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IT Business Analyst

Our Business Analysts work collaboratively with cross-functional team ...
Details
Summary
About the job:
members to perform analysis around/for projects and serve as a conduit in delivering quality results. BA's partner with our business partners to support their growing technology needs, helping mature the business analysis capabilities and provide solutions. The Baird Online team develops and maintains the client portal - web and mobile - for Baird’s Private Wealth Management clients. As a Business Analyst on this team, you’ll have the opportunity to work closely with project management, developers, Quality Analysts,...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Computer Systems 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

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:
Roseville, CA
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
About the Role: Baird's Branch Administrative Managers are primarily ...
Details
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:
Scottsdale, AZ
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
About the Role: Baird Trust’s Investment Management team currently manages ...
Details
Summary
About the job:
over $16.5 billion in two long-only strategies: Large Cap Equity and Equity Income. The team’s two portfolio managers and one analyst pursue a long-term business owner investment approach with an average holding period of over 10 years for each investment. The team aims to own high-quality, competitively advantaged businesses that are run by talented and honest management teams and that trade at a compelling price. Interns will be expected to be active participants in a variety of research projects and discussions...
Location:
Louisville, KY
Job Type:
Full-Time
Internship
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
The Analyst will perform quantitative analysis for bond transactions in ...
Details
Summary
About the job:
support of the Texas-based Special Districts banking team. This role is responsible for preparing and executing detailed financing plans, analyzing complex data, and developing creative strategies to meet client needs. The position requires strong analytical skills, attention to detail, and the ability to collaborate with both internal and external stakeholders. The Impact You’ll Make: - Manage the bond transaction process, including preparing disclosure documents, final numbers, and closing instructions. - Develop...
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:
Financial Industry Regulatory Authority
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. Our global team ranks as one of the leading Industrial M&A advisors among all investment banks. With significant resources committed in the United States and Europe, our Industrial team’s global investment banking and financial...
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
About the Role: We are seeking a highly motivated and experienced Charitable ...
Details
Summary
About the job:
Solutions Officer to join our team. The ideal candidate will be responsible for managing a book of business while providing advanced support to a senior Charitable Solutions Officer. This role requires a background in charitable giving principles, excellent communication skills, and the ability to work collaboratively in a fast-paced environment. This position offers flexibility with a hybrid work setup, with 4 days per week in our Louisville office and 1 day remote. The Impact You’ll Make: - Develop and implement...
Location:
Louisville, KY
Job Type:
Full-Time
Permanent
Occupation:
Public Relations 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
About the Role: Baird’s Private Wealth Management Communications team is ...
Details
Summary
About the job:
committed to delivering clear, timely, and impactful communications that support our advisors and enhance the client experience. As a PWM Communications Analytics Coordinator, you’ll be at the center of this mission—transforming data into insights that shape how we connect, inform, and inspire across the organization. In this role, you’ll be the go-to expert for tracking and analyzing communication performance, ensuring messages reach the right audiences in the most effective ways. Your work will directly support...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Market Research Analysts and Marketing Specialists
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
About the Role: Baird’s Associate Financial Advice Team (AFAT) is a ...
Details
Summary
About the job:
dedicated financial advisor team focused on delivering a full Wealth Management Experience to Baird Associates and their immediate families. The team provides personalized guidance across a range of financial topics, including retirement planning, investment consulting, debt management, education funding, and firm-specific benefits. AFAT Advisor Associates play a key role in building strong relationships and helping clients make informed decisions about their financial futures. In this client-facing role, you’ll collaborate...
Location:
Milwaukee, WI
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:
FINRA Series 7
Certified Public Accountant
Certified Financial Planner
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
About the Role: Our Private Wealth Management interns gain real-world, ...
Details
Summary
About the job:
meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Mequon, WI office. We are seeking a...
Location:
Mequon, WI
Job Type:
Full-Time
Internship
Occupation:
Personal Financial Advisors
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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