Associate Financial Advisor Robert W. Baird & Co. IncorporatedAssociate Financial AdvisorSarasota, FL$59,300–$80,200 / yearTake the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects. About 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.
Sr Portfolio Manager- Trust Robert W. Baird & Co. IncorporatedSr Portfolio Manager- TrustSeattle, WA$191,500–$277,200 / yearWorking with Financial Consultants/Relationship Managers, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management. Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee.
Strategic Change Office Analyst Robert W. Baird & Co. IncorporatedStrategic Change Office AnalystMilwaukee, WIAbout the Role: The Strategic Change Office (SCO) provides project and change management leadership on the firm's highest‑priority, complex improvement initiatives, requiring a strategic, big‑picture mindset and playing a critical role in fostering a culture of innovation and continuous improvement. SCO projects typically span multiple departments or business units, where the team brings both structured leadership and a neutral perspective to help stakeholders navigate high‑impact challenges.
Sr Portfolio Manager- Trust Robert W. Baird & Co. IncorporatedSr Portfolio Manager- TrustMilwaukee, WIWorking with Financial Consultants/Relationship Managers, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management. Ongoing tasks include portfolio management, client service and investment review meetings, business development calls and serving on the Investment Committee.
Associate Financial Advisor Robert W. Baird & Co. IncorporatedAssociate 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.
Institutional Sales Coordinator Robert W. Baird & Co. IncorporatedInstitutional 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.
Investment Banking Associate - Healthcare Robert W. Baird & Co. IncorporatedInvestment Banking Associate - HealthcareChicago, ILUse 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 Baird's global investment banking platform-500+ banking associates working together to drive results across geographies, sectors, and specialties.
Investment Banking Analyst Robert W. Baird & Co. IncorporatedInvestment Banking AnalystCharlotte, NCUse 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. Note to External Recruiters / Search Firms: Baird does not accept unsolicited resumes and will not compensate for any placement resulting from such submissions.
Sr. Trust Officer Robert W. Baird & Co. IncorporatedSr. Trust OfficerEvansville, INAbout 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.
Financial Advisor In Training Robert W. Baird & Co. IncorporatedFinancial Advisor In TrainingRochester, NY$60,000–$100,000 / yearTo earn the FA title, participants must meet qualifying criteria that include but are not limited to 1) clearly demonstrated ability to deliver the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ability to grow the business through quality new client acquisitions. Years 3 & 4: Gain Essential Experience (24 Months) In years three and four, participants become Financial Advisor Associates and advance their experience and expertise, while working to earn the title of Financial Advisor (FA).
Client Specialist Robert W. Baird & Co. IncorporatedClient 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.
Branch Administrative Supervisor Robert W. Baird & Co. IncorporatedBranch 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.
Investment Banking Associate - Healthcare Robert W. Baird & Co. IncorporatedInvestment Banking Associate - HealthcareCharlotte, NCUse 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 Baird's global investment banking platform-500+ banking associates working together to drive results across geographies, sectors, and specialties.
Trust Strategist And Legal Assistant Robert W. Baird & Co. IncorporatedTrust 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.
Senior Compliance Officer - Institutional Fixed Income Robert W. Baird & Co. IncorporatedSenior 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.
Client Specialist Robert W. Baird & Co. IncorporatedClient 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.
Trust Strategist And Legal Assistant Robert W. Baird & Co. IncorporatedTrust Strategist And Legal AssistantLouisville, KYThe 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.
Investment Banking Analyst Robert W. Baird & Co. IncorporatedInvestment Banking AnalystMilwaukee, WIUse 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. Note to External Recruiters / Search Firms: Baird does not accept unsolicited resumes and will not compensate for any placement resulting from such submissions.
Manager Of Equity & Fixed Income Research Robert W. Baird & Co. IncorporatedManager 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.
Investment Banking Analyst Robert W. Baird & Co. IncorporatedInvestment Banking AnalystChicago, ILUse 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. Note to External Recruiters / Search Firms: Baird does not accept unsolicited resumes and will not compensate for any placement resulting from such submissions.