Cowen jobs - 58 jobs

Responsible for the development and implementation of policies, procedures and programs that will assure a well-managed, well-maintained building, placing maximum emphasis on positive response to the concerns and needs of the tenants, environmental health and safety, and quality programs, in coordination in conjunction with the owner's goals and objectives. Essential Job Duties: Assist in solidifying positive relationship with owner by being proactive and responsive to owners' needs and requests. Assist senior management in understanding and working with the client to determine the goals and objective for the performance of the real estate assets. Assist Vice President and Portfolio Manager in developing and implementing recommendations to position the property to achieve the highest value consistent with the owner's objective. Prepare and report information in a timely fashion to designated staff as set forth by Newmark and the property owners. Create and develop upgrades to services being provided by the company in an effort to exceed client expectations. Develop and implement staffing plans and job descriptions as required for assigned sites and promote continuous education for all on-site personnel. Bottom line responsibility for the preparation, presentation and content of the annual operating budget and monthly financial reporting package. Responsible for the final review and approval all annual lease reconciliation and estimates. Establish goals and objectives for the performance of the on-site staff in meeting set goals and objectives in a timely and efficient manner. Prepare employee evaluations and make promotion and compensation recommendations. Develop a resource plan with overall accountability for delivering a completed project, meeting customer requirements, within set budgets and schedules. Prepare lease abstracts and, in some cases, may have final approval authority of all lease abstracts and final document output. Review specifications prepared for service contracts. Responsible for selection and final award of contract services, vendor negotiation of service agreements and the overall monitoring of vendor performance to assure full compliance with standards established within the service agreement. Review and approval of payables and receivables as prepared at the site level. Review and supervise all accounting output as prepared by the accounting department as required by the property. Weekly visits to sites to review policies and procedures, personnel performance, and approving invoices requiring signature. Quarterly inspections of all properties contained within the portfolio. Responsible for short- and long-range planning for all properties assigned. Ensure that all fire, life safety and other safety programs are established and followed in conjunction with the Environmental Health and Safety Act. Maintain a positive image in performing daily work both internally and externally. May perform other duties as assigned. Other Job Functions: Responsible for providing input to proposal efforts with the senior management. Work with management to develop and implement outstanding service programs for clients and tenants within portfolio. Work closely with management to ensure the property(s) succeeds as a profit center or expense control for ownership. May be required to conduct market surveys, recommend pricing, develop marketing programs, and establish broker rapport in support of leasing objectives. Skills, Education and Experience: Bachelor's degree in business or related field. RPA and CCIM or CPM certification required. Minimum of 8 years' experience in property operations. Knowledge in all aspects of business including leasing and construction management. Must have been responsible for a portfolio of three or more projects with direct reports. Valid real estate license in States that require it. May perform other duties as assigned Salary: The expected base salary for this position ranges from $85,000 to $120,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off and a 401(k) retirement plan with employer matching), this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). Working Conditions: Normal working conditions with the absence of disagreeable elements Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law

About the Role: The Trust Associate plays a vital support role within the Trust Administration team, working closely with Trust Officers to deliver high-quality fiduciary service to our clients. This position supports daily trust administration activities, organizes complex estate planning documentation, and helps ensure efficient, proactive client service across the department. The ideal candidate is detail-oriented, organized, and enthusiastic about helping clients and teammates succeed. This position requires on-site attendance five days per week in our Evansville, IN office for a minimum of six months during the initial training period. Following the successful completion of training and performance review, the role will transition to a hybrid work schedule consisting of 4 days per week in office and 1 remote work day. The Impact You'll Make: Administrative & Fiduciary Support Support Trust Officers in implementing clients' trust and estate strategies. Process routine and ad‑hoc money movement requests, including disbursements, remittances, ACH transfers, and wire requests in accordance with internal controls and trust provisions. Assist in coordinating and documenting annual and ad‑hoc personal or charitable gifting strategies as directed by Trust Officers. Prepare annual and new account reviews for Trust Officer review. Assist with organizing estate documents such as wills, trusts, powers of attorney, and entity documents. Research, gather, and compile information from various sources to prepare reports and summaries. Maintain accurate digital and physical files, records, and data management systems. Client Service & Communication Deliver proactive, friendly, and professional service to clients and internal partners. Help respond to client and beneficiary inquiries, directing requests to Trust Officers when appropriate. Assist in coordinating communications between clients, beneficiaries, Financial Advisors, attorneys, accountants, and other professionals. Operational Support & Coordination Review, route, and track incoming and outgoing correspondence. Provide office support including answering phones and assisting visitors. Schedule and coordinate meetings, conference calls, client reviews, and travel arrangements. Support both short- and long-term departmental projects by handling logistics, tracking progress, and maintaining documentation. What You'll Bring to Baird: High school diploma or equivalent required. 1-3 years of experience as a trust associate, administrative assistant, or similar role within a financial or securities-related industry. Familiarity with trust and estate planning documents and basic fiduciary concepts. Strong organizational skills and high attention to detail. Ability to manage multiple priorities with accuracy and efficiency. Strong verbal and written communication skills. Ability to work independently and collaboratively in a team environment. Experience supporting projects and coordinating administrative workflows. #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Spring11 is seeking highly motivated, investigative research assistant to join our growing Borrower Credit Team. This role is responsible for aiding a lead researcher in creating detailed investigative reports to be used in commercial real estate loan transactions to ensure that financial, regulatory, and reputational risks are mitigated. Using a variety of open public records sources and proprietary data, research assistants are responsible for assisting in completing full investigative due diligence reports. Research assistants work on multiple transactions with hard deadlines but create their own schedule. SPRING11 Spring11, an affiliate of Newmark provides a full suite of commercial real estate services to a wide range of clients including some of the world's largest banks, debt and equity funds, REITs, life insurance companies, brokerages, and investors throughout the United States and Europe. Our team consists of over 600 people based in New York, Atlanta, Houston, Kansas City, Boca Raton, and Chennai, India. JOB DESCRIPTION: Spring11 is seeking highly motivated, investigative research assistant to join our growing Borrower Credit Team. This role is responsible for aiding a lead researcher in creating detailed investigative