Investment Solutions Specialist

3 weeks ago

Louisville, Kentucky, United States Baird Full time

Challenge your thinking and build an amazing career with the best people in the financial services industry Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird's resources and expertise to create a tailored plan to ensure success as they've defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from over 160 + locations in over 33 states. We have been recognized on Barron's Top Wealth Management Firms for 10 consecutive years and hold over $255 billion in client assets. Check out this video to learn more about our Private Wealth Management business.

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 investment, lending, and liquidity platforms 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 Solutions
  • Lending & Liquidity
  • Alternative Investments
  • Key Account Relationships

As an Investment Solutions Specialist, you will:

  • 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 platform.
  • Work with Baird internal partners, the field, and associates within Investment Solutions to implement process and service enhancements.
  • Assist in managing relationships and maintaining in-depth familiarity with the broad platform in support of Baird Financial Advisors and Portfolio Managers.
  • Assist in addressing immediate operational issues regarding the platform with the field.
  • Assist with mapping Financial Advisor recruits into appropriate products and services.
  • Handle account-level exception requests from the field.
  • Perform any other duties as assigned.

What makes this opportunity great:

  • Collaborative team that offers professional development and personal flexibility.
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
  • Opportunities to work with a variety of teams and leaders, proving your ability to be flexible and highly adaptable.

What we look for:

  • 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, Advisory Console, etc.). Exceptional client service skills including both written and verbal.
  • Strong computer skills, including proficient in Microsoft Office suite (Word, Excel, PowerPoint).
  • History of delivering consistent, high quality performance.
  • 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, is mandatory.
  • Possesses a high attention to detail.
  • Strong analytical skills.

#LI-CM1

Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.

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