Jobs at Baird
1,471 open positions
Baird Online Support Specialist
Company: Baird
Location: Milwaukee, WI
Posted Mar 11, 2024
<p>Challenge your thinking and build an amazing career with the best people in the financial services industry Bairds Financial Advisors provide advice strategies and solutions to highnet worth individuals and families across the United States serving as true partners True wealth management goes beyond managing investments At Baird we understand it begins with learning all we can about what our clients want for themselves and their families We work closely with them to prioritize their goals utilizing Bairds resources and expertise to create a tailored plan to ensure success as theyve defined it Our 1700+ private wealth associates serve clients coasttocoast from over 160 + locations in over 33 states We have been recognized on Barrons Top Wealth Management Firms for 10 consecutive years and hold over $255 billion in client assets Check out this video to learn more about our Private Wealth Management business <p> <p>Doyou have a passion for technology and providing outstanding client serviceThen consider the Baird Online Specialist role within Bairds Technology Solutions team <p> <p>The Technology Solutions Team is an established group within Bairds Private Wealth Management Technology Best Practices department with a mission to help Financial Advisor Teams and Clients utilize Bairds technology offerings effectively and efficientlyWe pride ourselves on providing our internal and external clients with bestinclass technology and we are committed to coupling these tools with bestinclass technology support <p> <p>We arelooking for an individual that has a passion for technology andor financial services and the ability to deliver outstanding client service to join our team This position offers significant exposure within the firm and our client base and the Specialist will be expected to build and maintain relationships with our Financial Advisors Client Specialists Sales Management and various corporate resource groups <p> <p><b> As a Baird Online Specialist you will <b> <p> <ul><li>Act as a subject matter expert on our key clientfacing technology Baird Online<li> <li>Provide answers to inquiries about client account Baird Online to the Financial Advisor Client Specialist and clients<li> <li>Deliver outstanding client service using a combination of effective communication and troubleshooting skills to resolve client issues and fulfill requests<li> <li>Ask appropriate probing questions to gather relevant information to aid in resolution<li> <li>Utilize knowledge management system when troubleshooting client issues<li> <li>Document track and monitor client incidents and requests in ticketing system to ensure timely and accurate resolution<li> <li>Set client expectations when opening and assigning tickets and ensure all requestservices are executed on time in accordance with service level agreements with the business<li> <li>Prioritize and escalate support incidents and requests based on business impact and documented guidelines<li> <li>Collaborate with other Baird Online team members to address escalated client requests<li> <li>Partner with Technology Product Manager to evaluate enhancement requests and support the rollout of new features<li> <li>Maintain knowledge management system with resolutions for common issues<li> <li>Make recommendations to better assist and improve the overall efficiency of daily operating procedures<li> <li>Identify trends with incoming calls to effectively initiate incident escalation process where appropriate<li> <li>Make recommendations to better assist associates and improve the overall efficiency of daily operating procedures<li> <li>Actively trains and mentors new Baird Online Service Desk team members<li> <ul><p><b> What makes this opportunity great <b> <p> <ul><li>Excellent opportunity to support a critical function within a wellrespected and established wealth management business<li> <li>Unique chance to impact and drive revenue and profitability of Bairds PWM business unit through adoption and understanding of Baird Online<li> <li>Great exposure to multiple facets of PWM and the Firm working with a diverse set of stakeholders<li> <ul><p><b> What we look for <b> <p> <ul><li>Bachelors degree or 3+ years of relevant professional experience required<li> <li>Ability to complete SIE Series 7 within one year<li> <li>Advanced problemsolving skills and ability to troubleshoot a variety of issues<li> <li>Superior customer service willingness to go above and beyond for your client<li> <li>Excellent written and verbal communication skills<li> <li>Professional calm and courteous telephone mannerisms<li> <li>Displays high initiative and works well under pressure<li> <li>Strong comfort level with technology and the ability to explain new concepts effectively to end users<li> <li>Ability to develop build and maintain relationships with internal and external partners<li> <li>Must have ability to multitask shift work priorities due to business needs and work well under a deadlinedriven environment<li> <ul><p>LICM1 <p> <p><strong>Commitment to Inclusion amp Diversity<strong> <p> <p>Baird is committed to inclusion amp diversity for our clients our associates and the communities where we live and work This commitment stems from our culture of integrity genuine concern for others and respect for the individual We view inclusion amp diversity as an ongoing journey one of shared responsibility continuous improvement and a focus on progress We invite you to join us as we work together to foster an environment where diversity unites rather than divides us<p>
Transaction Coordinator
Company: Baird & Warner
Location: Northwest Suburbs
Posted Apr 03, 2024
Baird & Warner Real Estate is a company that has been named a Chicago Tribune Top Workplace ten times in a row. The company culture emphasizes independence, career growth, community involvement, and work-life balance. The job in question requires in-person training for the first 90 days at the Chicago Loop office, followed by a hybrid schedule. Essential duties include processing transactions, maintaining records, and providing customer service. Required skills include proficiency in Microsoft Word, Excel, and Gmail, excellent math aptitude, organization, data entry experience, strong telephone and customer service skills, teamwork, and attention to detail. Benefits include medical, dental, vision, PTO, and VTO.
