Investment Solutions Specialist
WI-Milwaukeehybridmid
Posted today · via Workday
About this role
About The Role: 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 entire managed investment platform 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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in WI-Milwaukee. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
More at Baird
- View →Internship – Digital Marketing & Technology (Year-Round)WI-Milwaukee
- View →Statements & Investor Reporting AnalystWI-Milwaukee
- View →Internship – Private Wealth Management (La Crosse, WI Summer 2027)WI-Onalaska
- View →Part-Time Branch ReceptionistSC-Charleston
- View →Internship – IT Operations Automation & AI (Year-Round)WI-Milwaukee
- View →Internship – Private Wealth Management (Denver, CO Summer 2027)CO-Denver