Qureos Mentor

Baird

<p></p><div><div><div><div><div><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p><p></p>
<ul><div><b>Milwaukee</b><b>, </b><b>WI</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026522
</b></div><div></div><div><b>On-Site</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:
</b></p><p>The Associate Financial Advisor role partners closely with advisors to help grow and service a strategic client base, with areas of focus that may include financial planning, portfolio construction and analysis, and investment research.</p><p>
The DDK Group is a highly motivated, service-oriented team serving a select group of ultra-high-net-worth families nationwide. Their culture is grounded in a service above self philosophy, collaborative teamwork, and open, honest communication. Providing comprehensive wealth management services including strategic asset allocation, portfolio monitoring, financial and tax planning, retirement and education planning, estate and insurance planning, and charitable strategies.</p><p>
They are seeking a thoughtful, self aware professional who shares the team&rsquo;s commitment to putting clients first and contributing positively to a high-performing team culture.</p><p><b>
The Impact You&rsquo;ll Make:
</b></p><ul><li>Review, research and analyze data to create customized, annual financial plans for clients.</li><li>
Deliver the financial plan to clients in partnership with the team.</li><li>
Connect with next generation clients through planning.</li><li>
Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing Baird&rsquo;s team of experts.</li><li>
Utilize planning results to identify the best investment solutions to implement the plan.</li><li>
Assist with marketing efforts, such as a newsletter or LinkedIn presence
</li><li>Research relevant news articles related to the topics covered in a client&rsquo;s plan to share with them.</li><li>
Serve as a team specialist for queries on financial planning topics and consult with the Financial Advisor Team on specific client scenarios.</li><li>
Monitor and track business performance</li><li>
Operate within the team&rsquo;s client service and wealth management strategy to ensure high quality client service.</li><li>
Engage the client/prospect, frame the discussion, and convey the team mission</li><li>
Performs other duties and special projects as necessary.</li></ul><p><b>
What You&rsquo;ll Bring to Baird:
</b></p><ul><li>Must have an undergraduate degree with a strong academic record, preferably in Finance, Accounting, Economics or Equivalent.
</li><li>Minimum of three years of investment experience in a client-facing role.
</li><li>Must hold SIE, Series 7/66 or Series 7/63/65 licenses or be willing to study and obtain within 6 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will vary.
</li><li>Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e, CFP, CPWA, CFA, CPA) within one year of assuming the Associate Financial Advisor role or demonstrate high-level education equivalent (i.e, JD)</li><li>
Excellent presentation skills, very strong interpersonal and written communication skills.
</li><li>Strong computer and analytical skills, especially in Excel</li><li>
Knowledge of Power BI would be a plus</li><li>
Detail oriented with an emphasis on accuracy</li><li>
Intellectual curiosity</li><li>
Ability to lead and work independently on complex tasks</li></ul><div><div>
#LI-PWM3</div></div></div></div></div></div></div></div><p></p>

