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Client Specialist

Robert W. Baird & Co.
Rockford, IL
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About the Role: As a Client Specialist 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...
Location:
Rockford, IL
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA Series 7
FINRA Series 65
FINRA Series 66
FINRA / NASD Series 63
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Institutional Equities Sales & Trading Shadow Week (May 2026) - Milwaukee

BAIRD
Milwaukee, WI
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{"description": "Are you looking to gain real world experience in a ...
Details
Summary
About the job:
thriving, global financial services firm with an award-winning culture? Consider a shadow week experience and start building your career at Baird. The Sales & Trading Shadow Week is designed to occur one week before the candidate's full time summer internship begins. Shadow Week Location, Availability and Hours: The Shadow Week will occur onsite in our Milwaukee, Wisconsin office. Students must be available to attend full time f {"description": "Are you looking to gain real world experience in a thriving, global financial...
Location:
Milwaukee, WI
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:
eFinancialCareers
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Digital Marketing Coordinator

Robert W. Baird & Co.
Milwaukee, WI
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The Digital Marketing Coordinator supports the Director of Digital Marketing ...
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Summary
About the job:
& Technology and collaborates with the broader marketing team to execute and enhance digital initiatives across email, social media, and internal communication platforms. This role plays a key part in delivering and optimizing digital campaigns that engage both external audiences and internal associates. The coordinator contributes to the implementation of digital best practices and tools to ensure consistency, efficiency, and impact across all digital touchpoints while working cross-functionally with business units...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Market Research Analysts and Marketing Specialists
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
apply
Detailed Job Information

Information Security Risk Analyst

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: Information Security is a firm‑wide strategic priority at ...
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Summary
About the job:
Baird. Our team is dedicated to strengthening associates’ understanding of security risks and reinforcing the critical role each person plays in maintaining a security‑centric culture. As an Information Security Analyst, you will help drive this mission by enhancing security awareness, monitoring regulatory developments, and partnering with stakeholders to solve complex challenges that impact both associates and clients. The ideal candidate will have exceptional communication skills (both verbal and written),...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Information Security 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

Investment Banking Associate - Energy & Industrial Services

Robert W. Baird & Co.
Houston, TX
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Complex deals, real ownership, and career momentum. Grow further at Baird. ...
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Summary
About the job:
Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success. What You’ll Do: Responsibility that shapes your skill. Work that deepens your impact. - Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors - Drive the preparation of company...
Location:
Houston, TX
Job Type:
Full-Time
Permanent
Occupation:
Financial and Investment Analysts
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
apply
Detailed Job Information

Sr Tax & Cost Reporting Analyst new

Robert W. Baird & Co.
Milwaukee, WI
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About The Role: Baird is seeking a highly motivated and experienced ...
Details
Summary
About the job:
professional to join the Operations Department as a Tax & Cost Reporting Sr Analyst. In this role, you will be responsible for overseeing the preparation, production, and issuance of client tax statements and IRS filings, while maintaining deep expertise in the Internal Revenue Code and IRS regulations applicable to tax information reporting. You will serve as a trusted partner to Operations leadership by delivering complex problem solving, ensuring regulatory compliance, and leading process optimization efforts across tax...
Location:
Milwaukee, WI
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:
FINRA Series 7
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

IT Business Analyst

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: As we continue to grow our Baird technology team, we are ...
Details
Summary
About the job:
currently seeking an IT Business Analyst II or Sr. This position requires working from our Milwaukee office 2-3 days per week. The BA will support a diverse portfolio of initiatives for our Institutional Equities & Research (IER) business. This role will require a business analyst who brings curiosity, creativity, and the judgment to operate effectively in a complex and fast-moving environment. The Business Analyst will function as a key partner between business and technology, translating evolving business needs into...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Computer Systems Analysts
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
PMI Professional in Business Analysis
Certified Software Manager
Certified Scrum Product Owner
PMI Agile Certified Practitioner
Project Management Institute
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Client Specialist

Robert W. Baird & Co.
Easton, MD
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About the Role: As a Client Specialist 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...
Location:
Easton, MD
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA Series 66
FINRA Series 65
FINRA Series 7
FINRA / NASD Series 63
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Business Consulting Project Manager

Robert W. Baird & Co.
Milwaukee, WI
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About The Role: This person will serve as a trusted partner managing ...
Details
Summary
About the job:
expectations at an executive level and with key stakeholders across the enterprise by building strong, credibility based relationships, facilitating productive dialogue, and respectfully challenging assumptions to drive sound decision making. The Project Manager is a key driver of success for high profile, business critical projects. The ideal candidate will have success in managing and delivering multiple projects within a complex and rapidly changing environment and the ability to provide business consulting services...
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:
Certified Service Manager
Project Management Professional
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Technology Solutions Consultant

Robert W. Baird & Co.
Milwaukee, WI
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About The Role: Baird’s Private Wealth Management (PWM) Technology Best ...
Details
Summary
About the job:
Practices team is seeking a Technology Solutions Consultant to serve as a trusted technology partner to Financial Advisor teams across Baird’s Midwest Region. In this role, you’ll work directly with advisors, support staff, and branch leadership to help teams leverage Baird’s technology effectively. Consulting teams on utilizing technology and best practices to create capacity, support growth, and improve client experience. You will support a region of 28 branches across the Midwest: WI, IL, IN, MN, MO, SD. Flexible...
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:
FINRA Series 7
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information
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