reports to be used in commercial real estate loan transactions to ensure that financial, regulatory, and reputational risks are mitigated. Using a variety of open public records sources and proprietary data, research assistants are responsible for assisting in completing full investigative due diligence reports. Research assistants work on multiple transactions with hard deadlines but create their own schedule. LOCATION: New Paltz, NY or remote worker (US) JOB SCHEDULE: Project-based role with each project estimated at approximately 20 hours. Bachelor's degree required. English, Social Sciences, Political Science, degrees preferred Strong analytical, judgment, and research skills. Research experience is preferred Proficiency in Microsoft Office and it's applications Excellent verbal and written communication skills Ability to keep confidential information protected Ability to work in a fast-paced and quickly changing environment Strong organizational and multi-tasking skills Self-directed, detail-oriented individual with sharp critical thinking skills Willing to work on other projects as assigned SALARY: $20-$45 per hour The expected hourly rate for this position ranges from $$20-$45. The actual rate will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. WORKING CONDITIONS: Work from home, project based with deadlines. NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Assist a lead researcher in completing full due diligence investigative reports including research, analysis, and report findings Support researchers and management for workflow collaboration, asking/answering questions, and alert the lead researcher of any negative findings Exhibit accountability while handling sensitive information Participate in training and development activities as requested Keep organized files of documents, communications, and expenses

Under limited supervision, uses professional design knowledge and graphics software skills, obtained through education and experience, to collaborate with others to design, develop and create presentations and pitch materials. Creates visual elements and composition which support the project requirements. Visually executes against an established project vision and guided parameters of Raymond James and client brand. Under the guidance of the Presentation Design Workflow Manager, designs graphics and pitch materials for Investment Banking. Job Description Please include your portfolio and/or PowerPoint slide samples highlighting template design with your application. Responsibilities: Makes key contributions to the themes, ideas and methods used in creating and producing medium- to large-scope PowerPoint Presentations, related assets, and pitch materials. Designs and renders original work for illustrating specific data in presentations. Under limited supervision, consults with internal customers regarding design and associated costs. Designs and prepares graphics for PowerPoint presentations and pitch materials. Executes and troubleshoots complex graphic jobs. Makes key contributions to graphics production activities and is accountable for quality assurance. Ability to perform quality control review for own work and work produced by teammates. Advises all levels of professionals regarding formatting, and provides on-the-spot document troubleshooting. Ensures that the file management system is maintained. Remains current in presentation design trends and technologies. Manages deadlines through communication with the team. Mentors and utilizes associate presentation designers. Performs other duties and responsibilities as assigned. Skills: Moderate understanding of design principles and best practices for formatting content Strong knowledge and experience designing infographics, financial charts, tables, and graphs Displaying complex data in a visually sophisticated, appealing, and engaging format Producing creative work within an established organizational style and attention to detail. Mentoring and guiding associate-level presentation designers. Mastery in Microsoft PowerPoint, Word, Excel (advanced charting), and Adobe Acrobat Pro Expertise in Adobe Photoshop, InDesign, and Illustrator Expertise in MapInfo Professional Take ideas and think creatively to make professional, aesthetically pleasing layouts while maintaining company identity standards. Organize information with attention to hierarchy, order, and emphasis Provide extensive attention to formatting detail and aesthetics Work concurrently under pressure on multiple projects and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. Work effectively as part of a collaborative environment Understand a project request and extrapolate key information from it Communicate effectively and professionally with all organizational levels, both orally and in writing. Develop creative solutions to graphic problems. Build relationships with colleagues at similar levels, both within and outside of the department. Consistently demonstrate a sense of urgency. Ability to quickly determine priorities in a self-directed work environment so that both creative and operational responsibilities are met. Clearly demonstrate a client-first focus in line with the Raymond James culture. Working Schedule: Monday through Friday, 3:00 pm to 12:00 am Eastern Time preferred. Some additional hours may be required. Travel Required: None required. Workstyle: Fully remote. Education Bachelor's: Computer Graphics, Bachelor's: Digital Communications and Media/Multimedia, Bachelor's: Graphic Design Work Experience General Experience - 13 months to 3 years Certifications Salary Range $70,000.00-$85,000.00 Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AT1

Operates and maintains all building systems. Responsibilities will be carried out in a manner consistent with high quality maintenance and economical operation of the building's equipment and systems. Ability to work independently most times with no on-site supervision. May be assigned to multiple properties and ownership entities. Similar mechanical skill-set as an Assistant Chief but does not oversee additional staff or perform managing duties. Must be available to respond to after hour emergency calls. Essential Job Duties: Maintain and check operating logs daily on the following: air conditioning, fan units, graph charts, utility meters and general complaints. Organize work orders to be performed by Building Engineers. Ensure that building systems and tenant service requests are handled efficiently at the most economical cost. Strive for minimal equipment downtime. Oversee and adhere to the established preventive maintenance program. Assist in the development of the annual budget and RFP process for budgeted projects. Order supplies and materials via written or verbal communications when approved by Building Manager. Maintain monthly inventory of expendable supplies and materials that are used frequently. Oversee storage and maintain records of supplies and materials received. Maintain inventory of permanent tools and equipment annually. Ensure model and serial numbers are recorded exact description of tool and equipment. Maintain and record meter readings. Make weekly inspections of all engineering spaces and equipment. Make a written report to building manager for approval and posting. Maintain organized building files. Verify, prior to starting a job, that all tools and equipment are available before commencing work. Submit monthly reports to Building Manager on work performed and work needed to be done. Respond to tenant complaints and ensure all reasonable measures are taken to satisfy the tenant's needs in a timely and efficient manner. Understand operating procedures and proper chemical treatment levels for cooling towers and boilers. Responsible for chemical treatment of machines at all times including blow down of boilers covering weekdays and weekends. Maintain and check service contractors work schedule. Ensure time, date, repairs are made and properly recorded. Have a complete understanding of life safety systems, and what the procedures are in the event of a fire. May coordinate evening fire alarm tests and also test to ensure elevator capture system works properly. Accountable for implementation of national policy. May perform other duties as assigned. Skills, Education and Experience: High School Diploma. Minimum of 7 years previous building operations engineering experience. Ability to handle multiple projects and make decisions. Proficient computer and e-mail skills. Holds necessary/required licenses. Must have the ability to complete required safety classes that