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.

About the Private Asset Management (PAM) Team:

Baird’s Private Asset Management team is the institutional consulting division of Baird Private Wealth Management. Our team of associates manage $16+ billion of assets, provide deep expertise with credentials including CFA Charterholder, CPA, JD, PhD & MBA and are 100% firm shareholders.

 

Our service model starts with a basic understanding that our clients’ interests come first; always. We are looking for candidates that believe in Service Above Self. Our team members rely on each other to work together on our common mission of serving our clients. Potential candidates should possess a high level of attention to detail, outstanding organization skills, and be excellent communicators.

 

As a PAM Operations Associate, you will:

Handle client cash management needs, including sending money by wire, ACH, and check.Work directly with clients and their centers of influence (accountants, attorneys, family office) to open new accounts, process tax payments, issue checks, etc.Utilize processes that track service requests, measure response time, and monitor follow-ups through the client relationship management system.Communicate clearly with clients and other PAM functional teams to ensure client needs are met efficiently and professionally.Initiate and complete all transactions required to onboard new accounts or new clients, as well as the ongoing management of existing client accounts.  This includes processing paperwork, asset transfers, reconciliation of assets received and execution of client account allocation instructions.Enter security trade orders for stocks and mutual funds per Financial Advisors’ written instructions (when licensed).Stay current and understand firm policy and procedures in an ever-changing regulatory environment, being able to articulate the reason for certain requirements to clients as needed.Maintain client information by updating accounts and other systems that store data.Performs any other duties as assigned.

What we look for:

Bachelor’s degree preferred and/or 2+ years of financial services industry experience is a plus.SIE, Series 7 & 66 licenses required or willing to obtain within 18 months.Proficiency and experience with Microsoft Office (Word, Excel, Outlook) with the ability to learn and effectively navigate Baird’s Private Wealth Management Technology platforms (Thompson One, CRM, Liquid Office, DocuSign).Passion for providing high-value client service.Diverse understanding of operational procedures and processesAbility to handle multiple assignments; work under pressure and within deadlines to produce accurate, high-quality results.Strong organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team.  Strong written and verbal communication skills are a must, with the ability to effectively relate to work in a team team-oriented setting. Ability to stay focused under pressure and to prioritize workload to effectively manage time.Able to work extra hours during peak periods.Proven reliability in performance

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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. .