Johnson Financial Group jobs in Racine, WI - 104 jobs

Originates, monitors and maintains deposit accounts and customer records (CIS) to ensure accuracy and compliance with bank policy and federal regulatory standards. Conducts troubleshooting of complex issues as pertain to Deposit Operations specific functions and provides clarification of policy and procedure. Administers required annual reporting to the IRS. Processes legal requests including levies, garnishments, summons and subpoenas. KEY RESPONSIBILITIES Position Specific Responsibilities * Monitors daily deposit reports and requests, and performs account maintenance and corrections as appropriate (including Safe Deposit Box requests, limit increases and rate exceptions) * Monitors, maintains, and fulfills requests related to MyJFG groups assignments, business linking and BillPay/Zelle/External Transfer limits * Monitors reports, produces notices and conducts maintenance and closure for overdrafts * Communicates with Commercial clients to coordinate the opening, maintenance and closing of Commercial depository accounts * Monitors and coordinates compromised card reissuance (CAMs) * Monitors and coordinates Digital Account Opening * Performs compliance monitoring and produces monthly and quarterly reporting of regulatory errors. * Processes address change requests and coordinates receipt, tracking, and reporting of returned and undeliverable mail * Researches and remits Unclaimed Property data and assets in accordance with state escheatment laws * Provides oversight, review, and maintenance of all Individual Retirement (IRA) and Health Savings (HSA) account activity and acts as IRA/HSA subject matter expert * Administers and maintains records pertaining to annual Internal Revenue Service (IRS) reporting to include federal tax identification numbers and deposit account/bond interest * Oversees updates to accounts of terminated and retired employees based on personnel information provided by Human Resources * Monitors and supports bank compliance with the Customer Identification Program (CIP) mandated by the US Patriot Act by maintaining a strong understanding of federal and internal CIP rules * Monitors and maintains adherence to the federal Beneficial Ownership Rule (BOR) * Receives and processes customer and legal record requests, including summons and subpoenas; performs account transactions in accordance with levy, garnishment, and court ordered requests * Receives, sorts, and uploads deposit documents to the OnBase electronic archive platform * Maintains a strong understanding of account structure and titling with regard to ownership interest as pertains to fulfillment of legal requests, maintaining customer records, and administration of government reporting and the Customer Identification Program * Conducts quality review and makes corrections to Currency Transaction Reports (CTR) prior to submission to AML * Provides advanced operational support and guidance to frontline staff Job Requirements * High School Diploma or equivalent * 2+ years in relevant and/or bank-related experience; Bank Operations experience a plus * Must be team oriented, be able to multi-task and complete tasks within set time frames with a strong attention to detail and accuracy * Strong PC skills with proficiency in Microsoft Office Suite * Good written and verbal skills * Ability to work independently

