Johnson Financial Group jobs - 154 jobs

The Wealth Fiduciary Assistant - Family Office's primary responsibility is to provide comprehensive support for certain complex ultra-high net worth family relationships. This role will be responsible for delivering a high degree of business professionalism that will enhance the client experience. Key Responsibilities * Core business understanding of Fiduciary services and Wealth business strategy to proactively support Fiduciary Administrators throughout processes of client implementation, maintenance, and communication. * Thorough knowledge of core Wealth and Bank operating platforms specific to Fiduciary services. * Responsible for accurately opening and closing of accounts within Wealth operating systems; including initiating and tracking status of deposits as well as cash and asset transfers to/from accounts. * Research and assist in resolving client inquiries and issues through to resolution; displays initiative to problem solve and escalate when appropriate, ability to work independently. * Fiduciary responsibilities include but are not limited to: understanding and assisting with Will File, Vault and procedures, Estate valuations, insurance claim processing, probate and other post death processes, and insurance trusts monitoring. * Responsible for review, disbursement, and updating of required reports (outlier reports, account synoptic, direct to hold letters, investment policy statement updates, etc.). * Process various client requests including but not limited to; wire transactions, funds transfers, and requests for distributions. * Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements and exercising sound judgment. Maintain client files to meet industry standards and compliance requirements. * Accurately and timely prepare correspondence, reminders/ticklers, performance reports, documents, adhoc reports, proposals and other administrative functions. * Proactively schedule client appointments and meetings, acts as the key liaison for organizing and managing client events. * Coordination of meetings, calendar management, answering phones, filing, and processing of mail. Job Requirements * Bachelor's degree with minimum 2 years experience in the financial services industry and/or Wealth services. Work experience may be considered in lieu of education. * Excellent oral and written communication skills; proven organizational, analytical and follow up skills. * Proficient with MS Office Suite of products, trust accounting systems and bank operating systems. * Investment custody and/or Trust accounting system knowledge highly desired. * Experienced WM Assistants will have working knowledge of specific software (i.e. Financial Planning software, Trading Calculators, etc.) Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. This position is responsible for providing administrative support and assistance to the treasury management sales team in the areas of customer onboarding, implementation, record keeping, correspondence, report preparation and customer service. As a Treasury Management Admin/Banker, you will: Works with the treasury management team (Sales, Support, Doc Prep, and Operations) to complete account and treasury management paperwork such as account opening documents, maintenance to existing accounts, preparing TM Review documents, inputting cases to the Bank CRM portal, and orders account and service supplies. Assists treasury management team with various project work as needed. Responds to customer inquiries and resolves requests timely and accurately to ensure customer satisfaction and retention. Provides courteous, professional services by receiving, screening, and transferring telephone calls and providing routine information to internal or external customers as needed. Performs a variety of administrative support tasks such as typing, copying, scanning and other duties as necessary. Interacts and responds with branch personnel and other areas of the Bank timely and appropriately. Follows the guidelines of the continuity program with all bank customers and participates in training forums/sessions on items related to the functions of the position. Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet. Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives. Performs all other duties as assigned. Qualifications: Associate or Bachelors Degree in Business Administration, Finance, or related field Experience in banking environment, preferably in Treasury Management, Retail Banking, Commercial, Credit or related department. Ability to represent the bank in a professional and positive manner. Effective verbal and written communication skills and strong interpersonal skills. Strong organization and attention to detail. Knowledge of business banking products and services. Proficiency with computer applications. Ability to maintain strict confidentiality. Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. This position is responsible for providing courteous, professional services to customers through greeting and assisting customers and visitors. Promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff where necessary. As a Receptionist, you will: Greets and assists customers and visitors with their questions and makes them comfortable while waiting for appointment. Maintains the company telephone listing. Orders supplies for the company which includes office, teller, printer supplies and supplies from various vendors. Assists with endorsement stamp ordering and reporting. Assists with the daily statement mailings. Sorts and distributes daily mail. Provides administrative support to the Lenders by assisting with faxing, copying, sorting and phone calls. Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet. Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives. Performs all other duties as assigned. Qualifications: High School diploma or equivalent required Associate Degree in Administrative Support or related field preferred 1-year receptionist experience with multi-phone lines required. 1-3 years administrative/receptionist experience in a financial institution preferred. Proficiency with Microsoft Office applications Ability to maintain strict confidentiality. Ability to effectively promote Nicolet as an employer of choice. In-depth knowledge of banking positions preferred. Strong organizational, multi-tasking and prioritizing skills. Self-motivated and resourceful. Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. As a Branch Manager, you are responsible for driving new business Nicolet and your branch. Coach and drive daily sales process, lead team in achieving planned performance goals, acquiring new consumer and business customers; initiate referrals to partners, deepen all existing customer relationships, and are proactive in developing business inside and outside of the branch. You lead all facets of sales, service and operations of the branch. As a Branch Manager, you will: Foster a culture aligned to Nicolet's purpose, core values and strategy and role models Nicolet values and behaviors in all that they do. Develop and execute a branch business plan to maximize business growth, wallet share and achieve customer retention and acquisition objectives. Contribute to the achievement of business objectives by conducting sales calls, establishing a personal referral network and other business development activities. Maintain active involvement in the community and develops key business and community relationships. Improve team performance, recognizes and rewards performance, coach employees, support their development and manages poor performance. Deepen consumer and business customer relationships by providing a memorable customer experience. Coach and deliver needs-based sales process to proactively identify the financial needs of current or prospective customers and recommends appropriate solutions to meet those needs. Cultivate key internal partnerships to drive business in trade area. Manage overall operations of the branch, adhering to all operational, security, risk and regulatory related policies and procedures. Maintain knowledge and educates teams on all products, services, technology and policies. Actively lead the recruitment/hiring/onboarding process ensuring team is staffed with colleagues suitable for Nicolet's culture. Develop and maintain a network in the community to enhance Nicolet's visibility and builds strong referral sources for new business. Support Nicolet's community involvement and participates in community activities. Create a culture that attracts, retains and grow a team that values diversity, inclusion, and engagement. Ensure proper operations/risk discipline, controls and culture are in place to identify, escalate and debate issues. Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet. Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives. Performs all other duties as assigned. Qualifications: Associates degree in banking, Finance or related field 3-5-years retail banking experience required 5+ years retail banking with management experience preferred Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Commercial Banker is responsible for administering and supporting the activities in Commercial Banking to accomplish department goals and objectives. This position is responsible for developing and maintaining a variety of commercial loan accounts (secured and unsecured) that meets established lending requirements and provide maximum profitability to the bank at minimum risk. They will also develop new loan relationships through referral and individual efforts in sales. As a Commercial Banker, you will: Attend to the needs of customer relationships and prospects seeking loans or lines of credit on terms that involve a varied amount of risk underwriting. Make decisions on loans and terms within lending limits or makes recommendations to the Senior Lending Officer. Manage portfolio within the terms approved and in conformity with bank's lending policy. Provide feedback to customers, where appropriate and within scope of expertise, concerning business management and financial matters to add value to relationships between the customer and bank. Develop new business by calling on prospects and customers for commercial loans with an emphasis on cross-selling bank products and services to establish a complete banking relationship between the customer and bank. Manage an on-going portfolio including but not limited to past dues, collateral exceptions, renewals, review and account management of overdrafts and collection activities, if necessary. Collect and analyze information that reflects the current financial position of customers and prospects with which analysis leads to a recommendation of credit structure and if appropriate closing the credit relationship. Participate in community affairs to contribute expertise, better understand the needs of the business community, increase the Bank's visibility and to enhance new business opportunities. Directs and manages work activity of administrative staff. Keep abreast of new regulations, policies and procedures relative to commercial lending and general economic trends. Qualifications: High School Diploma or Equivalent/ Associate or Bachelor Degree in Finance, Accounting, Business Administration or similar 1-3 years of financial industry experience / 2-5 years Commercial Banking experience Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PTO & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Advisory Client Service Supervisor is responsible for overseeing the day-to-day management of the advisory client service and support team and is responsible for executing all tasks associated with the Client Service Associate role. The Advisory Client Service Supervisor plays a critical role in ensuring a seamless client experience by providing exceptional customer service while simultaneously supporting efforts to grow the client base and assets. This role places a strong emphasis on client onboarding, client experience, client service, training, team management, project management, reporting, and continuous improvement. The Supervisor is responsible for mentoring and training Client Service Associates, managing the review and completion of Standard Operating Procedures (SOPs), and ensuring the efficiency and effectiveness of processes within the team. As an Advisory Client Service Supervisor, you will: Leadership and Management: Supervise and support the advisory client service associates, fostering a collaborative and high-performance team culture. Provide coaching, mentoring, and development opportunities to team members. Assign and monitor daily tasks, ensuring alignment with department goals and service standards. Lead regular team meetings to communicate updates, share best practices, and address challenges. Client Service: Ensure seamless client onboarding and ongoing service delivery across the advisory business. Monitor and enhance the client experience by identifying service gaps and implementing improvements. Serve as a point of escalation for client service issues, working with internal teams and custodians to resolve concerns promptly. Promote a client-first mindset throughout the team. Advisor Support: Prepare advanced reports, presentations, and documentation to support client reviews and financial planning. Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues. Monitor and track client service activities to ensure timely and accurate completion. Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks. Process Optimization and SOP Management: Oversee the review, maintenance, and completion of Standard Operating Procedures (SOPs) to ensure consistency and compliance. Identify opportunities for process improvement and implement changes to enhance operational efficiency. Collaborate with the AVP and other stakeholders to align team workflows with broader organizational strategies. Training and Support: Develop and deliver training programs for new and existing client service associates. Ensure team members are proficient in systems such as Schwab and Salesforce. Facilitate cross-training to build team flexibility and coverage. Maintain and update training materials and reference resources. Project and Performance Management: Lead or support department-level projects related to client service enhancements and operational improvements. Track and report on key service metrics. Provide regular updates to leadership on team performance, challenges, and successes. Ensure compliance with internal procedures and regulatory standards. Qualifications: Bachelor's degree in finance, business administration, or a related field. Minimum of five years of experience in financial services or client service. At least two years in a supervisory role preferred. Active Series 7, 63, and 65 or Series 7 and 66. Strong understanding of advisory operations and client service principles. Proven ability to lead and develop a team in a fast-paced environment. Excellent communication, interpersonal, and organizational skills. Strong problem-solving and analytical abilities. Proficiency in Schwab, Salesforce, and Microsoft Office Suite. Familiarity with financial services industry regulations and compliance standards. Ability to manage multiple priorities and adapt to changing business needs. Commitment to continuous improvement and operational excellence. Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Developmental Appraisal Review Specialist is responsible for managing the review and approval of commercial and agricultural appraisals. They are responsible for the review and approval of internal and external evaluations. As a Developmental Appraisal Review Specialist, you will: Perform an independent review of appraisals, based on the Appraisal Review Specialist's independent judgment and discretion, to determine the reasonableness and accuracy of the appraisal. Ensure technical compliance with applicable Nicolet policies, regulations, and appraisal standards. The Appraisal Review Specialist's review shall include, but shall not limited to, the reasonableness of the comparable values used by the appraiser, the appraiser's calculations and methodologies, and the capitalization rate used by the appraiser. Require, if the Appraisal Review Specialist deems relevant, additional information from the appraiser to support the appraiser's findings. Make recommendations to the Appraisal Review Manager to reject appraisals that, at the discretion of the Appraisal Review Specialist, are not appropriately supported. Make recommendation to the Appraisal Review Manager on what support should be added. Maintain an accurate pipeline of future appraisals to ensure timely review to meeting closing date expectations. Help maintain Nicolet's list of approved appraisers by providing input on the quality of appraisals received by Nicolet. Maintain appropriate procedures, records, tracking documentation, and reports for control and reconciliation purposes. Prepare, track, and archive appraisal-related performance reporting as required, including but not limited to individual appraiser performance. Prepare real estate evaluations on commercial / AG and residential properties. Approve real estate evaluations on commercial / AG and residential properties from internal and external sources. Build and maintain relationships with commercial loan officers. Make recommendations for appraisal review process or policy changes to the Appraisal Review Manager. Act as a backup in ordering appraisals as required by the relevant loan approval documents from outside vendors approved by Nicolet. Act as a backup in receiving, track, and process appraisal bids and engagements for loan requests, including renewals, and workout requests. Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet. Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives. Performs all other duties as assigned. Qualifications: Associate degree or bachelor's degree in finance, Business Administration or Related Field is preferred. Strong analytical, technical, and statistical skills. Sound working knowledge of accounting principles and financial statements. Capability to effectively present information and respond to questions from groups of lenders, managers, directors and/or regulatory officials. Strong integrity in all areas, adhering to policies, regulations, and utmost ethical and legal standards. Uphold confidentiality and privacy of findings in all situations. Demonstrate ability to prioritize and handle multiple projects. Computer skills, including Microsoft Office Suite. Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

Johnson Financial Group (JFG) has an exciting opportunity to join our Consumer Banking team as a Relationship Banker. The Relationship Banker is a great entry point into branch banking which will give you a strong foundation of banking fundamentals. JFG offers a lot of opportunity through our training and development program to help pave your way to continued professional growth and success. Get started with JFG by building meaningful relationships with clients…this role really is the first step towards a great career at JFG! As Wisconsin's largest family-owned, privately held financial institution, Johnson Financial Group is known for its unmatched personal service by making the client experience front and center of every interaction. As part of the Consumer Banking team, that starts with you. Being the face of the bank as a Relationship Banker, you will deepen client relationships by providing solutions to their unique financial situations. You'll be part of a team with a strong commitment to the community. You make a real impact on every client you serve by helping them financially protect their most important asset - their family. At JFG you'll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live. Our culture embraces diversity, equity, & inclusion, one where everyone feels valued and inspired. Key Responsibilities: * Perform cash handling transactions on the teller line. * Balance cash drawer daily and verifies cash provided from/returned to the vault. * Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM. * Uncover important financial client needs and make recommendations to provide solutions to their unique financial situations. * Meet and exceed referral goals to different line of business partners. As OneJFG, you are part of a team of supportive business partners that collaborate to serve our clients' full financial needs. * As you grow in your role, you may have a small portfolio of clients that you'll work proactively to deepen relationships and ensure client retention * Candidates must adhere to our professional dress code, which includes wearing Johnson Financial Group logo apparel. Name tags must be worn at all times. Exceptions for religious or medical needs must be pre-approved by Human Resources. Qualifications and Benefits: * High school graduate or equivalent required. Advanced training/education a plus; we also offer tuition reimbursement if you want to advance yourself academically! * National Mortgage Licensing System (NMLS) registration will be obtained upon hire * Excellent client service and communication skills essential with a genuine care and passion for helping people * Eligible for our company profit sharing bonus * Upon hire, you receive a generous logo wear allowance to get your JFG wardrobe started * As a birthday present, enjoy your birthday off - paid! Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Post Closing Specialist I - Commercial/Ag is Primarily responsible for managing the banks collateral risk for Commercial / Agricultural loans by performing the following functions after loan booking. Securing and releasing collateral and processing paid notes. As a Post Closing Specialist, you will: Secure and track, as needed, all types of collateral documentation including, but not limited to, mortgages, UCC filings, final titles, life insurance, vehicle liens, investment account assignments. Process paid loans by preparing paid in full letters, releasing collateral, completing tracking items and sending required paid in full documentation to the customer. Process case requests from bank employees for various loan maintenance requests related to Post Closing tasks. Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet. Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives. Performs all other duties as assigned. Qualifications High School Diploma or equivalent 1-year relevant experience preferred. Strong organizational, multi-tasking and prioritizing skills High degree of accuracy Self-motivated, resourceful, and strong work ethic Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

About the Role: Baird Advisors, Baird's institutional fixed income management business, manages over $188 billion for institutional clients, pensions, foundations, and individuals. As a nationally recognized and highly regarded active fixed income manager, our team of experienced investment professionals is proud of our long-term track record of competitive returns versus benchmarks and peers, coupled with a high degree of consistency. Recognized for 12 consecutive years as a best place to work by Pensions & Investments, and ranked the #1 fund family by Morningstar, our team is committed to excellence. These accolades stem from our cultural commitment to clients and to being a workplace of choice for the most talented professionals in our industry. This commitment helps us attract extraordinary people - many of whom stay with us for their entire careers - ensuring the quality and continuity of our advice and service. Our team investment strategies are offered through our mutual fund complex, Baird Funds, and through Separately Managed Accounts (SMAs) for large institutional clients. Learn more about the award-winning Baird Advisors team here. The Asset Management Operations Specialist is a dynamic and multifaceted role supporting Baird Advisors and Baird Funds across operations and client service functions. This position is ideal for a detail-oriented, analytical individual who thrives in a fast-paced environment and is eager to make a tangible impact on business operations. You'll have the opportunity to work alongside experienced professionals, develop cross-functional expertise, and grow your career within a high-performing team. As an Asset Management Operations Specialist, you will: Provide exceptional service to internal and external clients in an environment that promotes Baird's culture, mission, and values statement. Crosstrain in operational, trading, reconciliation, performance reporting, client communication and reporting functions across Baird Advisors to assist the team as needed. Respond to/or initiate communication with clients, consultants, brokers, or custodians to support inquiries and follow through on requests. Handle complex client and operational requests with the ability to analyze and resolve issues in a timely manner. Utilize desktop applications like Microsoft Excel to fulfill data requests for portfolio managers and assist in the overall management of client accounts. Contribute to process improvements that will help drive exceptional client service, efficiency, and risk mitigation. Perform various other duties and take on projects as required. What makes this opportunity great: Be part of a growing, high-performing group with a strong track record of success. In-depth involvement in daily business operations providing the opportunity to have a direct impact on the business. Work in a collaborative structure that fosters learning, innovation, and professional development. Ability to work with a variety of teams and leaders, proving your ability to be highly adaptable on a wide range of duties. This is a compelling opportunity to learn from and work directly with some of the most experienced and respected financial services professionals in Milwaukee and the industry. We are a team that is passionate about delivering exceptional results for our clients while enjoying what we do and giving back to the communities where we live and work. We are a team with documented success advancing diversity, equity, and inclusion. What we look for: Bachelor's degree with relevant operations work experience within the financial services industry preferred. Proficiency and experience with Microsoft Office (Word, Excel, Outlook) and the ability to quickly master internal systems and applications. Ability to handle multiple assignments; work under pressure and within deadlines to produce high quality, timely and accurate work. Strong verbal and written communication as well as interpersonal skills to collaborate and work effectively as part of a team while completing work independently as needed. Detail-oriented with excellent project management and organizational skills; able to prioritize work and handle multiple tasks to ensure that complex projects are completed by deadline, with interim review steps incorporated. Attention to detail, accuracy and reliability are essential with a drive for continuous improvement. Problem-solving and analytical skills with a desire for continual learning and process improvement. Desire and ability to become Series 7 & 66 licensed within one year of employment. #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.

