Jobs at Baird

An 18-month training program preparing associates to become registered Client Specialists supporting Financial Advisor teams. Responsibilities include client onboarding, account opening, CRM maintenance, phone and appointment support, regulatory adherence, transaction processing, client communications, events, presentations, and social media. Associates must obtain SIE, Series 7, and Series 66 licenses during the program. Successful completion may lead to a long-term Client Specialist position, potentially requiring relocation.

An 18-month training program preparing associates for Client Specialist roles supporting Financial Advisor teams. Responsibilities include client onboarding, account opening, transaction processing, CRM maintenance, phone and appointment management, regulatory adherence, client communications, events, and administrative support. Associates will study for and obtain SIE, Series 7, and Series 66 licenses. Strong customer service, communication, organization, technology, analytical, and problem-solving skills are required.

Oversee and reconcile Federal Reserve-eligible securities trade settlements, resolve exceptions, monitor regulatory requirements, liquidity, clearing funds, and margin obligations. Analyze data, address process issues, collaborate with trading teams, counterparties, and internal business units, and support regulatory initiatives, workflow improvements, testing, and client service.

Provides legal counsel and transactional support on vendor contracts, commercial matters, real estate leases, and related regulatory issues. Drafts, reviews, and negotiates agreements; conducts legal research; advises business partners on legal risk; and supports securities, disclosure, operational, and business initiative matters. The role requires collaboration across the Legal Department, responsible use of legal technology and AI tools, and progressively broader assignments.

Provides client service and operational support to Financial Advisors in Private Wealth Management. Responsibilities include coordinating onboarding, preparing account paperwork, processing transactions, maintaining CRM records, handling client communications, organizing meetings and events, supporting regulatory compliance, monitoring investment opportunities, and completing administrative projects. The role requires strong organization, communication, accuracy, technology skills, and securities licensing or willingness to obtain required licenses within 18 months.

Provides analytical support for public offerings, financing transactions, and financial advisory engagements. Conducts research and analysis for business development, client meetings, pitches, due diligence, and transaction execution. Collaborates with investment banking and sales and trading teams, prepares models and pitch books using AI tools, and creates data-driven client insights with visualization software.

Develop and modernize client-facing .NET applications using C#, ASP.NET, MVC, Web API, SQL Server, and Azure. Responsibilities include solution design, refactoring, debugging, automated testing, stakeholder collaboration, Agile delivery, release management, application security, and continuous improvement. The role also involves managing dependencies and milestones, contributing to architecture and engineering practices, and mentoring interns when opportunities arise.

Supports Financial Advisors with research, financial planning, market analysis, client meeting preparation, presentations, administrative tasks, paperwork, client questions, and branch marketing initiatives. The internship is full time during summer 2027 in the Durango, Colorado office and provides hands-on experience in private wealth management.

Supports the private equity investment lifecycle by evaluating opportunities, researching companies and industries, conducting due diligence, building financial models, performing valuations, preparing transaction materials, and monitoring portfolio-company performance. Collaborates with senior investors, portfolio leaders, colleagues, and external advisors. Requires at least two years of investment banking or private equity experience, strong analytical and communication skills, sound judgment, and a strong academic record.

Supports Financial Advisors by coordinating client onboarding, account opening, paperwork, transactions, communications, CRM maintenance, meetings, and client events. Handles inquiries, prepares reports and presentations, monitors investment opportunities, supports regulatory compliance, and helps improve team effectiveness. The role requires strong organization, communication, technology proficiency, attention to detail, and securities licensing or willingness to obtain required licenses.

Supports Financial Advisors by analyzing client data, preparing customized financial plans, delivering planning recommendations, educating clients, identifying investment solutions, and advancing business opportunities. The role also involves client relationship management, financial planning research, opportunity tracking, and occasional travel to branches.

Executes and reviews equity, ETF, mutual fund, fixed income, and advisory transactions; resolves trade exceptions; maintains records and reports; supports compliance, process improvements, and advisory solution identification. Requires securities licenses, investment product knowledge, brokerage operations experience, and proficiency with Thomson One.

Administer UK and German benefits programs, coordinate German and London payroll inputs, support pension processes, maintain accurate records, resolve employee and vendor issues, and assist with audits, compliance, reporting, and process improvement.

Summer 2027 interns support private wealth management teams through financial planning, market research, report review, client meeting preparation, paperwork processing, administrative tasks, basic client inquiries, and branch marketing initiatives. The role provides hands-on exposure to Financial Advisors and requires full-time office work in Waukesha, Wisconsin, from June 2027.

Summer 2027 private wealth management intern supporting financial advisors with report review, research, client meeting preparation, financial planning, market research, administrative tasks, client inquiries, marketing initiatives, and document processing. The role is full-time onsite in Mequon, Wisconsin and offers hands-on exposure to financial advisory operations.

Analyze and advance firm-wide IT strategy and transformation initiatives, partnering with the CIO, senior IT leaders, and business stakeholders. Responsibilities include strategic analysis, current/future-state assessments, roadmaps, resource planning, executive scorecards, Excel modeling, stakeholder interviews, change management, executive communications, presentations, and technology trend evaluation.

Supports Private Wealth Management internal communications by drafting, editing, and publishing news, presentations, and other content. Coordinates meetings and calls, maintains the communications calendar, researches stories, and assists with strategic communications planning. The intern collaborates with PWM teams and Marketing & Communications while working full time during summer and part time during academic semesters.

Supports Salesforce data governance, quality monitoring, compliance reporting, dashboards, automation, and data visualization. Maintains data dictionaries, Salesforce reports, Snowflake datasets, and Power BI dashboards while assisting with user training, system rollouts, data migrations, staffing administration, and operational projects. Partners with banking, operations, and technology teams to improve data accuracy, simplify processes, and support global reporting and automation initiatives.

Supports continuous improvement initiatives by researching end-user questions, testing workflow solutions, tracking metrics, monitoring system logs, documenting processes, and identifying efficiency opportunities. Collaborates with Operations and Business Process teams to improve client and associate experiences, update guides and training materials, and provide technical support. This hybrid internship requires full-time summer and part-time semester availability in Milwaukee.

Provides advanced financial planning and client service support for Financial Advisors and wealth management clients. Responsibilities include creating financial plans in MoneyGuidePro, managing onboarding and account operations, processing transactions, maintaining CRM systems, supporting compliance, reviewing investment opportunities, coordinating client meetings and events, and assisting with business development. Requires securities licenses, financial planning expertise, strong analytical and communication skills, and familiarity with wealth management technology platforms.