Jobs at Baird

Provides client service and operational support to Financial Advisors in Private Wealth Management. Coordinates onboarding, account opening, paperwork, transactions, communications, CRM maintenance, regulatory adherence, client meetings, seminars, and investment opportunity reviews. The role also supports client events, social media, reporting, scheduling, and advisor business development while maintaining confidentiality and accuracy.

Provides advanced financial planning and client service support for Financial Advisors and their clients. Responsibilities include creating financial plans, managing onboarding and account operations, preparing client materials, maintaining CRM systems, supporting transactions and investment reviews, coordinating events, ensuring regulatory compliance, and assisting with business development. The role requires securities licenses, financial planning expertise, analytical ability, and proficiency with wealth management technology platforms.

Provides client service and operational support to Financial Advisors in Private Wealth Management. Coordinates client onboarding, account opening, paperwork, transactions, communications, appointments, reports, CRM maintenance, and client events. Handles incoming inquiries, supports regulatory compliance, reviews investment opportunities, and assists with marketing and social media activities. Requires strong organization, communication, technology, analytical, and confidentiality skills, plus securities licenses or willingness to obtain them.

Provides client service and operational support to Financial Advisors in private wealth management. Coordinates client onboarding, account opening, paperwork, transactions, communications, CRM maintenance, appointments, and client events. Handles calls, supports regulatory adherence, reviews investment opportunities, and assists with marketing and social media activities. The role requires strong organization, communication, technology, analytical, and problem-solving skills, plus completion of securities licensing exams within 18 months.

Supports Financial Advisors by coordinating client onboarding, preparing account paperwork, managing CRM records, handling client communications, processing transactions, organizing meetings and events, and monitoring investment opportunities. The role also ensures regulatory compliance, supports marketing and social media activities, and provides operational assistance to wealth management teams. Securities licenses are required or must be obtained within 18 months.

Partners with Financial Advisors to deliver wealth management client service, coordinate onboarding, manage account transactions, maintain CRM systems, support regulatory compliance, and handle high-touch communications. The role also supports business development through client events, marketing materials, social media, investment opportunity monitoring, and process improvements. Responsibilities include preparing reports and paperwork, entering securities orders, coordinating appointments, and enhancing advisor effectiveness.

Process invoices, payment requests, expense reports, vendor setups, and related documentation accurately and on time. Review coding, approvals, tax and banking information; resolve routine discrepancies; support associates and vendors; audit expense reports; maintain audit-ready records; and assist with finance-system testing and process improvements. The role also supports internal controls, policy compliance, and efficient accounts payable operations in a high-volume environment.

Oversee daily supervision and compliance activities for financial advisors and private wealth management branch associates. Investigate, document, escalate, and resolve complex regulatory issues; enforce and improve supervisory procedures; educate field teams; partner with branch managers and compliance groups; and support continuous improvement projects. Travel to assigned branches may be required for less than 25% of the time.

Strategy and Transformation Consultant supporting firm-wide technology strategy and transformation initiatives. Responsibilities include strategic analysis, Excel modeling, stakeholder interviews, change management, executive communications, roadmap development, technology assessments, and leadership presentations. The role partners closely with the CIO and senior IT leaders, synthesizes complex information into recommendations, and drives alignment across business and technology teams. This is a hybrid Milwaukee-based position requiring substantial in-office collaboration.

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.

Supports Financial Advisors by coordinating client onboarding, account opening, transactions, communications, reporting, CRM management, client events, and regulatory compliance. Identifies business-growth opportunities, reviews investment activities, enhances advisor effectiveness, and maintains high-touch client service. The role requires securities licenses, financial-industry experience, strong analytical and communication skills, technology proficiency, and attention to detail.

Supports Financial Advisors by coordinating client onboarding, account opening, transactions, communications, CRM updates, meeting materials, client events, and regulatory compliance. Responds to client inquiries, maintains service plans, monitors investment opportunities, manages administrative workflows, and may support social media and securities orders. Requires strong organization, communication, accuracy, technology skills, and securities licensing or willingness to obtain required licenses within 18 months.

Designs, builds, tests, and deploys production-ready automation and AI solutions for investment banking deal workflows. Responsibilities include automating manual processes, integrating data across enterprise systems, prototyping AI use cases, building Copilot agents, presenting solutions to stakeholders, and documenting technical implementations.

Supports financial advisors with report review, research, client meeting preparation, financial planning, market research, administrative tasks, paperwork, client questions, and branch marketing initiatives. The intern works full time in the Fairfax office during summer 2027 and gains practical experience in private wealth management.

Private Wealth Management Interns support Financial Advisors through research, report review, client meeting preparation, financial planning, market research, administrative tasks, paperwork, client inquiries, and branch marketing initiatives. The full-time summer internship is office-based in Alexandria, Virginia and includes mentorship, networking, professional development, and hands-on projects.

Supports Financial Advisors with report review, research, client meeting preparation, financial planning, market research, administrative tasks, client inquiries, marketing initiatives, and document processing. The internship is full-time during summer 2027 in Cleveland and is intended for students pursuing finance, business, or related bachelor's degrees who are interested in private wealth management.

Provides client service and operational support to Financial Advisors by coordinating onboarding, account opening, transactions, communications, CRM maintenance, client meetings, events, reports, and regulatory compliance. The role also handles client inquiries, reviews investment opportunities, supports marketing and social media activities, and completes administrative projects. Securities licenses are required or must be obtained within 18 months.

Provides client service and operational support to Financial Advisors in Private Wealth Management. Coordinates client onboarding, account opening, paperwork, transactions, communications, CRM maintenance, meeting materials, and client events. Handles calls, supports regulatory compliance, monitors investment opportunities, and may enter securities orders under advisor or client direction. Also assists with social media, business development, reporting, and branch operations.

Develops and executes Baird’s employer brand, recruitment marketing, social media, digital content, and candidate experience strategies. Manages Beamery, the careers website, social channels, campaigns, analytics, SEO, and employer brand reporting. Creates multimedia content, supports employee advocacy, partners with recruiters and business leaders, and manages vendors and projects. The role is hybrid in Milwaukee, with three days in the office weekly.

Owns communication plans and adoption activities for IT changes, including migrations, upgrades, tool rollouts, process changes, and AI initiatives. Translates technical information into audience-appropriate messaging and creates guides, FAQs, videos, job aids, and e-learning. Coordinates demonstrations and training, tracks feedback and adoption measures, and collaborates with IT project teams and subject matter experts. This is a hybrid role based in Milwaukee with three days in the office weekly.