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Results based on filters ( 115 jobs found )

Temporary Client Account Setup/Documentation Specialist

Robert W. Baird & Co.
Milwaukee, WI
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About The Role: - Provide high value service to internal and external ...
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Summary
About the job:
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. - Work on special team projects or support other team members in their efforts. - Process requests received via IntelliPro related to Account Opening and Maintenance as needed. - Own and manage the process for returned mail and/or email kickbacks for Client statements, confirmations, and other communications. - Perform other duties...
Location:
Milwaukee, WI
Job Type:
Full-Time
Temporary
Occupation:
Executive Secretaries and Executive Administrative Assistants
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
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Detailed Job Information

Sr Operations Digital Technology Product Manager

Robert W. Baird & Co.
Milwaukee, WI
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About The Role: Baird is an employee-owned wealth management, capital ...
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About the job:
markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional, and municipal clients. Our Operations team is seeking a member for its Operations Strategic Support team. The Operations Strategic Support team is an established group with a mission to scale the organization, enhance the associate and client experience, and improve productivity through technology and process improvement. The...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Management Analysts
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Strategic Change Office Analyst new

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: The Strategic Change Office (SCO) provides project and ...
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About the job:
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. This role offers broad visibility across the firm, the opportunity to work alongside a...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Project Management Specialists
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
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Detailed Job Information

Senior Trust & Estate Settlement Officer

Robert W. Baird & Co.
Louisville, KY
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About the Role: At Baird Trust, our Estate Settlement Professionals play a ...
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About the job:
vital role in guiding families through one of life’s most challenging transitions. We manage every aspect of settling a decedent’s personal and financial affairs—from collecting and safeguarding assets to paying estate expenses, filing tax returns, and distributing assets in accordance with the estate plan. Our team also serves as a central point of coordination among beneficiaries and the decedent’s financial, legal, and tax advisors. Throughout the process, we prioritize clear, transparent communication to ensure...
Location:
Louisville, KY
Job Type:
Full-Time
Permanent
Occupation:
Accountants and Auditors
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Senior Client Specialist

Robert W. Baird & Co.
Wexford, PA
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About the Role: As a Senior Client Specialist at Baird, you’ll be a ...
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About the job:
strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily operations—leading complex client onboarding, managing high-touch communications, and orchestrating efficiencies in process. You’ll also drive business development by identifying growth opportunities, enhancing advisor effectiveness, and contributing to long-term practice success. Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and a...
Location:
Wexford, PA
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)
From:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA Series 66
FINRA Series 7
FINRA Series 65
FINRA / NASD Series 63
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Wealth Planning Associate

Robert W. Baird & Co.
Nashville, TN
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About the Role: The Wealth Planning Associate (WPA) I role is primarily ...
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About the job:
responsible for fostering and promoting the Baird Mission: “ To provide the best financial advice and service to our clients and be the best place to work for our associates.” The Wealth Planning Associate role is expected to, under limited supervision, provide holistic wealth planning support to Baird Financial Advisors and other internal departments. Duties include collecting and reviewing data provided by Financial Advisors, creating analyses using firm standard tools. This role will provide support to and collaborate...
Location:
Nashville, TN
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA Series 7
Enrolled agent license
Certified Public Accountant
Certified Financial Planner
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

HR Reporting and Analytics Analyst

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: Join Baird as an HR Reporting & Analytics Analyst and help ...
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Summary
About the job:
shape the insights that drive our people strategy. This role is ideal for someone who enjoys transforming data into meaningful insights, improving HR processes, and supporting data driven decision making across the firm. You’ll build impactful reporting solutions, strengthen data integrity, and collaborate closely with HR leaders, COEs, and business partners to advance our analytics capabilities. If you thrive at the intersection of data, technology, and people, this is an opportunity to make a meaningful difference....
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Management Analysts
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Trust Associate

Robert W. Baird & Co.
Louisville, KY
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About the Role: The Trust Associate plays a vital support role within the ...
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Summary
About the job:
Trust Administration team, working closely with Trust Officers to deliver high-quality fiduciary service to our clients. This position supports daily trust administration activities, organizes complex estate planning documentation, and helps ensure efficient, proactive client service across the department. The ideal candidate is detail-oriented, organized, and enthusiastic about helping clients and teammates succeed. This position requires on-site attendance five days per week in our Louisville, KY office for a minimum...
Location:
Louisville, KY
Job Type:
Full-Time
Permanent
Occupation:
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Fixed Income Agency Mortgage-Backed (MBS) Trading Assistant new

Robert W. Baird & Co.
Stamford, CT
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About the Role: Now is a great time to join Fixed Income Capital Markets at ...
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Summary
About the job:
Baird! The Agency-Mortgage-Backed Securities (MBS) Trading desk is looking for an analytical and driven professional to join the team as a trading assistant. As a Mortgage Backed Securities (MBS) Trading Assistant, you will play a crucial role on our team in a fast-paced trading environment. This is an exciting opportunity for an ambitious and detail-oriented individual who is looking to kickstart their career in the financial industry. We are seeking a highly motivated candidate with a strong interest in MBS trading...
Location:
Stamford, CT
Job Type:
Full-Time
Permanent
Occupation:
Financial and Investment Analysts
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
Financial Industry Regulatory Authority
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Executive Assistant - Administrative Resource Center (ARC)

Robert W. Baird & Co.
Milwaukee, WI
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Job Posting Template About the Role: We are seeking a dedicated support ...
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Summary
About the job:
professional to join our Global Investment Banking team as part of the Global ARC. This role provides critical administrative and operational support to investment banking professionals while offering exposure to a fast‑paced, high‑impact environment. As a Global ARC Associate (AAIII or EA), you will play a key role in supporting deal activity, managing complex requests, and strengthening internal and external relationships. Baird is proud to be a Fortune Best Place to Work for over 20 consecutive years, offering...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Executive Secretaries and Executive Administrative Assistants
Career Level / Education:
High school diploma or equivalent
Salary:
High Income Jobs ($80K-$99K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information
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