Johnson Financial Group jobs in Racine, WI

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: 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: 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. What You'll Bring to Baird: 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: The Graphic Design team develops and executes layouts, designs and production from concept through completion for a range of visual communications projects including social, digital web, print, video and photography. Individuals on this team utilize creativity, design and software skills while working collaboratively with a full in-house creative team. All this is done while interpreting brand guidelines and embodying a consistent visual brand representation for Baird. This is a hybrid internship, working two days per week in our downtown Milwaukee, WI office and three 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: Be involved in various phases of a project including print and digital production, concept brainstorming and team meetings Contribute to print-based design projects: primarily artwork changes and revisions, layout and design Interpret brand guidelines and embody a consistent visual brand representation for Baird within design Prepare appropriate files for vendors Assist on web-based project needs as necessary What You'll Bring to Baird: Pursuing a degree in art, graphic design or visual communications Anticipated graduation date of May 2027 or later Advanced software proficiency required in Adobe InDesign, Illustrator and Photoshop in a Mac environment Working knowledge in Microsoft Office including PowerPoint and Word Strong design and typographical skills Strong verbal and written communication skills, with the ability to connect clearly and professionally 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 Solid portfolio of work demonstrating these 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 . #LI-CH1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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 Baird's fast-paced Equity Trading Desk as an Agency Trader where you'll support Financial Advisors and external money managers with seamless trade execution and top-tier client service. This full-time, in-office role offers hands-on experience in equity trading, market regulations, and collaborative problem-solving. The Impact You'll Make: Execute trades across NYSE, Nasdaq, OTC, and foreign markets. Ensure accurate and timely processing of equity transactions. Partner with FAs and Client Specialists to deliver high-touch service. Troubleshoot order discrepancies and respond to inquiries professionally. Stay current on market regulations and communicate changes internally. Adapt to evolving technologies and market conditions. Build deep trading expertise alongside seasoned professionals. What You'll Bring to Baird: Bachelor's in Business, Finance, or related field (or equivalent experience). SIE, Series 7, 63, and 57 licenses (or ability to obtain within 6 months). Strong analytical, communication, and organizational skills. Detail-oriented, adaptable, and poised under pressure. Familiarity with trading systems and financial markets preferred. 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 is looking for a detail-oriented, analytical, and passionate associate that thrives in a fast-paced environment and has a strong understanding of financial markets and operational processes, ensuring financial transactions are executed and accurately and efficiently. This person will be part of our Federal Settlement Team. In this critical role, you will be responsible for overseeing and reconciling the timely settlement of trades, identifying discrepancies, and working closely with internal teams and external partners to ensure smooth financial operations. Work from our global headquarters in Milwaukee, WI four days per week with one day work from home flexibility. Additional flexibility commensurate with experience. Hours of the position are 6:30 AM - 3:00 PM. The Impact You'll Make: * Provide high value service to internal and external clients in an environment that promotes Baird's culture and the Operations mission and values statement. * Support team as the subject matter expert on regulations and policies, understand end-to-end processes. * Utilize data analysis to monitor process efficiency and/or identify data integrity exceptions. * Assist with the resolution of complex process issues, branch issue resolution and/or error resolution. * Identify and contribute to productivity, efficiency and effectiveness improvements to drive exceptional client service and risk mitigation. * Interface with various Baird business units to support firm wide and Operations initiatives. * Demonstrate and apply understanding and knowledge of markets, products, processes, regulations and systems required to deliver on business objectives. * Partner with Corporate Resource Group teams to implement and develop policies to satisfy regulatory obligations. * Establish teamwork through collaboration, mentoring and contributing to the development of associates. * Participate on project teams creating requirements and testing through workflow analysis and use cases. * Perform the clearance functions for Federal Reserve eligible securities trades at the Bank of New York. Resolve settlement exceptions, communicating with various Trading Departments and other counterparty Broker/Dealers and Institutions. * Monitor Institutional customer Reg-T & Rule 15c3-3 requirements, and file extensions as needed * Understand market and counterparty risk. * Monitor liquidity needs for daily settlement activity * Monitor various clearing fund obligations and take timely action to maintain margin requirements * Perform other duties as required. What You'll Bring to Baird: * Bachelor's degree and 3+ years related of experience in a financial services operations role is a plus. * SIE and Series 99 within 120 days if role processes cash or security movements, otherwise SIE and Series 7 a plus. * Knowledge of DTC and/or Bank of New York Fed clearance platforms, a plus. * Strong experience with Microsoft Office (Word, Excel, Outlook, PowerPoint, Visio). * 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. * Passion for providing high-value client service. * Ability to work independently and effectively, relating to others in order 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-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: Baird Advisors, Baird's institutional fixed income management business, manages approximately $170 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 supports Baird Advisors and Baird Funds across operations and client service functions. This role is ideal for a detail-oriented, analytical individual who thrives in a fast-paced setting and is eager to make a tangible impact. You'll collaborate with experienced professionals, develop cross-functional expertise, contribute to daily operations, and influence business outcomes. The environment encourages innovation, professional growth, and strong partnerships with diverse teams and leaders. You'll learn from respected industry professionals in Milwaukee, contribute to exceptional client results, and be part of a team committed to enjoyment in work, community engagement, and diversity, equity, and inclusion. The Impact You'll Make: 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, or custodians to support inquiries and follow through on requests. Handle complex client 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 you'll bring to Baird: Bachelor's degree with 1-3 years of related operations work experience within the financial services industry. 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.

