Data & Analytics Engineer Robert W Baird & Co IncData & Analytics EngineerMilwaukee, WIYou'll contribute to building scalable, high-quality data solutions while partnering closely with stakeholders to turn evolving business needs into actionable insights. The Impact You'll Make: Data Engineering & Data Management: Contribute to the design, build, and maintenance of data pipelines that ingest and transform financial services data.
Client Specialist Robert W Baird & Co IncClient SpecialistPittsburgh, PAThe Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Client Specialist Robert W Baird & Co IncClient SpecialistMerritt Island, FLThe Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Investment Banking Associate, Healthcare Robert W Baird & Co IncInvestment Banking Associate, HealthcareILUse AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials. Collaborate across Bairds global investment banking platform-500+ banking associates working together to drive results across geographies, sectors, and specialties.
Investment Banking Associate, Healthcare Robert W Baird & Co IncInvestment Banking Associate, HealthcareNCUse AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials. Collaborate across Bairds global investment banking platform-500+ banking associates working together to drive results across geographies, sectors, and specialties.
Business Analyst Robert W Baird & Co IncBusiness AnalystMilwaukee, WIThe Impact You'll Make: Business Analysis & Delivery Leadership: Drive business analysis efforts across a wide range of initiatives, including new capabilities, platform enhancements, operational improvements, and data/reporting solutions. This role is designed for individuals who want to move beyond traditional requirements gathering and act as a true partner to the business, translating evolving needs into clear direction for delivery teams and influencing outcomes along the way.
Technology Solutions Consultant Robert W Baird & Co IncTechnology Solutions ConsultantSeattle, WAAbout the Role: Baird's Private Wealth Management (PWM) Technology Best Practices team is seeking a Technology Solutions Consultant to serve as a trusted technology partner to Financial Advisor teams across Baird's Western Region. In this role, you'll work directly with advisors, support staff, and branch leadership to help teams leverage Baird's technology effectively.
Senior Supervision Officer Robert W Baird & Co IncSenior Supervision OfficerMilwaukee, WIIn this role, you'll oversee the daily activity of Financial Advisors and Private Wealth Management (PWM) branch associates in accordance with our firm's written supervisory procedures, helping ensure a strong culture of compliance, accountability, and client-first decision making. Success in this role comes from your ability to communicate with clarity, navigate complex and sensitive situations with confidence, and collaborate across teams to deliver practical, thoughtful solutions.
Internship - Equity Research Analyst (Summer 2027) Robert W Baird & Co IncInternship - Equity Research Analyst (Summer 2027)Milwaukee, WIEquity Research Analyst interns at Baird gain real-world, meaningful work experience, are treated as valuable team members, and have the ability to directly contribute to the department's success. We connect institutional investors with industry-leading companies worldwide, focusing on delivering unique relationships, resources and sector expertise.
Investment Products Consultant Robert W Baird & Co IncInvestment Products ConsultantMilwaukee, WIThe candidate that fills this role will work alongside the Investment Products Manager and will also be responsible for partnering across the Wealth Solutions Group (WSG), other teams within PWM, and Corporate Resource Groups (CRGs) that support the organic and acquisitive growth strategies of the business, as effective collaboration is key to driving progress across IS&C's strategic priorities: Clients - Deliver solutions aligned with Baird's Wealth Management Experience. About The Role: The Investment Strategy & Consulting (IS&C) team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investment, liquidity, retirement plans, and insurance platforms necessary for delivering great outcomes for our clients.
Client Specialist Robert W Baird & Co IncClient SpecialistBoulder, CO$24.36–$36.67 / hourThe Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Marketing Assistant Robert W Baird & Co IncMarketing AssistantHouston, TXAbout the Role: The Marketing Assistant II supports both individual Financial Advisor practices and broader branch marketing initiatives through content creation, digital marketing, and multimedia production. The Impact You'll Make: Partner with Baird's Corporate Resource Groups and be knowledgeable of the products and services that are available to provide the best service and advice to our clients.
Branch Administrative Supervisor Robert W Baird & Co IncBranch Administrative SupervisorHouston, TXSchedules support staff work hours and time off to provide adequate coverage for the branch's varied assignments and manages timecard approvals May act as backup to staff, filling in where necessary. Ensures associates are aware of PWM branch initiatives and communicates administrative and operational topics to staff appropriately Plans and leads monthly staff meetings.
