Jobs at Baird

Provides wealth management and financial planning support to a Financial Advisor and their clients. Responsibilities include analyzing client data, creating and presenting customized financial plans, identifying investment solutions, delivering financial education, supporting client engagement and business development, researching relevant topics, tracking planning-related revenue, and advising the team on financial planning scenarios.

As a Client Specialist, you will support Financial Advisors by coordinating client onboarding, managing communications, and assisting in operational tasks to enhance the client experience in wealth management.

Leads enterprise media and sponsorship strategy, planning, investment, negotiation, vendor relationships, budgeting, and performance optimization. Manages sponsorship portfolios across sports, nonprofit, and community partnerships; aligns initiatives with brand and business objectives; advises stakeholders; and leads a small team while supporting integrated marketing programs.

Provide research and knowledge-management operations support to investment bankers: manage vendor subscriptions and renewals, maintain CRM and data integrity, build advanced Excel reports, field and route research requests, assemble materials, coordinate meetings and vendor demos, and process vendor invoices and expenses.

Lead and supervise a team of Executive Assistants supporting investment bankers. Manage hiring, performance reviews, coaching, training, process improvements, and day-to-day operations while ensuring quality and alignment with departmental goals. Hybrid role based in Chicago.

Lead on-site transitions of experienced Financial Advisors and their teams to Baird, supporting branch openings and acquisitions, ensuring accurate account setup, compliance adherence, client-focused onboarding, troubleshooting issues, training staff, and coordinating with internal partners to resume normal business operations.