Jobs at Baird

Provide client service and operational support to Financial Advisors: coordinate onboarding, manage communications and CRM, prepare account paperwork, place transactions as directed, organize client events, ensure regulatory compliance, and support advisor business development.

Coordinate client onboarding, account servicing, transactions, paperwork, communications, and meeting materials for the Client Resource Team. Maintain CRM records, manage incoming client calls, support Financial Advisors, ensure regulatory compliance and confidentiality, and improve team effectiveness. The role requires strong organization, accuracy, client service, communication, and willingness to obtain the SIE, Series 7, and Series 66 licenses within 18 months.

Supports securities processing operations by handling physical and electronic stock, reviewing documentation, researching exceptions, and ensuring accurate, timely transactions. The intern will learn brokerage operations, financial-system workflows, risk management, and regulatory requirements while collaborating with branches, custodians, transfer agents, and internal teams. The role is full-time during summer and part-time during academic semesters in Baird’s Milwaukee office.

As a Client Specialist, you will support Financial Advisors by coordinating client onboarding, managing communications, and assisting in operational tasks to enhance the client experience in wealth management.

As a Financial Advisor in Training, you will undergo a structured training program, supporting client planning while gaining licensing and sales skills. You'll work closely with experienced advisors to develop marketing strategies and enhance investment knowledge.

The Client Specialist is responsible for client onboarding, account management, coordinating communications, organizing client events, and ensuring compliance with regulatory policies.

Provide industry and company coverage for a 15+ stock group alongside a Senior Analyst: build financial models, conduct field research, write and distribute reports, engage with company management and institutional clients, and support sales and trading. Attend conferences and help develop client relationships.

Provide client service and operational support to Financial Advisors: coordinate onboarding, manage communications and CRM, prepare paperwork and meeting materials, process transactions, support events and social media, ensure compliance, and proactively identify investment opportunities to drive advisor business.

Design, build, test, and maintain ETL/ELT data integration pipelines and data architecture. Perform data mapping, profiling, quality remediation, and support BI/analytics by partnering with business and technical teams. Provide full lifecycle support, documentation, and continuous improvement in a hybrid agile environment.

Supports Financial Advisors by coordinating client onboarding, preparing account paperwork, maintaining CRM records, handling communications and transactions, organizing client events, and monitoring investment-related activities. The role also provides operational support, ensures regulatory adherence, manages client service workflows, and may enter securities orders under advisor or client direction.

Provides client service and operational support to Financial Advisors by coordinating onboarding, preparing account paperwork, maintaining CRM records, handling client requests and transactions, organizing meetings and events, monitoring investment opportunities, and ensuring regulatory compliance. The role also supports communications, reporting, social media, fixed annuity servicing, and special projects while maintaining confidentiality and accuracy.

Provide client service and operational support to one or more Financial Advisors: coordinate onboarding, manage prospect pipeline, prepare account paperwork, maintain CRM, assemble client meeting materials, handle inbound calls and transactions, support compliance, assist marketing/social media and events, and proactively identify investment opportunities to drive advisor business.

Provides client service and operational support to Financial Advisors in Private Wealth Management. Responsibilities include client onboarding, account opening, transaction processing, communications, CRM maintenance, meeting and event coordination, regulatory compliance, client material preparation, and monitoring investment opportunities. The role also handles phone inquiries, supports social media and marketing activities, and completes client requests and special projects.

Provides client service and operational support to Financial Advisors in private wealth management. Coordinates client onboarding, account openings, paperwork, transactions, communications, CRM maintenance, meeting materials, client events, and regulatory compliance. Handles client inquiries, monitors investment opportunities, supports advisor marketing and social media, and completes account servicing activities while maintaining accuracy, confidentiality, and strong organization.

Leads enterprise media and sponsorship strategy, planning, investment, negotiation, vendor relationships, budgeting, and performance optimization. Manages sponsorship portfolios across sports, nonprofit, and community partnerships; aligns initiatives with brand and business objectives; advises stakeholders; and leads a small team while supporting integrated marketing programs.

Provide client-facing financial planning and investment guidance to Baird associates and their immediate families. Create customized annual plans, support meetings and implementation, lead educational conversations on retirement, debt, and benefits, assist with outreach and marketing, and support team documentation and follow-up.

Provide administrative and operational support to the Global Investment Banking team: complex diary management across time zones, meeting coordination, travel booking, expense processing, deal support/project assistance, event organisation, email correspondence, and collaborating with internal teams while maintaining strong client relationships and using AI tools to improve workflows.

The Client Specialist will coordinate client onboarding, manage communications, support account operations, and help organize client events, enhancing client experience and business effectiveness.

Support client account documentation and onboarding processes, handle client and Financial Advisor inquiries, process Liquid Office requests, use issue-tracking to manage requests, contribute to efficiency improvements, develop internal reference guides and training materials, and assist on team projects to ensure compliance and high-quality client service.

Support commissions and advisory billing by processing commission statements, assisting advisors with policy and payment questions, using operational systems and automation tools, participating in team meetings, improving processes, and receiving mentorship.