Baird · 11 hours ago
Technology Solutions Consultant
Louisville, KY
Full-time
Onsite
Mid Level
3+ years expBaird is seeking a Technology Solutions Consultant to serve as a trusted technology partner to Financial Advisor teams across their Central Region. In this role, you will work directly with advisors and support staff to leverage Baird’s technology effectively, providing coaching and support to enhance client experiences.
FinanceFinancial Services
Responsibilities
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
Qualification
Required
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)
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
Willingness to travel regularly to support 25 branch locations in our Central Region (KY, TX, IA, IN, KS, NE)
Preferred
Prior client-facing financial services experience preferred
Company
Baird
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.
5001-10000 employees
H1B Sponsorship
Baird has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (13)
2023 (6)
2022 (11)
2021 (4)
2020 (5)
Funding
Current Stage
Late StageLeadership Team
Ross W. Williams
Chief Operating Officer, Global Investment Banking
Adam W. Czaia
Managing Director
Recent News
2025-11-13
2025-11-11
2025-11-08
Company data provided by crunchbase