Financial Advisor in Training BairdFinancial Advisor in TrainingEau Claire, WisconsinTo 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).
NewAFAT Advisor Associate BairdAFAT Advisor AssociateMilwaukee, WisconsinIn 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. 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.
Financial Planner BairdFinancial PlannerLouisville, KentuckyAbility to study for and obtain the Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or be willing to study and obtain immediately following the CFP exam and complete the three exams with 18 months of beginning the SIE. The Financial Planner role will provide work experience and educational opportunities to build competencies as well as allow time to network and target a role as a full time Financial Advisor on an existing team within 4 years.
Executive Assistant - Investment Banking BairdExecutive Assistant - Investment BankingChicago, Illinois$60,000–$90,000 / yearThe Executive Assistant supports senior bankers, requiring confidence, proactive thinking, organizational skills, analytical and technological competencies, and adherence to confidentiality protocols. Plan seamless travel experiences—domestic and international—by creating personalized itineraries and staying up-to-date on travel policies.
Client Specialist BairdClient SpecialistSeattle, WashingtonResponsible 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.
AI Enablement Lead - Institutional Equities and Research BairdAI Enablement Lead - Institutional Equities and ResearchMilwaukee, WisconsinThis role is focused on hands-on identification, prototyping, and delivery of high-impact AI use cases that improve how work gets done across Equity Research, Institutional Sales, Institutional Trading, and Corporate Access. Success in this role will come from getting embedded with the business and personally using AI technologies to build, test, and scale real use cases that create visible value and generate pull across the platform.
Branch Administrative Supervisor BairdBranch Administrative SupervisorHouston, TexasSchedules 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.
Client Assistant BairdClient AssistantAnchorage, AlaskaResponsible 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 Manager BairdBranch Administrative ManagerLexington, KentuckyWork 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 withthe letter of delegation.
Sr. Trust Officer BairdSr. Trust OfficerEvansville, IndianaOur 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.
Investment Banking Vice President BairdInvestment Banking Vice PresidentNew YorkWe provide corporations, entrepreneurs, private equity and venture capital firms with in-depth market knowledge and extensive experience in merger and acquisition, restructuring, debt advisory and equity financing transactions. Since 2017, Baird has completed more than 700 advisory transactions, representing nearly $255 billion in transaction value, and nearly 500 financings, raising $195 billion.
NewClient Specialist BairdClient SpecialistHouston, TexasResponsible 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 - Energy BairdInvestment Banking Associate - EnergyHouston, TexasOversee deal execution by directing analysts in their use of AI platforms like Rogo for due diligence and research, while using tools like Power BI to synthesize complex data into strategic advice for clients. Collaborate across Baird’s global investment banking platform—500+ banking associates working together to drive results across geographies, sectors, and specialties.
Investment Products Consultant BairdInvestment Products ConsultantMilwaukee, WisconsinThe 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. The Investment Products Consultant is responsible for partnering with Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners seeking information on mutual funds and ETFs available across the platform and assists with the day-to-day management of multiple solutions.
Client Specialist BairdClient SpecialistDenver, ColoradoResponsible 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.
Administrative Assistant - Investment Banking BairdAdministrative Assistant - Investment BankingTysons Corner, VirginiaTo be successful in this role, you should be a curious, self-starter who has great attention to detail and is eager to take on new tasks and challenges, identify efficiency gaps and address them. Perform data entry responsibilities including data mining, data clean-up, and ongoing system updates to ensure accuracy and integrity of reporting.
Business Analyst BairdBusiness AnalystMilwaukee, WisconsinBusiness 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.
Strategic Change Office Analyst BairdStrategic Change Office AnalystMilwaukee, WisconsinThe 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.
Client Specialist BairdClient SpecialistFloridaResponsible 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. 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.
Associate Financial Advisor BairdAssociate Financial AdvisorPhoenix, ArizonaThe 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.
Branch Administrative Supervisor BairdBranch Administrative SupervisorDavenport, IowaResponsible 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 BairdInvestment Banking Associate - HealthcareChicago, IllinoisUse 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.
Accounting Manager BairdAccounting ManagerMadison, WisconsinIf you're an experienced accounting professional who enjoys improving processes, solving complex financial challenges, and wants to grow into a senior finance leadership role, this could be the opportunity you've been looking for. Working directly with the Controller/CFO, you'll gain exposure to every aspect of Baird's financial operations—from financial reporting and process improvements to strategic planning, budgeting, and system enhancements.
Client Specialist BairdClient SpecialistMadison, WisconsinResponsible 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 BairdClient SpecialistFort Worth, TexasYour 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.
Baird Online Support Specialist BairdBaird Online Support SpecialistMilwaukee, WisconsinThe 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.
