Client Specialist BairdClient SpecialistPittsburgh, PennsylvaniaProficient in Canva, Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms (Thomson ONE, IntelliPro,CRM, LiquidOffice, Baird Marketing on Demand Tool, FMG Suites etc.). 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.
Client Specialist BairdClient SpecialistPittsburgh, PennsylvaniaResponsible 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 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 Specialist BairdClient SpecialistOconomowoc, 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.
Sr Portfolio Manager- Trust BairdSr Portfolio Manager- TrustMilwaukee, WisconsinWorking 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.
Financial Advisor in Training BairdFinancial Advisor in TrainingMerritt Island, FloridaTo 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 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.
Senior Annuity & Insurance Supervision Officer BairdSenior Annuity & Insurance Supervision OfficerMilwaukee, WisconsinIdentify missing information, documentation gaps, inconsistencies, or supervisory concerns, and work directly with Financial Advisors and branch associates to obtain clarification, corrections, or additional support needed to complete the review. You’ll serve as a subject matter expert on annuity and insurance products, industry regulations and supervisory practices, while identifying trends, recommending process improvements and helping strengthen the quality and consistency of supervisory outcomes across the business.
Compliance Officer - Corporate Compliance BairdCompliance Officer - Corporate ComplianceMilwaukee, WisconsinCollaborate 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.
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.
Senior Client Specialist BairdSenior Client SpecialistPortland, MaineResponsible 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.
Knowledge Services Operations Assistant BairdKnowledge Services Operations AssistantChicago, IllinoisJoin Baird's Global Investment Banking (GIB) team as a Knowledge Services Operations Assistant, where you'll play a key role in helping investment bankers access the research, market intelligence, and data they need to serve clients and execute transactions. You'll work alongside experienced professionals who are committed to your development, providing hands-on training, mentorship, and exposure to leading research platforms, market data resources, and emerging AI-driven tools.
Trust Strategist BairdTrust StrategistSeattle, WashingtonYou 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. 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.
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.
Senior Client Specialist BairdSenior Client SpecialistChicago, IllinoisResponsible 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.
Trust Strategist BairdTrust StrategistLouisville, KentuckyYou 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. 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.
Administrative Assistant Supervisor BairdAdministrative Assistant SupervisorChicago, IllinoisAs a Supervisor of Baird’s Global Investment Banking's professional support team, you will play a critical role in ensuring that your team manages all administrative tasks, enabling our bankers to concentrate on core business functions. Baird Global Investment Banking (GIB) is in search of a strategic, empathetic, and critical-thinking experienced leader to focus on the day-to-day operations for our expanding professional support team.
Trust Strategist Robert W. Baird & Co. IncorporatedTrust StrategistLouisville, KYYou 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.
Data & Analytics Engineer Robert W. Baird & Co. IncorporatedData & 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. IncorporatedClient SpecialistGrand Rapids, MIThe 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.