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The Client Specialist is responsible for client onboarding, account management, coordinating communications, organizing client events, and ensuring compliance with regulatory policies.

As a Client Assistant, you will support Financial Advisors by managing client onboarding, communications, account operations, and organizing events to enhance client experience in wealth management.

The Client Assistant coordinates onboarding, manages communications and account operations, and organizes client events to enhance the client experience for Financial Advisors at Baird.

The IT Project Manager leads teams under a Kanban model, focusing on agile practices, project delivery, stakeholder management, and continuous improvement in a hybrid environment.

Serve as a strategic HR partner to Private Wealth Management leaders: advise on associate relations, apply HR policies, lead talent and development initiatives, support workforce planning, manage leave/accommodation processes, and monitor employment trends.

The Institutional Consultant provides investment advice to institutional clients, manages relationships, conducts portfolio reviews, and develops investment policy statements.

The AI Enablement Lead will drive AI solutions across business areas, prototype systems, ensure adoption, and collaborate with teams for delivery and scalability.

As a Client Specialist, you will provide client service and operational support to Financial Advisors, coordinate onboarding, manage communications, and assist with account operations and client events.

The Sr Tax & Cost Reporting Analyst oversees tax statement preparation and IRS filings, ensures compliance with regulations, and leads process optimization initiatives.

Responsible for client onboarding and management, supporting Financial Advisors with communications, proposals, regulatory compliance, and enhancing business effectiveness. Requires strong analytical skills and licenses in the securities industry.