Jobs at Baird

Participate in a four-year financial advisor development program covering licensing, investment analysis, client planning, sales training, prospecting, relationship management, and business development. Support senior advisors, prepare client meeting materials, build financial plans for high-net-worth clients, develop referrals, convert brokerage accounts to fee-based services, and ultimately independently acquire clients and manage advisory relationships.

Supports data analytics and solution delivery through data profiling, modeling, visualization, testing, integration, and stakeholder collaboration. The intern participates in Agile ceremonies, helps transform business questions into data insights, explores approved AI capabilities, and contributes to projects using SQL, SSIS, Python, Snowflake, Microsoft Fabric, and ETL tools. This hybrid role requires full-time summer and part-time semester availability in a Milwaukee or Madison office.

Provides client service and operational support to Financial Advisors by coordinating onboarding, opening and servicing accounts, preparing client materials, maintaining CRM records, handling communications, supporting transactions, organizing events, and monitoring investment opportunities. Ensures regulatory compliance, maintains confidentiality, and helps improve advisor business effectiveness through strong organization, communication, and technology use.

Year-round conference services internship supporting the planning and execution of in-person, virtual, and hybrid conferences, events, and meetings. Responsibilities include registration, communications, venue sourcing, event materials, expense processing, supply preparation, and onsite logistics. The role requires full-time summer availability, part-time semester availability, and three days per week in a Milwaukee office. Candidates should demonstrate strong organization, communication, customer service, Microsoft Office proficiency, and attention to detail.

Compliance interns support reviews, preliminary watch-list investigations, suspicious activity escalation, branch review coordination, data analysis, and business continuity. They create Excel spreadsheets and PowerPoint training materials, assist with administrative tasks, and complete special projects while learning financial-services regulations and ethical standards. The hybrid role requires full-time summer availability, part-time semester availability, and local presence in Milwaukee.

Year-round Graphic Design Intern supporting print, digital, web, video, and photography projects. Responsibilities include brainstorming, layout and design revisions, applying brand guidelines, preparing vendor files, and assisting with web projects. The role requires advanced Adobe Creative Suite skills, strong typography and communication abilities, excellent organization, and a portfolio. It is hybrid in Milwaukee, with full-time summer and part-time semester hours.

Provides client service and operational support to Financial Advisors in Private Wealth Management. Responsibilities include coordinating client onboarding, preparing account paperwork, maintaining CRM records, handling client communications, supporting transactions, organizing meetings and events, monitoring investment opportunities, and ensuring regulatory compliance. The role requires securities licenses, strong organizational and communication skills, technology proficiency, accuracy, confidentiality, and problem-solving ability.

Year-round business coordination internship supporting Equity Research Operations through process improvement, department initiatives, coverage lists, marketing materials, data sourcing, collaboration, and administrative tasks. The role is hybrid in Milwaukee, requires full-time summer and part-time semester availability, and is intended for a local bachelor’s student graduating May 2028 or later.

Supports marketing and communications programs through content creation, digital marketing, website maintenance, competitive research, media relations, analytics, and cross-functional project coordination. The intern prepares marketing collateral, emails, articles, web content, and internal and external communications while assisting business units and creative services teams.

Supports financial advisors with report review, research, client meeting preparation, presentations, financial planning, market research, administrative tasks, client inquiries, marketing initiatives, and document processing. The internship is full-time in the Akron office during summer 2027 and provides practical experience in private wealth management.

Supports Baird’s public relations and corporate communications programs by tracking earned media, preparing releases and correspondence, managing media lists and inquiries, producing reports, coordinating website and social media news, researching media opportunities, and developing internal stories. The intern also assists with community communications, brand consistency, meetings, and strategic communications projects while working full time in summer and part time during academic semesters.

Summer 2027 private wealth management internship supporting Financial Advisors with report review, research, client meeting preparation, financial planning, market research, administrative tasks, client questions, marketing initiatives, and document processing. The role is full-time and office-based in La Crosse, Wisconsin, with opportunities for mentorship, professional development, and exposure to financial advisory work.

Supports Baird’s managed investment platform by advising Financial Advisors and Portfolio Managers, resolving operational issues, handling account exceptions, mapping recruits to products, and improving processes. The role provides platform education, manages internal relationships, develops guidelines and best practices, and supports solutions spanning advisory services, lending, investment products, alternatives, and key accounts.

Oversee accurate and timely investor reporting deliverables, including statements, confirmations, proxy materials, prospectuses, data feeds, and pricing support. Analyze workflows and reporting issues, coordinate resolutions with internal teams and vendors, support audits and controls, participate in testing and implementations, and lead process improvements. The role requires strong attention to detail, financial services operations knowledge, analytical problem-solving, and effective cross-functional collaboration.

Supports digital marketing projects across websites, email, social media, digital advertising, and intranet channels. Responsibilities include updating corporate websites through a CMS, creating intranet pages, managing email and social publishing platforms, and generating and analyzing digital marketing reports. The internship provides exposure to enterprise marketing technology and requires full-time summer and part-time academic-year availability in a hybrid Milwaukee office setting.

Year-round IT Operations Automation and AI intern supporting infrastructure and technology operations teams. Responsibilities include identifying process improvements, building and testing automations, exploring approved AI applications, documenting solutions, creating test evidence, supporting handoffs, and presenting findings. The role offers mentorship, rotations, and progressively greater ownership. It requires full-time summer availability, part-time semester availability, and hybrid work from Milwaukee.

Summer interns support private wealth management teams by researching markets, reviewing reports, preparing client meetings and presentations, assisting with financial planning, handling administrative tasks and client questions, processing documents, and contributing to branch marketing initiatives. The role is full-time in the Denver office and provides hands-on exposure to Financial Advisors and private wealth management.

Summer interns support Financial Advisors through report review, research, financial planning, market research, client meeting preparation, presentations, administrative tasks, client inquiries, marketing initiatives, and document processing. The role is full time in the Charlotte office, requires a bachelor's student graduating December 2027 or later, and offers hands-on experience in private wealth management.

Provides client service and operational support to Financial Advisors in private wealth management. Coordinates client onboarding, account opening, paperwork, transactions, communications, CRM maintenance, meetings, seminars, and client events. Handles incoming calls, prepares reports and presentations, supports regulatory compliance, and reviews daily investment opportunities for advisor follow-up. Requires strong organization, communication, attention to detail, technology proficiency, and securities licensing or willingness to obtain required licenses.

Year-round Capital Markets Compliance intern who designs, develops, tests, and visualizes regulatory technology data solutions. The role involves partnering with Compliance and business teams, analyzing business data, supporting decision-making, participating in projects, and creating solutions with Python, SQL, and potentially Power BI. The intern works full time during summers and part time during semesters in a hybrid Milwaukee-based schedule.