Technology Solutions Consultant

Baird

Technology Solutions Consultant serving as a technology partner to Financial Advisor teams in Baird’s Private Wealth Management. Delivering consultative coaching and promoting effective technology adoption across a regional office environment.

Posted 7/11/2026full-timeDenver • Colorado, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in PWM technology platforms and excels in delivering consultative coaching to advisors, driving technology adoption through effective communication and relationship management. Holds relevant financial services licenses and possesses a strong background in client-facing roles.

Highest-signal resume keywords

PWM Technology ExpertiseConsultative CoachingFinancial Services ExperienceCommunication SkillsTechnology Adoption

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ServicesTechnology SolutionsClient-Facing ExperienceOnboarding SupportTraining and Coaching

Soft Skills

Relationship ManagementCustomer ServicePresentation SkillsCollaboration

Certifications & Qualifications

SIE LicenseSeries 7 LicenseSeries 66 License

Industry Keywords

Private Wealth ManagementTechnology RolloutsAdvisor TeamsBranch LeadershipConsultative Role

About the role

Key responsibilities & impact

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
Provide direct impact on how advisor teams use technology in their practice through a unique blend of technology, consulting, and relationship management

Requirements

What you’ll need

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, 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
Willingness to travel regularly to support 20 branch locations in our Western Region (WA, CA, CO, AZ, OR, UT, AK)

Benefits

Comp & perks

Bonus potential targeted at 20% of base pay
Compensation and bonus are commensurate with experience, performance and/or firm profitability