Technology Solutions Coach for Financial Advisors

Baird; Seattle (WA); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Baird's Private Wealth Management Technology Best Practices team seeks a Technology Solutions Consultant to serve as a trusted technology partner to Financial Advisor teams across Baird’s Western Region. You’ll work with advisors, support staff, and branch leadership to help teams leverage Baird’s technology effectively, driving capacity, growth, and improved client experience.

As the subject matter expert on PWM tech platforms, you will provide consultative coaching (remote and in-person),

Qualifications

• Bachelor’s degree and 3–5 years of financial services experience.
• Ability to obtain SIE, Series 7, and 66 licenses within first 12 months.
• Prior client‑facing financial services experience preferred.
• Strong communication, presentation, and customer‑service skills.
• Willingness to travel regularly to support 20 branch locations in Western Region.

Responsibilities

• Be a subject matter expert on PWM technology platforms used by advisor teams
• Deliver consultative coaching to advisors and their support staff (remote and in-person)
• Translate business and growth objectives into practical technology solutions
• Support onboarding, ongoing coaching/training, and new technology rollouts
• Partner with branch leadership and internal partners to promote effective technology adoption
• Support recruiting efforts by showcasing Baird’s integrated technology capabilities
• Provide direct impact on how advisor teams use technology in their practice

Skills

Consulting

Relationship mgmt

Communication

Presentation

Customer service

Tech awareness

Education

Bachelor's degree

Tools

SIE license

Series 7 license

Series 66 license

Job description

Baird's Private Wealth Management Technology Best Practices team seeks a Technology Solutions Consultant to serve as a trusted technology partner to Financial Advisor teams across Baird’s Western Region. You’ll work with advisors, support staff, and branch leadership to help teams leverage Baird’s technology effectively, driving capacity, growth, and improved client experience.

As the subject matter expert on PWM tech platforms, you will provide consultative coaching (remote and in-person),