About the Role:
The Marketing Assistant II supports both individual Financial Advisor practices and broader branch marketing initiatives through content creation, digital marketing, and multimedia production.
This role works closely with Financial Advisors, Baird Retirement Management leadership, branch leadership and other associates to plan the execution of professional marketing content that strengthens advisor practices, promotes the Baird Retirement Management brand, and enhances client engagement, while adhering to firm standards and compliance requirements.
The Impact You’ll Make:
- Partner with Baird’s Corporate Resource Groups and be knowledgeable of the products and services that are available to provide the best service and advice to our clients
- Support individual Financial Advisors with customized marketing and content aligned to their practice goals and client base
- Direct and coach Financial Advisors during filming to ensure appropriate professional, clear, and audience messaging
- Produce and edit podcast content, including audio setup and post-production
- Film and edit video content for advisor branding, client education, and digital distribution
- Create social media posts and short-form videos for Instagram, Facebook, and other approved platforms
- Support digital marketing efforts, including digital advertising and campaign execution
- Capture basic photography for advisor profiles, branch marketing, and content needs
- Assist with planning advisor-specific and branch-wide content calendars
- Learn and apply Baird Retirement Management brand standards, messaging priorities, and compliance guidelines
- Participate in in-person content planning and production sessions as needed
What You’ll Bring to Baird:
- Minimum 2 years of experience in marketing, content creation, or multimedia production
- Experience with podcast production, basic sound engineering, and video editing
- Familiarity with social media platforms and digital marketing
- Basic photography skills preferred
- Strong communication, organizational, and project management skills
- Experience supporting professional services, financial services, or a regulated industry is a plus
- Ability and willingness to learn client demographics and tailor messaging appropriately is essential
- Strong organizational skills - consistent ability to prioritize workflow of self and Financial Advisors to achieve specific goals in a timely manner
- Understands compliance regulations including the client complaint process and correspondence policies
- Maintains client confidentiality in all situations
#LI-PWM4
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Skills Required
- Minimum 2 years of experience in marketing, content creation, or multimedia production.
- Experience with podcast production and basic sound engineering.
- Video editing experience.
- Familiarity with social media platforms and digital marketing.
- Basic photography skills.
- Strong communication skills.
- Strong organizational and project management skills; ability to prioritize workflow.
- Experience supporting professional services, financial services, or a regulated industry.
- Ability and willingness to learn client demographics and tailor messaging appropriately.
- Understanding of compliance regulations including the client complaint process and correspondence policies.
- Maintains client confidentiality in all situations.
Baird Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Baird and has not been reviewed or approved by Baird.
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Retirement Support — Retirement offerings are positioned as a major strength, including a strong 401(k) with matching and profit-sharing contributions, plus access to financial planning support. Long-term wealth building is further reinforced through employee ownership and stock purchase opportunities.
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Leave & Time Off Breadth — Time-off benefits are framed as generous, including unlimited PTO in some descriptions, paid holidays, and paid volunteer time. Flex time and work-from-home options are also included as part of the broader work-life package.
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Healthcare Strength — Health coverage is described as comprehensive, spanning medical, dental, vision, and mental health support, alongside wellness programs and HSA/FSA options. Preventive care and employer contributions toward HSA/deductibles are highlighted as part of the design.
Baird Insights
What We Do
Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than $305 billion in assets for clients around the world and employs more than 4,600 associates. Baird has been one of FORTUNE’s 100 Best Companies to Work For® since 2004, and is committed to policies and practices that provide equal employment opportunity at all times. These non-discriminatory practices apply to all areas of employment including: hiring, promotions, terminations, compensation, benefits and educational opportunities. “Baird” is the marketing name for Robert W. Baird & Co., Incorporated and subsidiaries and affiliates worldwide. For more information, please visit www.rwbaird.com.
