Jobs at Baird

Partner with Financial Advisors and internal teams to provide expertise on mutual funds and ETFs, maintain and evolve the investment products platform, ensure compliance with policies (including REG BI), develop educational content, and support growth initiatives. Provide day-to-day product support, coordinate cross-functional policy and platform maintenance, and deliver advisor/branch education.

Provide client service and operational support to Financial Advisors: coordinate onboarding, manage communications and CRM, prepare account paperwork, assist with transactions, organize client events, maintain compliance, and support advisor business development.

Join Baird's four-year Financial Advisor Training Program to earn licenses, support senior advisors, assist client planning and portfolio work, complete training curriculum and capstone, and independently source and grow client relationships to become a Financial Advisor.

Lead and supervise a team of Executive Assistants supporting investment bankers. Manage hiring, performance reviews, coaching, training, process improvements, and day-to-day operations while ensuring quality and alignment with departmental goals. Hybrid role based in Chicago.

The Senior Video Conferencing Project Specialist manages videoconferencing programs, oversees vendor relations, establishes workflows, and coordinates AV projects across locations, enhancing operational execution and continuous improvement.

Oversee daily supervision of Financial Advisors and PWM branch associates to enforce written supervisory procedures. Investigate, document, escalate, and resolve complex compliance issues; educate field associates; partner with branch managers and CRGs; improve policies and tools; lead projects and perform branch visits (<25%).

10-week, full-time summer internship in Milwaukee supporting Equity Research Analysts. Interns perform quantitative analysis, field research, data collection, write reports, interact with company management, and discuss findings with sales, trading and institutional clients.

Provide client service and operational support to Financial Advisors: coordinate onboarding, manage CRM and communications, prepare account paperwork and meeting materials, process transactions, monitor investment opportunities, and help organize client events while ensuring compliance and confidentiality.

Provide client service and operational support to Financial Advisors including onboarding, managing communications and CRM, preparing paperwork and reports, coordinating client events, processing transactions per instructions, monitoring investment opportunities, and ensuring regulatory compliance to enhance advisor effectiveness.

Provide high-touch client service and operational support to Financial Advisors: greet clients, manage phone and scheduling, maintain CRM, prepare meeting materials, coordinate events and vendor interactions, process account paperwork and transactions, monitor investment opportunities, and ensure compliance with firm and industry policies.

Join a structured four-year Financial Advisor Training Program to obtain required licenses, support senior advisors, assist in client planning and portfolio analysis, develop marketing and business development skills, and progress to independently sourcing and closing new high-net-worth client relationships while completing training milestones and capstone assessments.

Support execution of high-priority, cross-functional strategic initiatives: coordinate tasks and meetings, draft deliverables and communications, maintain project/change plans, gather and analyze data, and assist stakeholder engagement under manager guidance.

Provide client onboarding and operational support to Financial Advisors, manage CRM and communications, prepare account paperwork and meeting materials, coordinate client events, monitor investment opportunities, and ensure compliance with firm and industry regulations. Support account transactions and social media presence, and back up team and branch functions as needed to drive advisor business.

The Associate Financial Advisor assists in delivering wealth management solutions by creating financial plans, managing client relationships, and providing investment strategies while supporting financial advisors with client services.

Provide client service and operational support to Financial Advisors: coordinate onboarding, manage communications and CRM, prepare paperwork and reports, execute transactions per advisor instructions, support compliance, organize client events and marketing, monitor investment opportunities, and back up branch teams as needed.

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.

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.

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.