Title: Technology Solutions Consultant Locations: Hybrid CO-Denver WA-Seattle time type Full time job requisition id R2026755 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 Western 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 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, 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 - 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, 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 - A unique blend of technology, consulting, and relationship management Travel required; flexible schedule based on business needs - Willingness to travel regularly to support 20 branch locations in our Western Region (WA, CA, CO, AZ, OR, UT, AK) Compensation and Benefits: - $80,00-$110,000 annual salary range - Bonus potential targeted at 20% of base pay - Compensation and bonus are commensurate with experience, performance and/or firm profitability - Check out our Total Rewards at Baird, for a summary of our benefits and compensation - Applications accepted on a rolling basis #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.

Role Description This Senior AI Solutions Architect / CTO has strong relational database modelling, metadata-driven SaaS architecture, and LLM / agentic workflow experience. We are looking for a very senior, hands-on AI-native technical leader who can operate across architecture, solution design, code delivery, code review, and AI-assisted development. This person should be strong enough to contribute to the initial build directly, but also senior enough to help define the engineering standards, architecture patterns, and hiring bar for future developers. This is not a pure architect role and not a pure developer role. We need someone who can bridge both. Key Responsibilities - Understand and contribute to the Ellavait CRM and BI product architecture. - Work with Micado leadership to shape the technical roadmap. - Translate product requirements into secure, scalable, maintainable technical solutions. - Use AI coding tools such as Claude Code, Cursor, GitHub Copilot, Codex, Replit, or similar to accelerate delivery. - Personally contribute to development where required, especially in the early stages. - Review AI-generated code critically before it reaches production. - Protect the integrity of Ellavait’s multi-tenant architecture, including tenant isolation, role-based access control, data security, auditability, and maintainability. - Help define coding standards, architecture decision records, delivery patterns, and AI development workflows. - Support sprint planning by breaking larger initiatives into technically clear work packages. - Help interview and assess future AI developers and QA automation resources. - Act as a trusted technical counterpart to our internal leadership team. Qualifications - Senior full-stack software engineering background. - Strong relational database design and data modelling experience, including complex entity relationships, lookup relationships, junction objects, field types, referential integrity, indexing, and query performance. - Strong understanding of CRM-style data models, including accounts, contacts, leads, opportunities, activities, tasks, notes, emails, custom objects, and related records. - Ability to design metadata-driven data structures where customers can configure objects, fields, layouts, relationships, and workflows without custom code. - Strong understanding of tenant-scoped data access and the risks of data leakage in a multi-tenant SaaS platform. - Strong understanding of AI and LLM application architecture, not only AI-assisted coding. - Experience or strong working knowledge of agentic workflows, tool calling, retrieval augmented generation, vector databases, embeddings, structured outputs, and AI guardrails. - Ability to design AI features that can safely reason over CRM records, relationships, documents, emails, tasks, and business workflows. - Ability to design human-in-the-loop controls, audit logs, permission checks, and approval flows for AI-driven actions. Preferred Technical Experience - React and TypeScript. - Python and FastAPI. - PostgreSQL or other advanced relational databases. - Advanced SQL, query optimisation, indexing, joins, and database performance tuning. - Relational database design, including one-to-many, many-to-many, lookup relationships, junction objects, referential integrity, and schema migrations. - Data modelling for CRM, ERP, workflow, BI, or metadata-driven applications. - Metadata-driven SaaS architecture where objects, fields, layouts, relationships, permissions, and workflows can be configured dynamically. - Multi-tenant SaaS platforms, including tenant isolation, tenant-scoped queries, shared versus dedicated data models, and data leakage prevention. - Authentication and authorisation frameworks. - Role-based access control and permission-aware application design. - API architecture and integration design. - Data pipelines and integration architecture. - Event-driven architecture and background job processing. - Automated testing, CI/CD, and release governance. - Cloud deployment experience. - Vector databases or vector search, such as pgvector, Pinecone, Weaviate, Qdrant, or similar. - Embedding models and semantic search. - LLM orchestration frameworks or patterns. - AI agent frameworks, tool/function calling, and workflow automation. - Retrieval-augmented generation architecture. - Secure AI application design, including tenant-aware retrieval, permission checks, auditability, human-in-the-loop controls, and prevention of cross-tenant data exposure.

• Solution Design & Implementation - Lead technical delivery of PIAM solutions for enterprise customers • Customer Collaboration - Work directly with client teams to gather requirements, manage expectations, and ensure successful outcomes • Technical Problem Solving - Troubleshoot complex integrations involving SQL Server, Active Directory, web services, and various access control platforms • Project Leadership - Manage technical scope, timelines, and deliverables while mentoring junior team members • System Integration - Configure and deploy solutions that integrate with existing enterprise infrastructure

• Understand Customer Current State • Proactivity drive discovery and understanding of customer IT current state, goals, outcomes, and initiatives across Business, Technical, Operational, and Financial facets • Research industry trends and topics and develop discovery approaches • Develop and lead workshops to drive relevant discovery • Document customer current state to assist customer and sales teams target future state architectures and roadmaps • Identify customer stakeholders and their individual success criteria and needs • Create and lead technical solution approaches and next steps aligned to customer stakeholders • Align, vet and coordinate Presidio and vendor partner technical resources as needed • Engage Manager/VP/Director level at clients directly • Analyze and assess client requirements and determine target architecture and design solutions (HW, SW, Licensing, Cloud services, Managed Services, Delivery Services, etc) and roadmaps • Create and deliver compelling technical proposals directly to clients, including relevant drawings, diagrams and analysis • Maintain a high level of technical excellence and evangelism across multiple relevant solution architecture and product areas • Lead the curation and delivery of relevant technical knowledge, presentations, and conversations at all client levels and customer related events • Actively participate in technical champion programs and communities • Attain certifications when appropriate • Learn, discuss and present new and emerging technical and IT related topics • Activity participate in client account related activities that establish the Solution Architect as a trusted advisor internally and with customers, such as: Account planning, EBCs, social events, etc • Engage Presidio team members, activity participate in team activities, and contribute on collaboration tools to drive an open, positive, inclusive, resilient, change-orientated team culture • Be a steward of the PRESIDIO CULTURE – Teamwork, Execution Excellence, Integrity and Forward-Thinking • Develop working relationships with vendor partner teams and peers • Contribute to and drive execution of relevant partner vendor GTM strategies • Actively plan and execute growth and career development activities • Seek and collaborate on improvements to presales processes and GTM • Contribute to the success of others in sales and presales • Actively mentor and enable others • Share methods, content, and lessons learned with others