Baird Online Support Specialist Robert W Baird & Co IncBaird Online Support SpecialistMilwaukee, WIAbout The Role: The Technology Solutions Team is an established group within Baird's Private Wealth Management, Technology Best Practices department with a mission to help Financial Advisor Teams and Clients utilize Baird's technology offerings effectively and efficiently. This position offers significant exposure within the firm and our client base, and the Specialist will be expected to build and maintain relationships with our Financial Advisors, Client Specialists, Sales Management, and various corporate resource groups.
Institutional Sales Coordinator Robert W Baird & Co IncInstitutional Sales CoordinatorMilwaukee, WIThe Impact You'll Make: Manage scheduling and logistics for full-day client meetings, including preparation of detailed itineraries and coordination of travel, accommodations, catering, group events, transportation, etc. for several days per week. Develop and maintain relationships with associates in Corporate Access, Conference Services, Trading, Research, the Equity Capital Markets Desk, and the team of Equity Coordinators.
NewTrust Strategist Robert W Baird & Co IncTrust StrategistSeattle, WA$91,800–$126,000 / yearWork with Baird Financial Advisors, Market Directors, and other PWM associates to answer questions and provide thought leadership for the PWM client base. What makes this opportunity great: Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
NewClient Specialist Robert W Baird & Co IncClient SpecialistMadison, WIThe Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Senior Video Conferencing Project Specialist Robert W Baird & Co IncSenior Video Conferencing Project SpecialistMilwaukee, WIOperating with a high degree of autonomy, this role functions as a trusted subject‑matter expert and partner to internal stakeholders and external vendors, influencing outcomes through process ownership, cross‑functional collaboration, and sound independent judgment. The Senior Video Conferencing Project Specialist is an experienced individual contributor responsible for the operational execution, governance, and continuous improvement of enterprise audiovisual (AV) videoconferencing systems.
Sr Estate Planner Robert W Baird & Co IncSr Estate PlannerWexford, PA$110,000–$190,000 / yearOn your own initiative and at the request of FAs, review documents and research information to answer specific estate planning questions and to create comprehensive, customized estate planning reports for clients using our estate planning tools. Ability to balance multiple projects and work under strict deadlines at times, to work independently on projects, and to effectively relate to others in order to accomplish work responsibilities and objectives, including acting as a team player with others in the department.
Sr Estate Planner Robert W Baird & Co IncSr Estate PlannerSeattle, WA$110,000–$190,000 / yearOn your own initiative and at the request of FAs, review documents and research information to answer specific estate planning questions and to create comprehensive, customized estate planning reports for clients using our estate planning tools. Ability to balance multiple projects and work under strict deadlines at times, to work independently on projects, and to effectively relate to others in order to accomplish work responsibilities and objectives, including acting as a team player with others in the department.
Client Specialist Robert W Baird & Co IncClient SpecialistMill Valley, CA$27.70–$41.70 / hourThe Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
NewTrust Strategist Robert W Baird & Co IncTrust StrategistLouisville, KYWork with Baird Financial Advisors, Market Directors, and other PWM associates to answer questions and provide thought leadership for the PWM client base. What makes this opportunity great: Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
NewTrust Strategist Robert W Baird & Co IncTrust StrategistNashville, TNWork with Baird Financial Advisors, Market Directors, and other PWM associates to answer questions and provide thought leadership for the PWM client base. What makes this opportunity great: Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
Client Specialist Robert W Baird & Co IncClient SpecialistAnchorage, AKThe Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Sr. Trust Officer Robert W Baird & Co IncSr. Trust OfficerCincinnati, OHAbout the Role: Our Trust Officers are experienced fiduciary professionals responsible for the administration of trust accounts in accordance with the terms specified in the trust instrument, while also providing personalized, high-level service to clients. • Demonstrate expertise on the terms and practical application of trust document provisions, understanding how each trust fits within larger, complex relationships with a variety of account types.
Client Specialist Robert W Baird & Co IncClient SpecialistMadison, WIThe Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
NewTrust Strategist Robert W Baird & Co IncTrust StrategistMilwaukee, WIWork with Baird Financial Advisors, Market Directors, and other PWM associates to answer questions and provide thought leadership for the PWM client base. What makes this opportunity great: Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
NewTrust Strategist Robert W Baird & Co IncTrust StrategistCincinnati, OHWork with Baird Financial Advisors, Market Directors, and other PWM associates to answer questions and provide thought leadership for the PWM client base. What makes this opportunity great: Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
Client Specialist Robert W Baird & Co IncClient SpecialistChicago, IL$24.36–$36.67 / hourThe Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Associate Financial Advisor Robert W Baird & Co IncAssociate Financial AdvisorPhoenix, AZAbout the Role: The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
Client Specialist Robert W Baird & Co IncClient SpecialistMilwaukee, WIResponsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. As a Client Specialist, you will: Be responsible for the client service and business operation functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements.
