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AI Enablement Lead - Institutional Equities and Research

BAIRD
Milwaukee, WI
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About the Role: We are seeking an AI Enablement Lead to directly drive the ...
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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 in About the Role: We are seeking an AI Enablement Lead to directly drive the practical application...
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:
eFinancialCareers
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

IT Service Desk Analyst

BAIRD
Milwaukee, WI
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About the Role Bring your curiosity, communication skills, and ...
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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 s About the Role Bring your curiosity, communication skills, and problem-solving mindset to Baird's...
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:
eFinancialCareers
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Client Specialist

BAIRD
Mequon, WI
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About the Role: As a Client Specialist at Baird, you'll play a pivotal role ...
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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:
Mequon, WI
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 Assistant

BAIRD
Cleveland, OH
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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 About the Role: As a Client Assistant at Baird, you'll play a pivotal role in delivering...
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:
eFinancialCareers
Certifications / Licenses:
FINRA Series 7
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Senior Client Specialist

Robert W. Baird & Co.
Easton, MD
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About the Role: As a Senior Client Specialist at Baird, you’ll be a ...
Details
Summary
About the job:
strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily operations—leading complex client onboarding, managing high-touch communications, and orchestrating efficiencies in process. You’ll also drive business development by identifying growth opportunities, enhancing advisor effectiveness, and contributing to long-term practice success. Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and a...
Location:
Easton, MD
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
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 7
FINRA Series 65
FINRA / NASD Series 63
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Temporary Client Account Setup/Documentation Specialist

Robert W. Baird & Co.
Milwaukee, WI
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About The Role: - Provide high value service to internal and external ...
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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:
Middle Income Jobs ($30K-$49K)
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 Operations Digital Technology Product Manager

Robert W. Baird & Co.
Milwaukee, WI
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About The Role: Baird is an employee-owned wealth management, capital ...
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Summary
About the job:
markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional, and municipal clients. Our Operations team is seeking a member for its Operations Strategic Support team. The Operations Strategic Support team is an established group with a mission to scale the organization, enhance the associate and client experience, and improve productivity through technology and process improvement. The...
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

Strategic Change Office Analyst new

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: The Strategic Change Office (SCO) provides project and ...
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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:
Project Management Specialists
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

Senior Trust & Estate Settlement Officer

Robert W. Baird & Co.
Louisville, KY
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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:
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

Senior Client Specialist

Robert W. Baird & Co.
Wexford, PA
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About the Role: As a Senior Client Specialist at Baird, you’ll be a ...
Details
Summary
About the job:
strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily operations—leading complex client onboarding, managing high-touch communications, and orchestrating efficiencies in process. You’ll also drive business development by identifying growth opportunities, enhancing advisor effectiveness, and contributing to long-term practice success. Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and a...
Location:
Wexford, PA
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:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA Series 66
FINRA Series 7
FINRA Series 65
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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