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.

Are you ready to learn about Institutional Equities and Research at a thriving, global financial services firm with an award-winning culture? Consider Baird's Institutional Equities and Research Shadow Day event occurring on January 9, 2026! About Baird: For over 100 years, Baird has provided high-quality financial advice and services with clients' best interests in mind. Employee owned and independent, Baird serves individuals, foundations, organizations, and municipalities across the country as well as corporations and institutions around the world from more than 200 offices in the U.S., Europe, and Asia. Baird has more than $525 billion in client assets. As one of the Fortune 100 Best Companies to Work For since 2004, Baird attracts many of the financial service industry's leading and most experienced professionals as well as top talent from the nation's finest universities. Institutional Equities and Research Shadow Day: The Institutional Equities and Research Shadow Day event will provide selected participants with insight into Baird's award-winning Institutional Equities and Research team. The event will include discussions on the roles of professionals within our high-performing business, career paths within the field, an overview of our summer internship opportunities, and a live panel with associates that work in Institutional Equities and Research at Baird. What we look for: Current enrollment in a bachelor's degree program required, freshman or sophomore year Finance/Accounting/Economics or related major strongly preferred Candidates must have a track record of proven academic excellence Accepted participants will be notified in December 2025. #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: 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.

About the Role: Private Asset Management (PAM) is a group within Baird Private Wealth Management that provides investment consulting for some of the firm's largest institutional investment portfolios including foundations and endowments, pensions and other ERISA plans, companies and trusts and ultra-high net worth families. As an intern, you'll develop a comprehensive understanding of the core operations of our investment consulting business, with exposure to key areas including research, fixed income, portfolio management, and business development 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 as soon as January 2026; start date is flexible. The Impact You'll Make: * Assist Client Service, Data and Operations teams with preparing monthly and/or quarterly client performance reports and account setup and maintenance functions * Completion of corporate class action litigation processes for investments held in client accounts, including compilation of historical trade and ownership data, and coordinating the signature and submission process. * Maintain and update client information in the Client Relationship Management (CRM) system, supporting task management and workflow processes across PAM teams * Participate in all PAM team, Ops/Service Meetings and Service Team meetings and bi-weekly Investment Committee meetings * Assist with tax documentation, including compiling necessary documents and generating tax reports as required * Prepare reconciliation of incoming funds and process Automated Customer Account Transfers (ACAT) for new accounts * Perform additional duties and assist with ad hoc projects as assigned What You'll Bring to Baird: * Pursuing a bachelor's degree in business-related field or liberal arts * Anticipated gradation date of May 2027 or later * Strong written and verbal communication skills with the ability to communicate ideas effectively within a team environment * Demonstrated initiative and a proactive approach to learning and taking on new responsibilities * Detail-oriented and exhibits organizational, time management, and problem-solving skills * Ability to work in a fast-paced team environment, take direction from multiple sources and remain calm under pressure * Exhibit strong business acumen and proficiency in functional office skills, including knowledge of standard office procedures * Strong working knowledge of Excel and PowerPoint 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.

Johnson Financial Group (JFG) has an exciting opportunity to join our Consumer Special Assets team responsible for initiating and pursuing collection of delinquent Installment, Revolving Credit, Mortgage loans, and informing customers about loss mitigation options available. JFG offers a lot of opportunity through our training and development program to help pave your way to continued professional growth and success. 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. 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. Current Hybrid work schedule Key Responsibilities * Responsible for collection communication activity on all consumer loans, with an emphasis on placing outbound telephone calls to assist borrowers in transitioning back to performing loan status. * Responsible for clearly communicating available loss mitigation options/statuses to borrowers. * Performs skip-trace process on borrowers without viable contact avenues. * Work with Retail and Mortgage operations to research and correct payment-processing errors to resolve delinquency. * Ensure all accounts are serviced within the policies and procedures of the Bank and Department while maintaining compliance with FDCPA, Wisconsin Consumer Act and all state and federal laws/regulatory guidelines. Qualifications and Benefits * Possesses a positive telephone presence ensuring a pleasant client interaction. * 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 environment. * Knowledge of Freddie Mac and/or Fannie Mae servicing guidelines preferred. Successful candidate will have familiarity with pertinent state and federal laws and regulations. * Ability to consistently demonstrate high quality decision making, keen problem solving and analysis skills. Attention to detail and the ability to meet deadlines. * Strong working knowledge of the operating system preferred. Strong PC skills required including working knowledge of Microsoft Office Word and Excel. * High School diploma or equivalent. Advanced education/certification preferred. * Eligible for our company profit sharing bonus. * 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 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.

