security advisor

Ohio University

<div><div><h3 class="jobSectionHeader"><b>Please see Special Instructions for more details.</b></h3>
<div>Please complete and submit the online application and be prepared to attach 3 separate documents:<br>
<br>
1. Cover letter (stating your qualifications and interest in the position)<br>
2. Resume<br>
3. List of five (5) professional references with current contact information, including email addresses<br>
</div><div>
Review of applications will begin immediately and continue until the position is filled. For full consideration, please apply by May 24, 2026.<br>
<br>
Employment is contingent upon successful completion of a criminal background check.</div>
</div><div><div><h2 class="jobSectionHeader"><b>Posting Details</b></h2>
<p></p><p>Applications will be accepted until midnight (Eastern Time Zone) on the &lsquo;Posting End Date&rsquo; shown below.</p><p></p>
<div><div><div>Position Information
</div><p></p><div><div><div><div><b>Business Title</b></div> <div>Success Advisor</div>
</div><br>
<div><div><b>Applications Accepted From</b></div> <div>Public: Open to the Public</div>
</div><br>
<div><div><b>Special Instructions to Applicants</b></div>
<div><div>Please complete and submit the online application and be prepared to attach 3 separate documents:<br>
<br>
1. Cover letter (stating your qualifications and interest in the position)<br>
2. Resume<br>
3. List of five (5) professional references with current contact information, including email addresses<br>
</div><div>Review of applications will begin immediately and continue until the position is filled. For full consideration, please apply by May 24, 2026.<br>
<br>
Employment is contingent upon successful completion of a criminal background check.</div></div>
</div><br>
<div><div><b>This position is eligible for the following benefits:</b></div> <div>medical, vision, dental, basic and supplemental life, winter break closure, paid holidays, educational benefits for you and eligible dependents, sick leave, vacation, and retirement.
</div></div><br>
<div><div><b>Posting Number</b></div> <div>2016347T</div>
</div><br>
<div><div><b>Department Summary</b></div>
<div>Regional Higher Education, invites applicants to the position of <b>Success Advisor </b>at Ohio University Lancaster. The Success Advisor will hold one-on-one academic advising and career coaching appointments on various topics including graduation plans, major/career exploration, decision making, maximizing campus opportunities, and goal clarification. The Success Advisor,reporting to the Director of Student Services, is a member of an integrated campus student services team providing individual academic, career, and related support to an assigned group of regional campus students as they progress through a specific academic program. The Success Advisor provides a supportive environment of educational and career needs by ensuring students follow their approved course of study by building relationships with students while also guiding their career goals and reviewing pathways to graduation. The Success Advisor will engage students in post-graduate success by bridging the gap between college and lifelong career management skills; and develop educational programs and events and maintain key liaison relationships with university stakeholders.<br>
<br>
<b>Academic Advising and Career Coaching Students:</b><br>
<ul><li>Coach students in the appropriate academic and career guided pathways; provide academic advising, career coaching, and experiential learning support towards post-graduate success.</li><li>Deliver comprehensive advising and coaching support to an assigned group of students through degree completion, including academic intervention for struggling students.</li><li>Apply student development philosophy (appreciative advising, career theories) to provide comprehensive academic advising and career coaching to students from diverse backgrounds regarding degree program planning, career exploration and decisions, goal clarification, and personal life management.</li><li>Review student progress and track students through the use of graduation plans and other academic support services</li><li>Develop student graduation plans and provide semester touch points for students.</li><li>Leverage alumni and other relationships to optimize opportunities for career outcomes.</li><li>Collaborate across the regional campus system, various university support offices, and colleges to provide excellent service and resources for students.</li><li>Participate in the development of retention strategies to assist students in completing their goal.</li><li>Regularly collaborate with faculty and other campus staff as needed to support student success.</li><li>Assist in organizing periodic signature events and programs for students, faculty, and staff.</li><li>Maintain accurate notes and review audit reports for each assigned student, recommending appropriate referrals for experiential learning opportunities.</li></ul><br>
<b>
Specific Campus Needs:</b><br>
<ul><li>Success Advisors may assist with orienting students to Ohio University and supporting campus retention efforts. This may include advising students through orientation prior to each semester, teaching University College (UC) courses, supporting campus-specific student programming, and participating in campus recruiting events. The specific requirements for each position depend on the needs of the campus.</li></ul><br>
The Lancaster campus serves traditional, first-generation, College Credit Plus, and non-traditional students throughout central ohio, employs full-time faculty, adjunct faculty, and staff; and offers a variety of associate and baccalaureate degree options, as well as community and workforce development training. Learn more at<br>
<br>