About The Role: We are currently seeking a Quality Assurance Analyst to join our Business Process team within Operations Strategic Support. The Business Process team provides process analysis and improvement solutions; utilizing technology enablers like Appian, LiquidOffice, Automation Anywhere and DocuSign to build custom applications that automate the enterprise's core processes. As a Quality Assurance Analyst, you will be responsible for project execution and change management, testing automation and troubleshooting, defect tracking, testing environments and continuously improving process quality. The Impact You'll Make: * Independently review and analyze automated changes to the firm's business processes. * Partner with Business Process Analysts, Business Process Engineers and Subject Matter Experts to determine expected results of changes. * Document automated test plans and test cases appropriately taking into consideration the scope of change, risk profile and technical complexities. * Identify and communicate risks to project delivery; recommend mitigation strategies. * Design and develop automated test scripts utilizing an existing automation framework. * Identify appropriate technology required for effective and sustainable automated testing. * Maintain and update automation scripts for the Appian, LiquidOffice Business Process Management Suite (BPMS) and other vendor platforms as needed. * Create and maintain comprehensive test plans based on user story acceptance criteria. * Execute automated and manual test cases; identify undesired or unexpected behaviors. * Schedule recurring automated tests to monitor the quality of processes and project releases. * Analyze the results of test runs and determine the root cause of the deficiencies. * Document and communicate results and issues to project teams and key stakeholders. * Identify the proper components required to create and maintain testing environments. * Support project teams as projects are migrated through development, user acceptance and production environments. * Research quality assurance automation standards and best practices. * Collaborate with quality assurance associates in Information Technology; be an active member in the QA Community of Practice (QA CoP). * Continuously deliver on quality assurance improvements that positively affect Baird's business units. * Partner with cross-functional project teams; focus on building quality project deliverables. What You'll Bring To Baird: * A minimum of three years of relevant experience and a proven track record of delivering substantial business results. Experience should cover areas of quality assurance, process analysis, business analysis, software development, and project management, preferably within a diversified financial services firm. * BBA/BS in Management Information Systems, Information Technology Management, Computer Science, Business Administration or Finance is preferred, but equivalent experience is also considered. * Proficient with Java and Python programming languages. * Proficient with Selenium Web Driver automated testing platform. * Familiar with Cucumber and Locust Testing Frameworks. * Understand database architecture and querying; proficiency with SQL. * Strong analytical skills with the ability to perform complex problem solving. * Excellent interpersonal, negotiation and influencing skills leading to trusting relationships with business partners and their leadership team. * Ability to explain technical aspects across the organization; communicating appropriately to stakeholders with varying levels of technical knowledge. * Demonstrated relationship builder; able to establish both internal and external working relationships in order to identify and implement strategies for business growth. * Change agent who is able to work effectively and collaboratively in a team environment and with associates at all levels and in all areas of the firm. * Advanced computer skills, with proficiency in Microsoft Word, Excel, PowerPoint, Project, SharePoint and Visio. * Experience with load and performance testing is considered a plus. * Experience with Application Interface Program (API) testing and/or development is considered a plus. * Position based from Baird's global headquarters in Milwaukee, WI with 1 day/week work from home flexibility. #LI-CM1 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.

The President of Johnson Bank serves as the top executive leader responsible for the strategic, operational, and financial performance of the Bank. Reporting directly to the Chief Executive Officer, this role provides visionary leadership to shape and execute the Bank's long-term strategy, ensuring alignment with the broader goals of the company. The President oversees all banking lines of business-commercial banking & treasury management, consumer, private banking, mortgage and specialty lending groups-and support functions including corporate credit, product solutions and bank operations, ensuring compliance with regulatory requirements and internal governance standards. This executive is accountable for driving financial results, fostering a high-performance culture, and leading innovation to enhance client experience and operational efficiency. As a key representative of the Bank, the President builds and maintains trusted relationships with the Board of Directors, regulators, clients, and community stakeholders. The role demands a forward-thinking, collaborative leader who can inspire teams, navigate complexity, and position the Bank for sustainable growth and success in a dynamic financial landscape. Key Responsibilities * Strategic Leadership: * Develop and execute the Bank's long-term strategic vision in alignment with the broader goals of the company. * Lead enterprise-wide initiatives that drive growth, innovation, and operational excellence across all banking functions. * Serve as a key advisor to the CEO and Board of Directors on banking strategy, market positioning, and emerging risks and opportunities. * Executive Oversight and Governance: * Provide executive leadership and oversight for all banking operations, including all banking lines of business and support areas. * Ensure the Bank operates within a strong governance framework and complies with all applicable laws, regulations, and internal policies. * Represent the Bank in regulatory, industry, and community forums, maintaining strong relationships with regulators and key stakeholders. * Financial and Operational Performance: * Drive financial performance by setting and monitoring key performance indicators (KPIs), managing budgets, and ensuring profitability targets are met or exceeded. * Approve major financial decisions, including credit extensions, investments, and capital expenditures, in accordance with delegated authority and board policies. * Monitor and manage balance sheet composition, liquidity, and capital adequacy in collaboration with the CFO and Chief Risk Officer. * Talent and Culture Stewardship: * Lead, mentor, and develop a high-performing executive team, fostering a culture of accountability, collaboration, and continuous improvement. * Demonstrates and reinforces the values and culture of the organization while creating an inclusive environment. * Oversee succession planning and leadership development to ensure long-term organizational resilience. * Stakeholder Engagement: * Serve as a primary liaison to the Board of Directors for all matters related to the Bank's performance, strategy, and risk posture. * Cultivate and maintain strong relationships with clients, shareholders, community leaders, and business partners. * Act as a visible and trusted leader in the community, representing the Bank at public events, industry conferences, and civic engagements. * Innovation and Transformation: * Drive digital transformation and the adoption of new technologies to enhance client experience, operational efficiency, and competitive advantage. * Lead enterprise-wide process improvement and change management initiatives to ensure the Bank remains agile and responsive to market dynamics. Qualifications * Bachelor's degree in Business, Finance, or a related field * Master's degree in Business Administration, Finance, or related field a plus but not required * 15+ years of experience in the banking or financial services industry, including at least 5 years serving in a C-suite or executive-level role * Proven track record of success in commercial and/or credit leadership as a senior executive * Strong understanding of financial markets and economic trends with familiarity of regulatory compliance and risk management practices * Exceptional strategic planning, strong financial acumen and analytical skills * Demonstrated leadership abilities and management experience * Thorough understanding of banking regulations and compliance requirements * Ability to develop and implement strategic initiatives * Excellent communication and interpersonal skills * Proven ability to work under pressure and manage multiple priorities 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.

