Full-Time
Baird
Wealth management and investment banking services
No salary listed
Senior
Company Does Not Provide H1B Sponsorship
Louisville, KY, USA + 1 more
More locations: Milwaukee, WI, USA
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- Bachelor’s degree or 5+ years of relevant experience and a proven track record of delivering substantial business results.
- Experience preferably within a diversified financial services firm or financial services regulatory body and include extensive knowledge of policies and procedures in the client service business model.
- Excellent interpersonal, negotiation and influencing skills leading to trusting relationships with business partners and their leadership team.
- Proven record to achieve results, thrive in a fast-paced environment and make decisions based on sound judgment with information at hand.
- Experience in six sigma methodologies, like DMAIC, to facilitate process improvements is a plus.
- Manage and maintain asset records on Trust accounting system.
- Assist and lead Trust Operations Leadership in developing and implementing new processes and technology enhancements.
- Assist in training Operations associates as needed and act as a point of escalation.
- Assist with operational client issue resolution: manage handoffs to various subject matter experts and other departments to ensure questions and issues are resolved and delivered to the client’s satisfaction.
- Manage, document, and analyze client transactions and impacting processes for future enhancements.
- Partner with Baird Trust Operations leadership to adhere to regulatory and fiduciary law guidelines.
- Collaborate with Baird Trust Tech Team on various projects and Baird Trust initiatives.
- Provide strategic project guidance and subject matter expertise driving the execution of key Trust initiatives and activities; ensure timely feedback in support of critical business success measurement goals as defined in Operations.
- Apply change management practices (ADKAR) while working with all levels in Trust Services.
- Provide complex problem solving to help define and deliver on long-term strategic/tactical planning efforts.
- Experience in six sigma methodologies, like DMAIC, to facilitate process improvements is a plus.
Baird provides a range of financial services including wealth management, capital markets, private equity, and investment banking. Their wealth management services help individuals and families manage their investments and financial planning. In capital markets, Baird assists companies in raising capital through equity and debt offerings, as well as providing advisory services for mergers and acquisitions. Their private equity division invests in companies to help them grow and succeed. Baird differentiates itself from competitors by being employee-owned, which fosters a unique culture and commitment to client service. The company's goal is to deliver great outcomes for clients while maintaining a strong focus on ethical practices and community involvement.
Company Size
N/A
Company Stage
N/A
Total Funding
$872M
Headquarters
Milwaukee, Wisconsin
Founded
1919
Simplify's Take
What believers are saying
- Baird can leverage ESG trends to attract environmentally conscious investors with specialized products.
- Investing in AI-driven financial advisory services can enhance Baird's client offerings.
- Blockchain integration in capital markets offers Baird opportunities for innovation in transactions.
What critics are saying
- Increased competition from boutique firms may erode Baird's wealth management market share.
- Robo-advisors pose a threat to Baird's traditional investment advisory services.
- Regulatory scrutiny on private equity could increase compliance costs for Baird.
What makes Baird unique
- Baird is employee-owned, fostering a unique culture and long-term client relationships.
- Baird's global reach allows it to serve diverse markets and industries effectively.
- Baird's consistent recognition as a top workplace enhances its reputation and attracts talent.
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Coverage of the 2025 GeekWire Awards, presented by Astound Business Solutions , the PNW’s annual startup and technology awards.Inside the 2024 GeekWire Awards at Showbox Sodo. (GeekWire File Photo / Kevin Lisota)Don’t miss out on celebrating the best in Pacific Northwest tech — individual tickets for the upcoming GeekWire Awards are now on sale. Grab a seat here!Our annual celebration of the leading entrepreneurs and innovators will take place April 30 at Showbox SoDo in Seattle.From Startup of the Year to Next Tech Titan and more, nearly 50 finalists and honorees will be recognized across a dozen categories. Winners will receive their coveted robot trophies live onstage.The event will feature a VIP welcome party, sit-down dinner and the main program as well as a photo booth and a fun nostalgic nod to old school video and arcade games.Read more about the finalists in these GeekWire stories:Astound Business Solutions is the presenting sponsor of the 2025 GeekWire Awards. Thanks also to gold sponsors JLL, Baird, Wilson Sonsini, Baker Tilly and First Tech, and supporting sponsors ALLtech and Showbox Presents.Read a recap of the 2024 GeekWire Awards
Coverage of the 2025 GeekWire Awards, presented by Astound Business Solutions , the PNW’s annual startup and technology awards.Scenes from the 2024 GeekWire Awards. (GeekWire File Photos)Get your votes in! Today is the last chance to help us choose the upcoming winners at the 2025 GeekWire Awards, our annual celebration of the leading entrepreneurs and innovators in Pacific Northwest tech.Cast your ballot here or in the embedded form at the bottom of this story.From Startup of the Year to Next Tech Titan and more, nearly 50 finalists are competing across nine categories. We’re excited to hand out our coveted robot trophies live onstage at Showbox SoDo on April 30.The event will feature a VIP reception, sit-down dinner and fun entertainment mixed in. Tickets go fast, and a limited number of half-table and full-table sponsorships are available, so contact events@geekwire.com to reserve a spot for your team today.Read more about the finalists in these GeekWire stories:Astound Business Solutions is the presenting sponsor of the 2025 GeekWire Awards. Thanks also to gold sponsors JLL, Baird, Wilson Sonsini, Baker Tilly and First Tech, and supporting sponsors ALLtech and Showbox Presents