Transaction Coordinator
Company: Baird & Warner
Location: Chicago, IL
Posted Apr 03, 2024
Baird & Warner Real Estate is a company that has been named a Chicago Tribune Top Workplace ten times in a row. The company culture emphasizes independence, career growth, community involvement, and work-life balance. The job in question requires in-person training for the first 90 days at the Chicago Loop office, followed by a hybrid schedule. Essential duties include document review, transaction processing, earnest money deposit handling, wire transfer processing, transaction closure, commission check processing, mortgage and closing detail entry, daily communication with various team members, report running and balancing, cooperating broker record maintenance, and general office duties. Required skills include computer proficiency, math aptitude, organization, data entry experience, telephone and customer service skills, teamwork, and detail orientation. A high school diploma or equivalent is required, and benefits include medical, dental, vision, PTO, and VTO.
Associate Financial Advisor
Company: Baird
Location: Milwaukee, WI
Posted Mar 14, 2024
Proven self-starter, highly motivated, with the ability to work independently. Must hold SIE, Series 7/66 or Series 7/63/65 licenses. Work-life balance is promoted. Excellent presentation skills, very strong interpersonal and written communication skills. Must have or be actively pursuing specialized professional designation, CFP. What we look for: Must have an undergraduate degree in Finance, Accounting, Economics or equivalent. Document, follow up, and support the closing of opportunities identified from the financial planning process. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. Commitment to Inclusion & Diversity Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. Minimum of three years of investment experience in a client facing role.
FP&A Manager - Capital Markets and Principal Investments (CM/PI)
Company: Baird
Location: Milwaukee, WI
Posted Mar 21, 2024
The FP&A CM/PI team is responsible for monitoring the financial performance of Baird's Capital Markets and Principal Investments businesses, providing financial analysis and advice to support strategic decisions. The FP&A CM/PI manager leads a team of associates, focusing on coaching and development. Key responsibilities include business unit reporting and analysis, financial close, budgeting, monitoring external factors, data analytics, innovation, special projects, and team management. The ideal candidate should have a Bachelor's degree in Business (Finance or Accounting preferred), relevant experience, strong management skills, client service focus, excellent communication skills, self-initiative, and a desire for continuous learning.
HR Reporting Analyst
Company: Baird
Location: Milwaukee, WI
Posted Mar 14, 2024
<p>The Human Resources Reporting Analyst is responsible for extracting and reporting on HR data that is used to communicate information within the department and the firm with an overall eye on overall reporting efficiencies and effectiveness The HR Reporting Analyst will work in conjunction with HR and business leaders to identify data needs and translating them to specifications reports dashboards and result analysis in alignment with HRs Key Results and Bairds mission <p> <p>Location Chicago or Milwaukee or Louisville OR willingness to travel and be physically present in Milwaukee as appropriate Upon hire travel to Milwaukee for onboarding and training is required <p> <p>Milwaukee area associates work 3 daysweek onsite at our headquarters Tues Wed Thurs <p> <p><b> As a Human Resources Reporting Analyst you will <b> <p> <ul><li>Develop a full and detailed understanding of HR data available across the firm to be to then be able to extract from all systems and consolidate data into meaningful metrics reports and dashboards to stakeholders <li> <li>Create and maintain simple to complex reports and provide support for existing reports in Workday<li> <li>Participates on internal initiatives such as identifying and incorporating process improvements and new functionality available via the Workday platform to increase effectiveness and efficiency of reporting and metrics<li> <li>Maintain data integrity through consistent monitoring testing and auditing HR systems of record and collaborating with others to escalate and resolve any anomalies as necessary<li> <li>Identify opportunities provide recommendations and implement action plans for improvement in the data sets