About this role

Join Baird Private Wealth Management as an Investment Solutions Specialist to support Financial Advisors with tools and capabilities across our managed investment platform. You will partner with various teams to provide information, develop guidelines, and enhance service processes for our clients.

What we are looking for

6

Serve as subject matter expert for financial advisors and partners
Educate on platform solutions and general inquiries
Implement process and service enhancements
Manage relationships and maintain platform familiarity
Assist in addressing operational issues and exception requests
Map recruits to appropriate products and services

Skills mentioned

1

Microsoft Office