Milwaukee, WI, USA
22 days ago
Internship - Marketing, PWM Baird Family Wealth (Year-Round)

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.

Are you looking to gain real world experience in a thriving, global financial services firm with an award-winning culture? Consider an internship and start building your career at Baird.

About our intern program:
Our competitive intern program offers interns exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative, fun and dynamic environment. Baird’s summer intern program is a robust experience that includes an Intern Welcome Event, professional development, and networking with leaders and associates. Our interns have the opportunity to use a Baird Gives Back Day, a paid day to volunteer in the community. Our mentor program gives interns an opportunity to network throughout Baird and learn about all the areas of the firm.

Team Overview:

The Baird Family Wealth (BFW) Team engages with Family Wealth Advisors on marketing to and providing solutions for more complex higher net worth clients, particularly owners of private businesses going through transitions and families with legacy wealth. Learn more about the team .

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Internship Location, Availability and Hours:

Located in our downtown Milwaukee, WI office, the intern must be able to work part-time during the school semesters, 15-20 hours per week, and full time during the summer, 37.5-40 hours per week. We are seeking a student who can start in May 2025.

As a Baird Family Wealth Intern, you will:

Develop presentations for client meetingsCreate marketing materials for BFW team and advisor teams (ex. internal and external roadmaps, case studies, one-pagers, business owner resources and materials, etc.)Assist with external website and social media content creationPartner with PWM Training and Development Team to track advisor teams’ progress across training requirements, help facilitate capstone training components and program communicationManage SharePoint and BairdWeb sites to ensure content is organized and up-to-date for advisor teams  Perform special projects and other duties as assigned

What we look for:

Pursuing a bachelor’s degree in marketing, communications, or related degree with a graduation date of May 2026 or laterStrong written and verbal communication skills with the ability to work effectively as a team playerExceptional organizational and time management skills, attention to detail, and the ability to juggle multiple prioritiesAbility and drive to provide strong customer service to all clients and associatesAptitude with various social media platforms as well as the data tracking tools associated with them

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What makes this a great opportunity:

Opportunity to learn about different facets of Private Wealth Management through project supportApply knowledge gained in the classroom to develop relevant professional experience while developing meaningful relationships

Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

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. .

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