Search the 35 jobs at Baird

Provide exceptional client service and operational support for Financial Advisors in the wealth management industry. Manage client onboarding, coordinate client events, maintain CRM systems, and handle various administrative tasks to ensure smooth operations and client satisfaction.

As a Client Specialist at Baird, you will provide exceptional client service and operational support for Financial Advisors. Responsibilities include client onboarding coordination, managing client needs, handling phone calls, maintaining CRM systems, organizing client events, and more. You will work closely with Financial Advisors to ensure client satisfaction and adherence to regulatory policies.

Provide trading support and high-value service to internal and external clients as a Sr. Advisory Trading Specialist at Baird. Ensure adherence to regulations, policies, and procedures. Participate in industry working groups to understand processes, build relationships, and influence decisions. Contribute to productivity and risk mitigation. Handle advanced tasks and provide support to Operations departments.

Responsible for transitioning veteran Financial Advisors and their support staff to Baird, ensuring seamless account setup and compliance. Build relationships with key partners, troubleshoot issues, and provide client support. Opportunity for significant exposure within the firm and training provided.

As a Client Specialist, you will provide exceptional client service and operational support for Financial Advisors, manage client onboarding coordination, leverage resources for wealth management solutions, maintain CRM systems, and support FA business effectiveness.

Provide exceptional client service and operational support for Financial Advisors in the wealth management or portfolio management business approach. Responsible for client onboarding coordination, managing FA prospect pipeline, assisting with proposal generation, and more. Maintain CRM system, manage social media presence, organize client events, and enhance FA business effectiveness. Perform transactions and handle client account servicing tasks.

The HR Reporting Analyst is responsible for extracting and reporting on HR data, creating and maintaining reports and dashboards, identifying data needs, and collaborating with HR and business leaders to enhance reporting efficiencies. This role requires 3-5 years of HR experience and strong knowledge of HR as a discipline.

The HR Reporting Analyst is responsible for extracting and reporting on HR data, creating and maintaining reports, participating in internal initiatives, ensuring data integrity, and collaborating with HR teams.

The Human Resources Reporting Analyst is responsible for extracting and reporting on HR data to communicate information within the department and the firm. They collaborate with HR and business leaders to develop meaningful metrics, reports, and dashboards aligned with HR's Key Results and Baird's mission.

The HR Reporting Analyst is responsible for extracting and reporting on HR data, creating reports and dashboards, maintaining data integrity, identifying opportunities for improvement, and collaborating with HR teams to deliver efficient reporting solutions. The role also involves supporting RFP needs and staying updated on industry best practices.

Provide exceptional client service and operational support for Financial Advisors in wealth management or portfolio management business. Responsible for client onboarding coordination, managing client communication, handling phone calls, assembling meeting materials, maintaining CRM system, organizing client events, and proactively reviewing investment opportunities.

Responsible for client service and business operations functions for Financial Advisors, including onboarding coordination, client communication, social media management, event organization, and transaction processing. Maintains client relationship management systems and ensures adherence to regulatory policies. Supports client account servicing and enhances Financial Advisors' business effectiveness. Performs daily investment opportunity reviews and notifies Financial Advisors for action.

Provide exceptional client service and operational support for Financial Advisors by managing client onboarding, coordinating appointments, generating reports, and ensuring business adherence with regulatory policies. Leverage partnerships and resources to deliver tailored wealth management solutions to clients. Assist in social media management, seminar coordination, and investment opportunity reviews.

Provide exceptional client service and operational support for Financial Advisors in the financial services industry. Responsibilities include client onboarding, managing client relationships, coordinating events, social media management, and facilitating transactions to service client accounts.

Platform Architect - Salesforce opportunity to create a vision and strategy for platform architecture, define best practices, influence platform development, design technology solutions, collaborate with teams, and provide technical leadership.

As a Senior Client Specialist at Baird, you will provide exceptional client service and operational support for Financial Advisors, manage client onboarding processes, coordinate client events, maintain CRM systems, and ensure business adherence with regulatory policies, among other responsibilities.

As a Client Specialist at Baird, you will provide exceptional client service and operational support for Financial Advisors, manage client onboarding and communication, leverage firm resources for wealth management solutions, and assist in various administrative tasks to enhance business effectiveness and marketability.

The IT QA Analyst is responsible for identifying testing needs, executing testing, developing test strategies, and working on agile delivery teams to ensure quality software for clients. The role involves test automation, defect tracking, metrics reporting, and coordinating test environments setup. Requires five years of IT experience with three years in QA or software testing.

As an Associate, US Venture Capital - Technology & Services, responsibilities include financial modeling, investment execution, due diligence, valuation, portfolio management, and marketing & network development. The role requires strong analytical skills, communication skills, and a commitment to ethical dealings. This is a two-year development-oriented position with opportunities for growth and learning foundational skills in the investment industry.

Supports and works in partnership with others on Baird's Public Relations and Communications teams to plan, develop, and implement public relations and other communications efforts.