and reports utilized by the department<li> <li>Work closely with the HR Reporting amp Analytics team on the strategy and efficient and effective delivery of reports and dashboards to clients <li> <li>Foster critical working relationships with HR external client groups and associated functional workteams<li> <li>Support firm with RFP needs as it relates to HR qualitative and quantitative needs<li> <li>Maintain current knowledge of industry best practices and HR reporting via professional associations and training Incorporates best practices reporting and dashboards into the Firms HR strategic initiatives<li> <ul><p><b> What makes this opportunity great <b> <p> <ul><li>Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership<li> <li>Help teams analyze results that enables them to easily interpret the insights and make data driven decisions<li> <li>This position offers high visibility of work within HR and with executive leaders<li> <li>Baird offers highly competitive benefits including tuition and continuing education reimbursements and has a strong focus on professional development<li> <ul><p><b> What we look for <b> <p> <ul><li>Strong knowledge of Human Resources as a discipline 3 5 years of professional experience<li> <li>At least 1 or more years of experience with data management report writing dashboards and calculated fields preferably in Workday<li> <li>Advanced Microsoft Office skills<li> <ul><p>LISB1 <p> <p><strong>Commitment to Inclusion amp Diversity<strong> <p> <p>Baird is committed to inclusion amp diversity for our clients our associates and the communities where we live and work This commitment stems from our culture of integrity genuine concern for others and respect for the individual We view inclusion amp diversity as an ongoing journey one of shared responsibility continuous improvement and a focus on progress We invite you to join us as we work together to foster an environment where diversity unites rather than divides us<p>
Financial Advisor Foundations Associate
Company: Baird
Location: Milwaukee, WI
Posted Apr 04, 2024
Baird's Financial Advisors offer comprehensive wealth management services to high-net-worth individuals and families across the US. The company's Financial Advisor Foundations Program is a rotational program for aspiring financial advisors, providing education, training, and business development opportunities. The program consists of an Education & Application Phase and a Branch Rotations Phase. During the Education & Application Phase, participants complete a one-year curriculum, work with key departments, and pass licensing exams. They gain practical experience in the Client Resource Team and on a sponsoring wealth management team. The Branch Rotations Phase allows participants to solidify a permanent opportunity with a team by articulating their value and deepening their knowledge. Baird values commitment, strong work ethic, and excellent communication skills in its associates.
Senior Graphic Designer
Company: Baird & Warner
Location: Chicago, IL
Posted Feb 24, 2024
Benefits Medical, dental, vision, PTO, VTO Expertise in the current InDesign, Illustrator, Photoshop, Acrobat, Google Apps, and Microsoft Office programs. Event research, planning and production experience is highly valued. Creation of design solutions, from concept to completion, in a wide range of graphic applications including: collateral materials, brand identity, advertising, social media, and multimedia. Excellent client relationship skills. Complete projects by coordinating with internal clients, outside agencies, service providers, printers, etc. REASONING ABILITY Must be able to work independently and in a team environment, research problems/questions as required. LANGUAGE SKILLS Excellent verbal and written skills required. Minimum 7-10 years of professional design experience. Working knowledge of WordPress, Figma and Premiere Pro is preferred.
HR Operations Specialist
Company: Baird
Location: Milwaukee, WI
Posted Mar 18, 2024
Baird is seeking an HR Operations Specialist for a client-facing role in Louisville, KY or Milwaukee, WI. The role involves managing HR programs, providing first-level customer service, and using case management, knowledge base, HR portal, and Workday systems. The ideal candidate should have a Bachelor's degree in HR or related field, 1+ years of HR experience, and proficiency in case management, HR portal systems, and Workday. The position offers opportunities for growth, flexibility, and a culture that values diversity and teamwork.