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.

About the Role: Baird's Corporate Real Estate & Workplace Solutions (CREW) department represents one of the largest investments for the firm. They manage all physical aspects of the workspace, manage operations and leasing and support the firm's growth across 200+ locations. They create engaging and inviting workplace experiences for all associates, and their mission is to strive to evolve the workplace by driving innovation and strategic decision-making all while reflecting Baird's culture and brand. CREW includes Project Management, Workplace Solutions, Finance and Lease Administration and Transaction Management. This intern will collaborate with each team, gain insight into the work they do and contribute to real projects. This internship requires working full time during the summer, 37.5-40 hours per week, in a hybrid schedule, working two days per week in our downtown Milwaukee, WI office or our downtown Louisville, KY office and three days remote. We are seeking a local student who can start in May 2026. The Impact You'll Make: * Participate in the overall project process and gain visibility to facilities management and construction within Corporate Real Estate practices from concept to execution * Take an active role in space management and floor plan maintenance to ensure accuracy and consistency * Support various processes and projects for each team such as closeout processes, documentation processes, operating expenses, transaction management processes, workplace maintenance orders, etc. * Gain an understanding of how Corporate Real Estate affects Baird What You'll Bring to Baird: * Pursuing an associate's or bachelor's degree in construction management, project management, business or related degree * Anticipated graduation date of May 2027 or later * 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 * Collaborative mindset that values teamwork, diverse perspectives and building meaningful relationships * Advanced knowledge of Microsoft Office products * Power BI experience is a plus * AutoCAD experience is a plus 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.

Under minimum supervision, this position will market and originate mortgage loans that meet regulatory and investors guidelines to be sold on the secondary mortgage market. Gather all information necessary for documentation, analysis, disclosure and underwriting loan applications. Structure loan to ensure compliance to product guidelines. Submit through DU/LP and review findings to ensure borrower findings meets guidelines. Enter all required information into the mortgage loan origination system and order appraisal. Solicit and take loan applications in a professional and timely manner in line with company standard and procedures. Evaluate credit factors and eligibility to ensure application meets guideline requirements. Provide appropriate borrower compliance information at the time of application, have disclosures signed and delivered. Provide Loan Estimate (LE) within regulatory guidelines. Also provide re-disclosure as required by regulatory guidelines through understanding of MDIA requirements. Provide all necessary applicant information to processor. Price loans according to guidelines and secure signed lock agreements. Review Closing Disclosure (CD) and prepare the borrower for closing. Keep open line of communication with agents, borrower, processors and closers to provide excellent customer service. Develop individual marketing plans to expand market share and stimulate loan production. Maintain regular customer contact with professional and community organizations to ensure a positive company image. Stay up to date on all program, compliance, and investor guidelines and changes that will affect the borrower and Bell Bank Mortgage. Provides advice and service to applicant requesting mortgage information. Make preliminary determination of applicant's credit worthiness and has authority to issue prequalification statement of borrowers eligibility. Maintain awareness of new trends and developments in the local and national real estate market to better serve clients and provide feedback to management Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Perform other duties as assigned. Job Skills Required: B.A. or minimum of three years of mortgage banking experience. Two years of mortgage banking sale experience. NMLS registration. Familiarity with all mortgage banking functions, FNMA, FHLMC, HUD/VA Lending, regulatory compliance and investor guidelines. Ability to strategically plan to market and develop business contact. Ability to work with limited supervision. Excellent customer service skills. Ability to function efficiently and effectively under deadlines and stress while maintaining a professional and mature profile. Ability to travel to different branches and to off-site meetings to meet with clients or co-workers.

