Recruiting Coordinator, Private Wealth Management

Posted 3 Days Ago
Be an Early Applicant
Milwaukee, WI, USA
In-Office
Junior
Fintech
The Role
The PWM Recruiting Coordinator manages the recruiting process, scheduling interviews, drafting offer letters, and coordinating with the Talent team to improve recruitment efficiency and candidate satisfaction.
Summary Generated by Built In

Baird’s Private Wealth Management (PWM) business is dedicated to attracting the best global talent to meet the firm’s mission of being a best place to work. Our PWM business has a team of recruiters responsible for sourcing, attracting, and hiring top talent. This role follows a hybrid schedule, with four days in the office and one day working from home.

The PWM Recruiting Coordinator is a key member on our team and will provide proactive administrative, transactional and coordination support on the full-life cycle recruiting process.  With keen attention to detail and a positive approach, this individual will help make our recruiting function run seamlessly and successfully. This role collaborates directly with the PWM Talent team and other partners.

As a PWM Recruiting Coordinator, you will:

  • Facilitate interview scheduling process including contacting candidates via phone and email for availability, coordinating calendars with interviewers and applicant, and sending confirmation emails and meeting requests to participants.

  • Performs high-volume calendar management including complex interview schedules for recruiters including video, phone, and onsite interviews.

  • Collaborates with recruiters in driving process improvement efforts and making strategic recommendations.

  • Monitors the PWM recruiting email inboxes and phone messages to ensure timely responses to inquiries.

  • Proofs offer letters for consistency and accuracy.

  • Draft offer letters as needed.

  • Continually seeks opportunities to increase client and candidate satisfaction and deepen these relationships.

  • Organizes and updates Microsoft Teams and OneNote with recruiting documents and information.

  • Facilitates the interview, offer letter and onboarding process for the Financial Advisor Training Program (FATP).

  • Assists with pulling data and generating reports via Workday.

  • Supports both internal and external stakeholders by proactively solving problems that arise throughout the interview process (i.e., technical difficulties, last minutes changes, etc.)

  • Assists in posting positions via our Workday applicant tracking system and job boards.

  • Supports our D&I council with administrative duties including scheduling meetings and sending follow-up communications.

  • Assists in the coordination of other recruiting activities including administrative duties as needed. 

What makes this opportunity great:

  • Serve as the connection between our internal clients across the firm, and external clients around the world.

  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

  • Ability to work a variety of teams and leaders, proving your ability to be flexible and highly adaptable.

 

What we look for:

  • Minimum of one year of talent acquisition experience.

  • Experience with an Applicant Tracking System, preferably Workday is a plus.

  • Strong organizational skills and ability to prioritize daily workflow to effectively organize tasks to achieve specific goals.

  • Strong oral and written communication skills.

  • Attention to detail.

  • Familiarity with Power BI, including creating dashboards and reports, preferred.

  • Capable of handling a diverse workload and prioritize assignments accordingly.

  • Ability to handle large volume of administrative detail with accuracy and reliability.

  • Great follow-through and initiative, using good judgment and a willingness to take on new tasks.

  • Ability to work effectively as a team player and remain flexible.

#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 of one year of talent acquisition experience
  • Experience with an Applicant Tracking System, preferably Workday
  • Strong organizational skills and ability to prioritize daily workflow
  • Strong oral and written communication skills
  • Attention to detail
  • Familiarity with Power BI, including creating dashboards and reports
  • Ability to work effectively as a team player

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: Milwaukee, WI
4,040 Employees
Year Founded: 1919

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.

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