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.
The Investment Solutions team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investment, liquidity, and insured solutions’ platforms necessary for delivering great outcomes for our clients. Strategically at Baird, we believe that delivering a great Wealth Management Experience for clients is built upon three pillars: Investment Consulting, Advanced Planning, and Relationship Management.
The Investment Products Consultant is responsible for partnering with Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners seeking information on the Mutual Funds, ETFs, Donor Advised funds, and Exchange Funds available across the platform and assists with the day-to-day management of multiple solutions. The Associate will work with various areas of the firm to develop guidelines, tools, and best practices in support of the business, and will also incorporate external and internal feedback to ensure our Clients and Financial Advisors have the appropriate resources at their disposal.
As an Investment Products Consultant, you will:
Serve as a subject matter expert to Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners to educate them on general inquiries about Mutual Funds, ETFs, Exchange Funds and Donor Advised Funds.Create marketing materials to help provide education to clients on Mutual Funds ETFs, Exchange Funds and Donor Advised Funds.Manage relationships and maintaining in-depth familiarity with the broad platform in support of Baird Financial Advisors and Portfolio Managers.Work with Baird internal partners, the branch network, and associates within Investment Solutions to implement process and service enhancements.Play a key role in coordinating and executing policy decisions as well as the ongoing platform maintenance that is required to ensure the firm is compliant with REG BI policies, including but not limited to, an annual Mutual Fund and ETF rationalization.Stay informed of industry and regulatory developments to help identify and address gaps within the platform.Assist in addressing immediate operational issues regarding the Investment Product platform with the branch network.Assist with mapping Financial Advisors transitioning to Baird into appropriate products and services.Handle account-level exception requests from the field.What makes this opportunity great:
Compelling careers working side-by-side with the best in the business.Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.Support and flexibility to grow and be your best at work, at home, and in the community.Opportunity for 10-15% business travel.What we look for:
Bachelor’s Degree and 5+ years of relevant professional experience in the financial services industry requiredSIE, Series 7 & 66 licenses required within 12 months of start dateAbility to learn and effectively navigate Baird’s Private Wealth Management technology platforms (Thomson ONE, ValueOne, Morningstar, etc.)Exceptional client service skills including both written and verbalStrong organizational skills – ability to prioritize and manage multiple tasks simultaneouslyAbility to act as a team player, assisting others in the department when necessaryHigh attention to detailStrong analytical skills#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. .