Jobs at Baird

As a Client Specialist, you'll coordinate client onboarding, manage communications, support account operations, and organize client events for Financial Advisors.

As a Client Specialist, you will provide client service and operational support to Financial Advisors, manage client onboarding, handle communications, and assist in organizing client events while adhering to regulatory policies.

The Client Specialist coordinates onboarding, manages communications, supports account operations, and organizes client events for Financial Advisors to enhance client service and business effectiveness.

The Client Assistant at Baird provides operational support to Financial Advisors, including client onboarding, managing communications, and organizing client events, aiming to enhance client experience and business success.

The Data & Analytics Engineer will support marketing analytics by working with data pipelines, data modeling, and collaboration with marketing teams to provide insights for campaigns and customer engagement.

As a Client Specialist, you will provide client service and operational support, manage onboarding, communications, and event coordination for Financial Advisors, ensuring compliance and efficient workflow.

Support a Financial Advisor/team by developing and delivering customized financial plans, performing investment and portfolio analysis, connecting with next-generation clients, assisting implementation and marketing, tracking planning-related revenues, and serving as a planning specialist to drive client growth and close opportunities.

The Payroll Tax Analyst processes multi-jurisdiction payrolls, handles payroll tax inquiries, updates tax changes, reconciles accounts, and contributes to projects and improvements in payroll tax processes.

The Salesforce Platform Engineer will develop and maintain Salesforce solutions, manage user access, automate processes, and implement integrations while collaborating with business teams to meet requirements.

The Corporate Access Relationship Manager will build relationships with corporate leadership, advise on investor strategies, and manage corporate access events, ensuring a high-quality experience.

The Associate Financial Advisor partners with advisors to service high-net-worth clients, focusing on financial planning and investment research while ensuring high-quality client service.

As a Client Specialist, you will provide client service, manage onboarding, support account operations, and assist Financial Advisors with client communications and events.

Provide expert support for Baird Online by troubleshooting client issues, documenting and tracking tickets, escalating incidents, maintaining knowledge resources, training new team members, and partnering with product and technology teams to improve processes and rollout features.

Lead process discovery, model current and future-state processes (BPMN/DMN), analyze gaps, apply Lean/Six Sigma methods, manage change and stakeholders, document process artifacts in Signavio, measure KPIs, and drive process improvement initiatives to meet strategic objectives.

Lead on-site transitions of experienced Financial Advisors and their teams to Baird, supporting branch openings and acquisitions, ensuring accurate account setup, compliance adherence, client-focused onboarding, troubleshooting issues, training staff, and coordinating with internal partners to resume normal business operations.

The Client Specialist coordinates client onboarding, manages communications, supports account operations, and organizes client events, enhancing the overall client experience and assisting Financial Advisors.

The Client Specialist at Baird provides operational support to Financial Advisors, managing client onboarding, communications, and events while ensuring compliance and enhancing business effectiveness.

The Client Specialist coordinates onboarding, manages communications, supports account operations, and organizes client events, enhancing the client experience.

The AI Enablement Lead will prototype and deliver AI solutions in Institutional Equities, improve workflows, drive adoption, and lead strategic initiatives with collaboration in a hands-on, results-oriented environment.

The Commissions Data Analyst processes and analyzes commission data, ensuring accuracy in advisor compensation, while collaborating with various internal teams to resolve issues and improve workflows.