Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net 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 Baird’s resources and expertise to create a tailored plan to ensure success as they’ve defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from over 160 + locations in over 33 states. We have been recognized on Barron’s Top Wealth Management Firms for 10 consecutive years and hold over $255 billion in client assets. Check out this to learn more about our Private Wealth Management business.
The Private Wealth Management (PWM) Baird Family Wealth Team engages with advisors to provide solutions for complex higher net worth clients and prospects particularly private business owners as they plan for transitions and families of legacy wealth.
Partnering with the Baird Family Wealth Team to drive consistency, engagement, and business outcomes with the full Private Wealth organization, the Baird Family Wealth Specialist will play an important role to support PWMs strategic and growth initiatives.
Learn more about our team here:
As a Baird Family Wealth Specialist, you will:
Play a leading role in the Baird Family Wealth committees – driving objectives of strategy and ensuring that we are evolving our service model to meet the changing needs of our advisors and their clients.Create and deliver Baird Family Wealth content to support the Directors consulting engagements and to help drive field awareness to our resources and self-guided support on key initiatives.Partner closely with the Directors of Baird Family Wealth, representing department leaders, and take lead on organizing and executing calls – ensuring objectives are met and summarizing key themes for improvement and discussion with the leaders.Support the coordination and execution of various meetings including regional events and workshops. Play a leading role in agenda development, engagement, and key objectives of each event.Collaborate with the Directors of Baird Family Wealth on pre-meeting strategy and preparations to enable the highest quality and most relevant meetings with Advisors.Partner with the Directors of Baird Family Wealth on FA Practice coaching and growth opportunities, with expanding responsibilities related to prep and follow-up with the field directly.Lead, support, and guide advisor conversations on a variety of topics to support advisor team growth and the PWM growth strategy.Act as a liaison with internal partners in our Baird Family Wealth group – the platform of experts and solutions for PWM, Operations, and Corporate Events – to bring relevant ideas and content to the Directors for awareness and strategic execution.Responsible for prioritizing data driven activities and responsibility for all BFW team calls and other large calls.Leads the coordination with key external strategic partners.Serve as the main resource coordinator for the 50+ BFW certified teams.What makes this opportunity great:
Be part of a growth-oriented team working with our high performing advisors.Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.Team of associates passionate about achieving great results for clients and give back to the communities where we live and work.What we look for:
Bachelor’s degree in business administration, Finance, Accounting, Data Analytics, Marketing or Computer ScienceStrong attention to detail and organizational skills.Ability to manage multiple projects with tight deadlines.3-5 years of wealth management experience.#LI-CM1
Commitment to Inclusion & Diversity
Baird is committed to inclusion & 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 & 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. .