Client Specialist BairdClient SpecialistMerritt Island, FloridaResponsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline,assistingwith proposal generation, preparing new account paperwork, opening accounts, transitioning new assets toBairdandestablishingan 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.
NewPortfolio Management Assistant BairdPortfolio Management AssistantLouisville, KentuckyThe Portfolio Management Assistant provides a wide variety of administrative and support services to one or more Portfolio Managers of Baird Trust and other investment support areas as necessary. Assist with the planning, coordinating and arrangements for various departmental functions including client meetings and vendor meetings.
Senior Client Specialist Robert W. Baird & Co. IncorporatedSenior Client SpecialistCharleston, SCThe 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. 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.
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.
Internship - Investment Banking Associate Summer 2026 (Charlotte, NC) BairdInternship - Investment Banking Associate Summer 2026 (Charlotte, NC)Charlotte, North CarolinaOur Internship Program: Our 10-week Summer 2026 Internship is a robust experience that offers interns meaningful responsibilities from day one, getting hands-on deal experience by working alongside our senior bankers and clients. Develop key skills by working closely with senior bankers and senior management at our clients and will obtain broad exposure to an array of transactions in a variety of industries.
Client Specialist BairdClient SpecialistMilwaukee, WisconsinResponsible 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. 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.
Internship - Investment Banking Associate (Summer 2026) BairdInternship - Investment Banking Associate (Summer 2026)Chicago, IllinoisOur 10-week Summer 2026 Internship is a robust experience that offers interns meaningful responsibilities from day one, getting hands-on deal experience by working alongside our senior bankers and clients. Develop key skills by working closely with senior bankers and senior management at our clients and will obtain broad exposure to an array of transactions in a variety of industries.
Internship – Equity Research Analyst (Summer 2027) BairdInternship – Equity Research Analyst (Summer 2027)Milwaukee, WisconsinEquity 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.
Women in Equity Research Event (November 7, 2025) - Virtual BairdWomen in Equity Research Event (November 7, 2025) - VirtualMilwaukee, WisconsinThe event will include discussions on the work of professionals within Equity Research, career paths within the field, an overview of our summer internship opportunities and a live panel with women who work on Baird's Equity Research team. The Women in Equity Research event will provide selected participants with insight into Baird’s award-winning Institutional Equities and Research team as attendees hear from successful women in our business.
AI & Automation Technical Lead BairdAI & Automation Technical LeadMilwaukee, WisconsinBring 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 AI & Automation Tech Lead 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.
Sr Portfolio Manager- Trust BairdSr Portfolio Manager- TrustSeattle, WashingtonWorking 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.
Investment Research Analyst BairdInvestment Research AnalystNew YorkYou will partner closely with senior analysts and portfolio managers to research markets, analyze data, and contribute to insights that inform client portfolios. Proficiency in Microsoft Excel and PowerPoint; familiarity with financial tools/databases preferred.
NewPortfolio Management Assistant BairdPortfolio Management AssistantLouisville, KentuckyThe Portfolio Management Assistant provides a wide variety of administrative and support services to one or more Portfolio Managers of Baird Trust and other investment support areas as necessary. Assist with the planning, coordinating and arrangements for various departmental functions including client meetings and vendor meetings.
Client Specialist BairdClient SpecialistWausau, WisconsinResponsible 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 BairdClient SpecialistEvansville, IndianaResponsible 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 BairdTrust StrategistLouisville, KentuckyWork with Baird Financial Advisors, Market Directors, and other PWM associates to answer questions and provide thought leadership for the PWM client base. Make presentations on a variety of estate, tax, and trust planning topics for internal associates, and professional continuing education seminars.
Insurance Solutions Consultant BairdInsurance Solutions ConsultantMilwaukee, WisconsinThe candidate that fills this role will work alongside the Insurance Solutions 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. 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.
Conference Services Event Planner - Temporary BairdConference Services Event Planner - TemporaryMilwaukee, WisconsinSupport larger events by managing logistics such as meeting space, room set-up, catering, audio visual needs, and participant travel. You will contribute to large-scale conferences while independently managing smaller programs, ensuring excellence across all event touchpoints.
Senior Client Specialist BairdSenior Client SpecialistDenver, ColoradoResponsible 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. 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.
Senior Compliance Officer - Institutional Fixed Income BairdSenior Compliance Officer - Institutional Fixed IncomeMilwaukee, WisconsinThis 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. 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.
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.
Senior Client Specialist BairdSenior Client SpecialistDenver, Colorado$31.13–$41.80 / hourResponsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline,assistingwith proposal generation, preparing new account paperwork, opening accounts, transitioning new assets toBairdandestablishingan ongoing communication/client service plan. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well asleveragethe 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 Associate - Consumer BairdInvestment Banking Associate - ConsumerChicago, IllinoisUse 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.