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Trust Associate

About the Role: The Trust Associate plays a vital support role within the ...
Details
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 About the Role: The Trust Associate plays a vital support role within the Trust Administration...
Location:
Newport, 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:
eFinancialCareers
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
About the Role: Now is a great time to join Fixed Income Capital Markets at ...
Details
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 fin About the Role: Now is a great time to join Fixed Income Capital Markets at Baird! The...
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:
eFinancialCareers
Certifications / Licenses:
Financial Industry Regulatory Authority
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
Job Posting Template About the Role: We are seeking a dedicated support ...
Details
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. Job Posting Template About the Role: We are seeking a dedicated support professional to join our...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Executive Secretaries and Executive Administrative Assistants
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
eFinancialCareers
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
About the Role: The Institutional Consultant is a client-facing role that ...
Details
Summary
About the job:
provides investment advice to institutional clients, predominantly endowments, foundations and Native American and Alaska Native communities on the determination of investment objectives, establishment of investment policy, selection of investment managers, and the monitoring of portfolios. Responsible for cultivating new/existing relationships with institutional clients with investable assets of $50M or more and proactively helps to resolve issues and concerns. Conducts quarterly/annual portfolio performance reviews...
Location:
Milwaukee, WI
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:
FINRA Series 7
Registered Financial Planner
Chartered Financial Analyst
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A

Client Assistant

About the Role: As a Client Assistant at Baird, you’ll play a pivotal role ...
Details
Summary
About the job:
in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experience—coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed. Check out this video to learn...
Location:
Milwaukee, WI
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
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A

Sr Estate planner

About The Role: Create relationships with Baird Financial Advisors and ...
Details
Summary
About the job:
discuss their most important and complex client estate planning situations. Participate directly in client conference calls and meetings. On your own initiative and at the request of FAs, review documents and research information to answer specific estate planning questions and to create comprehensive, customized estate planning reports for clients using our estate planning tools. Activities and duties require a high level of expertise, organization, and personal initiative. An ideal background would be an estate planning...
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)
From:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA Series 7
Certified in Long Term Care
Certified Financial Planner
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
About the Role: Join our Global Investment Banking team as an Executive ...
Details
Summary
About the job:
Assistant. Benefit from tailored mentorship, learning resources, and clear career paths. Support the team in administrative tasks, client relations, marketing, and talent development. The role involves managing calendars, arranging meetings, handling travel arrangements, and overseeing deal processes. Analytical skills are essential for research and effective communication. Building relationships is crucial. Training opportunities for career growth are provided. The Executive Assistant supports senior bankers, requiring...
Location:
Chicago, IL
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
About The Role: The Appian Platform Administrator plays a critical role in ...
Details
Summary
About the job:
supporting the firm’s Operations organization by maintaining and optimizing the Appian low-code automation platform. This individual ensures the platform’s stability, security, and performance—enabling Operations teams to streamline business processes, enhance client service, and maintain compliance across the firm’s processes. The ideal candidate is a hands-on technical professional with a deep understanding of Appian system administration and a keen appreciation for operational efficiency, data integrity, and risk...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Network and Computer Systems Administrators
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
ITIL Foundation certification (v3)
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
About The Role: We are currently seeking a Quality Assurance Analyst to join ...
Details
Summary
About the job:
our Business Process team within Operations Strategic Support. The Business Process team provides process analysis and improvement solutions; utilizing technology enablers like Appian, LiquidOffice, Automation Anywhere and DocuSign to build custom applications that automate the enterprise’s core processes. As a Quality Assurance Analyst, you will be responsible for project execution and change management, testing automation and troubleshooting, defect tracking, testing environments and continuously improving process...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Software Quality Assurance Analysts and Testers
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
About the Role: Baird’s Corporate Accounting and Finance team provides ...
Details
Summary
About the job:
accurate and timely financial information to aid in the management of the firm and support strategic decision-making. Finance has a track record of success with interns across their various teams, all of who have the ability to directly contribute to the success of the department. Interns apply business knowledge gained in the classroom to develop relevant professional experience while developing meaningful relationships. Learn more about the team here . See below for a current list of internship opportunities available in...
Location:
Milwaukee, WI
Job Type:
Part-Time
Full-Time
Internship
Occupation:
Accountants and Auditors
Career Level / Education:
Bachelor's degree
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

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