Technology Solutions Consultant

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 teamsDeliver consultative, in‑depth coaching to advisors and their support staff (remote and in‑person)Translate business and growth objectives into practical technology solutionsSupport onboarding, ongoing coaching/training, and new technology rolloutsPartner with branch leadership and internal partners (Wealth Center) to promote effective technology adoptionSupport recruiting efforts by showcasing Baird’s extensive integrated technology capabilitiesProvide 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 experienceAbility to obtain SIE, Series 7, and 66 licenses within the first 12 months (if not already held)Prior client-facing financial services experience preferredComfort in a consultative, relationship‑driven role with the ability to drive technology awareness and adoption through meetings and presentationsStrong communication, presentation, and customer‑service skillsHigh visibility and collaboration across Private Wealth ManagementA 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 rangeBonus potential targeted at 20% of base pay Compensation and bonus are commensurate with experience, performance and/or firm profitabilityCheck out our Total Rewards at Baird, for a summary of our benefits and compensation Applications accepted on a rolling basis