PWM Transition Specialist Robert W Baird & Co IncPWM Transition SpecialistMilwaukee, WIAbout the Role: As a PWM Transition Specialist, you will play a critical role in welcoming experienced Financial Advisors and their teams to Baird and setting them up for long-term success. You will also support new branch openings and acquisitions, ensuring that advisors, staff, and clients experience a smooth, well-coordinated onboarding to Baird's Private Wealth Management platform.
AI & Automation Technical Lead Robert W Baird & Co IncAI & Automation Technical LeadMilwaukee, WIBring demonstrated, hands-on depth in one or more of the following areas: Gen AI tools and productivity platforms (e.g., M365 Copilot, Claude, ChatGPT, GitHub Copilot), Business Agent platforms (e.g., Copilot Studio, Power Automate, Cowork) or Azure AI services platforms (e.g., Azure AI foundry, Azure AI Search). The Tech Lead, AI & Automation is a new role on this team, created to address two growing needs: a broader view across the AI technology landscape to guide the right solution approach for each problem, and deeper hands-on capacity to enable and support the AI platforms and infrastructure that others across the firm use to build solutions.
Client Specialist Robert W Baird & Co IncClient SpecialistFort Worth, TXYour work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
Investment Banking Analyst Robert W Baird & Co IncInvestment Banking AnalystNCProvide analytical support across mergers and acquisitions, public offerings, and other financial advisory services • Work with your team to prepare company valuations, build financial models, and create marketing materials • Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches • Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal • Use AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials. • A candidate energized by learning, teamwork, and real responsibility • 12-24 months of full-time work experience (investment banking preferred) • A proven academic record and a passion for finance (a finance degree is helpful, but not required) • Drive, resilience, and a strong work ethic • Ability to work independently and thrive in a collaborative setting • Strong mathematical, writing, and verbal skills; relevant software proficiency • SIE and Series 79 licensing preferred (or the ability to obtain them quickly) • Experience with AI tools such as Rogo, CoPilot, and auxi is preferred • Familiarity with data visualization tools such as Power BI, Tableau, or similar.
Investment Banking Analyst Robert W Baird & Co IncInvestment Banking AnalystWIProvide analytical support across mergers and acquisitions, public offerings, and other financial advisory services • Work with your team to prepare company valuations, build financial models, and create marketing materials • Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches • Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal • Use AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials. • A candidate energized by learning, teamwork, and real responsibility • 12-24 months of full-time work experience (investment banking preferred) • A proven academic record and a passion for finance (a finance degree is helpful, but not required) • Drive, resilience, and a strong work ethic • Ability to work independently and thrive in a collaborative setting • Strong mathematical, writing, and verbal skills; relevant software proficiency • SIE and Series 79 licensing preferred (or the ability to obtain them quickly) • Experience with AI tools such as Rogo, CoPilot, and auxi is preferred • Familiarity with data visualization tools such as Power BI, Tableau, or similar.
Investment Banking Analyst Robert W Baird & Co IncInvestment Banking AnalystILProvide analytical support across mergers and acquisitions, public offerings, and other financial advisory services • Work with your team to prepare company valuations, build financial models, and create marketing materials • Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches • Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal • Use AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials. • A candidate energized by learning, teamwork, and real responsibility • 12-24 months of full-time work experience (investment banking preferred) • A proven academic record and a passion for finance (a finance degree is helpful, but not required) • Drive, resilience, and a strong work ethic • Ability to work independently and thrive in a collaborative setting • Strong mathematical, writing, and verbal skills; relevant software proficiency • SIE and Series 79 licensing preferred (or the ability to obtain them quickly) • Experience with AI tools such as Rogo, CoPilot, and auxi is preferred • Familiarity with data visualization tools such as Power BI, Tableau, or similar.
Client Specialist Robert W Baird & Co IncClient SpecialistChicago, IL$24.36–$36.67 / hourThe Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Client Specialist Robert W Baird & Co IncClient SpecialistWest Palm Beach, FLResponsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. As a Client Specialist, you will: Be responsible for the client service and business operation functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements.
