Advisory Solutions Consultant

The Investment Solutions team within Baird Private Wealth Management plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across the investment, lending and liquidity, insurance, and retirement solution platforms necessary for delivering great outcomes for our clients.

 Advisory Solutions has been one of the fastest growing segments within Baird representing 59% of Baird’s PWM AUM.  In addition, Third-party Managed Solutions (UMA, SMA, and MF/ETF advisory solutions) represent 45% of Baird’s advisory assets. 

The Advisory Solutions Consultant – Third-Party Managed Solutions will help execute on the long-term Advisory Solutions strategy and will be responsible for the day-to-day management of the Third-Party Managed Solutions as well. The candidate that fills this role will work alongside Advisory Trading/Operations, our Asset Manager Research team and Compliance/Legal within the third-party managed space and across the expanded Investment Solutions and Advisory Solutions team to execute our Third-Party Managed Solutions strategy. 

By forging strong relationships with Baird Financial Advisors (“FAs"), the Advisory Solutions Consultant – Third Party Managed Solutions will be expected to be a true partner in the delivery of great client outcomes.  This position is designed to gain exposure to all aspects of the advisory solutions platform, with an emphasis on educating FAs on the use of the third-party managed solutions.  Ideal support also includes successful collaboration within the Investment & Advisory Solutions team to ensure a cohesive strategy across the investment platform.

As an Advisory Solutions Consultant, you will:

• Work with Baird FAs and recruits to articulate information on internal and external third-party managed solutions.
• Troubleshooting advisor inquiries on third-party managed solutions technology platform, investment strategies, and investment operations/trading as well as share best practices. 
• Educate and train field on model management/proposal tools supporting third-party managed solutions strategy.
• Partner internally with Legal/Compliance, Operations, Investment Solutions, Marketing & Communications, and other areas as necessary to ensure the consistent application of broader strategic initiatives.
• Develop and deliver educational content that is relevant to third-party managed solutions. 
• Proactively develop ideas and initiatives to sustainably grow the third-party managed platform.
• Enhance internal processes to that make the third-party managed program more efficient and scalable.
• Develop expertise on the entire advisory platform to effectively partner on broader initiatives within Advisory Solutions and to provide more holistic, book-level practice management guidance to the field.

What makes this opportunity great:

• Collaborative team that offers professional development and personal flexibility.
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
• Opportunities to work with a variety of teams and leaders, proving your ability to be flexible and highly adaptable.

What we look for:

• Bachelor’s Degree or equivalent work experience required along with 5-7 years  of relevant professional experience in the financial services industry. 
• SIE, Series 7 & 66 licensed required within 18 months of start date.
• Ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms (Thomson ONE, ValueOne, Envestnet, etc.).
• Exceptional client service skills including both written and verbal. 
• Strong computer skills, including proficient in Microsoft Office suite (Word, Excel, PowerPoint).
• History of delivering consistent, high-quality performance.
• Strong organizational skills – ability to prioritize and manage multiple tasks simultaneously.
• Ability to act as a team player, assisting others in the department, when necessary, is mandatory.
• Possesses a high attention to detail.
• Strong analytical skills.

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