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Results based on filters ( 83 jobs found )

Client Relationship Specialist – Investment Banking (FSG Business Development)

Robert W. Baird & Co.
Chicago, IL
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We are seeking a talented and motivated individual to work with the ...
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Summary
About the job:
Financial Sponsor Group (FSG) within Global Investment Banking. This person will play an integral role in providing analytical and deal support between Global Investment Banking’s industry and product teams on mergers and acquisitions, public offerings and other financial advisory services we provide to our clients. In addition, the position will require the preparation of client presentations and company research to support new business generation with Baird’s private equity clients. This person will perform duties in...
Location:
Chicago, IL
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:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Client Specialist new

Robert W. Baird & Co.
Winnetka, 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:
Winnetka, 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

Sr Tax & Cost Reporting Analyst

Robert W. Baird & Co.
Milwaukee, WI
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About The Role: Baird is seeking a highly motivated and experienced ...
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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

Branch Administrative Manager

Robert W. Baird & Co.
Waukesha, WI
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About the Role: Baird's Branch Administrative Managers are primarily ...
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Summary
About the job:
responsible for leadership of branch support staff. You will train, develop, and supervise branch office support associates, and facilitate ongoing associate communication. The Branch Administrative Manager (BAM) establishes and implements branch procedures, and researches and completes special projects. In addition, you will act as a branch marketing liaison and Financial Advisor (FA) recruiting resource. The BAM may be responsible for compliance oversight delegated by the Branch Manager via the Branch Office Manager’s...
Location:
Waukesha, WI
Job Type:
Full-Time
Permanent
Occupation:
Financial Managers
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA Series 7
FINRA Series 9
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Senior Video Conferencing Project Specialist

Robert W. Baird & Co.
Milwaukee, WI
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About the Role The Senior Video Conferencing Project Specialist is an ...
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Summary
About the job:
experienced individual contributor responsible for the operational execution, governance, and continuous improvement of enterprise audiovisual (AV) videoconferencing systems. This role serves as the primary process owner for the firm’s videoconferencing program, including workflows, standards, vendor engagement, and project lifecycle oversight across all supported locations. Operating with a high degree of autonomy, this role functions as a trusted subject‑matter expert and partner to internal stakeholders and external...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Project Management Specialists
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

Financial Advisor in Training

Robert W. Baird & Co.
Eau Claire, WI
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About the Role: Begin your journey to becoming a Financial Advisor in ...
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Summary
About the job:
Baird’s Financial Advisor Training Program—a structured career development path designed to build confident, competent, and credible advisors. Through hands-on experience and required licensing, you’ll master advanced training, and sales strategies, while integrating into a real-world practice. You will have the opportunity to partner with experienced advisor teams, support client planning, and contribute to new business development while learning to deliver an exceptional wealth management experience. The Impact You’ll...
Location:
Eau Claire, WI
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:
Chartered Financial Analyst
FINRA Series 7
FINRA Series 66
Certified Investment Management Analyst
Certified Divorce Financial Analyst
Certified Financial Planner
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

AI Enablement Lead - IT Strategy & Transformation

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: We are seeking an AI Enablement Lead to drive the practical ...
Details
Summary
About the job:
application of AI across multiple areas of the firm as part of a focused, high-impact AI Tiger Team. This role is centered on hands-on identification, prototyping, and delivery of AI-enabled workflow solutions that improve how work gets done across a range of business areas, such as Public Finance, Compliance, and Operations. Working closely with business leaders, end users, and IT partners, this individual will move across teams to identify opportunities, build solutions, and scale what works. Success in this role...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Computer Systems Engineers/Architects
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

IT Project Manager

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: The position blends Project Manager and Scrum Master ...
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Summary
About the job:
responsibilities within a Kanban delivery model, focusing on flow, adaptability, and continuous improvement rather than rigid process. You’ll use your expertise in leadership, planning, communication, and agile practices to help teams move efficiently and continuously improve. You’ll partner with a collaborative, outcome‑driven team to lead work of varying complexity, adapt as scope and business priorities evolve, and build strong, trust‑based relationships with stakeholders. This is an ideal opportunity for a Project...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Information Technology Project Managers
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
Project Management Institute
Certified Scrum Master
Project Management Professional
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Institutional Consultant

Robert W. Baird & Co.
Milwaukee, WI
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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
apply
Detailed Job Information

Client Specialist

BAIRD
Winnetka, 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:
Winnetka, IL
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Built in Chicago
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
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