The Investment Solutions team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investment, liquidity, and insured solutions’ platforms necessary for delivering great outcomes for our clients. Strategically at Baird, we believe that delivering a great Wealth Management Experience for clients is built upon three pillars: Investment Consulting, Advanced Planning, and Relationship Management.

The Investment Products Associate is responsible for partnering with Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners seeking general information on the Alternative Investments available across the platform and will gain valuable first-hand experience in assisting with the day-to-day management of multiple solutions. The Associate 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 ensure our Clients and Financial Advisors have the appropriate 529, Alternative Investment, Mutual Fund, ETF and UIT resources at their disposal.

As an Investment Products Associate, you will:

Assist Product consultants to serve as a subject matter expert to Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners to educate them on general inquiries about Investment Products.
Assist in creating marketing materials to help provide education to clients on Investment Products.
Assist in managing relationships and maintaining in-depth familiarity with the broad platform in support of Baird Financial Advisors and Portfolio Managers.
Work with Baird internal partners, the branch network, and associates within Investment Solutions to implement process and service enhancements.
Stay informed of industry and regulatory developments to help identify and address gaps within the platform.
Assist in addressing immediate operational issues regarding the Alternative Investment platform with the branch network.
Assist with mapping Financial Advisors transitioning to Baird into appropriate products and services.
Handle account-level exception requests from the field.

What makes this opportunity great:

Compelling careers working side-by-side with the best in the business.
Fast paced environment that will enable you to grow as a professional.
Support and flexibility to grow and be your best at work, at home, and in the community.

Qualifications:

Bachelor’s degree required or equivalent combination of education and relevant experience.
3 years of relevant experience.
SIE, Series 7 & 66 licensed required within 18 months of start date
Ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms (Thomson ONE, ValueOne, CAIS, etc.)
Exceptional client service skills including both written and verbal
Strong organizational skills – ability to prioritize and manage multiple tasks simultaneously
Ability to act as a team player, assisting others in the department when necessary
High attention to detail
Strong analytical skills

#DI

#LI-CM1

Baird 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.