About the Role:

The Private Wealth Management (PWM) Marketing Consultant serves as a strategic growth partner to Market Directors, Branch Leaders, Financial Advisors, and support staff across assigned markets and branches. This role leads consultative marketing planning, influences growth-focused decisions, and helps advisors and branches translate business goals into practical, measurable marketing strategies. The role exists to elevate the PWM business through stronger marketing planning, better use of marketing resources, and partnership with the broader Wealth Center and Marketing & Communications organization.

PWM Marketing is designed to meet advisors where they are in their growth journey and marketing maturity, using a framework tied to PWM’s phases of growth. The consultant role is central to that model—helping advisors build foundational marketing capabilities, expand the value they deliver to clients, and support new business development through strategic planning, practical recommendations, and coordinated execution.

The Impact You’ll Make:

• Serve as a strategic marketing partner to Market Directors, Branch Leaders, Financial Advisors, and support staff, helping them connect business objectives to effective marketing approaches.

• Lead the development and execution of the strategic marketing plans and tactics by partnership with Wealth Center colleagues, Creative Services and other M&C colleagues.

• Guide advisors and teams through marketing maturity conversations, assessing current state, identifying gaps, and recommending next-step strategies that support business development and client engagement.

• Partner with PWM leadership and Finance on branch marketing budgets, charitable match programs, and related planning discussions to help ensure resources are used strategically.

• Consult with new advisors and teams joining Baird, helping them establish their marketing foundation, understand available tools, and integrate into the PWM support model.

• Manage day-to-day field engagement for assigned markets or branches, balancing responsiveness with strategic prioritization and directing work across the PWM Marketing team as needed.

• Define success for initiatives and use qualitative and quantitative insights to evaluate outcomes and refine future recommendations.

• Promote best practices in the use of PWM marketing tools and platforms—including MOD, FMG / Digital Marketing HQ, CRM, and advisor-ready resources—to improve efficiency and effectiveness.

• Identify unmet needs, recurring gaps, and opportunities for new tools, resources, or platform enhancements that better support advisors and strengthen the PWM marketing ecosystem.

• Lead or contribute to high-impact projects and initiatives for the broader PWM business, while sharing best practices and helping raise the overall level of consulting across the team.

Core Competencies:

• Building Strategic Work Relationships: Functions as a part of business development/planning. Individuals from within the business unit/area regularly bring the consultant into planning conversations and other meaningful updates.  Drives intra disciplinary M&C brainstorming, planning and project work through both exemplary collaboration and leadership in anchoring the full group on the vision and client business objective(s). Recognizes when it’s advantageous to cultivate peer relationships in other areas of the firm (e.g. IT, Finance, Legal, etc.) and proactively pursues strong partnerships in those areas. Manages/grows relationships within both M&C and the businesses, sitting at the seams and knowing when to flex to one area over the other for the sake of the relationship.

• Client Focus: Develops and proactively brings meaningful ideas to the client regularly and seamlessly as a part of ongoing consultations. With thoughtful questions and listening, drives consultations – even in situations where the client might be unclear of what is wanted or needed.  Regularly and proactively defines success for marketing initiatives and work; uses concreate measures, data and analytics to both report back to the client as well as develop and apply learnings for future marketing recommendations. Clarifies business objectives through the lens of marketing strategies and tactics.

• Decision Making: Leverages long-term vision of both business environment and M&C/CRG support environment to both anticipate client needs and address proactively (taking advantage of opportunities to advance and mitigate potential challenges). Regularly and proactively defines success for marketing initiatives and work; uses concreate measures, data and analytics to both report back to the client as well as develop and apply learnings for future marketing recommendations

• Negotiation: Discerns when to redirect or refocus the client when requests are not feasible, not best practice or not anchored to agreed to business objectives; must be able to have tough conversations. Effectively calibrates and differentiates work requests and/or intra M&C collaborations with department colleagues based on relative business impact of the work and deliverables. When appropriate, respectfully pushes M&C colleagues to deliver more innovative solutions and deliverables as well as signals to colleagues when less time and resources can and should be spent on an assignment.

• Professional Knowledge and Skills: Consistently exhibits a high level of understanding around the business unit’s client base, the selling cycle and important behaviors and factors that drive the client base to make the decision to use Baird. Clarifies business objectives through the lens of marketing strategies and tactics, with strong understanding of a variety of marketing and communications disciplines. Considered by M&C colleagues as the department SME regarding the business/area for which they support. When people have a question on business X, they always think to go to this individual first. Overtly and indirectly shares their business unit expertise with others in the department.

What You’ll Bring to Baird:

• Bachelor’s degree in Marketing, Communications, Business, or a related field, or equivalent combination of education and experience.

• 8+ years of marketing and communications experience within a financial services or professional services environment.

• Previous experience supporting field sales representatives, clients, and/or Financial Advisors on marketing strategy and support is preferred.

• Ability to handle objections, redirect requests diplomatically, and maintain strong field relationships.

• Excellent marketing plan development and project management skills.

• Ability to be influential using fact-based arguments without relying on positional authority.

• Comfort with ambiguity, strong organizational discipline, and the ability to stay focused on a small number of high-impact priorities.

The Baird Difference

Baird’s PWM business combines tailored wealth management advice, specialized expertise, and access to industry-leading investment research to help clients meet complex financial goals. In an employee-owned firm built on trust, integrity, and partnership, PWM Marketing Consultants play an important role in helping advisors and branches grow with intention—through stronger planning, better use of tools, and collaborative support across the firm

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.