Baird

Solutions Engineer

• Be a subject matter expert on PWM technology platforms used by advisor teams
• Deliver consultative, in‑depth coaching to advisors and their support staff (remote and in‑person)
• Translate business and growth objectives into practical technology solutions
• Support onboarding, ongoing coaching/training, and new technology rollouts
• Partner with branch leadership and internal partners (Wealth Center) to promote effective technology adoption
• Provide direct impact on how advisor teams use technology in their practice through a unique blend of technology, consulting, and relationship management

Technology Solutions Consultant

Financial Planning and Analysis

• Serve as subject matter expert to Financial Advisors and Branch Associates to articulate information on mutual funds and ETFs
• Consult with Financial Advisors and Client Specialists to evaluate clients’ needs while navigating investment solutions including elements of financial planning
• Serve as a liaison between internal and external partners to ensure alignment with procedures and policies including but not limited to compliance, supervision and operations
• Maintain internal and external relationships and retain an in-depth familiarity with the investment products platform in support of Baird Financial Advisors and Portfolio Managers
• Partner internally with Legal/Compliance, Operations, Investment Solutions, Marketing & Communications, and other areas necessary to ensure the consistent application of broader strategic initiatives
• Stay informed of industry and regulatory developments to help identify and address gaps within the investment products platform specific to mutual funds and ETFS
• Develop and deliver educational content that is relevant to Investment products specific to mutual funds and ETFs
• Proactively develop ideas and initiatives to sustainably grow the investment products platform
• Enhance internal processes to make investment products’ processes efficient and scalable
• Effectively partner on broader initiatives to grow, support and evolve the investment products platform
• Occasional travel is required for advisor/branch education and industry symposium education events

Investment Products Consultant

Legal Assistant

• Support a team of trust strategists throughout the Baird Trust footprint with a variety of administrative functions including scheduling meetings, managing CRM entries, and general support
• Assist with pre-acceptance and onboarding of new trust company clients including working with financial advisors and their staff to help them understand trust company processes to ensure a smooth experience
• Assist in creating marketing and presentation material related to the trust company services and trust planning subject matter for use by the Trust Strategist team
• Serve as a liaison with other functional areas, external customers, and vendors in the resolution of routine administrative and operational issues
• Provide administrative support including answering telephones, assisting visitors, and resolving and/or referring a range of administrative problems and inquiries
• Compose and edit correspondence and/or memoranda from dictation, verbal direction or from knowledge of established policies
• Schedule and coordinate meetings, events, interviews, appointments and/or other similar activities, which may include coordinating travel and lodging arrangements
• Coordinate and perform a range of staff and/or operational support activities for the Trust Legal team and Baird Trust Chief Operating Officer
• Prepare or assist in preparing recurring and/or ad hoc statistical and narrative internal reports for Baird Trust leadership
• Establish, maintain, and update files, databases, records and/or other documents including the trust company future fiduciary appointment database

Trust Strategist, Legal Assistant

Analyst

• The Senior Business Transformation Analyst is a trusted strategic partner in Baird’s business objectives.
• Analyze the current state of business processes by capturing the end-to-end orchestration of activities across business functions.
• Document business process artifacts, such as business process models, decision models, and business rules to identify and evaluate opportunities for process improvement initiatives.
• Collaborate with team members to help appropriately align process improvement recommendations to the strategic objectives of the firm.
• Lead process discovery workshops, interviews, and surveys.
• Perform client experience and process optimization analyses.
• Create value stream maps and SIPOC models to promote business transformation activities.
• Maintain an enterprise repository of BPMN process models in Signavio Process Manager.

Senior Business Transformation Analyst

Events

• Support larger events by managing logistics such as meeting space, room set-up, catering, audio visual needs, and participant travel
• Prepare and distribute registration reports, including attendance, rooming lists, travel manifests, and activity summaries
• Create and maintain conference websites to support event communication and engagement
• Partner with the Director of Conference Services and Senior Event Planners to manage logistics and travel for various business unit events
• Independently plan and execute smaller events (10–50 attendees), including venue selection, registration, communications, and on-site coordination
• Develop budgets, cost proposals, and post-event recaps for conferences and special events

Technology Solutions Consultant

Investment Products Consultant

Trust Strategist, Legal Assistant

Senior Business Transformation Analyst

Conference Services Event Planner