Associate Financial Advisor

<div><div><div><div><div><div><ul><div><b>Milwaukee</b><b>, </b><b>WI</b><b>
</b></div><div></div><div><b>[500-2107] Payroll</b><b>
</b></div><div></div><div><b>R2026519
</b></div><div></div><div><b>Hybrid</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b></p><p>
The Payroll Tax Analyst works on a team of payroll professionals responsible for processing multi-jurisdiction payrolls for 6,000 U.S. employees utilizing Workday payroll, ADP Tax Service and Peoplesoft general ledger software. Working collaboratively with other internal teams, this important role provides high level associate interaction and guidance for payroll tax inquiries, analyzes payroll tax data for various tasks and projects including associate case management, tax production review and reconciliation, various process and system testing, validation, reporting and analysis. This role requires the ability to assist with problem solving and demands a high level of focus, engagement, discretion, and confidentiality. Learn more about our talented Corporate Finance organization here.</p><p><b>
The Impact You'll Make:</b></p><ul><li>
Payroll Tax Updates: Collaborate with other payroll team members to update tax changes using effective dates and tax registration information. Implement new and modified processes, update tax rates, and manage documentation. Prepare and analyze production tax reports for payroll tax recording.
</li></ul><ul><li>Tax Research and Resolution: Researches and responds to associate and outside agency inquiries. Proactively contact agencies, vendors, and other resources to assist in problem resolution or tax errors.</li></ul><ul><li>
General Ledger Account Entries and Reconciliation: Follow documented processes to initiate tax account entries and reconciliation. Initiate process improvements and update documentation. Communicate with other team members and/or other teams to ensure account balances are defined and appropriate. Review, research, and collaborate to determine next steps for unreconciled, or outstanding balances to ensure accuracy. Compile supporting documentation to substantiate account balances</li></ul><ul><li>
Ancillary and Project Work: Actively contribute to initiatives that impact payroll tax, general ledger posting, payroll tax reporting, and payroll tax procedures. Serve as a backup payroll processor for all payroll companies when needed.</li></ul><ul><li>
Application and Tax Vendor Support: Support payroll tax setup, research, testing, and production processes. Effectively communicate changes to other team members and stakeholders. Develop or contribute to user documentation and training materials as needed. Partner with cross-functional teams to resolve tax issues.</li></ul><p><b>
What You&rsquo;ll Bring to Baird:</b></p><ul><li>
Minimum three years of continuous experience in a payroll tax environment, including payroll accounting with general</li><li>
accounting knowledge preferred.</li><li>
Proficient in Microsoft tools (Excel, Word, PowerPoint, Outlook).</li><li>
Strong research skills with the ability to identify and apply effective methodologies.</li><li>
Demonstrated analytical and problem-solving skills; takes ownership of issues and solutions.</li><li>
Meticulous attention to detail, accuracy and accountability.</li><li>
Commitment to continuous improvement.</li><li>
Excellent written and verbal communication skills.</li><li>
Proven ability to work independently and collaboratively in a team environment.</li><li>
Strong organizational and time management skills.</li><li>
Ability to manage multiple concurrent responsibilities and deliver results.</li><li>
Experience and willingness to work with AI-generated tools and processes is a plus.</li></ul><div><div>
#LI-YA1</div></div></div></div></div></div></div></div><p></p>

Payroll Tax Analyst

<p></p><div><div><div><div><div><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p><p></p>
<ul><div><b>Janesville</b><b>, </b><b>WI</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026516
</b></div><div></div><div><b>On-Site</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b>
</p><p>As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed.<br>
</p><p>
</p><p><b>The Impact You&rsquo;ll Make:</b>
</p><ul><li>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.
</li></ul><ul><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li></ul><ul><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li></ul><ul><li>May schedule client appointments and/or conference room for appointments.
</li></ul><ul><li>Assemble/generate materials including paperwork and reports for client meetings.
</li></ul><ul><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li></ul><ul><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li></ul><ul><li>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.
</li></ul><ul><li>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
</li></ul><ul><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li></ul><ul><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li></ul><ul><li>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.
</li></ul><ul><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li></ul><ul><li>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b>
</p><ul><li>2+ years of prior industry and/or administrative work experience.
</li></ul><ul><li>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
</li></ul><ul><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li></ul><ul><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li></ul><ul><li>Detail oriented with an emphasis on accuracy.
</li></ul>Strong organizational skills <ul><li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li></ul><ul><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li></ul><ul><li>Good analytical and critical problem-solving skills.
</li></ul><ul><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul><div><div>#LI-PWM3</div></div></div></div></div></div></div></div><p></p>

