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Client Specialist

BAIRD
Franklin, TN
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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 eac About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering...
Location:
Franklin, TN
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
From:
eFinancialCareers
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

Client Specialist

BAIRD
Newport, KY
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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 eac About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering...
Location:
Newport, KY
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
From:
eFinancialCareers
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

ASSOCIATE FINANCIAL ADVISOR

Robert W. Baird & Co.
Cleveland, OH
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About the Role: The Associate Financial Advisor provides specialized ...
Details
Summary
About the job:
services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis. The Impact You’ll Make: - Operate within the team’s client service and wealth...
Location:
Cleveland, OH
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
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 ...
Details
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

Sr Accounts Payable Specialist

Robert W. Baird & Co.
Milwaukee, WI
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About the role: The Accounts Payable Senior Specialist is responsible for ...
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Summary
About the job:
processing pay cycles and various types of accounts payable transactions including data entry of vendor invoices and employee expense reimbursements. This position is also responsible for responding to vendor inquiries and interacting with internal and external customers in responding to inquiries or report requests. The Impact You’ll Make: - Day-to-day: Responsible for processing semi-weekly and weekly pay cycles for checks and ACHs as well as recording appropriate BETA entries. Assists Supervisor/Manager with day to...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Bookkeeping, Accounting, and Auditing Clerks
Career Level / Education:
Some college, no 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

Mutual Fund Operations Sr Specialist

Robert W. Baird & Co.
Milwaukee, WI
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About The Role: The Mutual Fund Operations Senior Specialist serves as a ...
Details
Summary
About the job:
subject‑matter expert responsible for supporting all aspects of mutual funds, 529 and UIT operations across the firm. This role oversees complex trade processing, corrections, reconciliations, and account maintenance, (among others) while assisting our Financial Advisors and Client Specialists. Senior Specialists in this role act as key operational liaisons for branch associates, resolving escalated inquiries, troubleshooting transaction issues, and ensuring all mutual fund activity is executed accurately, efficiently,...
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 99
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

ASSOCIATE FINANCIAL ADVISOR

Robert W. Baird & Co.
Phoenix, AZ
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About the Role: The Associate Financial Advisor provides specialized ...
Details
Summary
About the job:
services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis. The Impact You’ll Make: - Review, research and analyze data to create...
Location:
Phoenix, AZ
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
Certified Financial Planner
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Client Specialist

Robert W. Baird & Co.
Cincinnati, OH
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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:
Cincinnati, OH
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 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

Investment Banking Associate, Energy (Houston, TX) new

Robert W. Baird & Co.
Houston, TX
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Investment Banking Associate, Energy (Houston, TX) Complex deals, real ...
Details
Summary
About the job:
ownership, and career momentum. Grow further at Baird. 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...
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

Senior IT Business Analyst

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: As we continue to grow and add top talent to the Baird ...
Details
Summary
About the job:
technology team, we are currently seeking a Senior Business Analyst for our Milwaukee or Madison office. The Sr. BA will support a diverse portfolio of initiatives for our Fixed Income Capital Markets (FICM) business. This role will require a seasoned business analyst who brings broad project experience, curiosity, creativity, and the judgment to operate effectively in a complex and fast-moving environment. While this role does not have direct people-management responsibility, it requires strong influence, mentorship, and...
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
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