Ohio University&rsquo;s Regional Higher Education, consists of five regional campuses; in addition to Southern, there are locations at Chillicothe, Eastern (St. Clairsville), Lancaster, and Zanesville. Each campus offers unique opportunities for a student-centered environment and to build campus/community relationships. Learn more at</div>
</div><br>
<div><div><b>Position Profile</b></div>
<div>Assists and empowers students to achieve academic success and social adjustment through a variety of student support activities. Coordinates services including academic tutoring, student learning centers, life skills support and coaching, etc. Shares resources with students through engagement and outreach opportunities.</div>
</div><br>
<div><div><b>Level Summary</b></div>
<div>Manages and resolves complex and ambiguous issues. Works on both strategic and operational challenges, addressing problems that require advanced knowledge and experience. Often takes on leadership roles in projects or initiatives.</div>
</div><br>
<div><div><b>Supervisory Responsibilities</b></div>
<div>Provides mentorship and guidance to team. Infrequently has a limited number of direct reports.</div>
</div><br>
<div><div><b>Fiscal Responsibilities</b></div>
<div>May have budgetary responsibility for small-scale projects or initiatives.</div>
</div><br>
<div><div><b>Problem Solving</b></div>
<div>Solves complex problems, often with limited guidance.</div>
</div><br>
<div><div><b>Independence of Action</b></div>
<div>Works independently; seeks guidance for unusual situations.</div>
</div><br>
<div><div><b>Communication and Collaboration</b></div>
<div>Collaborates with team members and external departments. May represent the team in meetings with internal and external stakeholders.</div>
</div><br>
<div><div><b>Physical Requirements</b></div>
<div>This role is primarily desk-based and involves extensive use of desktop computers. Occasionally, the job may require travel to attend meetings and programs.</div>
</div><br>
<div><div><b>Minimum Qualifications</b></div>
<div>Requires a Bachelor&rsquo;s degree in a related field and 5 or more years of related professional experience, or equivalent education and experience.</div>
</div><br>
<div><div><b>Preferred Qualifications</b></div>
<div>Master&rsquo;s degree in College Student Personnel, Education/Higher Education, Communication or related field.</div>
</div><br>
<div><div><b>Department</b></div> <div>LNCSTR Student Services</div>
</div><br>
<div><div><b>Pay Rate</b></div>
 <div>Pay is commensurate with experience and credentials and is accompanied by our generous university benefits such as tuition for self and dependents, a comprehensive insurance package (including but not limited to health, prescription, vision, dental, and life insurance), an excellent retirement plan including company contributions, parental leave, adoption reimbursement, and more. OHIO is also proud to offer wellness programs, and a generous employee assistance program. Additional Information is available at</div>
</div><br>
<div><div><b>Total Compensation Estimator (For Full-Time Benefits Eligible Employees)</b></div>
<p></p><div><p>Discover the full value of joining Ohio University by clicking this link:<br>
</p>
<p></p><p>Our Total Compensation Estimator shows your offer package in dollars: salary plus university paid benefits including health coverage, retirement contributions, paid time off, tuition benefits, and more.<br>
<br>
See details on what we offer in one place and compare different options for retirement and insurance.</p>
<p></p><p>Estimates are informational only; exact coverage is determined by eligibility policies and official plan documents.</p></div><br>
</div><br>
<div><div><b>Pay Grade</b></div> <div>16</div>
</div><br>
<div><div><b>Pay Range</b></div> <div>$44,592.00-$74,196.00</div>
</div><br>
<div><div><b>FLSA Status</b></div> <div>Exempt</div>
</div><br>
<div><div><b>Job Category</b></div> <div>Administrative at-will appointment</div>
</div><br>
<div><div><b>Employment Type</b></div> <div>full-time regular</div>
</div><br>
<div><div><b>Job Family</b></div> <div>Academic Services
</div></div><br>
<div><div><b>Job Sub Family</b></div> <div>Student Academic Support</div>
</div><br>
<div><div><b>Job Level</b></div> <div>IC3</div>
</div><br>
<div><div><b>Job Open Date</b></div> <div>05/08/2026</div>
</div><br>
<div><div><b>Posting End Date</b></div> <div>05/24/2026</div>
</div><br>
<div><div><b>Planning Unit</b></div> <div>Regional Higher Education</div>
</div><br>
<div><div><b>Work Schedule</b></div>
<div>Typically M-F 8a-5p; may occasionally work evenings/weekends.</div>
</div><br>
<div><div><b>Months</b></div> <div>12 month</div>
</div><br>
<div><div><b>Campus</b></div> <div>Lancaster</div>
</div><br>
<div><div><b>Expected hours worked per week</b></div> <div>40 hours</div>
</div><br>
<div><div><b>Expected duration of assignment</b></div> <div>ongoing</div>
</div><br>
<div><div><b>Applicants may contact this person if they have questions about this position.</b></div> <div>Cindy Mayle, maylec@ohio.edu</div>
</div><br>
<div><div><b>Non-Discrimination Statement</b></div>
<div>Ohio university is proud of its rich history and as part of our ongoing efforts to provide and support a transformative learning experience, we affirm our commitment to fostering a welcoming and respectful workforce and community. All qualified applicants are encouraged to apply and will receive consideration free from discrimination on the basis of age, ancestry, color, disability, ethnicity, gender, gender identity or expression, genetic information, military service or veteran status, national origin, pregnancy, race, religion, sex, sexual orientation, status as a parent or foster parent, or any other bases under the law. Ohio university is an equal access/equal opportunity employer.</div></div></div></div></div></div></div></div></div><p></p>