About the Role: Join our dynamic team as a Trust Operations Specialist, where you'll play a vital role in ensuring the accuracy and integrity of daily financial transactions. Under general supervision, you'll balance and post data feed transactions to the Trust Accounting system, coordinate activities with custodians such as Baird Brokerage, and serve as a key liaison between our brokerage and trust accounting platforms. This position offers the opportunity to support critical operational processes, collaborate across teams, and contribute to ongoing process improvements in a fast-paced, client-focused environment. This position offers flexibility with 4 days per week in our Louisville, KY or Milwaukee, WI office and 1 days remote. The Impact You'll Make: Balance and post daily data feed transactions to the Trust Accounting system, ensuring accuracy and consistency across platforms. Serve as a liaison between the brokerage system and trust accounting system, mirroring activities with other custodians, especially Baird Brokerage. Provide backup support for Directed Trust product operations, including: New account setup Data feed setup Account funding and annual fee funding Review daily activity files, follow up on discrepancies, and ensure timely posting of transaction packets. Reconcile positions, tax lots, and activities between custodians and the trust accounting system. Act as a point of contact with vendors to resolve issues and coordinate programming changes as needed. Upload supplemental files to enhance data feeds and maintain data integrity. Collaborate with custodian teams to reconcile accounts and implement corrections. Partner with Operations leadership to drive continuous process improvements across Baird Trust functions. Cross-train team members and maintain a broad understanding of all team functions. Participate in internal, external, and financial audits, as well as special projects. What You'll Bring to Baird: Bachelor's degree or 3+ years equivalent experience in the financial industry. Knowledge of securities processing. Knowledge of principal and income accounting. Advanced experience with Excel required. Intermediate experience with additional Microsoft Office Suite of products ( PowerPoint, Word, Outlook, Access) Advanced analytical skills with the ability to perform complex problem solving. Ability to handle multiple assignments; work under pressure and within deadlines and produce accurate, high-quality results. Strong communication and organizational skills with the ability to prioritize and complete multiple tasks under strict deadlines. Ability to work independently and effectively, relating to others to accomplish work responsibilities and objectives. Diverse understanding of operational procedures and processes. Highly motivated individual who has a desire to learn, and an ability to think creatively in a demanding environment. #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.

