Teams 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.