Success Advisor

Cayuse Holdings

<div><div><b>The Work</b></div><div>
The Counterterrorism Program Advisor provides expert support in all matters related to civilian counterterrorism capacity building assistance in Pakistan. This role is responsible for assisting client managers with the planning, management, coordination, oversight, monitoring, and reporting of counterterrorism programming. The program advisors activities include civilian capacity building across the spectrum of counterterrorism criminal justice&mdash;encompassing law enforcement, prosecutorial, judicial, and corrections sectors. This role serves as a critical liaison, ensuring diligent stewardship and effective execution of assistance initiatives in overseas environments.</div><div></div><div><br>
This position aligns with Cayuse&rsquo;s core values of Innovation, Excellence, Collaboration, Adaptability, and Integrity by fostering technical solutions that meet customer needs, promoting teamwork, and prioritizing quality in deliverables.</div><div><b><br>
Key Responsibilities</b>
</div><ul><li>Assist the Government Manager, Team Lead and DC-Based Program Manager in designing, coordinating, managing, and overseeing a comprehensive suite of CT-funded civilian counterterrorism and CVE programming implemented by the client and their partners.</li><li>
Manage the full lifecycle assistance (both NADR and ESF) to include strategic and budget planning, design, coordination, implementation, oversight, monitoring and evaluation, and closeout.
</li><li>Ensure assistance projects meet strategic objectives and foreign assistance priorities set by the embassy.</li><li>
Serve as the Embassies&rsquo; primary point of contact for the coordination of civilian counterterrorism and countering violent extremism programming and related reporting.</li><li>
Provides policy and program analysis and recommendations to programming in their assigned location or region. Such analysis may address a range of issues, including strategy, capacity, budget, training and technical assistance requirements, procurement planning, and/or facilities refurbishment, and reviewing sustainability of investments.</li><li>
Identifies support requirements related to counterterrorism law enforcement and leads the preparation of documentation for procurement of technical services, training, and commodities and the monitoring of procurement actions, including drafting source origin waivers, concept notes, contract and grant solicitations, scopes of work, bilateral letters of agreement, delivery, and acceptance of items procured.</li><li>
Report on programmatic developments in their assigned location or region.</li><li>
Identify and develop key programmatic areas for assistance.</li><li>
Coordinate with other donors to ensure program de-confliction.</li><li>
Liaise with senior host nation counterparts on assistance needs and programs.</li><li>
Liaise with host nation counterparts on training and ensure timely completion of Leahy vetting of participants.</li><li>
Compile monitoring data to inform performance measurement analyses.</li><li>
Monitors training deliveries.</li><li>
Facilitate the Country Team&rsquo;s review and approval of Performance Monitoring Plans and Work Plans as well as other formal project documents.</li><li>
Assist the CT/P&rsquo;s Grants Officer&rsquo;s Representative (GOR) and Contracting Officer&rsquo;s Representative (COR) on select funded programs in the management and monitoring of programs by identifying and reporting on programmatic issues, successes, or areas of opportunities.</li><li>
Help to ensure grantee and/or contractor performance and compliance with requirements in the Statements or Scopes of Work (SOW) and Award Notices.</li><li>
Synchronize efforts with other civilian and military programming.</li><li>
Ensure prompt, clear communication with and between implementers and/or Washington staff on key issues, as appropriate.</li><li>
As assigned by Post, participates in visits by senior officials and serves as an escort or control officer. Arrange the itineraries and logistical support for official visitors.
</li><li>Briefs visiting officials and Embassy staff on the role and the status of funded projects and related initiatives.</li><li>
Prepares background materials, talking points, and reports and other client stakeholders can use in preparing speeches and briefings to articulate programming in their assigned location or region.</li><li>
Other duties as assigned.</li></ul><div><b><br>
Minimum Skills:</b></div><ul><li>
Exceptional interpersonal skills with the ability to communicate in a clear, professional, and articulate manner.</li><li>
Exceptional verbal and written communication skills, with the ability to develop and deliver compelling presentations.</li><li>
Excellent organizational, analytical, and problem-solving skills with high-level attention to detail.</li><li>
Proven ability to multitask and prioritize in a fast past environment with changing priorities; adaptable to change and a quick learner.</li><li>
Must be self-motivated and able to work well independently as well as on a multi-functional team.</li><li>
Ability to handle sensitive and confidential information appropriately</li><li>
Proficient in MS Office, Word, Outlook, PowerPoint, and Excel.</li></ul><div></div><div><b><br>
Desired Qualifications:</b></div><ul><li>
Experience in the Africa Region preferred.</li><li>
Experience with designing, managing and overseeing foreign assistance, especially security sector capacity building programs.
</li><li>Significant experience in law enforcement training programs with a focus on counter-terrorism.</li><li>
Experience in working with members of the U.S. inter-agency, particularly in an Embassy setting.</li><li>
Master&rsquo;s degree</li></ul><div></div><div><b><br>
Our Commitment to you / overview of benefits
</b></div><ul><li>Medical, Dental and Vision Insurance; Wellness Program</li><li>
Flexible Spending Accounts (Healthcare, Dependent Care, Commuter)</li><li>
Short-Term and Long-Term Disability options</li><li>
Basic Life and AD&amp;D Insurance (Company Provided)</li><li>
Voluntary Life and AD&amp;D options</li><li>
401(k) Retirement Savings Plan with matching after one year</li><li>
Paid Time Off</li></ul><div></div><div><b><br>
Reports to: Program Manager</b></div><div></div><div><b><br>
Working Conditions
</b></div><ul><li>Professional office environment.</li><li>
Primary work office is within a secure U.S. compound but requires regional travel under sometimes austere living/travel conditions.</li><li>
Must be physically and mentally able to perform duties extended periods of time.</li><li>
Ability to use a computer and other office productivity tools with sufficient speed to meet the demands of this position.</li><li>
Must be able to establish a productive and professional workspace.</li><li>
Must be able to sit for long periods of time looking at computer screen.</li></ul><ul><li>
May be asked to work a flexible schedule which may include holidays.</li><li>
May be asked to travel for business or professional development purposes.</li><li>
May be asked to work hours outside of normal business hours.</li></ul><div></div><p><b><br>
Other Duties: </b><i>Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.</i></p><div><b><i>
Cayuse is an Equal Opportunity Employer. All employment decisions are based on merit, qualifications, skills, and abilities. All qualified applicants will receive consideration for employment in accordance with any applicable federal, state, or local law.</i></b></div></div>

