Baird jobs in Denver, CO

About the Role: Baird's Branch Administrative Managers are primarily responsible for leadership of branch support staff. You will train, develop, and supervise branch office support associates, and facilitate ongoing associate communication. The Branch Administrative Manager (BAM) establishes and implements branch procedures, and researches and completes special projects. In addition, you will act as a branch marketing liaison and Financial Advisor (FA) recruiting resource. The BAM may be responsible for compliance oversight delegated by the Branch Manager via the Branch Office Manager's Letter of Delegation. These duties may occur with multiple branches. Within a Market, the BAM aligns processes and practices of other administrative leaders. The Impact You'll Make: Work in partnership with the Market Director and/or Branch Manager to drive strategic priorities for the market and branch. This could involve project management, managing components of the recruiting process, and the monitoring of branch progress towards goals. Collaborate with Marketing and Branch Manager on branch marketing initiatives (i.e., Next Gen, wealth planning, etc.). Work in partnership with the Market Director and/or Branch Manager to monitor and track branch marketing budgets, P&L reports, FA and branch rankings, and manage office equipment needs. Perform daily, monthly and annual compliance reviews indicated on the Branch Office Manager's Letter of Delegation, and will act as a backup to the Branch Manager in accordance with letter of delegation. Be responsible for quarterly staffing metrics, progressive discipline, in partnership with Human Resources and Branch Manager. Guide associates through ongoing performance management which includes goal setting, performance coaching, and career development. Assess and identify with all branch support to develop goals that align with PWM's Strategic Priorities, FA Business Plans and branch business needs. Resolve associate issues and interpret policies, procedures, and guidelines for staff. Plan and lead monthly branch support staff meetings. Educate associates of PWM initiatives, business unit results and branch specific results. Supervise and evaluate the work of the branch support staff. Schedule support staff work hours and time off to provide adequate coverage. Responsible for the employment life cycle, including interviewing and onboarding or off-boarding, of branch associates. May act as backup to staff, filling in where necessary. What You'll Bring to Baird: 7+ years of industry experience with a minimum of three years as a Client Specialist or Senior Client Specialist or comparable role. Previous supervisory experience required. Must be SIE, Series 7, 63/65 or 66 licensed and be willing to obtain the Series 9 and 10 licenses within 12 months of hire. Ability to work well in and effectively lead a team. Excellent social, written and verbal communications skills are a must and ability to effectively relate to others. Strong organizational skills--ability to prioritize and delegate branch's daily workflow to effectively organize tasks/people in order to achieve specific goals. Bachelor's degree preferred, not required. Compensation and Benefits: $96,700 -$134,100 annual salary range Bonus potential up to 20% of base salary Compensation and bonus are commensurate with experience, performance and/or firm profitability You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and futur #LI-PWM4 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.