Baird Equity Asset Management offers high-quality actively managed investment strategies to institutions and individuals through both Separately Managed Accounts (SMAs) and Mutual Funds. Our strategies are managed by experienced investment teams with proven track records within focused areas of the market. Today, our business offers a Specialized Asset Management service to high-net-worth investors and five institutional products - Mid Cap Growth, Small/Mid Cap Growth, International, Global, and Equity Opportunity. We currently manage over $11 billion in assets and expect continued growth over the coming years. About the Role: We are seeking a highly engaged technology professional with the strengths to understand our business purpose and strategy and manage a broad set of responsibilities critical to the day-to-day operation and continuous improvement of our technology environment. Essential duties include owning and prioritizing our technology backlog, coordinating work with Baird IT and external vendors, serving as SME of our department's technology solutions, meeting regularly with end users, and project managing cross-functional initiatives. The successful candidate enjoys cross-team collaboration and is comfortable and effective at communicating with individuals at all levels - the ability to drive results through others is critical. To thrive in this position, candidates must have an entrepreneurial mentality and the desire to build a business while building their career in Equity Asset Management. The Impact You'll Make: Works with leadership to understand key business objectives and craft relevant and effective technology solutions to enable meeting those objectives through collaboration with IT and external vendors. Maintains the department's technology backlog and prioritizes work. Must be comfortable assessing and articulating the ROI of prioritized work. Coordinates prioritized work with Baird IT team and/or external vendors and monitors progress, ensuring work is moving at an appropriate place. Active, engaged involvement in all IT team ceremonies is a must (sprint planning, daily standups, refinement meetings, etc.). Conducts regular meetings with technology end users to understand business needs, including ongoing feedback loops to keep end users aware of progress. Must be comfortable weighing and articulating competing priorities across end users. Communicates the status and benefits of technology initiatives to management. Acts as subject matter expert of existing technology solutions (both internal and external) and serves as first point of escalation for troubleshooting issues. Evaluates current state of department technology and identifies new technologies or upgrades/enhancements to existing technology that could improve our business. Coordinates department technology support needs. Builds strong relationships with both internal and external technology partners. Serves as project manager for large technology initiatives (and potentially non-technology initiatives as assigned): Frequent interaction with end users to understand needs, provide status updates, navigate change management, etc. Tracks project work, next steps, deadlines, dependencies, etc. Schedules meetings, keeps track of take-aways, and holds project team accountable for take-aways. Facilitates cross-functional dialogue to keep work moving or remove blockers. What You'll Bring to Baird: The desire and ability to deliver unmatched service - our clients come first Entrepreneurial - Cares deeply about serving our clients and our team; continuously seeks ways to make our department better through people, process, and technology Strong business acumen - Capable of understanding our business purposes and priorities; appreciates that technology is an important tool in developing business solutions Highly collaborative - Thrives on bringing people together and setting a positive tone for the team Drives results - Strong organization, project management, and follow through; can be counted on to execute; holds themself accountable; pursues tasks with energy and a high sense of urgency; seeks solutions especially in the face of setbacks Inspires trust - a confident, effective communicator who is thoughtful and detail-oriented; builds trust at all levels through collaboration, integrity, accuracy, and reliability; a high focus on quality is critical Strong leadership tendencies - willingness to develop newer associates, takes time to provide the context behind the work, effectively provides and receives constructive feedback, problem solves people issues, displays vulnerability, provides recognition to others Problem solver - can identify resolutions to new or unforeseen priorities with minimal guidance; thoroughly analyzes relevant factors, probes for answers, and anticipates all possible outcomes Intellectually curious - a relentless learner who enjoys the challenge of unfamiliar tasks and proactively seeks out the resources and knowledge needed to expand subject matter expertise Track record of success - consistently identified as a top performer; grasps new concepts quickly, deals with complexity comfortably; intellectually sharp and capable, high standards for work output Broad technical understanding of various IT topics required (software/data engineering, software/data architecture, etc.). Python/C#/SQL/Power BI/Salesforce knowledge preferred. Equivalent experience will be considered. Bachelor's degree in business or technology majors preferred. 5+ years of professional experience required. SIE and Series 7 & 66 licensed or ability to obtain after hire. #LI-SB1 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: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: What You'll Bring to Baird: * Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. * Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. * Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. * May schedule client appointments and/or conference room for appointments. * Assemble/generate materials including paperwork and reports for client meetings. * Understand and ensure business adherence with firm and financial industry regulatory policies. * May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. * May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. * Seek ways to enhance FA(s) business effectiveness and marketability. * Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. * May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. * May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. * Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. * 2+ years of prior industry and/or administrative work experience. * Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. * Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. * Detail oriented with an emphasis on accuracy. * Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. * Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. * Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required. #LI-PWM3 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: Baird's Client Resource Team is a dedicated team designed to service clients that no longer fit the field's Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team's objectives are to increase profitability through achieving specific client account resolutions and focus on a core of asset allocation products. The team operates under a culture that promotes teamwork and communication. The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable and servicing their account(s). Additionally, the CRT Advisor Associate will be partnering with the Baird PWM Wealth Centers and coordinating with other PWM Wealth Center associates to identify strategic opportunities in Baird's branch network. The Impact You'll Make: Partners with Wealth Centers and Wealth Solutions to develop goals that align with PWM's Strategic Priorities Works in partnership with Wealth Centers to drive strategic priorities for various markets and branches. Operate within the team's client service and wealth management strategy to ensure high quality client service. Engage the client, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities. Deliver the financial plan to clients in partnership with the Financial Advisor/Team. Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts. Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. Research relevant news articles related to the topic's covered in a client's plan to share with them as an added touch point. Document, follow up, and support the closing of opportunities identified from the financial planning process. Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios. Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized. Performs other duties and special projects as necessary. What You'll Bring to Baird: Must have an undergraduate degree. Must hold SIE, Series 7/66 or Series 7/63/65 licenses. Minimum of two years of investment experience in a client facing role preferred. Excellent presentation skills, strong interpersonal and written communication skills. Proven self-starter, highly motivated, with the ability to work with a team #LI-PWM5 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.