Client Specialist

<p></p><div><div><div><div><div><div><p>Our 540+ banking associates work as one global team, collaborating across geographies, products and sectors to help our clients achieve great outcomes.</p><p></p>
<ul><div><b>Milwaukee</b><b>, </b><b>WI</b><b>
</b></div><div></div><div><b>Global Investment Banking</b><b>
</b></div><div></div><div><b>R2026512
</b></div><div></div><div><b>Hybrid</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>High-profile deals, major growth, the right people behind you. Grow far at Baird.</b>
</p><p>Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you&rsquo;ll build skills through real transactions, close collaboration with peers and mentors, and a culture focused on shared success.<br>
</p><p></p><p><b>What You&rsquo;ll Do
</b></p><p>Learn by doing and be trusted with meaningful work from the jump
</p><ul><li>Provide analytical support on public offerings, financing transactions and other financial advisory services for our clients</li><li>
Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches
</li><li>Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal
</li><li>Partner across the investment banking and sales &amp; trading platforms to drive transaction advisory and deal execution</li><li>
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</li></ul><p><b>
What You&rsquo;ll Gain
</b></p><p>The kind of environment that turns early talent into lasting careers
</p><ul><li>Contribute to every stage of a transaction, from conducting research to facilitating due diligence
</li><li>Gain insight into how teams collaborate across geographies, sectors, and specialties to support client objectives
</li><li>Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world
</li><li>Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity
</li></ul><p><b>What It Takes
</b></p><p>We&rsquo;re looking for people who want to go far, and go together
</p><ul><li>A candidate energized by learning, teamwork, and real responsibility
</li><li>12&ndash;24 months of full-time work experience (investment banking preferred)
</li><li>A proven academic record and a passion for finance (a finance degree is helpful, but not required)
</li><li>Drive, resilience, and a strong work ethic
</li><li>Ability to work independently and thrive in a collaborative setting
</li><li>Strong mathematical, writing, and verbal skills; relevant software proficiency
</li><li>SIE and Series 79 licensing preferred (or the ability to obtain them quickly)
</li><li>Experience with AI tools such as Rogo, CoPilot, and auxi is preferred</li><li>
Familiarity with data visualization tools such as Power BI, Tableau, or similar</li></ul><p><b>
Compensation and Benefits:</b></p><ul><li>
$110,000 - $125,000 annual salary with bonus potential</li><li>
Compensation and bonus are commensurate with experience, performance and/or GIB profitability</li></ul><p>
In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution</p><p>
Note to External Recruiters / Search Firms: Baird does not accept unsolicited resumes and will not compensate for any placement resulting from such submissions. Any unsolicited resumes received will not be treated as valid applications.</p><div><i>
Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.</i></div></div></div></div></div></div></div><p></p>