Counterterrorism Program Advisor

Direct Protection Security

<p>Direct Protection Security is one of the largest provider of ADT. We are hiring motivated individuals to represent ADT Smart Home Security, Americas most trusted security brand.</p><p><b>About Us:</b> ADT - has been a trusted leader in home security for over <b>145 years </b>and continues to be <b>#1 smart home security provider in the United States.</b></p><p><b>What We Offer:</b></p><ul><li><b>GREAT COMPANY CULTURE</b></li><li><b>ALL POSITIONS FULL TIME</b></li><li><b>FLEXIBLE SCHEDULE </b></li><li><b>MONDAY - FRIDAY WORK SCHEDULE</b></li><li><b>ALL POSITIONS HAVE IMMEDIATE ADVANCEMENT OPPORTUNITIES</b></li></ul><p><b>Requirements:</b></p><ul><li>Positive attitude and Willingness to learn</li><li>Comfortable with communication in person or over the phone</li><li>Reliable Transportation</li><li>Pass Background Check</li></ul><p><i>IMMEDIATE OPENINGS FOR NEW APPRENTICES. HIRED TODAY, START TOMORROW!</i></p><p>Pay: $45,000.00 - $80,000.00 per year</p><p>Benefits:</p><ul><li>Flexible schedule</li><li>Professional development assistance</li></ul><p>Work Location: In person</p>