The Private Banking Relationship Manager (PBRM) is responsible for proactive business development while managing an existing portfolio of private banking clients. Position is accountable for significant loan, deposit and revenue growth and the management of complex financial solutions and transactions. The PBRM will act as the lead relationship manager and responsible party for delivery of all JFG products and services thru a collaborative, OneJFG approach. Key Responsibilities * Development and execution of an individual business plan to achieve new Target Market client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; and consistent portfolio growth. * Responsible for helping clients across all of their financial goals and striving for significant revenue growth by making sure clients are taking advantage of all appropriate products and services. * Deliver a distinctive client experience that leverages our unique value proposition through the referral of investment management, financial planning and advisory services spanning wealth, mortgage, insurance, brokerage and commercial banking. * Ability to articulate and conversant in all aspects of our business offerings as well as financial industry topics/trends and financial planning topics * Understand client's financial objectives through consistent purposeful discovery process * Work within a collaborative environment to deliver the most appropriate products and services integrating JFG's personal and corporate services. * Proactive engage assigned portfolio and match prospect or client needs with JFG Business Partners to provide solutions resulting in closed new business and expanding depth of relationship. * Thorough management of complex financial solutions in deposit and credit products; including: communication, implementation, maintenance and on-going administration of the complete client relationship. * Utilizes effective use of the JFG CRM system as a primary tool for managing client relationships. . Sales - Advising and Servicing Clients * Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business. * Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products. Responsible for meeting or exceeding sales, cross-sales and referral goals. * Actively call/joint call on identified target market segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts. * Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations. * Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business * Meets or exceeds client retention goals. * Perform customer needs assessments on a regular basis. * Give persuasive sales presentations and tailors delivery and material to meet audience needs. * Applies sound judgment, innovation and appropriate creativity in management of client relationships. * Participate in an active and meaningful role in a community or industry organization. Job Requirements * Minimum of 4 years experience in the financial industry in a client facing business development role. * Financial experience must include demonstrated credit skills, understanding of cash flow management, balance sheet, income statement and tax return analysis. * Bachelors or advanced degree in finance, accounting, economics, business management or relevant area of study preferred, work experience may be considered in lieu of education. * Relevant certifications CFP, CWS, ChFC, and/or Life & Health, Home & Auto Insurance licenses highly desired. * Experienced Private Banking RM's are required to have an advanced designation of CFP, CWS, ChFC, CPA, or JD.. Financial Planning will be preferred of credentialed associates in concert with Wealth Management advisors * Strong working knowledge of MS Office products; ability to effectively utilize JFG Private Banking Operating systems. 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.

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.

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.

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.

The Wealth Training Consultant I identifies, designs, and delivers learning experiences that improve on the job performance and promote continuous subject matter expertise for Wealth Operations and front office support associates. Using a variety of delivery methods, designs content that engages learners regardless of their level of expertise. Evaluates learning effectiveness through rubrics that evaluate if learners have mastered disciplines and continuously enhances training materials and methods as needed. KEY RESPONSIBIITIES * Assist in the review of existing and creation of new Wealth Operations (back office and field) processes and procedures. * Assist in the implementation of the Wealth Operations training program that partners with business leaders to create and maintain content, establish standard delivery and learning evaluation methods, and consolidate Wealth operations (back office and field) procedures into a common location and format. * Conducts back office and field needs assessments and consults with Sr. Training Consultant, team members or other key stakeholders to identify operational training needs related to Wealth operational processes and procedures, and operational control systems executed through various Wealth systems, including but not limited to: Pershing NetX360, Tamarac, OnBase, CRM Service Case portal, InvestEdge, etc. * Assist in establishing training programs for new associates, as well as reinforcement/on-going learning for existing associates, specific to job functionalities in Wealth Operations. * Assist in the selection of appropriate delivery methods (instructor-led training, Wealth Power Half Hours, e-learning, blended learning, job aids, off-the-shelf vendor hosted learning events, etc.) to ensure learning needs are effectively and efficiently met. * Applies best practices and adult learning theory to course design and facilitation. * Proficiently uses technology options for designing and facilitating learning events - i.e., webinars, Teams, virtual instructor-led, etc. to enhance participant experience and transfer knowledge and skills. * Collaborate with business partners to stays current with regulatory updates and Banking industry changes and updates existing procedures accordingly. * Partners and utilizes internal talent to design and deliver training as appropriate JOB REQUIREMENTS, EDUCATION, KNOWLEDGE, AND SKILLS * Associates degree or equivalent work experience * 1-2 years' work experience in related area or with transferable skills * Hands-on experience coordinating multiple training events in a corporate setting highly desired * Strong communication skills * Well-developed organizational skills including the ability to manage and prioritize multiple assignments and a wide range of tasks * Demonstrated technical expertise in the use of computer software products including Word, Excel, PowerPoint, Outlook, Adobe Acrobat and SharePoint * Knowledge of online learning systems is preferable. 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.

