Investment Solutions Platform Expert for Advisors

Baird; Milwaukee (WI); On-site; USD 70,000 - 90,000; Full time

Job summary

Baird’s Private Wealth Management Investment Solutions team seeks an Investment Solutions Specialist to partner with Financial Advisors, Branch Associates, and Portfolio Managers. You’ll help with information on platform solutions and assist in day-to-day management while developing guidelines, tools, and best practices.

You’ll directly support Advisory Solutions, Lending & Liquidity, Investment Products, and Alternative Investments, building strong relationships and addressing immediate

Qualifications

• Bachelor's degree or equivalent combination of education and experience
• 3 years of relevant experience in financial services
• SIE, Series 7 & 66 licenses required within 18 months of start date
• Strong client service skills and proficiency with Microsoft Office
• Ability to learn and navigate firm technology platforms

Responsibilities

• Serve as subject matter expert on platform solutions for Financial Advisors and Branch Associates
• Collaborate with Portfolio Managers and other partners to implement process and service enhancements
• Maintain familiarity with platform offerings and support day-to-day management of multiple solutions
• Address operational issues in coordination with the field and internal partners
• Assist with mapping recruits to appropriate products and services

Skills

Bachelor's degree

3 years experience

SIE

Series 7

Series 66

Microsoft Office

AI tools usage

Education

Bachelor's degree

Tools

Thomson ONE

ValueOne

Envestnet

Job description

Baird’s Private Wealth Management Investment Solutions team seeks an Investment Solutions Specialist to partner with Financial Advisors, Branch Associates, and Portfolio Managers. You’ll help with information on platform solutions and assist in day-to-day management while developing guidelines, tools, and best practices.

You’ll directly support Advisory Solutions, Lending & Liquidity, Investment Products, and Alternative Investments, building strong relationships and addressing immediate