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Client Specialist

Robert W. Baird & Co.
Cincinnati, OH
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Challenge your thinking and build an amazing career with the best people in ...
Details
Summary
About the job:
the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as...
Location:
Cincinnati, OH
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
FINRA / NASD Series 63
FINRA Series 65
FINRA Series 66
FINRA Series 7
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Library Operations Coordinator - Investment Banking

Robert W. Baird & Co.
Chicago, IL
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Discover why Baird has been recognized as a Fortune Best Place to Work for ...
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Summary
About the job:
21 years in a row. We are in search of an experienced Library Operations Coordinator to assist our Knowledge Services team! Situated within Baird's Global Investment Banking division, this role will report directly to the Knowledge Services & Market Data Manager. As a Library Operations Coordinator, you will join a core team of talented individuals to help support and drive successful outcomes for our internal clients. Your responsibilities will include providing Knowledge Services support, acting as a resource for...
Location:
Chicago, IL
Job Type:
Full-Time
Permanent
Occupation:
Business Operations Specialists, All Other
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Client Specialist

Robert W. Baird & Co.
Charlotte, NC
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Challenge your thinking and build an amazing career with the best people in ...
Details
Summary
About the job:
the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as...
Location:
Charlotte, NC
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
FINRA / NASD Series 63
FINRA Series 65
FINRA Series 66
FINRA Series 7
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Project Services Specialist

Robert W. Baird & Co.
Chicago, IL
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Project Services Specialist In the role of Project Services Specialist you ...
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Summary
About the job:
will be on your own initiative and with limited supervision, performing advanced/complex duties and/or specialized functions in support of creative services projects and activities. The key responsibility is to serve as a link between Creative Services and Marketing (or other internal clients) to drive multiple creative projects to completion: on time, on budget and on specification. As a Project Services Specialist, you will: - Provide project management to Creative Services and Digital Marketing team members by...
Location:
Chicago, IL
Job Type:
Full-Time
Permanent
Occupation:
Information Technology Project Managers
Career Level / Education:
Associate's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
5
Workplace Documents
5
apply
Detailed Job Information

Client Specialist

Robert W. Baird & Co.
Mill Valley, CA
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Challenge your thinking and build an amazing career with the best people in ...
Details
Summary
About the job:
the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as...
Location:
Mill Valley, CA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
FINRA Series 7
FINRA / NASD Series 63
FINRA Series 66
FINRA Series 65
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Fixed Income Specialist (Securitized Product Sales & Trading Support)

Robert W. Baird & Co.
New York, NY
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Now is a great time to join Fixed Income Capital Markets at Baird! The ...
Details
Summary
About the job:
Securitized Products (SP) team is looking for an organized and driven professional to join their business unit in New York City. As an associate supporting SP sales and trading, you will play a pivotal role in our established securities trading platform. This is a great opportunity for a motivated and detail-oriented individual looking to enter the financial industry surrounded by a team of seasoned veterans on a midtown Manhattan trading floor. A background in finance, economics, accounting, computer science or related...
Location:
New York, NY
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Project Services Specialist

Robert W. Baird & Co.
Milwaukee, WI
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Project Services Specialist In the role of Project Services Specialist you ...
Details
Summary
About the job:
will be on your own initiative and with limited supervision, performing advanced/complex duties and/or specialized functions in support of creative services projects and activities. The key responsibility is to serve as a link between Creative Services and Marketing (or other internal clients) to drive multiple creative projects to completion: on time, on budget and on specification. As a Project Services Specialist, you will: - Provide project management to Creative Services and Digital Marketing team members by...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Information Technology Project Managers
Career Level / Education:
Associate's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
5
Workplace Documents
5
apply
Detailed Job Information

Compliance Officer - Control Room

Robert W. Baird & Co.
Located in Ohio
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Compliance Officer - Control Room We have an exciting opportunity to join ...
Details
Summary
About the job:
our Compliance team as a Compliance Officer - Control Room. While this role is traditionally based in our Milwaukee or Louisville offices, we are open to a 100% remote arrangement. If you have 5+ years of Control Room experience and enjoy working autonomously, this is for you! The Compliance Officer - Control Room will be primarily responsible for the day to day operations of the Control Room including: liaising with the Research and Investment Banking Departments; developing and maintaining a solid understanding of all...
Location:
Located in Ohio
Job Type:
Full-Time
Permanent
Occupation:
Compliance Officers
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
FINRA Series 7
Financial Industry Regulatory Authority
Workkeys
Applied Math
3
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Manager of Wealth Planning Associates

Robert W. Baird & Co.
Louisville, KY
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Challenge your thinking and build an amazing career with the best people in ...
Details
Summary
About the job:
the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as...
Location:
Louisville, KY
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
Certified Financial Planner
FINRA Series 7
Certified Investment Management Analyst
Chartered Life Underwriter
Certified Public Accountant
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Sr Advisory Trading Specialist

Robert W. Baird & Co.
Milwaukee, WI
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As a Sr. Advisory Trading Specialist, you will: - Provide trading support, ...
Details
Summary
About the job:
specific to Baird's Advisory Trading team. - Offer high value service to internal and external clients in an environment that promotes Baird’s culture and the Operations mission and values statement. - Ensure adherence to regulations, Baird policies, and department procedures and policies. Monitor exception reports pertinent to the status of ongoing advisory trading activities; initiate corrective action as necessary. - Manages and understands end-to-end trading processes including branch and client experience with the...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Business Operations Specialists, All Other
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
FINRA Series 7
FINRA Series 99
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information
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