pertain to specific job duties. Benefits and Perks: Industry leading Parental Leave Policy (up to 16 weeks) Generous healthcare Bright Horizons back-up care program Generous paid time off Education reimbursement Referral Program Opportunities to network and connect Benefits/perks listed may vary depending on the nature of your employment with Newmark and the job location. Working Conditions: Normal working conditions with the absence of disagreeable elements Salary: $50000 - $60000 annually The expected base salary for this position ranges from $50000 to $60000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). Working Conditions: Normal working conditions with the absence of disagreeable elements Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Follow established procedures to perform tasks and receive general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments. Job Description Raymond James Overview One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Department Overview Raymond James Legal is committed to providing legal advice that supports the Firm's business objectives while adhering to our core values of Client First, Conservatism, Independence, and Integrity. The Legal department's primary mission is to: (i) provide advice that supports business unit efforts to pro-actively manage and mitigate litigation and regulatory risk; (ii) oversee litigation and regulatory enforcement matters; and (iii) assist in the execution of business transactions. Job Summary Raymond James is seeking a Summer Associate - Law Clerk. Under general supervision, the Law Clerk uses skills gained through education, training, and or experience to assist with specific legal research projects within an assigned functional area of the legal department (functional areas span litigation/arbitration, regulatory, and transactional practices). Follows established legal department procedures and receives general guidance and direction to perform each research tasks with varied complexity. Some judgment required to adapt procedures, processes, and techniques. Work Schedule: Temporary, Full-Time; Summer; Monday through Friday, up to 40 hours per week Target Start Date: June 1, 2026 Target End Date: August 7, 2026 Duties and Responsibilities Support in-house counsel and members of the legal department in conducting legal research. May conduct or update 50 state surveys. Perform legal research utilizing both written and electronic sources. Prepare legal memos. Gather and compile facts and relevant case information. Review legal agreements. Operate standard office equipment and use required software applications. Perform other duties and responsibilities as assigned. Knowledge, Skills, and Abilities Knowledge of Fundamental concepts, practices and procedures of a professional office environment. Basic concepts, principles and practices of an assigned business unit. Skill in Operating standard office equipment and using, or have the ability to learn, required software applications. Ability to learn and use legal software i.e., Westlaw, Bloomberg, etc. Operating standard office equipment Strong research skills Excellent communication and writing skills Strong attention to detail Ability to Maintain professional discretion and strict privacy and confidentiality. Read, comprehend, and apply legal information. Manage multiple tasks with changing priorities to meet deadlines in a fast-paced environment with frequent interruptions. Communicate effectively. Utilize established procedures, processes, and checklists. Work independently as well as collaboratively within a team environment. Provide a high level of customer service. Establish and maintain effective working relationships Educational/Previous Experience Requirements Currently pursuing a Juris Doctor or Master of Laws degree Any equivalent combination of experience, education, and/or training approved by Human Resources. Licenses/Certifications None required. Location - Fully Remote No travel required. Education High School (HS) (Required) Work Experience General Experience - 4 to 6 months Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

This position is eligible for remote work anywhere within the United States. However, candidates who reside within a commutable distance to our corporate headquarters in Saint Petersburg, FL (including the Tampa Bay area) will follow a hybrid work schedule, typically requiring 2-3 days per week in the office. Job Profile Summary: Leverages experience to refine and manage the project management function (including process, tools, resources, philosophy) within the HR Department, ensuring alignment with firm approaches. Serves as the primary project manager for core HR projects. Responsibilities: Provide strategic leadership for the HR project management function; refine established processes, tools, and approaches to meet the needs of the department, while ensuring alignment with firm-level project management philosophy. Provide training, education, and support to influence widespread adoption of project management across the department. Maintain a high-level view of HR projects; partner with the Office of the CHRO to ensure key progress, challenges, risks, and successes are incorporated in strategic planning sessions. Serve as dedicated project manager for large project teams (or multiple small- to medium-sized teams) for initiatives such as HR integrations/M&A and other core priorities. Coordinate team actions across project activities; coordinate the flow of additional team members onto and off the team, as needed; and build the team's project management capability through training, coaching, and mentoring. Ensure that project risks, issues, dependencies, and constraints are managed appropriately. Where issues threaten the delivery of the project, develop and agree on recovery plans. Set appropriate performance objectives for direct reports and hold individuals accountable for achieving them. Manage and report on performance within the department or area of responsibility. Use analytical insights to optimize processes for quality and performance, fostering continuous improvement and standardization across services and delivery channels. Skills: Identify, define, unify, and coordinate various processes and activities to integrate the project management activities into a cohesive plan. Plan and manage project work assignments within desired cost, time and quality parameters. Assist project owner(s) with building the structure and culture of the project team, and defining roles and responsibilities to enable achievement of project objectives and the effective operation of key business processes. Align the work of the project with the stated goals, objectives and culture of the organization; and maintain alignment throughout the life of the project. Uses compelling arguments to gain the support and commitment of others; acknowledges a stakeholder's indifference and consults to discover details on why the stakeholder is resistant to change. Optimizes work processes; knows the most effective and efficient processes to get things done, with a focus on continuous improvement. Promptly and effectively addresses process breakdowns. Education Bachelor's (Required) Work Experience General Experience - 10 to 15 years, Manager Experience - 6 to 10 years Certifications PMI Project Management Professional (PMP) - Project Management Institute (PMI) Salary Range $130,000.00-$150,000.00 Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

