About The Role. We are currently seeking an Operations Project Manager to join our Operations Strategic Support team. This role will be focused on delivering value through process improvement and technological initiatives throughout Operations. The effective Project Manager will drive alignment across our Operations organization, IT, and impacted Business Units to implement projects, and guide team members to achieve successful outcomes. The Impa...
About The Role. This role focuses on delivering exceptional service to internal and external clients while upholding Baird’s culture, mission, and values. Responsibilities include supporting the account documentation process while assisting in managing client and Financial Advisor inquiries. The position emphasizes improving efficiency while supporting team projects and developing resource materials. The Impact You'll Make. Provide high value ser...
About The Role. This role focuses on delivering exceptional service to internal and external clients while upholding Baird’s culture, mission, and values. Responsibilities include supporting the account documentation process while assisting in managing client and Financial Advisor inquiries. The position emphasizes improving efficiency while supporting team projects and developing resource materials. The Impact You'll Make. Provide high value ser...
About The Role. Our Private Wealth Management interns gain real-world, 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 team...
About The Role. Our Private Wealth Management interns gain real-world, 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 team...
About The Role. As a Senior Client Specialist at Baird, you’ll be a 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, ...
Baird is an employee-owned wealth management, capital markets, asset management, and private equity firm with more than $140 billion in client assets. Guided by our shared commitment to integrity, teamwork, and excellence, we deliver trusted advice and innovative solutions to individual, corporate, institutional, and municipal clients. About The Role. We are seeking an AI Product Manager to lead the vision, strategy, and execution of AI products ...
The Strategic Change Office (SCO) leads high-impact, cross-functional initiatives that drive strategic transformation across the organization. As a Consultant, you will serve as a trusted advisor and project leader, driving complex projects that shape the firm’s long-term success. This role requires a strategic mindset, strong leadership skills, and the ability to influence decisions at multiple levels of the organization. SCO-led initiatives typ...
About The Role. As a Client Specialist at Baird, you’ll play a pivotal role 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, wh...
About The Role. Baird is seeking an Equity Associate for our Private Wealth Management equity research team. This team is responsible for consulting over $125B in individual stocks in Baird’s PWM system and provides guidance and support to Baird’s Financial Advisors. The associate will provide support to a team that manages Baird’s two PWM Home Office Portfolios, directly managing over $8B in client assets. The team also provides timely market in...