Ultra-High Net-Worth (UHNW) Planning is a team within the Financial Planning department of Morgan Stanley's Global Investment Office dedicated to Wealth Management's UHNW and Institutional clients. The team works with UHNW clients and prospective clients on financial planning related strategies as well as builds and managers the tools that can quantify the impact of these strategies for clients. Morgan Stanley is the largest stock plan recordkeeper in the world and strives to be the foremost expert in help and guidance for executives with equity compensation. The UHNH Planning team is the engine that drives equity compensation education and guidance for corporate employees and executives. The Senior Equity Compensation Planner plays a vital role in helping clients and Financial Advisors (FAs) unlock the full value of their equity compensation. This individual serves as a technical expert and strategic partner to both Financial Advisors and Morgan Stanley at Work teams to deliver equity compensation planning and actionable insights to current clients and prospective participants. By blending deep expertise in equity award structures, tax implications, and financial-planning concepts, the Senior Equity Compensation Planner helps clients understand how their company equity awards fit into their broader wealth strategies. In this role, the Senior Equity Compensation Planner will utilize industry leading software applications to help visualize various executive compensation strategies, comparing cash takeaway and tax impact, as well as analytics that assist in providing the appropriate guidance on liquidation timing. Applicants must be comfortable speaking in front of small and large groups. There will extensive engagement with financial advisors and their clients, including occasional branch-wide and company-wide presentations. Key Responsibilities: * Build and deliver detailed equity compensation plans for clients and prospects, leveraging internal modeling tools * Analyze clients' equity holdings, vesting schedules, and award types (RSUs, PSUs, stock options, ESPPs, SARs) to evaluate value realization, diversification, and liquidity strategies * Act as a specialist extension of Financial Advisor teams, collaborating to deliver personalized presentations and strategic recommendations * Participate in client meetings, webinars, and education sessions as the firm's equity compensation subject-matter expert * Par Mentor junior planners or analysts to build the next generation of equity compensation expertise within the firm * Mentor junior planners or analysts to build the next generation of equity compensation expertise within the firm Qualifications: * 8+ years of broad-based financial planning experience, with 2+ years in dedicated equity compensation planning experience * CFP or CEP designation * Very strong attention to detail * Strong communication skills, both written and spoken * Strong analytical and problem-solving skills * General understanding of global financial markets, asset allocation, and portfolio construction * Series 7 and 66 licensed required or completion within 6 months of hire WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. NY - Expected base pay rates for the role will be between 160,000 and 270,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs CO - Salary range for the position: 160,000 - 270,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 25 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 12/6/25, but may be extended depending on whether a candidate has been selected. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Client Services Analyst Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career-a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Institutional Consulting Services (ICS) is comprised of institutional client businesses providing enhanced client coverage, and greater efficiencies across the platforms supporting the institutional products. ICS includes $700+ billion of Institutional Assets. The Fiduciary Consulting Group ("FCG"), which was formed through the strategic combination of Hyas Group and Cook Street Consulting, is a specialized business that provides bespoke investment consulting and fiduciary solutions to institutional clients throughout the United States (including Puerto Rico) and Canada. Our clients include corporations, government entities, and non-profit organizations, and we specialize in assisting retirement plan sponsors (defined contribution/defined benefit/nonqualified), 529 plans, endowments, foundations, and trusts. Our status as a fiduciary is clearly documented in our consulting agreements. We currently seek a full-time entry level Analyst to begin work immediately in our Greenwood Village, Colorado office. PLEASE INCLUDE COVER LETTER EXPLAINING YOUR INTEREST IN A CAREER IN INVESTMENT CONSULTING/FINANCE AND SKILL SETS APPLICABLE TO THE POSITION The individual selected for this position will be responsible for ongoing investment due diligence, analysis and reporting to institutional clients, specifically to include: * Direct client & consultant support * Client performance reporting * Data integration & reconciliation with outside parties * Recordkeeping and investment expense evaluation & benchmarking * Client vendor management * Asset class, macroeconomic, and industry research FCG's Performance Reporting Department is responsible for supporting our consultants with client relationships. We are looking for an ambitious individual who is interested in a long-term career in the investment consulting industry. Qualifications - External We welcome candidates from a variety of backgrounds. The following is a basic outline of desired qualities: * Attentive to Detail - Our success as a firm is intrinsically linked to the quality and accuracy of our materials. * Team-Oriented - Cooperation with the performance reporting, research, and consulting teams to meet deadlines with quality work is absolutely essential. * Independent Thinker - A successful candidate must be capable of thinking critically and independently. A candidate must be able to quickly process new information and work autonomously under tight deadlines. * Professional and Personable - The vast majority of our new business comes through referrals. Our reputation is one of the greatest assets we possess. A successful candidate must be comfortable interacting and presenting in different environments, such as with clients and investment managers. * Ambitious - We are a growing independent boutique with around 35 full-time employees. We are looking for someone with a long-term interest in Cook Street and in growth opportunities in one or more of our business divisions (research, consulting, operations, reporting), as well as across the broader Morgan Stanley organization. Experience and Skill Set: * Undergraduate degree required. Applicants with a strong interest in pursuing a career in the financial services industry, regardless of educational background, are encouraged to apply. * Ideal candidate for this position will have 0-5 years of previous experience in a similar role within the investment or consulting industry. * Strong written and verbal communication skills. * The candidate will be proficient in Microsoft Office products (Excel, PowerPoint, Word, and Outlook) * Experience with investment and financial analysis platforms such as Bloomberg, eVestment, and Morningstar Direct is preferred * Desire to progress towards the Chartered Financial Analyst designation (if it has not already been attained). * Ability to work 40 + hours when business needs dictate PLEASE INCLUDE COVER LETTER EXPLAINING YOUR INTEREST IN A CAREER IN INVESTMENT CONSULTING/FINANCE AND SKILL SETS APPLICABLE TO THE POSITION WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $57,000 and $110,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close November 30, 2025. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

