568 Results for

Robert W. Baird & Co. Incorporated Jobs in the United States

Jobs

Trust Strategist Robert W. Baird & Co. Incorporated

Louisville, KY

You will join a unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership, with opportunities to work side by side with the best in the business and the support and flexibility to grow and be your best at work, at home, and in the community. About the Role: As a Trust Strategist, you will review trust and estate planning documents, provide guidance on trust administration and fiduciary matters, and serve as a thought leader for Baird Financial Advisors, Market Directors, and other PWM associates.

30+ days ago

AI Technology Product Manager Robert W. Baird & Co. Incorporated

Milwaukee, WI

$91,000–$140,000 / year

Ability to solve ambiguous problems and recommend practical solutions; operate independently on most assignments; make sound operational decisions within defined parameters; influence managers and senior professionals without formal authority; lead cross-functional workstreams; translate technical concepts into business outcomes; manage competing priorities; and escalate strategic, commercial, regulatory, or risk decisions appropriately. Preferred experience includes administering Rogo or a comparable enterprise AI or agentic platform; familiarity with investment banking workflows; supporting AI governance, output-review controls, or an enterprise prompt or skill library; and exposure to Power BI, Snowflake, or comparable enterprise reporting environments as data sources for AI workflows.

28 days ago

Client Specialist Baird

Paducah, Kentucky

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.

30+ days ago

Client Specialist Robert W. Baird & Co. Incorporated

Santa Clara, CA

$27.70–$41.70 / hour

The 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.

30+ days ago

Statements & Investor Reporting Analyst Robert W. Baird & Co. Incorporated

Milwaukee, WI

Working from our Milwaukee headquarters in a collaborative team environment, this role partners closely with Operations, Technology, Compliance, and vendor partners to manage reporting-related activities, support audits and controls, and lead smaller projects and process improvements that enhance the client experience and support regulatory compliance. This role is responsible for overseeing assigned reporting deliverables related to client statements, trade confirmations, proxy materials, prospectus documents, data feeds, and pricing support, while applying analytical thinking and process knowledge to ensure quality, resolve issues, and strengthen operational effectiveness.

30+ days ago

Media & Sponsorship Manager Robert W. Baird & Co. Incorporated

Chicago, IL

$102,000–$156,900 / year

Serving as both a strategic advisor and hands-on contributor, you will partner across Marketing & Communications, business units, community partners, and external vendors to deliver integrated, high-quality programs while leading and developing a small team. This role connects business priorities to effective media and partnership strategies, ensuring investments are well-managed, measurable, and aligned to brand and growth objectives.

30+ days ago

Business Development Consultant Robert W. Baird & Co. Incorporated

Louisville, KY

About The Role: The PWM Business Development team, comprised of regional consultants (BDCs), associates (BDAs) and PWM Growth Strategy Consultant is an established group with a mission to grow revenues and improve profitability by acting as an internal 'management consultant' and 'practice management coach' to Market Director, Branch Leaders, and Financial Advisor Practices. This Business Development group plays a leadership role in our regionally aligned Wealth Center - a team of functional experts that come together to elevate the business outcomes and client experience by partnering with our Financial Advisor Practices.

30+ days ago

Internship – Software Developer (Year-Round) Baird

Milwaukee, Wisconsin

Experience Baird’s collaborative culture that values diverse backgrounds and perspectives through teamwork and a strong sense of partnership by shadowing and mentorship from experienced team members and leaders. The Business Process team is part of Baird’s Operations Department (“Ops”), which is the best kept secret in the financial services industry and plays a critical role to the success and growth of the firm.

21 days ago

Internship - Private Wealth Management (Columbus, IN Summer 2027) Robert W. Baird & Co. Incorporated

Columbus, OH

Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams. About the Role: Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team.

20 days ago

Internship – Private Wealth Management (Chicago, IL Summer 2027) Baird

Chicago, Illinois

Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams. Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team.

20 days ago

Internship – Private Wealth Management (Murray, KY Summer 2027) Baird

Murray, Kentucky

Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams. Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team.

8 days ago

Internship - Private Wealth Management (Phoenix, AZ Summer 2027) Robert W. Baird & Co. Incorporated

Phoenix, AZ

24 days ago

Branch Events & Operations Assistant Robert W. Baird & Co. Incorporated

Louisville, KY

About the Role: As the Branch Events and Operations Assistant, you'll play a key role in strengthening client and associate relationships and elevating our brand presence through the planning and execution of marketing events and engagement activities. This role partners closely with branch leadership and Wealth Management teams to deliver seamless events that foster connection, drive brand awareness, and support business objectives.

14 days ago

Trust Middle Office Associate Robert W. Baird & Co. Incorporated

Milwaukee, WI

As a Trust Associate in the Middle Office, you will provide account opening, account closing, asset movement, and cost adjustment support to Trust Associates and Trust Officers. The ideal candidate will have strong knowledge of the financial industry, be highly proficient with Excel, and provide excellent service to internal and external clients.

30+ days ago

Associate Financial Advisor Robert W. Baird & Co. Incorporated

Milwaukee, WI

About 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.

30+ days ago

Sr. Trust Strategist Baird

Milwaukee, Wisconsin

As a trusted expert in sophisticated trust, estate and tax planning, you will help high-net-worth clients navigate complex decisions, strengthen relationships with their professional advisors and create strategies tailored to their current and future needs. Support trust and estate planning conversations by attending meetings with clients and their professional advisors and preparing materials that illustrate current estate plans, suggested modifications and new planning and tax strategies.

20 days ago

Vendor And Contracts Lead Robert W. Baird & Co. Incorporated

Milwaukee, WI

This role partners closely with business units, Information Technology, Legal, Risk, Cybersecurity, Finance FP&A and other stakeholders to strengthen vendor negotiations, improve commercial outcomes, reduce contract and vendor risk, and drive greater consistency across the firm. Develop expertise in technology, software, data and professional services vendor models, including licensing structures, SaaS renewals, data feeds, implementation services, cloud solutions and usage-based AI/LLM pricing.

30+ days ago

Internship - Quality Assurance Automation Engineer (Year-Round) Robert W. Baird & Co. Incorporated

Milwaukee, WI

What You'll Bring to Baird: Pursuing a bachelor's degree in computer science, software engineering, management information systems, information technology, business analytics, data science, finance with a technology concentration or related degree. Gain exposure to quality engineering practices such as risk-based testing, regression strategy, test-data management, defect lifecycle management and CI/CD (continuous integration/continuous delivery) execution.

18 days ago

Senior Hospitality Concierge - Client Experience Baird

Milwaukee, Wisconsin

You will create personalized experiences for clients, recruits, executive leaders, guests and associates by preparing thoughtfully for each visit, understanding individual needs and connecting guests with Baird’s culture, values, mission and business. As a senior member of the Hospitality team, you will also provide informal leadership through coaching, mentoring, onboarding, training, knowledge sharing and quality assurance.

17 days ago

Institutional Equities Sales & Trading Shadow Week (August 2027) - Milwaukee Baird

Milwaukee, Wisconsin

Become educated on the function of U.S. equity markets, along with the intricacies of Baird’s sales teams and trading systems, including exposure to Baird’s sales trading and principal trading desk. Be exposed to a broad array of research products which are marketed to the investment management, mutual fund, pension fund and hedge fund community.

8 days ago

Get noticed by top employers!

Upload your resume to let employers know you're open to job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account