Top Tech Jobs & Startup Jobs

The role involves developing and implementing testing strategies, executing test plans, designing automated test scripts, and managing quality metrics to ensure reliable software solutions.

As a Client Assistant, you'll provide operational support to Financial Advisors, manage client onboarding, communications, and events, while ensuring compliance with regulatory policies.

Provide client onboarding and ongoing support for Financial Advisors: manage prospect pipeline, prepare account paperwork, maintain CRM, handle calls, coordinate client events and communications, ensure compliance, and assist with account transactions and advisor business development.

The Associate Financial Advisor assists in delivering wealth management solutions by creating financial plans, managing client relationships, and providing investment strategies while supporting financial advisors with client services.

As a Client Assistant at Baird, you will support Financial Advisors by managing client onboarding, communications, operations, and client events. Your role will focus on enhancing the client experience and ensuring regulatory compliance while maintaining client records and facilitating investment transactions.

The Client Specialist delivers client service by coordinating onboarding, managing communications, supporting account operations, and organizing client events to enhance advisors' effectiveness.

As a Financial Advisor in Training, you will undergo a structured training program, supporting client planning while gaining licensing and sales skills. You'll work closely with experienced advisors to develop marketing strategies and enhance investment knowledge.

The PWM Transition Specialist will manage the transition of Financial Advisors to Baird, ensuring seamless client onboarding, account setups, compliance, and collaboration with team members, while traveling frequently to meet client needs.

Assist the Corporate Accounting and Finance team by managing financial reporting, documenting policies, and contributing to monthly close processes. Interns will develop skills through hands-on experience and support various teams within the department while maintaining strong attention to detail and working independently.

Provide front-line support for equity trading systems, manage real-time trading workflows, enhance service levels, and collaborate with multiple teams while addressing complex challenges.