Financial Technology Specialist
Company: Baird
Location: Milwaukee
Posted on: January 27, 2023
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Job Description:
Thank you for your interest in Baird!People are our most
important asset, and each is critical to our continued success.
This is why we seek out individuals who embrace the values we live
by, the selfless focus of our culture, the ethics that guide us and
the results we expect. -The Technology Solutions Team is an
established group within Baird's Private Wealth Management
Technology Best Practices department with a mission to help grow
revenues and improve profitability by motivating the sales force to
use desktop technologies more strategically. We pride ourselves on
providing our Financial Advisors with best in class technology
tools that are critical in driving our business forward, and we are
committed to coupling these tools with best-in-class technology
support.The Financial Technology Specialist will be expected to
play a leading role in the development of key group methodologies
and best practices. This position offers significant exposure
within the firm, and the Specialist will build and maintain
relationships with our Financial Advisors, Client Specialists,
Sales Management, and various corporate resource groups. The
Specialist will also gain wide exposure to our Products and
Services offerings.As a Financial Technology Specialist you
will:Provide in-depth functional application coaching to end users,
both reactively and proactively to ensure that Advisors and Client
Specialists are using their Wealth tools strategically for
clients.Act as Subject Matter Expert on PWM's key desktop
technologies.Proactively offer Technology Best Practices services
and consultations both remote and in-person including participating
in established on-boarding and coaching programs.Seek out advisor
opportunities to educate on new software tools and methods
available to assist their clients.Partner with Technology Product
Manager team to compile and evaluate technology enhancement
requests.Coordinate with Technology Product Manager team and IT for
UAT system testing, enhancements and fixes, and other related
project base activities.Balance related project work with daily PWM
field facing support activities.Partner with Service Desk and IT,
assisting on calls and educating internal teams on current
issues.Have the opportunity to directly advance technology
platforms by partnering with technology product, implementation,
and on-going support teams.What makes this opportunity
great:Excellent opportunity to help support a critical function
within a well-respected and established wealth management
business.Unique chance to impact and drive revenue and
profitability of Baird's PWM business unit.Great exposure to
multiple facets of PWM and the Firm working with a diverse set of
stakeholders.Hybrid schedule that allows for professional
collaboration and personal flexibility.What we look for:Bachelor's
degree required. 3 - 5 years experience within wealth management
preferred.Ability to complete SIE, Series 7 licensing in first six
months.Superior customer service attributes; willingness to go
"above and beyond" for your client.Strong comfort level with
technology and the ability to explain new concepts effectively to
end users.Must have ability to multitask, shift work priorities due
to business needs and work well under deadline driven
environment.#DI#LI-CM1#LI-HybridBaird 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, genetic information or
any other status protected by law.SummaryLocation: WI-Milwaukee;
KY-Louisville; PA-PittsburghType: Full time
Keywords: Baird, Milwaukee , Financial Technology Specialist, Other , Milwaukee, Wisconsin
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