About the Role: Our Private Wealth Management interns gain real-world, meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Columbus, IN office. We are seeking a student who can start in May 2026. The Impact You'll Make: * Support various projects from Financial Advisors (i.e. review reports and conduct research) * Prepare for client meetings and presentations * Assist with financial planning and market research * Handle admin tasks, calls and basic client questions * Contribute to branch marketing initiatives * Process paperwork and documents * Perform other duties and project support as needed What You'll Bring to Baird: * Pursuing a bachelor's degree in finance, business or related degree preferred * Anticipated graduation date of December 2026 or later * Interest in financial services and developing a career in private wealth management * Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates * Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery * High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively * Prior experience in an office setting is preferred About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. #LI-CH1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: Our Trust Officers are experienced fiduciary professionals responsible for the administration of trust accounts in accordance with the terms specified in the trust instrument, while also providing personalized, high-level service to clients. Our Trust Officers work closely with our Financial Advisors to ensure our clients' wishes are carried out based on the terms of the trust document. This position requires on-site attendance five days per week in our Evansville, IN office for a minimum of six months during the initial training period. Following the successful completion of training and performance review, the role will transition to a hybrid work schedule consisting of 4 days per week in office and 1 remote work day. The Impact You'll Make: Professional trust administration within the scope of the governing document and in accordance with applicable state law. Provide proactive solutions to client needs and deliver prompt, professional communication to clients and Financial Advisors. Demonstrate expertise on the terms and practical application of trust document provisions, understanding how each trust fits within larger, complex relationships with a variety of account types. Educate trust beneficiaries on the terms and requirements of the trust. Navigate complex family dynamics. Prepare necessary documentation and recommendation for Administrative Review Committee on any discretionary decisions to be made on behalf of beneficiary. Coordinate client requests for funds including regular remittances and disbursements. Facilitate communication between multiple beneficiaries, internal and external advisors, and co-trustees, as well as act as a referral network. Understand trust taxation and consider tax implications for current and remainder beneficiaries. Work with internal partners to provide appropriate oversight of non-standard assets (real estate, promissory notes, mortgages, closely held businesses, oil and gas interests). Assistance in implementing personal and charitable gifting strategies. Manage allocation of income and principal for distributions, including trust-related expenses and distributions on behalf of clients and beneficiaries. Facilitate annual IRA Required Minimum Distributions. Monitor daily transactions posted to trust accounts to ensure accuracy. Collaborate with the client's advisors, attorneys, and accountants, on complex administrative matters. Provide mentorship to team members and others within Trust Administration. Prepare 60-day and annual account reviews. Serve on Administrative Review Committee or Policies and Procedures Committee. Occasional travel for client meetings. What You'll Bring to Baird: Advanced knowledge of fiduciary law, trust taxation, and estate settlement principles and theories. Expertise in understanding and explaining Trust documents and Wills/Codicils. Solid knowledge of TrustDesk (preferred) or other trust accounting systems. High School diploma required or an equivalent combination of education, training or experience. Post-secondary degree preferred. 5+ years minimum experience in trust administration. CTFA a plus, but not required. JD a plus, but not required. #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

As an Accountant on our Property Management Client Accounting team, this role will be responsible for the full-cycle of accounting for various commercial real estate properties. The ideal candidate will be service oriented with client satisfaction as a top priority. This role will be positioned for career growth and personal development within our accounting team. This position can be full-time remote or positioned in one of our regional accounting hubs in Pittsburgh or Denver. ESSENTIAL DUTIES: Prepares all aspects of the financial statement package for a set of commercial properties, including creating and posting journal entries, general ledger review and completion of back up schedules. Partners with property managers to ensure financials are accurate and delivered timely. Ensures all expenses, receipts, distributions, funding requests, and other accounting transactions for the period are accurately completed. Reviews and audits financial information to ensure compliance with established procedures and accounting principles. Responds to and resolves issues and requests from management teams and clients. Follows standard policies and procedures to ensure internal and external reporting requirements are consistently met. Participates in budget and forecasting functions for assigned property portfolio. Serves as the primary accounting point of contact to the clients and property managers for the assigned portfolio. SKILLS, EDUCATION AND EXPERIENCE: Bachelor's degree in accounting, finance, related field, or equivalent experience. Minimum of 1-3 years of previous accounting experience. Understanding of Generally Accepted Accounting Principles (GAAP). Proficient in Microsoft Office Suite applications. Experience with computerized accounting systems, specifically Yardi and/or MRI, a plus but not required. Effective interpersonal, verbal, and written communication skills. Works effectively in a team environment through collaboration and partnership. Customer service-oriented mindset. Ability to analyze and problem solve effectively. Detail oriented with a strong focus on accuracy. WORKING CONDITIONS: Normal working conditions with the absence of disagreeable elements NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Manage the buying and selling of securities, monitor market positions, and determine optimal pricing for clients. Interview clients to understand their financial objectives, develop financial plans, devise trading strategies, supervise support staff, and evaluate the cost and revenue of agreements. Job Description Job Summary Under general direction with a high level of autonomy, use extensive knowledge and skills obtained through education, and sales or recruiting success to develop relationships with advisor and/or financial planning professionals/organizations for the purpose of recruiting advisors and their teams to Raymond James RIA & Custody Solutions. Extensive networking with internal and external stakeholders is required to establish and maintain relationships that lead to recruiting new advisors. Acts in a professional sales and marketing capacity to help meet firm goals. This role will cover the geographical locations of: Midwest = IA IL IN MI MN MO ND OH SD WI Essential Duties and Responsibilities Creates business development and sales strategies, generates leads, and maintains and expands referral sources. Sources, solicits and develops new prospects by responding to incoming calls and inquiries, sending out materials and visiting prospects to meet specific recruiting goals. Establishes relationships with prospective advisors, provides consultation and education regarding platform and transition opportunities. Establishes and maintains a prospect database. Gathers information and data on prospects to qualify prospects, review for platform fit, and accelerate sales activities. Evaluates interested prospects to ensure philosophical alignment and motivation. Manages the creation of proformas for prospects. Oversees visits to home office by prospects to address issues, interests and concerns. Assists advisors during transition to the firm. May manage the process of advisor succession planning and counsel advisors on the establishment of a successful succession plan. May coach and mentor others. Performs other duties and responsibilities as assigned. Knowledge of Advanced concepts, practices and procedures of business development in a financial services environment. Investment concepts, practices and procedures used in the securities industry. Principles of finance and securities industry operations. Financial markets and products. Financial analysis of businesses and FA practices, business valuation methods and modeling may be required. Securities rules and regulations in order to conduct proper due diligence analysis of independent practices may be required. Skill in Sourcing and developing prospects. Developing business development and/or practice acquisitions strategies. Maintaining and expanding referral sources. Gathering, compiling, and analyzing information and data. Initiating sales calls and responding to inquiries and turning them into sales and/or practice acquisition opportunities. Facilitating transition/acquisition processes. Establishing and maintaining databases. Preparing and delivering clear, effective, and professional presentations. Effective questioning and listening techniques. Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases. Ability to Participate in professional organizations and activities to expand network of business contacts. Maintain fluency in investment advisor and/or financial planner services and products. Partner with other functional areas to accomplish objectives. Incorporate needs, wants and goals from different prospects/target audiences into marketing and sales strategies. Gather information, identify linkages and trends and apply findings to operations. Research, interpret, analyze and apply information about prospects. Establish and communicate clear directions and priorities. Organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated, in an area with frequently changing priorities and deadlines in a fast-paced work environment. Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives. Incite enthusiasm and influence, motivate and persuade others to meet or exceed sales objectives. Plan, assign, monitor, review, evaluate and lead the work of others; coach and mentor others. Work independently as well as collaboratively within a team environment. Education/Previous Experience Bachelor's Degree from four year college or university with a minimum of five (5) years experience in Business Development or Sales, with experience with recruiting financial advisors in a financial services environment. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied. Series 7 Education Bachelor's: Business Administration, Bachelor's: Finance, Bachelor's: Marketing Work Experience General Experience - More than 15 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $35,568.00-$130,000.00 Travel Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with retirement plan specialist, Registered Investment Advisors, financial advisors/brokers and agents to generate required production/sales revenue from service offerings throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell service offerings and generate revenue for the company. The Director, Business Development will cover the West Coast Territory to include California, Nevada, Oregon, Idaho, Washington, and Alaska. While this is a remote position, it is a requirement that the Director, Business Development live in the territory. Job Description Essential Duties and Responsibilities: Responsible for building and maintaining relationships with financial advisors to generate revenue within a specific territory. Identify, qualify and engage with retirement plan specialist advisors in territory. Build mutually beneficial, long-term business relationships with retirement plan specialist advisors in territory. Assists with educating financial advisors on the benefits of offered services for their clients through individual or group meetings presentations, including branch visits, seminars, and conferences/trade shows. Developing and implementing business plans for the territory to deliver on sales goals. Presents sales activities at weekly meetings. Maintains activity logs using Salesforce to create and maintain financial advisor profile levels and data on current and proposed sales activity. Achieve territory sales goals. Manages expense account within allotted budget. Performs other duties and responsibilities as assigned. Knowledge of: Fundamental concepts, principles and practices of the company sponsored retirement plan industry. How to build trusted relationships with partners and financial advisors. Skill in: Identifying the needs of plan sponsors through effective questioning and listening techniques. Supporting advisors in efforts to grow their business. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. Preparing and delivering clear, convincing, and professional sales presentations to small and large audiences. Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner. Analyzing business processes and identifying process improvement opportunities. Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets. Ability to: Represent the company in a highly professional manner. Organize, prioritize, and manage tasks and projects to complete work efficiently. Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals. Develop and maintain effective working relationships with team members, internal partners, and external parties. Assimilate and prioritize strategies into operational guidelines. Work independently as well as collaboratively within a team environment. Establish clear directions and priorities. License/Certifications: None Compensation: Education Bachelor's: Business Administration, Bachelor's: Marketing Work Experience General Experience - 3 to 6 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $100,000.00-$140,000.00 Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AT1

About the Role: This Senior BA role is ideal for someone who thrives at the intersection of creativity, curiosity, and collaboration. You'll be part of a dynamic, cross-functional agile team that values strong relationships and has a supportive culture. If you love a fast-paced environment, enjoy juggling a mix of initiatives, and feel energized from helping shape solutions, you'll feel right at home supporting Baird's Operations department. This hybrid role keeps you connected-with most of the team and stakeholders in our downtown Milwaukee office-while giving you the flexibility to work remotely 2-3 days a week. We're looking for someone who's passionate about understanding the "why" behind processes, eager to improve them, and not afraid to look beyond the obvious. If you're detail-oriented, prefer a kanban-style workflow over formal scrum, and enjoy working closely with teammates and stakeholders, this role is a great fit. You'll have the opportunities to bring clarity and craft elegant solutions- tackling ongoing challenges, creating meaningful impact for end users, and unlocking growth opportunities for yourself. This is a hybrid opportunity working 2-3 days/week in office at our Milwaukee, WI headquarters. The Impact You'll Make: Requirements Gathering * Independently elicits functional & nonfunctional requirements using interviews, workflow analysis, requirements workshops, surveys, etc. to provide business process descriptions, business requirements, use cases, and user stories. * Assess situations and appropriately applies advanced BA approaches and techniques to capture clear requirements. * Develops analysis approach for medium to large/complex efforts. * Lead and facilitate efforts to gather data requirements for projects, by partnering with business end-users as well as experts on our Data team. (SQL experience preferred.) * Quickly develops an understanding of value streams and end-to-end processes, while looking for opportunities for improvement * Connects day-to-day work, for self and team, to strategic outcomes and goals of the firm * Able to work in ambiguous situations, with minimal guidance, and create an actionable plan Systems Analysis: * Collaborate with project team members (developers, architects, QA, PM and product owners) to establish the technical vision and analyze tradeoffs between usability and performance needs. * Independently and with the team develops visualizations and diagrams in support of analysis approach to aid stakeholders in understanding business and technical approach. * Leads execution in partnership with Sr. team members and may mentor others. * Quickly develops an end-to-end knowledge of technology environment and partners to understand business impacts Relationship Management: * Builds trusting relationships and represents IT in strategic conversations between business partners and CRG leaders, with minimal guidance * Identifies and resolves conflicting objectives/expectations between senior leaders, with minimal guidance * Leads interactions with associates at all levels of the organization, including COOs and senior business leaders, with minimal guidance * Navigates organizational complexities to drive decisions and achieve outcomes * Quickly establishes a network throughout Baird and can leverage it to navigate complex situations Delivery Leadership: * Recognizes the strategic business needs and leads the team, IT- and business- leadership to deliver business-impactful results * Leads large and/or complex initiatives and helps coordinate organizational changes * Effectively challenges and drives continuous improvement on immediate team and across the portfolio Solution Delivery: * Effectively manages stakeholder expectations * Leads and executes work using a variety of project