Investment Solutions Specialist

ROBERT W. BAIRD & CO. INCORPORATED; Milwaukee (WI); On-site; USD 70,000 - 95,000; Full time

Job summary

Robert W. Baird & Co. Incorporated is seeking an Investment Solutions Specialist to partner with Financial Advisors, Branch Associates, and Portfolio Managers.

You will serve as a subject matter expert, educate on platform inquiries, and help implement process improvements. The role supports Advisory Solutions, Lending & Liquidity, Investment Products, Alternative Investments, and Key Account Relationships; you will map recruits, handle exceptions, and collaborate with Branch Consultants to

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 3 years of relevant experience.
• SIE, Series 7 & 66 licensed required within 18 months of start date.
• Ability to learn and navigate Baird’s technology platforms with exceptional client service (written and verbal).
• Strong computer skills, including Microsoft Office (Word, Excel, PowerPoint).
• Utilizes AI tools to modify processes or improve decision making.
• History of delivering high-quality performance.
• Strong organizational skills with ability to manage multiple tasks.
• Must be able to work as part of a team and assist others.
• High attention to detail.
• Ability to lead discussions and presentations.
• Strong analytical skills.

Responsibilities

• Serve as a subject matter expert to educate Financial Advisors, Branch Associates, Portfolio Managers, and other partners about general platform inquiries.
• Collaborate with internal partners to implement process and service enhancements.
• Assist in managing relationships and maintaining familiarity with the platform for advisors and managers.
• Address immediate operational issues regarding the platform with the field.
• Map Financial Advisor recruits into appropriate products and services.
• Handle account-level exception requests from the field.
• Partner with Branch Consultants for educational and networking services.
• Perform any other duties as assigned.

Skills

Analytical skills

Organizational skills

Client service skills

Team player

Presentation skills

Education

Bachelor's degree

Tools

Thomson ONE

ValueOne

Envestnet

Job description

About The Role:

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 entire managed investment platform necessary for delivering great outcomes for our clients. The Investment Solutions Specialist is responsible for partnering with Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners seeking general information on the solutions available across the platform and will gain valuable first-hand experience in assisting with the day-to-day management of multiple solutions. The Specialist 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 support improved standards of service and processes with the guidance of the Investment Solutions team.

The Specialist should expect to directly support the following areas of Investment Solutions:

• Advisory Solutions
• Lending & Liquidity
• Investment Products
• Alternative Investments
• Key Account Relationships

The Impact You'll Make:

• Serve as a subject matter expert to Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners to educate them on general inquiries about the platform
• Work with Baird internal partners, the branch network, and associates within Investment Solutions to implement process and service enhancements
• Assist in managing relationships and maintaining in-depth familiarity with the broad platform in support of Baird Financial Advisors and Portfolio Managers
• Assist in addressing immediate operational issues regarding the platform with the field
• Assist with mapping Financial Advisor recruits into appropriate products and services
• Handle account-level exception requests from the field
• Partner with Branch Consultants for educational and networking services.
• Perform any other duties as assigned

What You'll Bring to Baird:

• Bachelor’s degree required or equivalent combination of education and relevant experience
• 3 years of relevant experience
• 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)
• Utilizes artificial intelligence tools to modify processes or improve decision making
• 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
• Ability to lead discussions and presentations
• Strong analytical skills