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Results based on filters ( 95 jobs found )
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

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:
Cleveland, OH
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
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
About the Role: We are seeking an AI Enablement Lead to directly drive the ...
Details
Summary
About the job:
practical application of AI across our Institutional Equities and Research (IER) business. This role is focused on hands-on identification, prototyping, and delivery of high-impact AI use cases that improve how work gets done across Equity Research, Institutional Sales, Institutional Trading, and Corporate Access. Working closely with IER technology product management, business leaders, end users, and IT partners, this individual will translate opportunities into working solutions that deliver measurable results....
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Financial Quantitative 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
High-profile deals, major growth, the right people behind you. Grow far at ...
Details
Summary
About the job:
Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you’ll build skills through real transactions, close collaboration with peers and mentors, and a culture focused on shared success. We are currently hiring analysts across our Consumer, Healthcare, Industrial, and Tech & Services groups. What You’ll Do Learn by doing and be trusted with meaningful work from the jump - Provide analytical support across mergers and...
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:
FINRA Series 79
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A

Client Specialist

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:
Mequon, 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 66
FINRA Series 65
FINRA Series 7
FINRA / NASD Series 63
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
About the Role Bring your curiosity, communication skills, and ...
Details
Summary
About the job:
problem-solving mindset to Baird’s IT Service Desk. As the first point of contact for our associates, you’ll play a critical role in ensuring their technology works seamlessly so they can focus on serving our clients. This role offers hands-on experience with enterprise IT systems, mentorship from experienced teammates, and opportunities to grow your career. You’ll not only troubleshoot and resolve issues but also deliver excellent service that builds trust and strengthens relationships. Baird is a people-first organization that...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Computer User Support Specialists
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

SR. Trust Officer

About the Role: Our Trust Officers are experienced fiduciary professionals ...
Details
Summary
About the job:
responsible for the administration of trust accounts in accordance with the terms specified in the trust instrument, while also providing personalized, high-level service to clients. Our Trust Officers work closely with our Financial Advisors to ensure our clients’ wishes are carried out based on the terms of the trust document. This position requires on-site attendance five days per week in our Cincinnati, OH office for a minimum of six months during the initial training period. Following the successful completion of...
Location:
Cincinnati, OH
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:
Certified Trust and Financial Advisor
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
About The Role: - Provide high value service to internal and external ...
Details
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:
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
About the Role: The Strategic Change Office (SCO) provides project and ...
Details
Summary
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:
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
About the Role: At Baird Trust, our Estate Settlement Professionals play a ...
Details
Summary
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:
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

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