This job posting is anticipated to remain open for 30 days, from 10-Dec-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: * Training which may include mentoring, job shadowing, coaching and branch office visits * A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources Skills: * Ability to learn and apply legal and regulatory requirements related to selling financial solutions * Work independently with strong problem solving, critical thinking, and sound judgement * A resilient, creative and progressive mindset * Motivated to achieve results as an individual and team * Attention to detail, organization, and time management Key responsibilities: * Deepening relationships with existing clients * Gather information and collect suitability information to open new accounts * Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation * Execute Financial Advisor solicited buy/sell orders and confirm with clients * Answer general client questions regarding Edward Jones Stock recommendations and withdrawals * Actively business plan and work as a team to continuously evaluate and execute branch strategies * Continually develop yourself to grow personally and professionally Can you see yourself... * Building meaningful connections and long-lasting relationships with clients * Managing multiple projects in a dynamic and highly collaborative organization * Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate * Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes Requirements: * High School Diploma/Equivalent required; Bachelor's degree preferred * 3-5 years of relevant experience in securities/financial services industry preferred * Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period * FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. As a salaried professional, you can also expect… * A culture of continuous improvement and professional development * Full-time Associates receive the following benefits: * Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… * Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. * The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.

The Inside Sales and Sales Operations Manager will play a critical role in supporting the sales team by managing sales operations and driving inside sales efforts. This position requires a proactive individual with strong communication skills, attention to detail, analytical skills and the ability to work collaboratively across departments to ensure the smooth execution of sales processes. Key Responsibilities: Inside Sales: * Qualify inbound sales leads, understanding client needs and introducing the appropriate salesperson. * Conduct prospect outreach to generate meetings at conferences and drive prospects to networking events. * Maintain a comprehensive understanding of the company's products and services to effectively communicate value propositions to clients. Sales Operations: * Support the sales team by managing CRM systems, ensuring data accuracy and integrity. * Assist in the preparation of sales reports, forecasts, and presentations for management. * Coordinate with cross-functional teams to streamline sales processes and improve operational efficiency. * Track and report on sales activities and results, providing insights and recommendations for improvement. * Monitor and analyze sales metrics to identify trends and areas for improvement. Integrated Firm Coordination: * Identify and leverage firm relationships with prospects to enhance sales opportunities. * Coordinate across the firm to utilize existing relationships and identify cross-sell opportunities. * Communicate and update internal partners who have relationships with clients to ensure a coordinated sales effort. * Collaborate with internal teams to develop and present a unified and compelling sales pitch that represents the firm's capabilities. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. For California: Expected base pay rates for the role will be between $110K-$185K/Yr. at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. For Colorado: Salary range for the position: $110K-$185K/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 12/31. For New York: Expected base pay rates for the role will be between $110K-$185K/Yr at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