methodologies (lean, agile, waterfall, iterative) based on project need with minimal guidance * Identifies and manages project risks, issues, dependencies, and milestones in accordance with project need * Collaborate with supported business units to define project milestones, requirements, and solutions * Perform analysis of potential solutions against business requirements and financial impact to identify the best solution for the business. * Facilitates project management role on small to medium size projects, ensuring the right capabilities are encompassed in the project team and scope. Quality Assurance: * Supports quality assurance through collaboration with QA and project team validation. * Act as a facilitator for User Acceptance Testing with the client, third party vendors, or other testers that use the product, leveraging acceptance criteria defined with the business partner. What You'll Bring to Baird: * At least 7 years IT related experience including a minimum of 5 years Business Analysis experience * Bachelor Degree in Computer Science, MIS, Business Administration, or Finance is preferred * Two years serving as a Business Analyst in the financial industry is preferred * Detail oriented and possess exceptional organizational, time management, and problem-solving skills. * Strong communication and collaboration skills, ability to influence without authority including with senior business leaders * Demonstrated success working in agile environments * Proven ability to write clear business requirements, use cases, and user stories * Understanding of data structures, data integration, and data warehousing is a plus but not required * Experience with Microsoft products including Exchange Online, SharePoint Online, Microsoft Teams, One Drive, CoPilot and Office 365 is desired * Able to work and grow in a fast-paced, team-oriented environment #LI-YA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Note: This person must reside in either of the following states: Idaho, Oregon, or Washington Manages supervision oversight, ensuring adherence to firm and regulatory policies and procedures. Monitors day-to-day activities of financial advisors and registered sales assistants to ensure compliance with internal policies and procedures, and external regulations. Oversight activities include but are not limited to trade review, FINRA rule 3010 email review, advertising review, FA/client operational troubleshooting, new account and application review, annuity review, securities receipts review, cash deposit review, and outgoing/LOAs review. Responsible for ensuring any identified policy violations or branch deficiencies are addressed with the branch and fully remediated. Travel to branch locations to perform required annual Branch Manager Supervisory Visits. Works independently on difficult assignments that are broad in nature requiring originality and ingenuity with some latitude for un-reviewed actions or decisions. Uses extensive knowledge and skills obtained through education and experience to identify, research, analyze and resolve complex issues. Serves as the face of the organization and advocate for the branches they oversee. Job Description Essential Duties and Responsibilities Responsible for supervision oversight and ensuring adherence to firm and regulatory policies and procedures. Perform reviews of client accounts and documents submitted by the branch. Educates branch staff associates. Escalates concerns to senior management and may propose new policies or procedures regarding risk, adhering to compliance and operational risk controls in accordance with company and regulatory standards. Review and analyze monitoring reports and systems for suspicious/unusual patterns and follow-up with appropriate individual(s) for explanations and actions. Coordinates registrations, continuing education, licensing, etc. of branch personnel. Oversees branch activities. Interfaces with specific business platform sales management associates to inform them of any supervisory concerns that may arise with branch offices and work together with them to address and resolve these concerns. Implements and enforces policies and procedures for all business platform branch office locations not currently staffed with a licensed and qualified branch manager by serving as the designated manager or branch manager delegate of these OSJ locations. Monitors and keeps up to date with securities/advisory regulations and applies them accordingly. Interprets, applies and recommends changes to organizational policies and procedures while adhering to compliance and operational risk controls in accordance with company and regulatory standards. Handles all administrative matters in the hiring/termination of FA and their transition in and out of the branches. Monitors Supervisory Center alerts and handles any necessary follow-up. Researches and resolves complex problems relating to clients' accounts and inquiries. Identify needs of the team and find solutions to complex issues Communicates with the field regarding regulatory rules and firm policy changes. Serve as the face of the organization and advocate for the branches we oversee. Ensure any identified policy violations or branch deficiencies are addressed with the branch and fully remediated. Travel to branch locations to perform required annual Branch Manager Supervisory Visits. Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities Knowledge of Company policies and procedures and industry rules and regulations. Investment concepts, practices and procedures used in the securities industry, financial markets and financial products. Skill in Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Preparing and delivering clear, effective, and professional presentations. Identifying the needs of customers through effective questioning and listening techniques. Handling stressful situations and leading others in providing a high level of customer service in a calm and professional manner, constantly projecting a Service 1st attitude. Projecting a professional and pleasant appearance and demeanor to work with clients; utilize tact and diplomacy in dealing with customers in a deadline-driven environment. Employing good analytical skills to be able to research and resolve problems. Establishing and communicating clear directions and priorities. Utilizing good interpersonal and verbal and written communication skills to deal with clients, financial advisors, support staff and home office personnel. Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes. Effectively organizing, managing, tracking and completing multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Working independently, under minimal supervision. Ability to Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner, constantly projecting a Service 1st attitude. Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes. Project a professional and pleasant appearance and demeanor to work with clients; utilize tact and diplomacy in dealing with customers in a deadline-driven environment. Travel extensively to perform required branch visits. Educational/Previous Experience Requirements Education/Previous Experience Bachelor's degree (B.A.) from four-year college or university, and a minimum of six (6) years' experience in a financial services firm / supervision ~OR~ An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied Series 7, 9/10 or 24, 66 or 63/65 required Series 53, Life, Health and Variable Annuity Licenses preferred Education Work Experience Certifications Salary Range $100,000.00-$111,000.00 Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AF1