Smart Home Security Customer Support

IT Vikings

<div><div><div>ITVikings</div><div>
Careers</div><div>
Cyber Security, Presales Engineer</div><div><br>
</div></div><div><div><div><div><div><div><div><div><p><b>Requirements :</b></p>
<ul><li>BSc. In Engineering or computer science or information security</li></ul>
<ul><li>3+ years practical experience working with security solutions services</li></ul>
<ul><li>Strong presentation and communication skills</li></ul>
<ul><li>Deep knowledge of communication protocols , NGFW , EPP , EDR , NDR,IPS, Email Security, Web Security, WAF,ADC,PAM and IAM&hellip;..and etc.</li></ul>
<ul><li>Security &ndash; related certificates are plus</li></ul>
<ul><li>Customer-oriented &amp; negotiation skills</li></ul>
<ul><li>Fluent in English</li></ul>
<p>
&ndash; Interested can send their updated resume to jobs@itvikings.com</p>
<p>
&ndash; please mention the job title in the subject</p>
<p><b>
Responsibilities:</b></p>
<ul><li>Developing solutions , organizing, planning, creating &amp; delivering compelling proof of concept demonstrations.</li></ul>
<ul><li>Ensuring solutions stated in the Statement of Work are best practice and in line with client requirements.</li></ul>
<ul><li>Managing the sales bid process by responding to RFI&rsquo;s &amp; RFP&rsquo;s.</li></ul>
<ul><li>Working closely with Sales to ensure successful closure of the sales process.</li></ul>
<p>
. Engage with customers as a trusted advisor, listening and understanding their challenges and requirement &ndash; both technical and business, and clearly articulate and communicate to the sales team, and document them .</p>
<ul><li>Liaising with Product Managers to provide feedback from clients about product requirements.</li></ul>
<ul><li>Keeping abreast of market trends and product &amp; competitor landscapes.</li></ul>
<ul><li>Capability of designing and architect solutions for customer.</li></ul>
<ul><li>Good Knowledge to figure out Customer Security needs .</li></ul><br>
<p></p>
<p>
&ndash; If interested, you can send your updated resume to jobs@itvikings.com. <b>Please mention the job title in the subject</b>.</p></div></div></div></div></div></div></div></div></div><div></div>

Presales Security Engineer

Northwestern Mutual

<p>We are seeking a detail-oriented and proactive individual to support our financial planning practice. This role involves managing daily administrative tasks, client appointment setting, marketing initiatives, and operational improvements to ensure a seamless client experience.</p><p>Core Responsibilities</p><p>Daily Administration &amp; CRM Management</p><ul><li>Manage Outlook inbox and calendar, ensuring all client communications and appointments are &quot;set regarded&quot; in Dynamics 365.</li><li>Process post-appointment results and case notes, ensuring CRM files are updated with accurate subject lines and next steps.</li><li>Schedule follow-up phone calls and marketing list assignments based on advisor case notes.</li><li>Proactively monitor advisor backlog on case notes and send reminders for missing data.</li></ul><p>Appointment Setting &amp; Client Experience</p><ul><li>Conduct outbound calls for annual reviews and appointment setting, referencing previous notes for context.</li><li>Optimize the advisor's schedule by clustering in-person meetings on specific days (Tues/Thurs) while booking virtual meetings flexibly.</li><li>Maintain accurate birthday records on the calendar and reference NM Connect for upcoming milestones.</li></ul><p>Weekly Operations &amp; Marketing</p><ul><li>Update weekly opportunity lists in CRM prior to positive focus meetings.</li><li>Assist in case preparation, including PX, CCV, and IFL reports.</li><li>Participate in tactical meetings to plan marketing and prospecting for the week ahead.</li><li>Submit and track client-facing materials through compliance approval via Marketing Commons.</li></ul><p>Qualifications</p><ul><li>Proficiency in Microsoft Outlook and Dynamics 365 (CRM).</li><li>Strong communication skills for professional client outreach.</li><li>Ability to identify process improvements and contribute to strategic business planning.</li><li>High level of discretion and attention to security details.</li><li>NYLAAH</li><li>SIE, Series 6/7, Series 63/66 Preferred</li></ul><p>Pay: $45,000.00 - $52,000.00 per year</p><p>Work Location: In person</p>

Associate Financial Planning and Analysis Specialist

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>Winnetka</b><b>, </b><b>IL</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026565
</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><p><b>Compensation and Benefits:
</b></p><ul><li>$24.36-$36.67 hourly rate
</li></ul><ul><li>Bonus potential up to 8.5% of base pay
</li></ul><ul><li>Compensation and bonus are commensurate with experience, performance and/or firm profitability
</li></ul><ul><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-PWM3</div></div></div></div></div></div></div></div><p></p>

Client Specialist

<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>
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