Top Tech Jobs & Startup Jobs

Provide client service and operational support to Financial Advisors including onboarding, account operations, CRM management, communications, meeting/material preparation, compliance adherence, event coordination, and daily account monitoring to drive advisor business.

Partner with business and delivery teams to define, document, and validate requirements for web applications and data solutions; perform data analysis with SQL; facilitate stakeholder alignment; guide delivery approach and acceptance; build domain expertise in Private Wealth Management.

Lead on-site transitions of experienced Financial Advisors and their teams to Baird, supporting branch openings and acquisitions, ensuring accurate account setup, compliance adherence, client-focused onboarding, troubleshooting issues, training staff, and coordinating with internal partners to resume normal business operations.

Provide research and knowledge-management operations support to investment bankers: manage vendor subscriptions and renewals, maintain CRM and data integrity, build advanced Excel reports, field and route research requests, assemble materials, coordinate meetings and vendor demos, and process vendor invoices and expenses.

Serve as primary HR contact for associates via phone and case management: resolve and escalate issues, document cases, educate on Workday self-service, initiate and approve Workday transactions, draft HR agreements, process invoices, support onboarding, maintain HRIS data integrity, test system changes, generate reports, and contribute to continuous improvement and HRIS upgrades.

Support Financial Advisor(s) by coordinating client onboarding, maintaining CRM, preparing paperwork, handling client calls, executing transactions, organizing events, and ensuring regulatory compliance to deliver ongoing wealth management service.

Support Financial Advisors by coordinating client onboarding, managing high-touch communications, maintaining CRM, preparing account paperwork and reports, processing transactions, organizing events, and identifying business development opportunities while ensuring regulatory compliance.

Provide high-touch client service and operational support to Financial Advisors: coordinate onboarding, manage CRM and communications, support account operations, organize client events and digital/social media presence, process transactions and ensure regulatory compliance.

Serve as a trusted technology partner to financial advisor teams across the Western region, delivering consultative coaching, onboarding, training, and technology rollouts to increase adoption, efficiency, and client experience while partnering with branch leadership and internal teams.

Design, build, and maintain data pipelines and analytics-ready datasets using SQL and cloud data platforms. Perform data profiling, validation, and source-to-target mapping. Support BI enablement, document transformations, and collaborate with stakeholders while following data governance and security practices.