Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as they’ve defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from over 160 + locations in over 33 states. We have been recognized on Barron’s Top Wealth Management Firms for 10 consecutive years and hold over $255 billion in client assets. Check out this to learn more about our Private Wealth Management business.
Do you have a passion for technology and providing outstanding client service? Then consider the Baird Online Specialist role within Baird's Technology Solutions team!
The Technology Solutions Team is an established group within Baird’s Private Wealth Management, Technology Best Practices department with a mission to help Financial Advisor Teams and Clients utilize Baird’s technology offerings effectively and efficiently. We pride ourselves on providing our internal and external clients with best-in-class technology, and we are committed to coupling these tools with best-in-class technology support.
We are looking for an individual that has a passion for technology and/or financial services and the ability to deliver outstanding client service to join our team! This position offers significant exposure within the firm and our client base, and the Specialist will be expected to build and maintain relationships with our Financial Advisors, Client Specialists, Sales Management, and various corporate resource groups.
As a Baird Online Specialist, you will:
What makes this opportunity great?
Excellent opportunity to support a critical function within a well-respected and established wealth management business.Unique chance to impact and drive revenue and profitability of Baird’s PWM business unit through adoption and understanding of Baird Online.Great exposure to multiple facets of PWM and the Firm working with a diverse set of stakeholders.What we look for:
Bachelor’s degree or 3+ years of relevant professional experience required.Ability to complete SIE, Series 7 within one year.Advanced problem-solving skills and ability to troubleshoot a variety of issues.Superior customer service; willingness to go “above and beyond” for your client.Excellent written and verbal communication skills.Professional, calm, and courteous telephone mannerisms.Displays high initiative and works well under pressure.Strong comfort level with technology and the ability to explain new concepts effectively to end users.Ability to develop, build, and maintain relationships with internal and external partners.Must have ability to multitask, shift work priorities due to business needs and work well under a deadline-driven environment.#LI-CM1
Commitment to Inclusion & Diversity
Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. .