Investment Solutions Specialist

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 SolutionsLending & LiquidityInvestment ProductsAlternative InvestmentsKey Account RelationshipsThe 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 platformWork with Baird internal partners, the branch network, and associates within Investment Solutions to implement process and service enhancementsAssist in managing relationships and maintaining in-depth familiarity with the broad platform in support of Baird Financial Advisors and Portfolio ManagersAssist in addressing immediate operational issues regarding the platform with the fieldAssist with mapping Financial Advisor recruits into appropriate products and servicesHandle account-level exception requests from the fieldPartner with Branch Consultants for educational and networking services.Perform any other duties as assignedWhat You'll Bring to Baird:Bachelor’s degree required or equivalent combination of education and relevant experience3 years of relevant experienceSIE, Series 7 & 66 licensed required within 18 months of start dateAbility 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 verbalStrong computer skills, including proficient in Microsoft Office suite (Word, Excel, PowerPoint)Utilizes artificial intelligence tools to modify processes or improve decision makingHistory of delivering consistent, high quality performanceStrong organizational skills – ability to prioritize and manage multiple tasks simultaneouslyAbility to act as a team player, assisting others in the department when necessary is mandatoryPossesses a high attention to detailAbility to lead discussions and presentationsStrong analytical skills#LI-CM1Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.SummaryLocation: WI-Milwaukee; KY-LouisvilleType: Full time