Investment Solutions Strategist

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

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