Equity Capital Markets Analyst

<div><div><div><div><div><div><p>Our Corporate Resource Groups serve as the foundation for our success by providing vital support and specialized expertise to our various business units.</p>
<ul><div><b>Milwaukee</b><b>, </b><b>WI</b><b>
</b></div><div></div><div><b>Information Technology</b><b>
</b></div><div></div><div><b>R2026454
</b></div><div></div><div><b>Hybrid</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b>
</p><p>The position blends Project Manager and Scrum Master responsibilities within a Kanban delivery model, focusing on flow, adaptability, and continuous improvement rather than rigid process. You&rsquo;ll use your expertise in leadership, planning, communication, and agile practices to help teams move efficiently and continuously improve.
</p><p>You&rsquo;ll partner with a collaborative, outcome‑driven team to lead work of varying complexity, adapt as scope and business priorities evolve, and build strong, trust‑based relationships with stakeholders. This is an ideal opportunity for a Project Manager who thrives in ambiguity, values influence over authority and is motivated by delivering meaningful business impact.
</p><p>This IT Project Manager role supports our Marketing &amp; Communications and Risk Management teams and is based in our Milwaukee office with a hybrid work environment.
</p><p><b>The Impact You&rsquo;ll Make:</b>
</p><p>Team Leadership and Mentorship:
</p><ul><li>Lead and mentor team members by fostering collaboration, accountability, and ownership of work
</li></ul><ul><li>Influence without authority, earning trust and credibility with peers and partners
</li></ul><ul><li>Apply strong knowledge of agile team dynamics and ceremonies within a Kanban environment
</li></ul><ul><li>Promote continuous improvement, learning, and team maturity
</li></ul><p>Work Intake, Planning, and Organizing:
</p><ul><li>Manage day‑to‑day Kanban operations, including board hygiene, WIP limits, and daily stand‑ups
</li></ul><ul><li>Partner with Business Analysts and stakeholders to understand backlogs and translate priorities into realistic delivery plans
</li></ul><ul><li>Lead project efforts with varying levels of complexity and ambiguity, adjusting approach as outcomes evolve
</li></ul><ul><li>Identify and resolve bottlenecks, dependencies, technical roadblocks, and process inefficiencies
</li></ul><ul><li>Track and communicate progress using visual metrics and lightweight reporting
</li></ul><ul><li>Simplify and optimize intake, triage, analysis, and planning processes for business requests, internal improvements, and routine maintenance
</li></ul><p>Stakeholder Management:
</p><ul><li>Serve as a primary point of contact for Marketing &amp; Communications and Risk Management partners
</li></ul><ul><li>Communicate clearly and effectively across all levels of the organization to ensure alignment and transparency
</li></ul><ul><li>Facilitate meetings with clear agendas, decisions, and outcomes
</li></ul><ul><li>Partner with stakeholders to deliver solutions in a way that drives value and satisfaction
</li></ul><p>Navigating Complexity:
</p><ul><li>Navigate organizational dynamics to escalate issues, drive decisions, and achieve results
</li></ul><ul><li>Identify, assess, and mitigate risks to support successful delivery
</li></ul><ul><li>Build and maintain strong relationships across business and technology teams
</li></ul><ul><li>Leverage cross‑team partnerships to resolve dependencies and remove obstacles
</li></ul><ul><li>Demonstrate organizational awareness by connecting insights, people, and resources to move work forward
</li></ul><p>Professional Knowledge and Growth:
</p><ul><li>Participate in the Project Manager Community of Practice (PMCoP)
</li></ul><ul><li>Develop domain knowledge relevant to aligned delivery teams
</li></ul><ul><li>Pursue ongoing professional development and share learnings with peers
</li></ul><p><b>What You&rsquo;ll Bring to Baird</b>
</p><ul><li>Five or more years of IT experience, including at least three years in a Project Manager or similar delivery role. Prior financial services industry experience a plus
</li></ul><ul><li>Strong understanding of project management and agile principles, with hands‑on experience in Kanban environments
</li></ul><ul><li>Experience organizing and analyzing work using Azure DevOps Boards (preferred)
</li></ul><ul><li>Proven ability to lead through influence, collaboration, and strong communication skills
</li></ul><ul><li>Excellent organizational, time management, and problem‑solving capabilities
</li></ul><ul><li>Passion for systems thinking, team dynamics, and continuous improvement
</li></ul><ul><li>Confidence balanced with humility and adaptability
</li></ul><ul><li>PMP, CSM, or PMI‑ACP certification a plus
</li></ul><ul><li>Bachelor&rsquo;s degree in Computer Science, MIS, Business Administration, Finance, or a related field preferred
</li></ul><div><div>#LI-YA1</div></div></div></div></div></div></div></div><p></p>