About the Role: Chautauqua Capital Management (CCM), a division of Baird, is an investment management firm offering focused, growth-oriented international and global equity portfolios. Chautauqua currently manages $3 billion in assets for institutions and individuals through both mutual funds and separately managed accounts. Chautauqua's investment team focuses on investing in high-quality growth companies over a long-term investment time horizon. Learn more about the team here. As an intern, you'll have the ability to gain knowledge of the equity asset management industry (the “buyside”) via regular interaction with research analysts and portfolio managers, including attending research meetings to discuss portfolio holdings and construction. Additionally, you'll have the opportunity to add value and learn from a close-knit, collaborative investment team. This internship requires working full-time during the summer, 37.5-40 hours per week, Monday-Friday in our Boulder, CO office. We are seeking a student who can start in May/June 2026. The Impact You'll Make: Research an industry and identify companies that meet Chautauqua's strict investment criteria Formally present findings to the team and discuss the investment thesis on ideas Shadow investment team members on their research projects Prepare and participate in company and analyst meetings and conference calls Gain a 360-degree view of an investment management firm through interactions with Chautauqua trading, operations and client service team members Bring energy to the team and actively contribute to our culture of continuous improvement What You'll Bring to Baird: Pursuing a bachelor's degree in finance, accounting, business, engineering, math, physics, chemistry or another quantitative discipline Anticipated graduation date of May 2027 Minimum GPA of 3.5 or higher Curiosity and interest in researching and understanding businesses, along with a general appreciation for the stock market and investing Strong interpersonal communication skills, both oral and written; a high level of professionalism is mandatory Strong organizational and time management skills and the ability to work with minimal supervision, yet willingness to take direction; Detail-oriented individual with ability to handle multiple tasks simultaneously High proficiency in Microsoft Excel, PowerPoint and Word; Working knowledge of FactSet or Bloomberg and/or a programming language (Python, R) is a plus Application Deadline: November 7, 2025 Compensation and Benefits: $35.00 hourly rate Paid holidays 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.

This job posting is anticipated to remain open for 30 days, from 26-Nov-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: * Comprehensive 6-month training including an experienced peer to help mentor you * A wide support network that extends from your branch office to your region to the home office * You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… * Delivering exceptional personalized service to ensure clients feel understood and informed * Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year * Actively listen for situations in the clients' lives that may indicate a need for additional services * Driving marketing activities such as planning and executing events What skills would make you a successful BOA? * Analytical Thinking * Attention to Detail * Adaptability * Conversational Skills * Digital Tool Utilization * Team Collaboration Role Requirements * Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. * Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. * Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. * Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. You can also expect… * A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions * An inclusive environment where everyone's different viewpoints are valued and help to achieve results. * We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being * Full-time Associates receive the following benefits: * Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… * Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. * Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. * The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

