As a Commissions Data Sr. Specialist, you will:

Provide high value day-to-day support to our Financial Advisors and other internal and external clients regarding complex compensation matters while promoting Baird’s culture and the Operations missing and values statement.Support team as a brokerage commissions and advisory billing subject matter expert on regulations, industry, and internal policies, and understand end-to-end processes of PWM commissions-based and advisory-based business.Manage commissions data and payments from various sources and support the related reporting processes. Engage with various applications to analyze commission related data, identify, and implement process efficiencies. Maintain and monitor databases to ensure correct allocation of annuity, insurance, retirement plan, mutual fund and alternative investment commissions, direct payments, and 12b-1 payments to Financial Advisors. Maintain client fee schedules in accordance with Baird’s policy and processes.Ensure accuracy in billing our clients and paying third party managers appropriately. Reconcile statements and payments from various outside vendors to ensure timely and accurate payment to Financial Advisors. Ensure adherence to regulations, Baird policies, and department procedures and policies.  Monitor exception reports pertinent to the status of ongoing activities; initiate corrective action as necessary.Independently complete assigned tasks and integrate individual priorities with team priorities, while balancing competing priorities.Demonstrate understanding and knowledge of markets, products, processes, regulations, and systems required to deliver on business objectives.Contribute to productivity, efficiency, and effectiveness improvements to drive exceptional client service and risk mitigation. Participate on project teams creating requirements and testing through workflow analysis and use cases.Provide support to other Operations departments with projects and initiatives.Perform other duties as required.

What makes this opportunity great:

Fast paced environment that will enable you to grow as a professional.Team of associates passionate about achieving great results for clients and give back to the communities where we live and work.Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

What we look for:

Bachelor’s degree and 3+ years related of experience in a financial services operations role is a plus.Holding a Series 99 is a plus.General knowledge of brokerage accounts and advisory accounts, with a basic understanding of investment products and services. Proficiency and experience with Microsoft Office and willingness to learn SQL, Power Query, ExcelStrong analytical skills with the ability to perform advanced problem solving. Ability to tolerate multiple assignments, work under pressure and within deadlines and produce accurate results. Detail-oriented with focus on accuracy.  Superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team. Excellent written and verbal communication skills are a must with the ability to effectively relate to work in a team-oriented setting.  Passion for providing high-value client service.Ability to stay focused under pressure and to prioritize work to effectively manage time. Proven reliability in attendance and performance.