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:
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.
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
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
Willingness to travel regularly to support 20 branch locations in our Western Region (WA, CA, CO, AZ, OR, UT, AK)
$80,000-$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
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