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Provides client service and operational support to Financial Advisors in Private Wealth Management. Responsibilities include client onboarding, account opening, transaction processing, communications, CRM maintenance, meeting and event coordination, regulatory compliance, client material preparation, and monitoring investment opportunities. The role also handles phone inquiries, supports social media and marketing activities, and completes client requests and special projects.

Provides client service and operational support to Financial Advisors in private wealth management. Coordinates client onboarding, account openings, paperwork, transactions, communications, CRM maintenance, meeting materials, client events, and regulatory compliance. Handles client inquiries, monitors investment opportunities, supports advisor marketing and social media, and completes account servicing activities while maintaining accuracy, confidentiality, and strong organization.

Leads enterprise media and sponsorship strategy, planning, investment, negotiation, vendor relationships, budgeting, and performance optimization. Manages sponsorship portfolios across sports, nonprofit, and community partnerships; aligns initiatives with brand and business objectives; advises stakeholders; and leads a small team while supporting integrated marketing programs.

Provide client-facing financial planning and investment guidance to Baird associates and their immediate families. Create customized annual plans, support meetings and implementation, lead educational conversations on retirement, debt, and benefits, assist with outreach and marketing, and support team documentation and follow-up.

The Client Specialist will coordinate client onboarding, manage communications, support account operations, and help organize client events, enhancing client experience and business effectiveness.

Support commissions and advisory billing by processing commission statements, assisting advisors with policy and payment questions, using operational systems and automation tools, participating in team meetings, improving processes, and receiving mentorship.

Support Financial Advisors by coordinating client onboarding, managing communications and CRM, preparing account paperwork, processing transactions, organizing client events, and ensuring regulatory compliance to deliver exceptional client service.

Partner with Fixed Income Capital Markets business and IT to drive analysis, discovery, and delivery. Translate business needs into requirements, process flows, and user stories; validate outcomes; support agile delivery; build domain expertise; facilitate stakeholder alignment; and help improve team practices and analysis capability.

Manage corporate compliance processes including associate training, registrations, disclosures and attestations; respond to compliance inquiries; monitor and report disclosures; identify and investigate compliance risks; collaborate with Compliance Analytics, Business Process, and IT to improve workflows; support ad-hoc Corporate Compliance projects.

Oversee branch operations and manage financial advisors and support staff. Drive branch revenue, recruiting, profitability, budgets, compliance, and associate development. Coach advisors, support PWM strategy execution, manage staffing and legal/compliance issues, and serve as local brand ambassador.