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Support Financial Advisors by coordinating client onboarding, managing CRM and high-touch communications, preparing account paperwork and proposals, executing transactions, organizing events, and ensuring regulatory compliance. Identify growth opportunities to drive advisor business and provide backup support across branch functions.

Review annuity and insurance transactions for suitability, documentation completeness, and regulatory compliance; escalate complex or high-risk matters; advise and partner with advisors and branch teams; document supervisory decisions; identify trends and recommend process or training improvements; participate in testing, training, and special projects.

Provide client service and operational support to Financial Advisors, including onboarding, account maintenance, CRM management, communications, meeting/material preparation, regulatory compliance, transaction processing support, and organizing client events to enhance advisor productivity and client experience.

Provide client service and operational support to Financial Advisors including onboarding, account operations, CRM management, communications, meeting/material preparation, compliance adherence, event coordination, and daily account monitoring to drive advisor business.

Partner with business and delivery teams to define, document, and validate requirements for web applications and data solutions; perform data analysis with SQL; facilitate stakeholder alignment; guide delivery approach and acceptance; build domain expertise in Private Wealth Management.

Lead on-site transitions of experienced Financial Advisors and their teams to Baird, supporting branch openings and acquisitions, ensuring accurate account setup, compliance adherence, client-focused onboarding, troubleshooting issues, training staff, and coordinating with internal partners to resume normal business operations.

Provide research and knowledge-management operations support to investment bankers: manage vendor subscriptions and renewals, maintain CRM and data integrity, build advanced Excel reports, field and route research requests, assemble materials, coordinate meetings and vendor demos, and process vendor invoices and expenses.

Serve as primary HR contact for associates via phone and case management: resolve and escalate issues, document cases, educate on Workday self-service, initiate and approve Workday transactions, draft HR agreements, process invoices, support onboarding, maintain HRIS data integrity, test system changes, generate reports, and contribute to continuous improvement and HRIS upgrades.

Manage UK and Germany benefits administration and coordinate monthly payroll inputs with external providers. Reconcile and audit payroll/benefits data, support pensions, respond to associate queries, manage vendor relationships, assist compliance and reporting, and drive process improvements.

Support Financial Advisor(s) by coordinating client onboarding, maintaining CRM, preparing paperwork, handling client calls, executing transactions, organizing events, and ensuring regulatory compliance to deliver ongoing wealth management service.