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Results based on filters ( 114 jobs found )

Compliance Analyst - Capital Markets Branch Oversight

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: We’re seeking a Branch Oversight Analyst to support the ...
Details
Summary
About the job:
oversight of branch and location review programs within Capital Markets Compliance. In this role, you’ll collaborate closely with the Branch Oversight Team Lead to complete annual location reviews, maintain accurate and complex records, and ensure compliance with regulatory requirements. Knowledge of FINRA Pilot Program rules is a plus, but if you’re eager to learn, we’ll help you build that expertise. This position is ideal for early- to mid-career professionals who enjoy problem-solving and thrive in a dynamic, evolving...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Compliance Officers
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA Series 24
FINRA Series 7
Financial Industry Regulatory Authority
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Temporary - Administrative Assistant - Investment Banking

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: We are looking for a talented Temporary Administrative ...
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Summary
About the job:
Assistant (AA) to support our Global Investment Banking team! Join us and discover why we have been recognized as a Fortune Best Place to Work since 2004. This temporary opportunity is ideal for someone who enjoys jumping in, making an immediate impact, and providing high-quality administrative support in a fast‑paced, professional environment. As a Temporary Administrative Assistant, you will proactively perform administrative duties to support mid‑level and senior bankers. Responsibilities include managing bankers’...
Location:
Milwaukee, WI
Job Type:
Full-Time
Temporary
Occupation:
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
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
apply
Detailed Job Information

Financial Advisor in Training

Robert W. Baird & Co.
Rochester, MN
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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:
Rochester, MN
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

IT Project Manager

Robert W. Baird & Co.
Milwaukee, WI
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About the Role The Project Manager leads cross-functional teams to deliver ...
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Summary
About the job:
high-value, business-critical technology solutions throughout the firm. PMs are responsible for partnering with key sponsors to identify and prioritize project opportunities and collaborating with project team members to effectively manage tasks & activities. PMs leverage strong communication and organizational skills to build trust and credibility with stakeholders and are accountable for the overall health & success of projects & client relationships. We are seeking a highly motivated individual to join the Baird...
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:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Executive Assistant - Investment Banking

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: Join our Global Investment Banking team as an Executive ...
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Summary
About the job:
Assistant. Benefit from tailored mentorship, learning resources, and clear career paths. Support the team in administrative tasks, client relations, marketing, and talent development. The role involves managing calendars, arranging meetings, handling travel arrangements, and overseeing deal processes. Analytical skills are essential for research and effective communication. Building relationships is crucial. Training opportunities for career growth are provided. The Executive Assistant supports senior bankers, requiring...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Executive Secretaries and Executive Administrative Assistants
Career Level / Education:
High school diploma or equivalent
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

Part-Time Branch Operations Assistant

Robert W. Baird & Co.
Sarasota, FL
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About the Role: Be responsible for the client service & marketing functions ...
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Summary
About the job:
of the branch following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. This highly visible position requires a polished professional with superior, communication, customer service and organizational skill. This role is based on 22.5 hours per week, 3 days per week. The Impact You’ll Make: - Answer inquiries from internal associates and business partners in a professional and pleasant manner. Act as a liaison between...
Location:
Sarasota, FL
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Entry Level Jobs (less than $30K)
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 Assistant

Robert W. Baird & Co.
Sarasota, FL
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About the Role: As a Client Assistant 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 each client’s unique vision and tailoring solutions to help them succeed. Check out this video to learn...
Location:
Sarasota, FL
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
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

Financial Advisor in Training

BAIRD
Rochester, NY
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About the Role: Begin your journey to becoming a Financial Advisor in ...
Details
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 devel About the Role: Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor...
Location:
Rochester, NY
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
eFinancialCareers
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

IT Project Manager

BAIRD
Milwaukee, WI
Actions
Apply
Save to My Profile
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See who you know on LinkedIn
Report this job
About the Role The Project Manager leads cross-functional teams to deliver ...
Details
Summary
About the job:
high-value, business-critical technology solutions throughout the firm. PMs are responsible for partnering with key sponsors to identify and prioritize project opportunities and collaborating with project team members to effectively manage tasks & activities. PMs leverage strong communication and organizational skills to build trust and credibility with stakeholders and are accountable for the overall health & success of About the Role The Project Manager leads cross-functional teams to deliver high-value,...
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:
eFinancialCareers
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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