 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 c...