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Client Specialist

About the Role: As a Client Specialist at Baird, you’ll play a pivotal role ...
Details
Summary
About the job:
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, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed. Check out this video to...
Location:
Spokane, WA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
N/A
From:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA Series 66
FINRA Series 65
FINRA Series 7
FINRA / NASD Series 63
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
Internship - Investment Banking Analyst (Summer 2028) High-profile deals, ...
Details
Summary
About the job:
major growth, the right people behind you. Grow far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you’ll build skills through real transactions, close collaboration with peers and mentors and a culture focused on shared success. Gain Insight into the Energy Sector Join Baird’s Energy Investment Banking Group and work alongside a team with a proven track record of delivering comprehensive strategic advisory...
Location:
Houston, TX
Job Type:
Full-Time
Internship
Occupation:
Financial and Investment Analysts
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
Baird’s Global Healthcare team has completed over 285 healthcare M&A and ...
Details
Summary
About the job:
financing transactions since 2018. The Baird team has advised public companies, private business owners and private equity sponsors on Healthcare M&A transactions worth in aggregate greater than $52 billion. Additionally, Baird’s Healthcare team has raised over $50 billion in capital for clients in over 135 initial public offerings, follow-on offerings and other financing transactions since 2016. Baird's Global Investment Banking and Financial Sponsor coverage provide an extensive network of relationships among active...
Location:
New York, NY
Job Type:
Full-Time
Permanent
Occupation:
Financial Managers
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA / NASD Series 63
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
About the Role: The Automation & AI Solutions Intern works directly with ...
Details
Summary
About the job:
technology partners and business leaders to design, build and deploy automation and artificial intelligence solutions used in live deal workflows. This is a hands-on engineering role focused on delivering production-ready tools that improve efficiency, decision-making and execution across the investment banking deal lifecycle. The intern will be embedded within Baird’s Global Investment Banking Technology Solutions team and will partner closely with deal teams and functional groups to identify manual, repetitive...
Location:
Milwaukee, WI
Job Type:
Full-Time
Part-Time
Internship
Occupation:
Computer Systems Analysts
Career Level / Education:
Bachelor's degree
Salary:
N/A
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
About the Role: As a Senior Client Specialist at Baird, you’ll be a ...
Details
Summary
About the job:
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, and contributing to long-term practice success. Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and a...
Location:
Boulder, CO
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
N/A
From:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA Series 66
FINRA Series 7
FINRA Series 65
FINRA / NASD Series 63
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
About the Role: Our Private Wealth Management interns gain real-world, ...
Details
Summary
About the job:
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 teams. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Cleveland, OH office. We are seeking a...
Location:
Cleveland, OH
Job Type:
Full-Time
Internship
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
N/A
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A

Software Developer

About the Role: Build reliable, client-facing technology that supports ...
Details
Summary
About the job:
mission-critical business processes and decisions at Baird. As an experienced .NET Software Developer, you’ll update and modernize applications while partnering closely with technology teams and the business to deliver meaningful results At Baird, software development is a craft. You’ll collaborate with a strong developer community in an Agile/Lean environment, applying modern tools, proven engineering practices and continuous learning to build high-quality, maintainable solutions You’ll join a DevOps culture where IT is a...
Location:
Madison, WI
Job Type:
Full-Time
Permanent
Occupation:
Software Developers
Career Level / Education:
Bachelor's degree
Salary:
N/A
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
About the Role: The Business Process team is part of Baird’s Operations ...
Details
Summary
About the job:
Department (“Ops”), which is the best kept secret in the financial services industry and plays a critical role to the success and growth of the firm. The Business Process team helps identify opportunities for improvement and drives efficiencies to solve problems. Quality Assurance drives quality and process improvement through testing, automation, troubleshooting, tracking, change management and continuously improving process quality. The Quality Assurance Automation Engineer intern will gain hands-on experience working...
Location:
Milwaukee, WI
Job Type:
Full-Time
Part-Time
Internship
Occupation:
Software Quality Assurance Analysts and Testers
Career Level / Education:
Bachelor's degree
Salary:
N/A
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
About the Role: Our Private Wealth Management interns gain real-world, ...
Details
Summary
About the job:
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 teams. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Tucson, AZ office. We are seeking a...
Location:
Tucson, AZ
Job Type:
Full-Time
Internship
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
N/A
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
About the Role: Help shape how technology change is understood and adopted ...
Details
Summary
About the job:
across Baird. As a Technology Communications & Adoption Specialist II, you will own communications and enablement deliverables for a portfolio of IT projects, including upgrades, migrations, new-tool rollouts, process changes and AI-related initiatives. You will turn complex technical information into clear messages and practical learning experiences that help associates understand what is changing, why it matters and how to succeed with new technology. Working under the direction of the Director of IT Client Services,...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Telecommunications Engineering Specialists
Career Level / Education:
Bachelor's degree
Salary:
N/A
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A

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