Technology Solutions Consultant

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

About The Role

Baird’s Private Wealth Management (PWM) Technology Best Practices team is seeking a Technology Solutions Consultant to serve as a trusted technology partner to Financial Advisor teams across Baird’s Western Region.

Baird’s Private Wealth Management (PWM) Technology Best Practices team is seeking a Technology Solutions Consultant to serve as a trusted technology partner to Financial Advisor teams across Baird’s Western Region. In this role, you’ll work directly with advisors, support staff, and branch leadership to help teams leverage Baird’s technology effectively. Consulting teams on utilizing technology and best practices to create capacity, support growth, and improve client experience.

• WA, CA, CO, AZ, OR, UT, AK

Flexible travel schedule based around business needs. Open to considering internal candidates outside the posted location, provided they can reasonably and regularly travel to offices in their assigned region.

The Impact You'll Make

• Be a subject matter expert on PWM technology platforms used by advisor teams
• Deliver consultative, in‑depth 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 (Wealth Center) to promote effective technology adoption
• Support recruiting efforts by showcasing Baird’s extensive integrated technology capabilities
• Provide direct impact on how advisor teams use technology in their practice through a unique blend of technology, consulting, and relationship management

What You’ll Bring To Baird

• Bachelor’s degree and 3–5 years of financial services experience
• Ability to obtain SIE, Series 7, and 66 licenses within the first 12 months (if not already held)
• Prior client-facing financial services experience preferred
• Comfort in a consultative, relationship‑driven role with the ability to drive technology awareness and adoption through meetings and presentations
• Strong communication, presentation, and customer‑service skills
• High visibility and collaboration across Private Wealth Management
• A unique blend of technology, consulting, and relationship management

Travel required; flexible schedule based on business needs

• Willingness to travel regularly to support 20 branch locations in our Western Region (WA, CA, CO, AZ, OR, UT, AK)

Compensation And Benefits

• $80,00-$110,000 annual salary range
• Bonus potential targeted at 20% of base pay
• Compensation and bonus are commensurate with experience, performance and/or firm profitability
• Check out our Total Rewards at Baird, for a summary of our benefits and compensation
• Applications accepted on a rolling basis