Senior Compliance Officer - Institutional Fixed Income Robert W Baird & Co IncSenior Compliance Officer - Institutional Fixed IncomeMilwaukee, WIThis is an opportunity to play a key advisory role at the intersection of business and regulation, influencing complex trading and capital markets activity while helping shape a best-in-class compliance program. About the Role: We are seeking a seasoned Senior Compliance Officer - Institutional Fixed Income to serve as a strategic partner to our Institutional Fixed Income Broker Dealer Capital Markets businesses.
Associate Financial Advisor Robert W Baird & Co IncAssociate Financial AdvisorSeattle, WA$71,800–$97,100 / yearAbout the Role: The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
Manager of Equity & Fixed Income Research Robert W Baird & Co IncManager of Equity & Fixed Income ResearchMilwaukee, WIThe Manager will directly act as co‑manager for two PWM Home Office Portfolios, collectively managing over $9B in client assets, and will also be responsible for overseeing two additional PWM Home Office Portfolios with nearly $2B in client assets. The role serves as a primary driver of day‑to‑day research execution and portfolio decision‑making, with significant accountability for research quality, portfolio positioning, and advisor‑facing outputs.
Client Specialist Robert W Baird & Co IncClient SpecialistDenver, CO$27.54–$36.67 / hourThe Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Trust Strategist and Legal Assistant Robert W Baird & Co IncTrust Strategist and Legal AssistantSeattle, WA$56,100–$72,000 / yearThe Trust Strategist and Legal Administrative Assistant primarily supports a team of Trust Strategists who are responsible for helping Baird clients move their trust accounts to Baird Trust or add Baird Trust to their estate plan. The Impact You'll Make: Support a team of trust strategists throughout the Baird Trust footprint with a variety of administrative functions including scheduling meetings, managing CRM entries, and general support.
Compliance Officer - Corporate Compliance Robert W Baird & Co IncCompliance Officer - Corporate ComplianceMilwaukee, WICollaborate with Compliance Analytics Team, Business Process and IT team members to develop new workflows or implement process enhancements, oftentimes managing several project lanes at one time. This role requires strong knowledge of FINRA and SEC regulations, exceptional organizational skills, and the ability to balance regulatory requirements with a service-oriented approach.
Conference Services Event Planner - Temporary Robert W Baird & Co IncConference Services Event Planner - TemporaryMilwaukee, WIThe Impact You'll Make: Support larger events by managing logistics such as meeting space, room set-up, catering, audio visual needs, and participant travel. What You'll Bring to Baird: Bachelor's degree in Marketing, Business, Communications, or related field; 3+ years of meeting planning experience preferred.
Branch Administrative Manager Robert W Baird & Co IncBranch Administrative ManagerLexington, KYWork in partnership with the Market Director and/or Branch Manager to monitor and track branch marketing budgets, P&L reports, FA and branch rankings, and manage office equipment needs. Perform daily, monthly and annual compliance reviews indicated on the Branch Office Manager's Letter of Delegation, and will act as a backup to the Branch Manager in accordance with the letter of delegation.
Branch Administrative Supervisor Robert W Baird & Co IncBranch Administrative SupervisorDavenport, IAResponsible for various administrative tasks supporting the branch management team i.e. scheduling, check request, booking travel, submitting business expenses, facilities requests etc. Strong organizational skills - ability to prioritize and delegate branch's daily workflow to effectively organize tasks/people in order to achieve specific goals.
Trust Strategist and Legal Assistant Robert W Baird & Co IncTrust Strategist and Legal AssistantMilwaukee, WIThe Trust Strategist and Legal Administrative Assistant primarily supports a team of Trust Strategists who are responsible for helping Baird clients move their trust accounts to Baird Trust or add Baird Trust to their estate plan. The Impact You'll Make: Support a team of trust strategists throughout the Baird Trust footprint with a variety of administrative functions including scheduling meetings, managing CRM entries, and general support.
NewAFAT Advisor Associate Robert W Baird & Co IncAFAT Advisor AssociateMilwaukee, WIAbout the Role: Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on delivering a full Wealth Management Experience to Baird Associates and their immediate families. In this client-facing role, you'll collaborate with team members and internal partners to create and deliver customized financial plans, lead educational conversations, and identify investment solutions tailored to each client's goals.