Hybrid Schedule: This position follows our hybrid-friendly schedule (after training period), so you get the best of both worlds - flexibility and collaboration. In-office days will be 3 per week in our St. Petersburg, FL Corporate Office. Training: You'll be expected to report onsite (5-days per week / Mon-Fri) from 8am-5pm EST for the duration of training. After that initial training period, then you'll transition into the hybrid schedule listed below with flexibility to work from home up to 2 days per week. Hours/Schedule (after training): Monday-Friday from 9am-6pm EST. The selected candidate will also be expected to work an alternating evening shift (11am-8pm EST) at least 2-3 times per month . The Senior Digital Workflow Services Associat e operates in a dynamic, multi-skilled environment to ensure client account documentation complies with industry regulations. Serving as a liaison between branch personnel and the Home Office, the associate provides world-class phone support to troubleshoot system issues and deliver training on operational processes. The role also involves facilitating problem resolution, processing client documents, and adhering to established procedures for routine tasks. Additionally, the associate receives general guidance to perform a variety of non-routine tasks, exercising limited decision-making authority while contributing to overall service excellence. Responsibilities Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards. Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards. Prepare routine letters, memoranda, reports, and similar documents following detailed instructions. This is likely to involve using the full range of functions within standard office software. Produce, update, and provide best practice support on Microsoft documents, DocuSign (and other E-signature platforms), databases, and other departmental systems. Perform quality assurance reviews to ensure compliance with established standards and procedures. Provide guidance and support to team members, addressing questions and assisting with issue resolution. Conduct evaluations of phone and email interactions to maintain service quality and consistency. Develop and manage team schedules, ensuring adequate coverage and operational efficiency. Facilitate training sessions for new hires as needed to support onboarding and skill development. Skills Works at an intermediate level to monitor, interpret and understand policies and procedures and ensure their alignment with organizational strategies and work objectives. Typically works with guidance. Works at an intermediate level to plan, organize, prioritize and oversee activities to efficiently meet objectives. Typically works with guidance. Works at an intermediate level to review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required. Typically works with guidance. Education High School (HS) (Required) Work Experience General Experience - 7 to 12 months Certifications Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-CA1

About the Role: The Trust Associate plays a vital support role within the Trust Administration team, working closely with Trust Officers to deliver high-quality fiduciary service to our clients. This position supports daily trust administration activities, organizes complex estate planning documentation, and helps ensure efficient, proactive client service across the department. The ideal candidate is detail-oriented, organized, and enthusiastic about helping clients and teammates succeed. This position requires on-site attendance five days per week in our Evansville, IN office for a minimum of six months during the initial training period. Following the successful completion of training and performance review, the role will transition to a hybrid work schedule consisting of 4 days per week in office and 1 remote work day. The Impact You'll Make: Administrative & Fiduciary Support Support Trust Officers in implementing clients' trust and estate strategies. Process routine and ad‑hoc money movement requests, including disbursements, remittances, ACH transfers, and wire requests in accordance with internal controls and trust provisions. Assist in coordinating and documenting annual and ad‑hoc personal or charitable gifting strategies as directed by Trust Officers. Prepare annual and new account reviews for Trust Officer review. Assist with organizing estate documents such as wills, trusts, powers of attorney, and entity documents. Research, gather, and compile information from various sources to prepare reports and summaries. Maintain accurate digital and physical files, records, and data management systems. Client Service & Communication Deliver proactive, friendly, and professional service to clients and internal partners. Help respond to client and beneficiary inquiries, directing requests to Trust Officers when appropriate. Assist in coordinating communications between clients, beneficiaries, Financial Advisors, attorneys, accountants, and other professionals. Operational Support & Coordination Review, route, and track incoming and outgoing correspondence. Provide office support including answering phones and assisting visitors. Schedule and coordinate meetings, conference calls, client reviews, and travel arrangements. Support both short- and long-term departmental projects by handling logistics, tracking progress, and maintaining documentation. What You'll Bring to Baird: High school diploma or equivalent required. 1-3 years of experience as a trust associate, administrative assistant, or similar role within a financial or securities-related industry. Familiarity with trust and estate planning documents and basic fiduciary concepts. Strong organizational skills and high attention to detail. Ability to manage multiple priorities with accuracy and efficiency. Strong verbal and written communication skills. Ability to work independently and collaboratively in a team environment. Experience supporting projects and coordinating administrative workflows. #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Under limited direction and with a moderate level of autonomy, uses extensive knowledge and skills obtained through education and experience to manage the preparation of SEC filings, conduct complex accounting research, and work with auditors. Performs varied, complex accounting functions with responsibility for recommending solutions and proper treatment. Evaluation, originality and ingenuity are required to locate, select and apply appropriate procedures, processes and techniques to specific assignments. Maintains regular contact with all levels of management and other internal customers to identify, research, and recommend solutions to accounting issues and problems. Essential Duties and Responsibilities • Manages the preparation of SEC filings (10-Q, 10-K and 8-K, including XBRL) including management discussion and analysis, description of business, financial statements including footnotes and supporting schedules. • Researches and evaluates the effect of new accounting and SEC pronouncements. Develops and assists in the implementation of new accounting requirements. • Reviews existing and potential accounting policies for consistency and compliance with Generally Accepted Accounting Principles (GAAP) and SEC requirements. • Manages the preparation of quarterly external reporting releases, including quarterly earnings release and supplement, while supporting preparation of quarterly external presentation. • Manages the preparation of quarterly financial package to senior management. • Supports the Investor Relations team in the preparation of investor presentations and information for the Board of Directors. • Provides guidance and expertise to support preparation of monthly operating releases, 8-K filings, and proxy. • Reviews accounting memos and work done by others in the financial reporting department. • Supervises SEC Reporting senior associates and staff. • Manages relationships with, and assists, internal and external auditors in the review of quarterly and annual financial information and provides additional information as needed. • Recommends solutions to extremely complex accounting problems. • Coordinates implementation, maintenance, and enhancement of systems and tools used to support SEC filings and internal reporting. • Recommends process improvements to increase efficiency in processing or analyzing financial information. • Reviews SEC filings of entities in our peer group and provides recommendations for any changes in our filings based upon these reviews. • Instructs and trains others on the disclosures associated with policies approved by the Accounting Policy Committee, Disclosure Committee, or management as needed. • Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities: • SEC reporting; including 10-K, 10-Q, 8-K and XBRL. • Generally Accepted Accounting Principles (GAAP). • Advanced accounting concepts, practices and procedures. • Accounting software packages. Skill in: • Reviewing, interpreting and analyzing financial statements. • Analyzing and proposing solutions to unusual transactions and accounting discrepancies. • Researching GAAP & SEC issues. • Interpreting and applying policies and procedures. • Promoting effective coordination between department and other functional areas. Ability to: • Work additional hours during preparation of SEC filings. • Implement changes to standard procedures when required by specific situations and circumstances. • Work independently, make decisions and suggest resolutions to complex accounting