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Credit Analyst is responsible for analyzing credit information pertaining to commercial loans. The Credit Analyst prepares or assists in the preparation of credit reports for presentation to loan committee, furnishes information in relation to credit inquiries, conducts credit investigations, and provides assistance to the Commercial Lenders as requested. As a Credit Analyst, you will: Spread and make interpretive analysis of financial statements, to include historical analysis and financial forecasting using the Baker Hill Statement Analyzer software; Analyze sources of cash flow used for repayment and identify and evaluate cash flow and ratio trends; Identify and evaluate business and industry risks, management and collateral support. Prepare credit write-ups for presentation at credit committee meetings. Work closely with lending officers to ensure thorough underwriting and evaluation of business credit requests and ensure compliance with the bank's credit policy and lending regulations. Complete real estate evaluations for loans secured by real estate. Review commercial loans granted to ensure proper documentation is obtained, executed, and on file. Assist with the Loan Review function to ensure appropriate credit grading, including but not limited to credit analysis and documentation review. Assist in the preparation of monthly and quarterly loan reports for use by management and the Board of Directors. Monitor accounts receivable and inventory loans for adequate collateral coverage; monitor borrower compliance with loan covenants and financial reporting requirements; track and report results using the bank's exception tracking systems. Assist in monitoring loans for compliance with federal banking laws and regulations, regulatory guidelines, and the bank's lending policy; Identify non-compliance and monitor for correction of exceptions. Conduct and develop research projects useful to the lending function. Assist in the ongoing maintenance of all credit files, including filing of credit information and the purging of outdated information that is no longer needed in the credit files. Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet. Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives. Performs all other duties as assigned. Qualifications: Bachelor's degree in Finance, Business Administration, Accounting or Economics or equivalent work experience Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

As a member of the Wealth leadership team, the Director of Wealth Sales Distribution will be accountable for overall leadership and management of sales distribution for Wealth services to include Consumer, HNW, RPS, Private Client, and Institutional Services. Meet established profitability and growth targets while instilling a culture of accountability. Position Wealth distribution for sustainable growth using appropriate sound business modeling. Recruit and retain advisor talent. Must have a thorough understanding of business partner relationships, vendor management, regulatory and compliance. Key Responsibilities: Day-to-day * Aligning the Wealth sales distribution with Wealth and Corporate objectives, goals and projects that impact all associates. * Effectively communicate performance expectations; monitor and hold staff accountable for their performance and their actions. * Provide development opportunities for staff aligning with their career goals and develops 'bench strength' for key positions. * Proactively recruit and maintain a pipeline of advisor candidates and teams who display requisite job skills and exhibit values consistent with Johnson Financial Group. * Build a distribution team that reflects the communities we operate in and the clients we want. * Provides strategy and direction for pricing, product, and coordinates product definitions. * Ensures strategic targets are met including distribution, growth by segment and service delivery to client relationships. * Expertise in balancing pricing, growth and account quality. * Thorough understanding of all aspects of business in order to accurately budget, forecast, explain and analyze financial performance. * Use industry insights and developments, changes and trends to assist in positioning Wealth for the future. * Maintain strong industry networks through various external contacts and community participation. * Builds partnerships across JFG lines of business to assist team in cross-selling. * Models exemplary behaviors and actions for associates. Associate Management * Effectively communicate performance expectations; monitor and hold staff accountable for their performance and their actions. * Act as a 'Coach' for associates to leverage strengths and understand and identify gaps in performance; conduct one-on-one meetings and timely appraise performance. * Provide development opportunities for staff aligning with their career goals and develops 'bench strength' for key positions. * Create environment where advisor candidates and teams who display requisite job skills see JFG as an employer of choice * Create and sustain an environment which supports teamwork and mutual respect. * Communicates to team: corporate updates, business updates, etc. and conducts regular, meaningful team/department meetings. * Monitor and maintain appropriate staffing levels to efficiently execute department responsibilities. * Uses financial information to identify and implement cost containment or reduction programs and ensure expenditures are accurate and follow policies and procedures. * Models exemplary behaviors and actions for associates. * Ensure a consistent client experience including key service offerings and deliverables across each applicable client segment. Sales Management * Execution of strategic sales management process aligned with our business strategy to enhance bottom-line sales results. * Knowledge of full portfolio of JFG products and services; lead and coach sales team to cross-sell full breadth and depth of products. * Actively call/joint call on identified target segments, prospects, centers of influence, etc to lead new business development and client acquisition efforts. * Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business. * Lead, coach