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.

The JFG Information Security Engineering & Operations Analyst plays a key role in supporting JFG's Identity & Access Management (IAM), Cyber Threat Management, and Vulnerability Management services. This role helps support IAM services to provision, deprovision, and certify access to JFG systems. It also helps detect, analyze, hunt for, and report on cybersecurity events related to malware, network intrusion, and data loss protection and insider threat incidents. This role is also responsible for finding and reporting on internal and external vulnerabilities on JFG systems. This role will be supported by a Managed Detection & Response (MDR) services and Identity & Access Management Managed services. Occasional off-hour and weekend work will be expected. Very little (less than 5%) business travel is expected in this role. This role will be located in Racine, Wisconsin. Ability to come in-office would be required (working a hybrid schedule.) KEY RESPONSIBILITIES: * Detect, analyze, contain, and remediate threats and vulnerabilities across the JFG environment. * Operate and support vulnerability management, data loss protection, cybersecurity monitoring, cybersecurity incident response, intrusion analysis, root-cause-analysis (digital forensics), cyber-threat intelligence, and malware analysis technologies. * Lead and report on incidents involving malware, network intrusion, insider-threat, internal investigations and litigation support activities. * Incorporate Cyber Threat Intelligence into operational signal intelligence and reporting. * Proactively investigate JFG environment for threats based on Cyber Threat Intelligence and known threat methods and patterns (aka Threat Hunting). * Operate and support Identity Governance and Administration technologies to support timely on/off-boarding of people and regular access governance reviews to ensure appropriate access. * Support weekly/monthly/quarterly/annual operational metrics, reports and dashboards. * Assist with maintaining the Cybersecurity Incident Response Plan. * Collaborate on the continuous improvement of Information Security Operations processes, workflows, and procedures (e.g. RunBooks). * Automate repetitive tasks and drive efficiencies with measurable benchmarks to show progress. JOB REQUIREMENTS: * Associates degree in Information Security, Cybersecurity preferred * 0-2 years' experience * Types of certification preferred: Security+, CEH, SSCP * Experience with Python and PowerShell scripting languages for automation preferred * Good report writing and communication skills * Has a basic understanding of the Information Security platforms at JFG, common Information Security controls and frameworks, networking concepts and technologies, as well as Windows and Linux environments Come as you are. Johnson Financial Group supports and is committed to the principle of equal employment opportunity. We make all employment-related decisions without regard for an individual's race, color, religion, sex, sexual orientation, age, national origin, citizenship, disability, veteran status, or any other protected status as required 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.

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, Finance and Lease Administration, Transaction Management and Workplace Solutions. This intern will collaborate with each team, gain insight into the work they do and contribute to real projects. This is a hybrid internship, working two days per week in our downtown Milwaukee, WI office and three 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: Participate in the overall project process and gain visibility to Corporate Real Estate practices from concept to execution Support various processes and projects for each team such as close out processes, documentation processes, operating expenses, transaction management processes, room numbering updates, workplace maintenance orders, etc. Review data and analytics, dashboards and reports that drive data-informed decisions for CREW Gain an understanding of how Corporate Real Estate affects Baird and how we manage the portfolio What You'll Bring to Baird: Pursuing an associate's or bachelor's degree in project management, construction 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.

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 Application Development team works collaboratively to build and deliver quality software for our clients in a continuous learning, agile/lean environment. Software Developer interns will be exposed to software development, working in community, focused on software craftsmanship and adding value to the Baird business. 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: Assist with the development and build of new and existing solutions using a variety of technologies (full .NET stack, HTML with various JavaScript frameworks) Work under the direction of an experienced developer implementing product features, gaining increasing responsibility as you demonstrate your abilities Actively participate in daily stand-ups, business owner demos and team retrospectives 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 computer science, computer engineering, information systems, MIS or related degree Anticipated graduation date of May 2027 or later Previous experience or exposure to one or more of the following technologies: VB.NET, C#, SQL Server, WCF Service, Java, Object-Oriented Design. Experience with software development preferred Passion for writing software and learning the latest software development techniques Knowledge of data structures, algorithms and object-oriented software design 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.