The Client Specialist oversees client onboarding, manages communications and account operations, organizes events, and supports Financial Advisors to enhance client service and business effectiveness.

The IT Business Analyst will bridge business and technology, leading analysis for initiatives, translating needs into actionable outcomes, and fostering collaboration and continuous improvement within teams.

The PWM Transition Specialist will manage the transition of Financial Advisors to Baird, ensuring seamless client onboarding, account setups, compliance, and collaboration with team members, while traveling frequently to meet client needs.