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. The Baird IT Client Services team provides technical services and support to Baird associates across the country. This fun, energetic team works in a complex technical environment of over 500 different software applications, which allows team members to constantly learn and grow. Service Desk interns will provide outstanding service to our clients to resolve their technology needs and assist with technical project planning for hardware and software upgrades and related projects. This is a hybrid internship, working Tuesday, Wednesday and Thursday in our downtown Milwaukee, WI office and Monday and Friday 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: * Provide strong client service using a combination of effective communication and troubleshooting skills to resolve client issues and fulfill requests, both over the phone and desk side * Utilize knowledge management system when troubleshooting client issues * Document, track and monitor client incidents and requests in ticketing system to ensure timely and accurate resolution * Provide technical support for all corporate hardware and software, including remote support and offsite IT support (branch/conference activity) * 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, computer science, MIS or related degree * Anticipated graduation date of May 2027 or later * Technical knowledge of Windows Vista/7, Microsoft Office 2007/2010. Possess basic technical skills with prior troubleshooting hardware and software support experience * Previous experience installing or assembling computers is preferred * Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates and communicate technical information to both technical and non-technical personnel * Professional, calm and courteous with a focus on providing excellent client service * Possesses 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. 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: 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.

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: At Baird Trust, our Estate Settlement Professionals play a vital role in guiding families through one of life's most challenging transitions. We manage every aspect of settling a decedent's personal and financial affairs-from collecting and safeguarding assets to paying estate expenses, filing tax returns, and distributing assets in accordance with the estate plan. Our team also serves as a central point of coordination among beneficiaries and the decedent's financial, legal, and tax advisors. Throughout the process, we prioritize clear, transparent communication to ensure clients and beneficiaries feel informed and supported every step of the way. The Impact You'll Make: * Manages a book of client accounts including investment agent accounts, irrevocable trusts, IRAs, estate, administrative trust, and other account types, providing high quality estate and trust administration and service for high-net-worth clients. * Leads client meetings and travels within a multi-state region. * Knowledge of: tax filing for estates/trusts, recipient records, gifting of cash/securities, meeting material preparation, distribution processing (wires, checks, ACH), bill payment, records management, and assisting with online access. * Intermediate knowledge of: asset transfers, account opening/closing, special assets, discretionary distributions, annual reviews. * Participates in projects and/or provides oversight of new initiatives, systems, products/services and processes. * Prompt attention to open items and tasks to be performed. * Gather and utilize appropriate information and take urgent action in correcting problems and concerns. * Schedules appointments, maintains calendar, and schedules and coordinates meetings, events and/or travel arrangements. * Establishes, updates, and maintains files, and implements and maintains data management systems, as required. * Secure and manage real and personal property assets of estates and/or trusts. * Collaborate with attorneys, accountants, appraisers, realtors and other professionals. * Assist in the preparation and review of federal and state estate and inheritance tax returns, gift tax returns, personal income tax returns, and fiduciary income tax returns. What You'll Bring to Baird: * Extensive expertise in trust administration and estate settlement, with practical experience working with trust documents, Wills, Codicils, and advanced trust accounting systems such as TrustDesk (preferred). * Proficient in efficient file management and highly skilled in the Microsoft Office Suite. * Demonstrated ability to consistently deliver outstanding client service and effectively utilize office technology and software for communication, organization, and collaboration. * Strong customer care focus, with strengths in building positive relationships, creative problem-solving, and excelling in both planning and administrative tasks. * Clear and articulate communicator-both written and verbal-capable of preparing impactful reports and correspondence for colleagues, clients, service providers, and families. * Sharp analytical and research skills enable swift and accurate resolution of questions. * Exceptional organizational abilities and time management skills support effective prioritization and consistent deadline achievement. * Collaborative team player who drives shared goals and fosters a supportive work environment. * Ensures all activities comply with legal, regulatory, and company standards, while handling data and numbers with precision. Educational/Previous Experience: * High School diploma required. * Paralegal or Post-secondary degree preferred. * 5-7 years minimum experience in estate and/or trust administration. Licenses/Certifications: CTFA or JD a plus #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.