About the Role:
As a PWM Transition Specialist, you will play a critical role in welcoming experienced Financial Advisors and their teams to Baird and setting them up for long-term success. This highly visible, relationship-driven role offers the opportunity to travel extensively to branch locations, work side by side with advisors and their support staff and serve as a trusted guide throughout the transition journey.
From day one of hire through full independence, you will lead seamless, client-focused transitions in both new and existing branch environments. You will also support new branch openings and acquisitions, ensuring that advisors, staff, and clients experience a smooth, well-coordinated onboarding to Baird’s Private Wealth Management platform. This role is ideal for someone who thrives in a fast-paced, hands-on environment, enjoys problem-solving in real time, and values building strong partnerships across the firm.
The Impact You’ll Make:
- Transition veteran Financial Advisors and their support staff to Baird, from day of hire through full independence in new and existing branch settings
- Support new branch openings and acquisitions by providing on-site transition expertise
- Build strong relationships with key partners to enhance collaboration and ensure alignment on transition needs and processes
- Deliver a seamless client transition experience, including accurate account setup while considering account features, preferences, and managed account requirements
- Work directly with clients with minimal oversight from the Financial Advisor
- Apply knowledge of firm products, compliance standards, and processes to clearly explain requirements and policies
- Ensure adherence to branch procedures and compliance expectations
- Provide accurate, detailed instructions to Transition Process Coordinators regarding account-opening processes and priorities
- Partner with Financial Advisors and clients to rebuild and resume normal business operations following transition
- Serve as back-up support to other teams and branches and contribute to special projects as needed
- Anticipate, troubleshoot, and proactively resolve issues while on site to meet client and advisor needs
- Identify process inefficiencies and communicate improvement opportunities to the PWM Branch Integration Manager
What You’ll Bring to Baird:
- Strong focus on delivering excellent client service
- Ability to travel up to 75% of the time, including occasional weekend travel
- Active SIE Exam, Series 7, and Series 66, or Series 63 and Series 65 licenses, or willingness to obtain within 18 months of hire (training and resources provided and paid for by Baird)
- Proficiency in Microsoft Office (Word, Excel, PowerPoint) and ability to quickly learn Baird’s Private Wealth Management technology platforms
- Clear and effective verbal and written communication skills, including email
- High attention to detail with a strong emphasis on accuracy
- Strong organizational skills with the ability to prioritize team workflows and meet deadlines
- Solid analytical and critical problem-solving skills
- High School Diploma required with Bachelor’s degree preferred
#LI-PWM2
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
- Ability to travel up to 75% of the time, including occasional weekend travel
- Active SIE Exam, Series 7, and Series 66, or Series 63 and Series 65 licenses, or willingness to obtain within 18 months
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
- Ability to quickly learn Baird's Private Wealth Management technology platforms
- Strong focus on delivering excellent client service
- Clear and effective verbal and written communication skills
- High attention to detail with strong emphasis on accuracy
- Strong organizational skills with the ability to prioritize team workflows and meet deadlines
- Solid analytical and critical problem-solving skills
- High School Diploma
- Bachelor's degree
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.
