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Provide client service and operational support to Financial Advisors: coordinate onboarding, manage CRM and communications, support account transactions, organize client events and materials, maintain regulatory compliance, and proactively flag investment opportunities.

Provide client service and operational support to Financial Advisors: coordinate onboarding, manage communications and CRM, prepare account paperwork, assist with transactions, organize client events, maintain compliance, and support advisor business development.

Partner with Financial Advisors and internal teams to provide expertise on mutual funds and ETFs, maintain and evolve the investment products platform, ensure compliance with policies (including REG BI), develop educational content, and support growth initiatives. Provide day-to-day product support, coordinate cross-functional policy and platform maintenance, and deliver advisor/branch education.

The role involves managing the PWM Research Technology platform, enhancing advisor and client experience through strategic oversight, vendor relationships, and technology integrations while ensuring compliance and data integrity.

Serve as strategic marketing partner to Market Directors, Branch Leaders, and Financial Advisors. Develop and execute marketing plans, assess marketing maturity, manage field engagement, optimize budgets and tools, measure outcomes using qualitative and quantitative insights, and drive best practices across PWM marketing platforms.

Lead and supervise a team of Executive Assistants supporting investment bankers. Manage hiring, performance reviews, coaching, training, process improvements, and day-to-day operations while ensuring quality and alignment with departmental goals. Hybrid role based in Chicago.

Join Baird's four-year Financial Advisor Training Program to earn licenses, support senior advisors, assist client planning and portfolio work, complete training curriculum and capstone, and independently source and grow client relationships to become a Financial Advisor.

The Senior Video Conferencing Project Specialist manages videoconferencing programs, oversees vendor relations, establishes workflows, and coordinates AV projects across locations, enhancing operational execution and continuous improvement.

Serve as a hands-on AI technical lead who assesses business needs, recommends multi-vendor AI solutions, and implements and supports AI platforms and infrastructure. Enable platform adoption, create repeatable solution patterns, monitor emerging AI tools, and communicate technical approaches clearly to business, compliance, and IT stakeholders.

10-week, full-time summer internship in Milwaukee supporting Equity Research Analysts. Interns perform quantitative analysis, field research, data collection, write reports, interact with company management, and discuss findings with sales, trading and institutional clients.