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60 jobs near Columbus, OH

Crane NXT

IT Site Support Analyst

Mount Prospect, IL · On-site

Crane NXT is a premier industrial technology company that provides trusted technology solutions for secure and authentic transactions. The IT Site Support Analyst is responsible for delivering ...

Trusted Tech Inc

Data Center Technician

Amarillo, TX · On-site

The ideal candidate will be eager to learn about our network technologies and will demonstrate the ability to adapt to evolving systems. You should also be able to stay current with emerging ...

CTaccess, Inc.

Strategic Technology Advisor

Brookfield, WI · On-site

$80K - $110K/yr

Be the trusted technology advisor business leaders rely on. At CTaccess, the Strategic Technology Advisor (often called a vCIO) is a client-facing advisory role. You'll work directly with business ...

CONNEXT LLC

ACCOUNTING ASSISTANT

Duluth, GA

$18 - $23.50/hr

Our mission is to be North America's most trusted technology services company. The Accounting Assistant's primary duties include all aspects of creating invoices for customers, assisting with AP and ...

Lambda

Account CTO

... as a trusted technology partner and strategic advisor • Drive multi-year technology roadmaps aligned with customer business objectives and Lambda's product portfolio • Influence customer ...

ARKANCE USA LLC

Technology Consultant

Irvine, CA · On-site

As part of the global ARKANCE Group - a trusted partner with deep industry expertise, innovative technology solutions, and high-performing teams across 19 countries - we bring together technology ...

Xerox

Client Executive - IT Solutions

Washington, DC · On-site

$86K - $117K/yr

As part of our dynamic team, you'll have the opportunity to develop into a trusted technology advisor, helping clients transform their business through innovative IT solutions. You'll work in an ...

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Technology Solutions Consultant

Robert W Baird & Co

Milwaukee, WI • On-site, Remote

Full-time

Posted 15 days ago

Job description

About the Role:

Baird's Private Wealth Management (PWM) Technology Best Practices team is seeking a Technology Solutions Consultant to serve as a trusted technology partner to Financial Advisor teams across Baird's Midwest Region.

In this role, you'll work directly with advisors, support staff, and branch leadership to help teams leverage Baird's technology effectively. Consulting teams on utilizing technology and best practices to create capacity, support growth, and improve client experience.

Our role will involve supporting a region of either:

  • 28 branches in our Midwest Region: WI, IL, IN, MN, MO, SD
  • 20 branches in our Western Region: WA, CA, CO, AZ, OR UT, AK

Flexible travel schedule based around business needs. Open to considering internal candidates outside the posted location, provided they can reasonably and regularly travel to offices in their assigned region.

The Impact You'll Make:

  • Be a subject matter expert on PWM technology platforms used by advisor teams
  • Deliver consultative, indepth coaching to advisors and their support staff (remote and inperson)
  • 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

What You'll Bring to Baird:

  • 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)
  • Prior client-facing financial services experience preferred
  • Comfort in a consultative, relationshipdriven role with the ability to drive technology awareness and adoption through meetings and presentations
  • Strong communication, presentation, and customerservice skills
  • High visibility and collaboration across Private Wealth Management
  • A unique blend of technology, consulting, and relationship management

Travel required; flexible schedule based on business needs

  • Willingness to travel regularly to support 28 branch locations in our Midwest Region (WI, IL, IN, MN, MO, SD) or 20 branch locations in our Western Region (WA, CA, CO, AZ, OR UT, AK)

#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.

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