problems. • Communicate effectively, both orally and in writing, with all organizational levels, including senior management. • Explain or clarify financial information to all levels of management. • Provide training to others. • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. • Supervise, instruct and develop SEC Reporting senior associates and staff. • Provide a high level of customer service. Educational/Previous Experience Requirements: • Bachelor's Degree (B.A.) in accounting and a minimum of six (6) years of experience with preparing and analyzing financial information. • OR • Any equivalent combination of experience, education, and/or training approved by Human Resources. Licenses/Certifications • Certified Public Accountant (CPA) designation. • SIE may be required provided that an exemption or grandfathering cannot be applied. • Series 99, or ability to obtain within 120 days (as required by FINRA), may be required depending on assigned functional area. Travel Required: Yes, 5 % of the Time Hybrid - In office 3 days a week Education Bachelor's: Accounting Work Experience General Experience - 6 to 10 years Certifications GS - Gen Sec Rep - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Under limited supervision, uses professional design knowledge and graphics software skills, obtained through education and experience, to collaborate with others to design, develop and create presentations and pitch materials. Creates visual elements and composition which support the project requirements. Visually executes against an established project vision and guided parameters of Raymond James and client brand. Under the guidance of the Presentation Design Workflow Manager, designs graphics and pitch materials for Investment Banking. Job Description Please include your portfolio and/or PowerPoint slide samples highlighting template design with your application. Responsibilities: * Makes key contributions to the themes, ideas and methods used in creating and producing medium- to large-scope PowerPoint Presentations, related assets, and pitch materials. Designs and renders original work for illustrating specific data in presentations. * Under limited supervision, consults with internal customers regarding design and associated costs. * Designs and prepares graphics for PowerPoint presentations and pitch materials. * Executes and troubleshoots complex graphic jobs. * Makes key contributions to graphics production activities and is accountable for quality assurance. * Ability to perform quality control review for own work and work produced by teammates. * Advises all levels of professionals regarding formatting, and provides on-the-spot document troubleshooting. * Ensures that the file management system is maintained. * Remains current in presentation design trends and technologies. * Manages deadlines through communication with the team. * Mentors and utilizes associate presentation designers. * Performs other duties and responsibilities as assigned. Skills: * Moderate understanding of design principles and best practices for formatting content * Strong knowledge and experience designing infographics, financial charts, tables, and graphs * Displaying complex data in a visually sophisticated, appealing, and engaging format * Producing creative work within an established organizational style and attention to detail. * Mentoring and guiding associate-level presentation designers. * Mastery in Microsoft PowerPoint, Word, Excel (advanced charting), and Adobe Acrobat Pro * Expertise in Adobe Photoshop, InDesign, and Illustrator * Expertise in MapInfo Professional * Take ideas and think creatively to make professional, aesthetically pleasing layouts while maintaining company identity standards. * Organize information with attention to hierarchy, order, and emphasis * Provide extensive attention to formatting detail and aesthetics * Work concurrently under pressure on multiple projects and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. * Work effectively as part of a collaborative environment * Understand a project request and extrapolate key information from it * Communicate effectively and professionally with all organizational levels, both orally and in writing. * Develop creative solutions to graphic problems. * Build relationships with colleagues at similar levels, both within and outside of the department. * Consistently demonstrate a sense of urgency. * Ability to quickly determine priorities in a self-directed work environment so that both creative and operational responsibilities are met. * Clearly demonstrate a client-first focus in line with the Raymond James culture. Working Schedule: * Monday through Friday, 3:00 pm to 12:00 am Eastern Time preferred. Some additional hours may be required. Travel Required: * None required. Workstyle: * Fully remote. Education Bachelor's: Computer Graphics, Bachelor's: Digital Communications and Media/Multimedia, Bachelor's: Graphic Design Work Experience General Experience - 13 months to 3 years Certifications Salary Range $70,000.00-$85,000.00 Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: * Grow professionally and inspire others to do the same * Work with and through others to achieve desired outcomes * Make prompt, pragmatic choices and act with the client in mind * Take ownership and hold themselves and others accountable for delivering results that matter * Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AT1

**One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.** Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. **Department Overview** Raymond James Legal is committed to providing legal advice that supports the Firm's business objectives while adhering to our core values of Client First, Conservatism, Independence, and Integrity. The Legal department's primary mission is to: (i) provide advice that supports business unit efforts to pro-actively manage and mitigate litigation and regulatory risk; (ii) oversee litigation and regulatory enforcement matters; and (iii) assist in the execution of business transactions. **Job Summary** Raymond James is seeking a Summer Associate - Law Clerk. Under general supervision, the Law Clerk uses skills gained through education, training, and or experience to assist with specific legal research projects within an assigned functional area of the legal department (functional areas span litigation/arbitration, regulatory, and transactional practices). Follows established legal department procedures and receives general guidance and direction to perform each research tasks with varied complexity. Some judgment required to adapt procedures, processes, and techniques. **Work** **Schedule:** Temporary, Full-Time; Summer **;** Monday through Friday, up to 40 hours per week **Target Start Date** : June 1, 2026 **Target End Date** : August 7, 2026 **Duties and Responsibilities** + Support in-house counsel and members of the legal department in conducting legal research. + May conduct or update 50 state surveys. + Perform legal researchutilizingboth written and electronic sources. + Prepare legal memos. + Gather and compile facts and relevant case information. + Review legal agreements. + Operate standard office equipment and use required software applications. + Perform other duties and responsibilities as assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Fundamental concepts,practicesand proceduresofa professional office environment. + Basic concepts,principlesand practices of an assigned business unit. **Skill in** + Operating standard office equipment andusing, orhavethe ability to learn, required software applications. + Ability to learn and use legalsoftwarei.e.,Westlaw, Bloomberg, etc. + Operating standard office equipment + Strong research skills + Excellent communication and writing skills + Strong attention to detail **Ability to** + Maintain professional discretion and strict privacy and confidentiality. + Read,comprehend, and apply legal information. + Manage multiple tasks with changing priorities to meet deadlines in a fast-paced environment with frequent interruptions. + Communicate effectively. + Utilize established procedures, processes, and checklists. + Work independently as well as collaboratively within a team environment. + Providea high levelof customer service. + Establish andmaintaineffective working relationships **Educational/** **Previous** **Experience Requirements** + Currently pursuing aJuris Doctor or Master of Laws degree + Any equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications** + Nonerequired. **Location** - **Fully Remote** + No travelrequired.