IT Project Manager

<div><div><div><div><div><div><p>Our Corporate Resource Groups serve as the foundation for our success by providing vital support and specialized expertise to our various business units.</p>
<ul><div><b>Milwaukee</b><b>, </b><b>WI</b><b>
</b></div><div></div><div><b>Human Resources</b><b>
</b></div><div></div><div><b>R2026451
</b></div><div></div><div><b>Hybrid</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b></p><p>
Baird&rsquo;s Human Resources team is committed to attracting, developing, and retaining exceptional talent to support our mission of being a Best Place to Work. The Corporate Recruiter manages the full life cycle recruiting process while delivering outstanding service to hiring managers and a positive, inclusive candidate experience.</p><p>
This role serves as a trusted Talent Advisor, partnering closely with business leaders and HR colleagues to meet evolving hiring needs. This role will primarily support Information Technology, along with other teams, balancing creativity with efficiency across complex searches. This position is based in Milwaukee, with an in‑office schedule Tuesday, Wednesday, and Thursday.</p><p><b>
The Impact You&rsquo;ll Make:</b></p><p>
Full‑Cycle Recruiting &amp; Hiring Delivery:</p><ul><li>
Manage full life cycle recruiting for multiple requisitions using Workday ATS, including intake, sourcing, screening, interviewing, offer negotiation, and onboarding</li><li>
Partner with hiring managers to define role requirements and develop accurate, compelling job postings aligned to business needs</li><li>
Evaluate candidate skills, experience, and culture contribution, presenting well‑qualified candidates and thoughtful recommendations</li></ul><p>
Sourcing &amp; Talent Pipeline Development:</p><ul><li>
Proactively source and engage active and passive candidates using LinkedIn Recruiter, Workday ATS, Beamery CRM, job boards, referrals, and professional networks</li><li>
Apply creative and data‑informed sourcing strategies, particularly for IT and hard‑to‑fill roles</li><li>
Build and maintain talent pipelines and candidate communities to support current and future hiring</li></ul><p>
Talent Advisory &amp; Client Partnership:</p><ul><li>
Serve as a trusted Talent Advisor to assigned client groups, building strong, consultative relationships with hiring managers and HR partners</li><li>
Provide consistent communication to stakeholders, including status updates and periodic recruiting reviews</li><li>
Interpret recruiting data and market insights to guide decisions, improve outcomes, and tell the recruiting story</li></ul><p>
Candidate Experience, Inclusion &amp; Equity:</p><ul><li>
Deliver a high‑quality, fair, and inclusive candidate experience at every stage of the process</li><li>
Communicate Baird&rsquo;s employee value proposition, compensation philosophy, and &ldquo;Baird Difference&rdquo;</li><li>
Identify and mitigate bias in recruiting and selection; coach hiring managers on inclusive interviewing practices</li></ul><p>
Professional Development, Innovation &amp; Team Contribution</p><ul><li>
Collaborate with the TA Manager, HR Business Partners, Compensation, and other partners on complex talent needs</li><li>
Stay current on recruiting best practices, trends, tools, and AI‑enabled technologies</li><li>
Participate in special projects and initiatives related to technology optimization, process improvement, and employer brand efforts</li></ul><p><b>
What You&rsquo;ll Bring to Baird:</b></p><ul><li>
Minimum of three years of Human Resources experience with an emphasis on recruiting</li><li>
Passion for Talent Acquisition with a proven record of delivering excellent service to hiring managers and candidates</li><li>
Strong writing skills with the ability to create clear, engaging, and effective job postings</li><li>
Effective interviewing and assessment skills, with confidence presenting candidate recommendations</li><li>
Technical proficiency with applicant tracking systems, sourcing technologies, social media tools, and Microsoft Office, including MS Copilot</li><li>
Solid understanding of internet and digital recruiting strategies, including LinkedIn and job boards</li><li>
Experience coordinating interviews and managing complex scheduling and administrative tasks</li><li>
Strong organizational and time management skills, with the ability to balance multiple priorities</li><li>
High sense of urgency, accountability, and commitment to delivering results</li></ul><div><div>
#LI-TM1</div></div></div></div></div></div></div></div><p></p>

Corporate Recruiter

<p></p><div><div><div><div><div><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p><p></p>
<ul><div><b>Danvers</b><b>, </b><b>MA</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026446
</b></div><div></div><div><b>On-Site</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b>
</p><p>As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed.<br>
</p><p>
</p><p><b>The Impact You&rsquo;ll Make:</b>
</p><ul><li>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.
</li><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li><li>May schedule client appointments and/or conference room for appointments.
</li><li>Assemble/generate materials including paperwork and reports for client meetings.
</li><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li><li>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.
</li><li>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
</li><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li><li>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.
</li><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li><li>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b>
</p><ul><li>2+ years of prior industry and/or administrative work experience.
</li><li>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
</li><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li><li>Detail oriented with an emphasis on accuracy.
</li>Strong organizational skills <li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li><li>Good analytical and critical problem-solving skills.
</li><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul><p><b>Compensation and Benefits:</b></p><ul><li>
$24.35-$36.67 hourly rate</li><li>
Bonus potential up to 8.5% of base pay</li><li>
Compensation and bonus are commensurate with experience, performance and/or firm profitability</li><li>
You&rsquo;ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.</li></ul><div><div>
#LI-PWM2</div></div></div></div></div></div></div></div><p></p>

Join Baird and explore 8   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Baird

About Company

Associate Financial Advisor

Payroll Tax Analyst

Client Specialist

Equity Capital Markets Analyst

IT Project Manager

Corporate Recruiter

Client Specialist