We are seeking a highly skilled and experienced Data Center Engineer II to join our dynamic team. The ideal candidate will possess in-depth knowledge of data center operations and infrastructure, demonstrating expertise in areas such as racking and stacking, power management, cooling systems, fiber and copper patching, and server and switch maintenance. This role requires a proactive individual with excellent communication skills and a strong understanding of low-latency networks. Proficiency with DCIM tools, specifically Sunbird, and experience with OBR fiber testers are essential. Responsibilities: Infrastructure Management: * Perform racking and stacking of servers, network devices, and other data center equipment according to established procedures and best practices. * Execute fiber and copper patching, ensuring proper labeling, routing, and adherence to network design specifications. * Manage and maintain the fiber TAP infrastructure to support network monitoring and analysis. * Monitor and troubleshoot power distribution units (PDUs), uninterruptible power supplies (UPS), and other power infrastructure components. * Assist in the maintenance and optimization of data center cooling systems to ensure optimal operating temperatures. Hardware Maintenance and Support: * Perform routine maintenance, troubleshooting, and repair of servers, including component replacement (e.g., RAM, hard drives, power supplies). * Conduct maintenance and configuration of network switches, ensuring proper operation and connectivity. * Diagnose and resolve hardware-related issues for various data center components. Network Operations: * Possess a strong understanding of low-latency network principles and best practices. * Assist in the implementation and verification of network changes and upgrades. * Utilize OBR fiber testers for fault isolation, characterization, and validation of fiber optic cabling. Tools and Documentation: * Utilize Data Center Infrastructure Management (DCIM) tools, specifically Sunbird, for asset tracking, capacity planning, and operational monitoring. * Maintain accurate and up-to-date documentation for all data center infrastructure, network configurations, and operational procedures. Communication and Collaboration: * Communicate effectively with internal teams, vendors, and clients regarding data center operations, incidents, and planned changes. * Collaborate with senior engineers on complex projects and problem resolution. * Provide technical guidance and support to junior engineers when required. Other Duties: * Participate in on-call rotations as needed. * Adhere to all safety protocols and data center operational policies. * Continuously learn and stay updated on new data center technologies and best practices. Qualifications: Education and Experience: * Bachelor's degree in Computer Science, Information Technology, or a related field, or equivalent practical experience. * Minimum of 3-5 years of experience working in a data center environment. Technical Skills: * In-depth knowledge of data center infrastructure, including power, cooling, cabling, and physical security. * Proven experience with racking and stacking servers and network equipment. * Expertise in fiber and copper patching, including various connector types and cable management techniques. * Solid understanding of fiber TAP infrastructure. * Hands-on experience with server hardware maintenance and troubleshooting. * Proficiency in switch maintenance and basic network troubleshooting. * Demonstrable experience with DCIM tools, specifically Sunbird. * Experience with OBR fiber testers for fiber optic cable analysis. * Strong understanding of low-latency network concepts and their implementation. Soft Skills: * Excellent written and verbal communication skills. * Strong problem-solving and analytical abilities. * Ability to work independently and as part of a team. * Detail-oriented with a strong commitment to accuracy. * Ability to work effectively in a fast-paced environment and manage multiple priorities. Working Shift / Hours: Tuesday - Saturday, 2:30pm - 11pm #LI-Onsite CME Group is committed to offering a competitive total rewards package for our employees that recognizes their contributions to the business and reflects our long-term investment in their future. The pay range for this role is $34.27--$57.16. Actual salary offered will be dependent on a wide array of factors including but not limited to: relevant experience, skills, education and comparison to internal employees (where relevant). Our compensation program also includes an annual target bonus opportunity for all employees, as well as the opportunity to become an owner in the company through our broad-based equity program. Through our benefits program, we strive to offer flexibility, value and choice. From comprehensive health coverage, to a retirement package that includes both a 401(k) and an active pension plan, to highly competitive education reimbursement provisions, paid time off and a mental health benefit, CME Group offers a holistic benefits package for our team and their dependents. CME Group: Where Futures are Made CME Group is the world's leading derivatives marketplace. But who we are goes deeper than that. Here, you can impact markets worldwide. Transform industries. And build a career by shaping tomorrow. We invest in your success and you own it - all while working alongside a team of leading experts who inspire you in ways big and small. Problem solvers, difference makers, trailblazers. Those are our people. And we're looking for more. At CME Group, we embrace our employees' unique experiences and skills to ensure that everyone's perspectives are acknowledged and valued. As an equal-opportunity employer, we consider all potential employees without regard to any protected characteristic. Important Notice: Recruitment fraud is on the rise, with scammers using misleading promises of job offers and interviews to solicit money and personal information from job seekers. CME Group adheres to established procedures designed to maintain trust, confidence and security throughout our recruitment process. Learn more here.

EXPANSION ANNOUNCEMENT! Our offices are expanding and we're seeking hardworking individuals who are ready to step outside the box and build a business! We are seeking Life Insurance Agents to join our team. Whether you're an experienced insurance agent seeking a new opportunity or just beginning your career, we offer a chance to showcase your abilities and achieve professional growth. No Experience Necessary This opportunity is OPEN ONLY to US Residents residing in the United States All necessary training and licensing expenses will be covered by the company Candidates must pass a background check Candidates must be ready to plug-in and follow a proven system Position Overview: As a life insurance agent, you will play a critical role in assisting clients with their financial needs. This entry-level opportunity does not require prior experience. New representatives will be expected to complete 10-25 hours of training (minimum) in their first 30 days and obtain the life license in the first 7-14 days. This is a 1099 opportunity, not a W2. In addition to life insurance, applicants will have opportunities to pursue further licenses in Securities and Mortgage as part of their career development with our firm, with all licensing costs covered. What we provide: A Competitive Performance-based Compensation Package Zoom Training & Bonus program (Up to $4500 based on sales in the first 60 days) Ongoing Support & Mentorship System to Ensure Success Opportunities For Quick Advancement Within Earn All-Expense Paid Trips to Top Resorts with the Company E & O Coverage Included No Quotas For more information, please visit: ****************************************

The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US. Responsibilities: * Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners. * Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank. * Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions. * Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. * Work across currencies, asset classes, markets and jurisdictions * Engage and advise clients on brokerage activity and execute trades seamlessly. * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 15+ years of experience * Extensive experience in providing investment advice and solutions. * CFA, MBA degree or other advanced degree a plus. * Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions,assumptions or current knowledge of sophisticated areas.ated areas. * US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7) Education: * Bachelor's/University degree, Master's degree preferred * ----------------------------------------------------- Job Family Group: Private Client Product Services * ----------------------------------------------------- Job Family: Investment Counselor * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Denver Colorado United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $200,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Jul 15, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

