Jobs at Baird

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.

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

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.

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.

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.

As a Client Specialist, you'll provide client service and support to Financial Advisors by coordinating onboarding, managing communications, and assisting with account operations and events.

Manage UK and Germany benefits administration and coordinate monthly payroll inputs with external providers. Reconcile and audit payroll/benefits data, support pensions, respond to associate queries, manage vendor relationships, assist compliance and reporting, and drive process improvements.

Join Baird's Financial Advisor Training Program to gain hands-on experience as you become a Financial Advisor. The program emphasizes licensing, client planning, and new business development over a multi-year structure.

Support Financial Advisor(s) by coordinating client onboarding, maintaining CRM, preparing paperwork, handling client calls, executing transactions, organizing events, and ensuring regulatory compliance to deliver ongoing wealth management service.

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.

Serve as a trusted technology partner to financial advisor teams across the Western region, delivering consultative coaching, onboarding, training, and technology rollouts to increase adoption, efficiency, and client experience while partnering with branch leadership and internal teams.

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.

Design, build, and maintain data pipelines and analytics-ready datasets using SQL and cloud data platforms. Perform data profiling, validation, and source-to-target mapping. Support BI enablement, document transformations, and collaborate with stakeholders while following data governance and security practices.

Provide client service and operational support to Financial Advisors: coordinate onboarding, manage CRM and communications, support account transactions, organize client events and materials, maintain regulatory compliance, and proactively flag investment opportunities.

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.

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.

The role involves managing the PWM Research Technology platform, enhancing advisor and client experience through strategic oversight, vendor relationships, and technology integrations while ensuring compliance and data integrity.