Performance Reporting Analyst
Company: Baird
Location: Milwaukee, WI
Posted Mar 16, 2024
<p>The Performance Reporting Team is responsible for daily account maintenance data validation and support of performance reporting platforms Our focus is on the integrity of our data supporting Private Wealth Management advisors and their clients Our team members have a range of technical problemsolving and mathematical skills and are comfortable working with large data sets in addition to the ability to communicate well with individuals at all levels <p> <p><b>As a Performance Reporting Analyst you will<b> <p> <ul><li>Provide highvalue service to internal and external clients in an environment that promotes Bairds culture and the Operations mission and values statement<li> <li>Assist with the resolution of complex process issues branch issue resolution andor error resolution<li> <li>Support team as the subject matter expert on regulations and policies understand endtoend processes<li> <li>Demonstrate and apply understanding and knowledge of markets products processes regulations and systems required to deliver on business objectives<li> <li>Utilize data analysis to monitor process efficiency andor identify data integrity exceptions<li> <li>Identify and contribute to productivity efficiency and effectiveness improvements to drive exceptional client service and risk mitigation<li> <li>Establish teamwork through collaboration mentoring and contributing to the development of associates<li> <li>Participate in project teams and support the internal team as the subject matter expert and coordinate testing through analysis and use cases<li> <li>Interface and partner with various Baird business units to support firmwide and Operations initiatives<li> <li>Demonstrate and apply knowledge of the breadth of Bairds products processes systems financial markets investment products and industry regulations as required to deliver on business objectives<li> <li>Perform other duties as required<li> <ul><p><b>What makes this opportunity great<b> <p> <ul><li>Fastpaced environment requires problemsolving and new challenges daily<li> <li>Excellent opportunity to help support a critical function within a wellrespected and established wealth management business<li> <li>Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership<li> <ul><p><b>Strengths needed to fulfill role<b> <p> <ul><li>Intellectually curious a relentless learner who enjoys the challenge of unfamiliar tasks and proactively seeks out the resources and knowledge needed to expand subject matter expertise<li> <li>Problem solver can identify resolutions to new or unforeseen priorities with minimal guidance thoroughly analyzes relevant factors probes for answers and anticipates all possible outcomes<li> <li>Driven by results can be counted on to execute holds themselves accountable pursues tasks with energy and a high sense of urgency seeks solutions especially in the face of setbacks Actively participating as a member of a team to move the team toward the completion of goals<li> <li>Inspires trust an effective communicator who is thoughtful and detailoriented builds trust at all levels through collaboration integrity accuracy and reliability a high focus on quality is critical<li> <li>Track record of success consistently identified as a top performer grasps new concepts quickly deals with complexity comfortably intellectually sharp and capable high standards for work output<li> <li>AdaptabilityFlexibility Adapts to change is open to new ideas takes on new responsibilities handles pressure adjusts plans to meet changing needs<li> <ul><p><b>What we look for<b> <p> <ul><li>Bachelors degree preferred Business Finance or Accounting are ideal majors 3+ years of experience in a financial services role is a plus<li> <li>Proficiency and experience with Microsoft Office Word Excel Outlook<li> <li>Willingness to learn SQLPower BI<li> <li>SIE amp Series 99 licensed or ability to obtain within six months<li> <li>Advanced analytical skills with the ability to perform complex problem solving<li> <li>Ability to handle multiple assignments work under pressure and within deadlines and produce accurate high quality results<li> <li>Strong communication and organizational skills with the ability to prioritize and complete multiple tasks under strict deadlines<li> <li>Passion for providing highvalue client service<li> <li>Ability to work independently and effectively relating to others to accomplish work responsibilities and objectives<li> <li>Diverse understanding of operational procedures and processes<li> <li>Highly motivated individual who has a desire to learn and an ability to think creatively in a demanding environment<li> <ul><p>LICM1 <p> <p><strong>Commitment to Inclusion amp Diversity<strong> <p> <p>Baird is committed to inclusion amp diversity for our clients our associates and the communities where we live and work This commitment stems from our culture of integrity genuine concern for others and respect for the individual We view inclusion amp diversity as an ongoing journey one of shared responsibility continuous improvement and a focus on progress We invite you to join us as we work together to foster an environment where diversity unites rather than divides us<p>
Salesforce Administrator
Company: Baird
Location: Milwaukee, WI
Posted Mar 14, 2024
