Baird

Full-stack Engineer

• Partner closely with business stakeholders to align on priorities, drive strategic initiatives, promote strong architectural patterns, and champion best practices that continuously improve our products and services
• Foster a shared ownership model, providing technical leadership across our products and platforms
• Identify and act on opportunities to improve technology health, introduce innovative approaches, simplify systems, consolidate where beneficial, and enhance cross-team collaboration as a true technical product advocate
• Effectively connect long-term technology roadmaps with immediate business needs, making pragmatic short-term decisions that support sustainable progress
• Lead design, development, and delivery of high-quality .NET applications and services
• Provide technical mentorship and guidance to the development team, conducting code review, promoting craftsmanship, and fostering continuous improvement
• Collaborate closely with business analysts, QA, project managers, and stakeholders to define requirements, scope features, develop technical product roadmaps, and ensure successful delivery
• Own key architectural decisions, advocate for modernization efforts, and help evolve our Azure-based ecosystem
• Stay current with .NET ecosystem advancements and cloud trends to recommend and implement forward looking solutions

Lead Software Developer

Public Relations

• Lead the development and execution of strategic public relations and communications plans that support business goals, brand visibility, and thought leadership initiatives
• Direct and oversee the work of Baird’s external PR partners to ensure strong alignment and impactful results
• Train, prepare, and guide Baird spokespersons for media engagement, including messaging, briefing, and pitching
• Provide direction to PR Coordinators on handling media inquiries and recommending appropriate response strategies
• Collaborate across the PR and Marketing & Communications teams to track project outcomes and amplify key media coverage internally and externally
• Lead video production efforts for media outreach and business development initiatives.

Senior Public Relations Specialist

Financial Planning and Analysis

• Learn by doing and be trusted with meaningful work from the jump
• Provide analytical support across mergers and acquisitions, public offerings, and other financial advisory services
• Work with your team to prepare company valuations, build financial models, and create marketing materials
• Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches
• Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal
• Use AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials

Investment Banking Analyst – Healthcare

Manager

• Support client service initiatives, assist with portfolio management and trading activities
• Conduct performance and data analysis, participate in the BTC Investment Committee
• Serve as sales contact for BTC’s Custom Portfolio Management (CPM) and SMA strategies
• Learn the intricacies of portfolio management within a trust company environment
• Support BTC trading functions – equity and fixed income – for Trust Company client accounts
• Review accuracy of BTC client investment reviews used during client meetings
• Support BTC investment strategies by providing data analysis through use of third party applications

Portfolio Manager

Business Intelligence Analyst

• Serve as a subject matter resource for Financial Advisors, Client Specialists, and internal partners, providing high-quality support across performance-related platforms, workflows, and procedures.
• Resolve complex process and branch issues, ensuring accuracy and consistency in error resolution.
• Apply your deep understanding of financial markets, investment products, operational processes, regulations, and systems to achieve business objectives and deliver exceptional client service.
• Support vendor relationships by managing escalations, identifying opportunities for enhancements, and coordinating release testing.
• Leverage data analysis to monitor process efficiency, proactively identify data integrity exceptions, and drive continuous improvement.
• Champion productivity, efficiency, and effectiveness initiatives to enhance client service and mitigate risk.
• Foster a collaborative team environment through mentoring, knowledge sharing, and contributing to associate development.
• Participate in project teams as a subject matter expert, coordinating testing and analysis to support successful outcomes.
• Partner with various Baird business units to advance firm-wide and Operations initiatives.
• Demonstrate a comprehensive understanding of Baird’s products, processes, systems, financial markets, investment products, and industry regulations to consistently deliver on business goals.
• Take on additional responsibilities as needed to support the team.

Performance Reporting Analyst

• Review, research and analyze data to create customized, annual financial plans for clients.
• Deliver the financial plan to clients in partnership with the Financial Advisor/Team.
• Connect with next generation clients through planning.
• Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts.
• Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team.
• Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects.
• Research relevant news articles related to the topics covered in a client’s plan to share with them as an added touch point.
• Document, follow up, and support the closing of opportunities identified from the financial planning process.
• Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios.
• Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized.
• Engage the client/prospect, frame the discussion, and convey the mission to better position the Advisor for additional business opportunities.
• Performs other duties and special projects as necessary.

Associate Financial Advisor

Events

• Responsible for key roles in planning, coordination and execution of high level events with high profile clients
• Independently coordinate and execute smaller programs 10 – 50 attendees with minimal supervision
• Assist with the coordination of 1-1 meetings for conferences, including scheduling and inputting over 8,000 1-1 meetings annually for Capital Markets Conferences
• Assist with the coordination of larger events, including meeting logistics, blocking meeting space, room set-up, menus, audio visual, participant travel and reviewing banquet event orders
• Prepare & distribute multiple registration reports for events, i.e. attendance, rooming lists, travel manifests & activity manifests
• Create & maintain the conference website at www.bairdconferences.com
• Work with Director of Corporate Events and Senior Event Planners on meeting logistics management & travel logistics for multiple types of events with various business units within Baird
• Work with marketing and internal clients to prepare communication materials for various events, including invitations, brochures, signage, etc
• Independently coordinate smaller events, 10 – 50 attendees from conception to completion, including venue recommendation, correspondence, registration system, follow up materials and on-site details
• Create cost proposals/budgets and recaps for conferences and special events
• Research, analyze and prepare suggested venues for various events around the country, i.e. golf courses, restaurants, hotels & private venues based on the details of the program, number of attendees, type of event and desired outcome
• Responsible for proofing conference and special event marketing materials which includes announcements, invitations, signs and event programs
• Work with travel department to determine air and ground transportation needs for programs
• Develop and maintain positive professional relationships with vendors and internal clients through excellent written and verbal communications
• Responsible for additional projects as assigned by Director of Corporate Events

Event Planner – Conference Services

Operations

• Balance and post daily data feed transactions to the Trust Accounting system.
• Serve as a liaison between the brokerage system and trust accounting system.
• Provide backup support for Directed Trust product operations, including new account setup, data feed setup, and account funding.
• Review daily activity files, follow up on discrepancies, and ensure timely posting of transaction packets.
• Reconcile positions, tax lots, and activities between custodians and the trust accounting system.
• Act as a point of contact with vendors to resolve issues and coordinate programming changes as needed.
• Upload supplemental files to enhance data feeds and maintain data integrity.
• Collaborate with custodian teams to reconcile accounts and implement corrections.
• Partner with Operations leadership to drive continuous process improvements across Baird Trust functions.
• Cross-train team members and maintain a broad understanding of all team functions.
• Participate in internal, external, and financial audits, as well as special projects.

Senior Trust Operations Data Aggregation Specialist

• Operate within the team’s client service and wealth management strategy to ensure high quality client service
• Engage the client/prospect, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities
• Review, research and analyze data to create customized, annual financial plans for clients
• Deliver the financial plan to clients in partnership with the Financial Advisor/Team
• Connect with next generation clients through planning
• Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts
• Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team
• Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects
• Research relevant news articles related to the topic’s covered in a client’s plan to share with them as an added touch point
• Document, follow up, and support the closing of opportunities identified from the financial planning process
• Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios
• Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized
• Performs other duties and special projects as necessary