PWM Academy Curriculum Design Consultant

PWM Academy Design Curriculum Consultant

Baird is an employee‑owned wealth management, capital markets, asset management, and private equity firm with client assets of over $200 billion. Leveraging our deep expertise and broad skills, we’re dedicated to providing the best advice and service to our individual, corporate, institutional, and municipal clients.

The Curriculum Design Consultant plays a pivotal role in evolving the Private Wealth Management (PWM) Academy by leading and standardizing new training and development initiatives. This role requires extensive collaboration between content, course development, and educational technology colleagues and teams to apply best practices of adult education to create high‑quality and innovative courses for our colleagues.

This position requires working from a Baird office 3 days per week.

• Partner with the PWM Academy team to assist in the distribution and follow‑up of training materials for all associates to meet the needs of our clients and our business.
• Provide learning and development expertise on various projects with partners, including but not limited to Client Resource Groups and PWM Communications, to ensure new and ongoing training and technology initiatives that align with business needs.
• Manage the lifecycle and create educational materials on SharePoint and the Learning Management System (LMS) for all PWM Academy.
• Participate in branch training pilots as they relate to PWM Academy needs/questions.
• Lead training and development sessions for PWM Academy initiatives.
• Aid in building education and development for the PWM Academy using educational technologies to align with business and associate needs.
• Create and update the PWM Academy’s Baird Web pages.
• Collaborate across the PWM Academy to design and develop education for branches and PWM.
• Aid in deciding how learning is measured when designing materials for PWM.
• Help to develop curriculum for branches and match the educational needs to the business.
• Work with SMEs to create educational materials.
• Keep up to date with corporate learning practices and new learning technologies.
• Special projects as assigned.

• Bachelor’s degree preferred or a combination of education and experience.
• 3+ years of experience in the learning and development field.
• 2–3 years of experience with programs like Articulate 360, Captivate, Adobe Suite, Canva, etc.
• Training development experience and an understanding of adult learning theory.
• Experience with Workday Learning and/or Docebo.
• Superior customer service attributes/mindset; willingness to go “above and beyond” for the client.
• Able to research and stay current with new learning technologies, while implementing them to improve the PWM Academy’s educational materials.
• Ability to manage multiple projects effectively.
• 10–25% travel.
• Willingness to acquire the SIE, Series 7/66 or 7/63/65 licenses.

• $85,600.00 – $ annual salary range.
• Bonus potential up to 20% of base pay.
• Compensation and bonus are commensurate with experience, performance and/or firm profitability.
• Opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.

Mid‑Senior level

Full‑time

Education and Training