and develop associate's sales behaviors to proactively expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations. * Consistently track, monitor and manage key sales performance indicators. * Manage expenses in relation to projected return on investment for client events/activities. * Participate in an active and meaningful role in a community or industry organization. * Use customer insights and data to assist in developing growth plans Qualifications: * 15 or more year's previous experience in financial services, preferably in a Bank Trust Company and RIA environment, advanced designations and/or preparatory work or guidance may be assessed in lieu of some of the experience requirements * Bachelor's degree in finance, accounting, or business required; advanced degree preferred. * Extensive expertise in the areas of business and sales management in the financial services sector. Demonstrating team sales success through outcomes. Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. This position is primarily responsible for interacting with customers to complete transactions, cross-selling Nicolet products and services, resolving problems, and serving as a back-up to the personal bankers by opening and closing accounts. This position promotes business for Nicolet by maintaining a high level of customer service and by referring customers to appropriate staff where necessary. As a Floating Universal Banker, you will: Performs teller duties and organizes, balances and proofs cash daily to maintain accurate transactions processed. Identifies payees and verifies signatures and endorsements. Performs back-up personal banker duties, opens a variety of accounts, verifies and processes changes to existing accounts, answers customer questions, and resolves related account problems to ensure customer satisfaction. Follows the guidelines of the continuity program with all new Nicolet customers. Attracts and retains customer relationships by extending a courteous greeting in person or by phone and by providing accurate and timely customer service which includes, but is not limited to, cashing checks, accepting deposits and withdrawals, handling loan payments, dispensing cashier's checks and bonds, processing savings withdrawals within established guidelines to ensure customer satisfaction. Stays current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements. Answers customer telephone inquiries promptly and professionally and provides accurate information in accordance with bank policies and procedures. Assists with night depository duties, to include logging bags, processing deposits, making change orders, issuing receipts, etc. Promotes Nicolet products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships. Recommends corrective services to resolve customer complaints. Engages proactively as a sales representative of Nicolet products and services to existing and prospective customers within the community by active participation in community events and/or organizations. Maintains vault which includes balancing the vault daily and ordering and selling cash for the branch. Maintains inventory of traveler's checks, cashier's checks and gift cards and ensures adequate supply at all branch locations. Monitors supplies for front line and places orders when necessary. Floats between branches on an as needed basis. Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet. Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives. Performs all other duties as assigned. Qualifications: High School diploma or equivalent. 1+ years of cash handling experience. Banking experience preferred. Ability to maintain strict confidentiality. Ability to effectively promote Nicolet as bank of choice. In-depth knowledge of banking positions. Strong organizational, multi-tasking and prioritizing skills. Self-motivated and resourceful. Strong verbal and written communication skills and strong interpersonal skills. Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

About the Role: IT has a track record of success with interns across their various teams, all who have the ability to directly contribute to the success of the department. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships. We look for highly motivated individuals who are proactive, eager to learn and ready to contribute. Our IT Business Analysts deliver business analysis, project management and quality assurance expertise to identify and implement technology solutions that meet the business needs and challenges. IT Business Analyst interns will assist in delivering value-add solutions working on small project requests and/or as part of a large project team while learning and applying agile principles and other project delivery methodologies. This is a hybrid internship, working three days per week in our downtown Milwaukee, WI office or downtown Madison, WI office and two days remote. The intern must be able to work full time during the summer, 37.5-40 hours per week, and work part time during the school semesters, 15-20 hours per week. We are seeking a local student who can start in May 2026. The Impact You'll Make: * Elicit requirements in conjunction with a mentor by the use of interviews, workflow analysis, requirements workshops and surveys to provide business requirements, use cases and user stories * Analyze existing processes with a mentor by the use of workflow analysis, and process owner engagement to create user guides, process specifications and process models * Participate in collaboration sessions with project team members (developers, architects, analysts, product owners) to assist in the creation and delivery of the technical vision, process improvement, client experience and risk mitigation * Completes small projects for the department which may include reviewing processes, developing custom solutions and documentation * Partner with the Quality Assurance (QA) team to define and execute testing strategies * Interact with a variety of areas at Baird as you assist with different process projects * Experience Baird's collaborative culture that values diverse backgrounds and perspectives through teamwork and a strong sense of partnership by shadowing and mentorship