<p>As we continue to grow and add top talent to the Baird IT family we are looking to add a Salesforce Administrator to our Salesforce Center of Excellence team This team manages the implementation and support of multiple Baird business units across three individual instances with 1000+ users using a highly customized Sales Cloud Experience Cloud and Marketing Cloud implementation <p> <p>Our ideal candidate is a passionate Salesforce professional dedicated to growing their platform knowledge evangelizing the platform and collaborating with our Salesforce team and business users to deliver great solutions <p> <p>This candidate is thoroughly acquainted with Lightning Experience and has demonstrated skill using Lightning Process Builder and Salesforce Flow Candidates are problem solvers and good teammates naturally curious and deliver exceptional customer service <p> <p>Our Baird Salesforce professionals are dedicated to continuous improvement focused on current and future platform features and enthusiastic about working together to support our expanding Salesforce implementation <p> <p>This opportunity is located at our Milwaukee WI headquarters with a hybrid schedule of 23 daysweek in office <p> <p><b> As a Salesforce Administrator you will <b> <p> <p>Platform Implementation Administration and Enhancement <p> <ul><li>Serve as subject matter expert and administrator of custom Salesforce Sales Cloud platform with three instances<li> <li>Create and maintain technical documentation for the web and application environments including network diagrams installation and configuration procedures troubleshooting guidelines and operational procedures<li> <li>Coordinate the rollout of enhancements to the production environment which includes coordination of all IT areas involved in the rollout<li> <li>Supply Service Desk Technicians documentation and procedures for resolving common or recurring problems<li> <li>Open manage and resolve application issues with external application vendors<li> <li>Oversee the feature request and support backlog<li> <li>Review and understand general organization drivers and context for development projects and assist in defining required features and mapping Salesforce features to business processes<li> <li>Support new releases and bug fixes as they relate to the project management of the platform<li> <ul><p>Client Support and Education <p> <ul><li>Provide technical support assistance to diagnose and resolve issues and troubleshoot complex how to questions<li> <li>Assist the business to understand the effort risk and impact of making changes to the Salesforce system<li> <li>Evangelize and drive user adoption across the business to ensure successful use to drive business results<li> <li>Create and maintain training materials and user documentation as business and processes evolve<li> <ul><p>Learn and Expand Knowledge <p> <ul><li>Keep up to date on Salesforce releases patches upgrades etc news and industry information<li> <li>Participate in Salesforce Success Community and local user group to help further your skills<li> <ul><p><b> What makes this opportunity great <b> <p> <ul><li>Information technology is a core part of Bairds business strategy and plays a critical role in the growth and transformation of the firm<li> <li>Baird IT is a collaborative culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership<li> <li>Support and flexibility to grow and be your best at work at home and in the community<li> <ul><p><b> What we look for <b> <p> <ul><li>Bachelor of Science degree in Computer Science MIS or Business Administration or comparable experience<li> <ul><ul><li>Salesforce Certified Administrator andor Platform App Builder certification highly recommended<li> <li>12 years declarative configuration and administration experience working with Salesforce Sales Cloud<li> <li>Diverse Salesforce product knowledge and proven technical expertise Versed in Salesforce Sales Cloud Communities andor Salesforce Marketing Cloud<li> <li>Strong understanding of tradeoffs between declarative and programmatic solutions<li> <li>Strong understanding of data management data administration and data modeling experience<li> <li>Strong communication skills with a great team player mentality<li> <li>Comfortable working with developers to read and understand Apex VisualForce JavaScript Lightning Web Components use cases and other languages regularly used within the Salesforce platform<li> <li>Experience creating reports and dashboards on the Salesforce platform<li> <li>Focused and driven with superb problemsolving attributes<li> <li>Experience with technical user documentation and training is a plus<li> <li>Familiarity with Nonprofit Cloud Experience Cloud or Financial Services Cloud is a plus<li> <li>Agile Methodology experience highly preferred Kanban User Stories Sizing Retro etc<li> <li>Business analysis experience with ability to translate technical information to a nontechnical audience<li> <li>Exceptional organizational skills with the ability to prioritize multiple projects<li> <li>Understanding of change management methodologies is a plus<li> <ul><p>LIYA1 <p> <p><strong>Commitment to Inclusion amp Diversity<strong> <p> <p>Baird is committed to inclusion amp diversity for our clients our associates and the communities where we live and work This commitment stems from our culture of integrity genuine concern for others and respect for the individual We view inclusion amp diversity as an ongoing journey one of shared responsibility continuous improvement and a focus on progress We invite you to join us as we work together to foster an environment where diversity unites rather than divides us<p>
Payroll Specialist
Company: Baird
Location: Milwaukee, WI
Posted Mar 18, 2024
The Payroll Specialist role involves processing multi-jurisdiction payrolls for 5,000 U.S. employees using Workday payroll application. Key responsibilities include payroll processing, case management, garnishment and loan administration, process improvements, and special projects. The ideal candidate should have three years of payroll processing experience, preferably with Workday, and strong communication skills. Baird is committed to inclusion and diversity.