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Supports business transformation initiatives by documenting and analyzing operational processes, identifying improvement and automation opportunities, developing future-state workflows, analyzing data, and supporting project implementation. The intern will collaborate with Operations, technology, and business teams; track milestones and risks; create dashboards, documentation, training materials, and status updates; and explore responsible applications of emerging technologies, including AI.

Supports Financial Advisors by coordinating client onboarding, preparing account paperwork, maintaining CRM records, handling communications and transactions, organizing client events, and monitoring investment opportunities. The role provides operational and administrative support for client accounts while ensuring regulatory adherence and delivering high-quality service. Required licensing includes the SIE, Series 7, and Series 66 exams within 18 months of hire.

Design, develop, configure, integrate, deploy, and maintain Salesforce solutions for Capital Markets. Responsibilities include Apex, Lightning Web Components, integrations, CI/CD, security, data quality, automation, reports, dashboards, metadata, managed packages, troubleshooting, documentation, and platform optimization. The role partners with business stakeholders, architects, developers, and data teams to translate requirements into reliable solutions and support Salesforce releases, enhancements, and production operations.

One-week onsite shadow experience preceding a full-time summer internship. Participants observe institutional equity sales associates and traders, learn about U.S. equity markets, research products, sales and trading systems, and sales and principal trading desks. Candidates must be enrolled in a business-related undergraduate or graduate program and demonstrate interest in equity capital markets, analytical and sales abilities, interpersonal skills, and strong work ethic.

One-week onsite shadow experience exposing students to institutional equity sales, trading, research products, U.S. equity markets, sales trading, and principal trading desks. Participants shadow experienced sales associates and traders and learn about sell-side operations. Applicants must be enrolled in an undergraduate or graduate Business-related program, interested in equity capital markets, and possess analytical, sales, interpersonal, and teamwork skills.

Provide expert support for Baird Online to financial advisors, client specialists, and clients. Troubleshoot and resolve technology issues, manage tickets and service-level expectations, escalate incidents, document solutions, identify trends, support product enhancements, improve procedures, and train new service desk team members.

Facilitates accurate and timely client asset transfers by reviewing documentation, coordinating with financial institutions, vendors, transfer agents, and brokerage firms, and monitoring transactions through completion. Ensures regulatory and firm compliance, resolves processing issues, supports advisors and clients, and contributes to process improvements. Uses NSCC and DTC interfaces while managing multiple priorities and maintaining high-quality client service.

Summer private wealth management internship supporting Financial Advisors with report review, research, client meeting preparation, financial planning, market research, administrative tasks, client inquiries, marketing initiatives, and document processing. The role is full time in the Columbus, Indiana office and is intended for a student pursuing a finance, business, or related bachelor's degree graduating December 2027 or later.

Provides client service and operational support to Financial Advisors by coordinating onboarding, account opening, paperwork, communications, CRM activity, transactions, client events, and investment opportunity reviews. The role also handles phone calls, appointments, regulatory adherence, social media support, and special projects. Required licensure exams include the SIE, Series 7, and Series 66 within 18 months of hire.

Supports Baird’s Talent Development team through program coordination, learning-content curation, training research, instructional design, course testing, survey analysis, and presentation development. The intern will assist with HR programs and projects, create communication materials, manage learning resources in Workday, and collaborate with internal partners. This hybrid, year-round internship requires full-time summer availability, part-time semester availability, and local presence in Milwaukee.