from experienced team members and leaders What You'll Bring to Baird: * Pursuing an associate's or bachelor's degree in information technology management, information systems, operations management, supply chain, business or communications with a concentration in technology or related degree * Anticipated graduation date of May 2027 or later * Working knowledge of Microsoft Office is required and MS Visio is a plus * Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates * Possess a natural curiosity in understanding the application of technology to solve business problems * 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 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-DNI 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: The Investment Solutions team within Baird Private Wealth Management plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across the investment, lending, and liquidity platforms necessary for delivering great outcomes for our clients. The Investment Solutions Support team is responsible for partnering with financial advisors, branch associates, portfolio managers, and other key partners seeking general information on the solutions available. They also work with various areas of the firm to develop guidelines, tools, and best practices in support of the business. As an intern, you'll learn about investment offerings that we provide to our financial advisors and understand how they use our solutions for clients' investment needs. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday and working part time during the school semesters, 15-20 hours per week, in our downtown Milwaukee, WI office. We are seeking a local student who can start in May 2026. The Impact You'll Make: Support and maintain applications used for Managed Product offerings (e.g,. Envestnet) Collaborate with Investment Solutions Associates to define, evaluate, and deliver actionable data for field use Assess book of business efficiencies to assist field consultants in preparing for branch office visits Maintain and update content on the firm's intranet site (BairdWeb), ensuring accuracy and relevance Perform additional duties and assist with ad hoc projects as assigned What You'll Bring to Baird: Pursuing a bachelor's degree in finance, economics, business or related degree preferred Anticipated graduation date of May 2027 or later Strong written and verbal communication skills Ability to work in a team environment and manage priorities to meet specific deadlines Exceptional organizational and time management skills with a high attention to detail Strong client service critical thinking and troubleshooting skills 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. 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.

The Mortgage Servicing Specialist position is accountable for providing the highest level of customer service to internal and external customers with operational integrity. Responsible for owning and facilitating the customer experience and loan transactional requirements once loans have closed, have been boarded to our core system and through the life of the loan. Performing both routine and complex duties demonstrating expertise in Federal and State Regulatory requirements, Investor directives and Johnson Financial Group priorities. Hybrid work schedule KEY RESPONSIBILITIES Position Specific Responsibilities Responsible for providing exceptional customer service to all internal and external customers, building trust through listening, and resolving customer-related issues with a favorable outcome. Acts as the contact for all internal JFG departments, facilitating questions and requests ensuring expeditious answers and exceptional service experiences. Performs mortgage loan transactional requirements including: balloon renewal management, processing mortgage payments and payoffs, preparing mortgage payoff statements, mortgage satisfactions and amendments, and recording mortgage documents. Responsible for real estate tax administration, including annual disbursements, annual escrow analysis, delinquent tax searches and maintenance of EDO data. Responsible for Hazard and flood insurance monitoring, including payment of premiums and management of force-placed insurance coverage. Responsible for PMI administration including certificate maintenance, payment of premiums and management of borrower requested cancellations and automatic terminations per the Home-Owner's Protection Act. Responsible for FIS system maintenance of loan payments made via ACH. Performs daily review and processing of various loan level reports to ensure unapplied funds and non-post items are credited to the loans timely and accurately. Prepares partial release documentation and analysis for management review and approval. Research outstanding items on various loan GL's and DDA's and clear within appropriate timeframes. Assists with administration of new construction loans as needed (i.e., auditing closed loan files, funding/draws, escrow repair accounts, conversions, interest rate modifications, ordering appraisals, preparation of documents, communicating with customers on status of construction process). Identify potential prospects for customer convenience opportunities (i.e., APO, EDO). Job Requirements - Education, Knowledge and Skills Ability to handle multiple tasks, while meeting deadlines and maintaining quality levels. Demonstrates flexibility in responding to changes in assignment and job responsibility in a dynamic, fast-paced environment. Ability to consistently demonstrate high quality decision making, keen problem solving and analytical skills. Requires strong attention to detail and a high level of accuracy. Possesses a positive telephone presence ensuring a pleasant client interaction. Possesses strong written and oral communication skills. Knowledge of Freddie Mac and/or Fannie Mae servicing guidelines preferred. Strong working knowledge of the loan servicing platforms preferred. Strong PC skills required including working knowledge of Microsoft Office Word and Excel. Minimum High School Diploma or equivalent. Advanced education/certification preferred. Mortgage Industry experience preferred. Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.