Top Tech Jobs & Startup Jobs

Provides client service and operational support to Financial Advisors in Private Wealth Management. Responsibilities include coordinating client onboarding, preparing account paperwork, maintaining CRM records, handling client communications, supporting transactions, organizing meetings and events, monitoring investment opportunities, and ensuring regulatory compliance. The role requires securities licenses, strong organizational and communication skills, technology proficiency, accuracy, confidentiality, and problem-solving ability.

Year-round business coordination internship supporting Equity Research Operations through process improvement, department initiatives, coverage lists, marketing materials, data sourcing, collaboration, and administrative tasks. The role is hybrid in Milwaukee, requires full-time summer and part-time semester availability, and is intended for a local bachelor’s student graduating May 2028 or later.

Supports marketing and communications programs through content creation, digital marketing, website maintenance, competitive research, media relations, analytics, and cross-functional project coordination. The intern prepares marketing collateral, emails, articles, web content, and internal and external communications while assisting business units and creative services teams.

Supports financial advisors with report review, research, client meeting preparation, presentations, financial planning, market research, administrative tasks, client inquiries, marketing initiatives, and document processing. The internship is full-time in the Akron office during summer 2027 and provides practical experience in private wealth management.

Supports Baird’s public relations and corporate communications programs by tracking earned media, preparing releases and correspondence, managing media lists and inquiries, producing reports, coordinating website and social media news, researching media opportunities, and developing internal stories. The intern also assists with community communications, brand consistency, meetings, and strategic communications projects while working full time in summer and part time during academic semesters.

Summer 2027 private wealth management internship supporting Financial Advisors with report review, research, client meeting preparation, financial planning, market research, administrative tasks, client questions, marketing initiatives, and document processing. The role is full-time and office-based in La Crosse, Wisconsin, with opportunities for mentorship, professional development, and exposure to financial advisory work.

Supports Baird’s managed investment platform by advising Financial Advisors and Portfolio Managers, resolving operational issues, handling account exceptions, mapping recruits to products, and improving processes. The role provides platform education, manages internal relationships, develops guidelines and best practices, and supports solutions spanning advisory services, lending, investment products, alternatives, and key accounts.

Oversee accurate and timely investor reporting deliverables, including statements, confirmations, proxy materials, prospectuses, data feeds, and pricing support. Analyze workflows and reporting issues, coordinate resolutions with internal teams and vendors, support audits and controls, participate in testing and implementations, and lead process improvements. The role requires strong attention to detail, financial services operations knowledge, analytical problem-solving, and effective cross-functional collaboration.

Supports digital marketing projects across websites, email, social media, digital advertising, and intranet channels. Responsibilities include updating corporate websites through a CMS, creating intranet pages, managing email and social publishing platforms, and generating and analyzing digital marketing reports. The internship provides exposure to enterprise marketing technology and requires full-time summer and part-time academic-year availability in a hybrid Milwaukee office setting.

Year-round IT Operations Automation and AI intern supporting infrastructure and technology operations teams. Responsibilities include identifying process improvements, building and testing automations, exploring approved AI applications, documenting solutions, creating test evidence, supporting handoffs, and presenting findings. The role offers mentorship, rotations, and progressively greater ownership. It requires full-time summer availability, part-time semester availability, and hybrid work from Milwaukee.