**Your opportunity** At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Regulatory Reporting Team is part of the Corporate Controller's department and is responsible for ensuring the accuracy and timeliness of the Company's regulatory financial and risk reports, as well as other performance metrics. Reports are prepared for the consolidated corporation and its subsidiaries, with most disclosed to both the investing public and federal regulators. The Regulatory Reporting team is looking for a Manager to support ongoing reporting obligations as well as several projects the team is working on to enhance reporting efficiency, integrate new products into reporting, and establish data governance and controls. Through this work you will partner with product, technology, risk, accounting, and other teams across the firm. **What you have** + Bachelor's degree or higher in Accounting, Finance, or related field. + 5+ years GAAP accounting experience, including specific experience with financial reporting. + Excellent analytical, organizational, and project management skills. + Excellent written, verbal, and interpersonal communication skills. + Motivation to learn, share ideas and embrace challenges. + High proficiency using MS Excel and working knowledge of other Microsoft Office applications. **Other desirable experience:** + Relevant banking or financial services accounting experience + Awareness of or experience with SQL and related applications such as Microsoft Access, Microsoft Power Query, Toad Data Point or Alteryx + Prior regulatory reporting experience (i.e. Call Report or SEC 10-Q/10-K) + Certified Public Accountant (CPA), other public accounting or consulting experience **What you'll do:** + Participate in a collaborative team-based approach to meeting goals and deadlines. + Make your voice heard and challenge the status quo. + Use your existing skills and ideas to make what we do better. + Develop new technology skills to enhance productivity, analytics, and accuracy. + Gain industry exposure to both broker-dealers and banks. + Become a subject matter expert and resource to others. + Serve as a flexible team member working on ad hoc requests and projects as needed. + Participate in a high performing, engaged, and positive team environment. + Grow your career on a supportive team. In addition to the salary range, this position is also eligible for bonus or incentive opportunities **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance CO Salary Range: USD $83,800.00 - $150,000.00 / Year What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.

PWM Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The PWM Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries/requests Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Complex Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience Bachelor's degree required or equivalent education Previous industry experience Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) Other licenses as required for the role or by management Knowledge/Skills Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex Knowledge of Firm's Risk & Compliance policies Ability to think strategically Reports to: Complex Business Service Officer Direct reports: Support Professionals WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $120,000 to $160,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 8/29/2025, but may be extended depending on whether a candidate has been selected. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as a part of our ongoing commitment to democratize access to investing and financial planning. This engineering role supports the business by accelerating the delivery of infrastructure platforms that power critical financial applications, enabling faster time-to-market for new services. It helps reduce operational overhead and risk through automation, ensuring systems are resilient, scalable, and compliant with industry standards. By integrating emerging technologies, the role contributes to long-term innovation and efficiency across the enterprise. What you have * 1+ years of experience in software development or infrastructure automation. * Proficiency in C# (.NET) and scripting with Ansible or similar tools. * Hands-on experience with container platforms (Kubernetes, PCF) and infrastructure-as-code. * Familiarity with CI/CD pipelines, Agile methodologies, and platform SRE practices. * Ability to work independently and collaboratively across cross-functional teams. * Strong problem-solving skills and a proactive approach to technical challenges. * Exposure to or interest in emerging technologies like Agentic Automation and MCP Server Tools. * Design, develop, and maintain automation solutions for infrastructure platforms using C# (.NET) and Ansible. * Lead technical implementation of onboarding workflows for container platforms (Anthos, PCF). * Collaborate with platform architects and infrastructure engineers to deliver scalable, resilient automation. * Integrate intelligent automation flows using Agentic Automation and MCP Server technologies. * Participate in Agile ceremonies, contribute to backlog refinement, and ensure timely delivery of sprint commitments. * Provide technical mentorship to junior engineers and contribute to internal knowledge sharing. * Continuously improve automation patterns, CI/CD pipelines, and observability practices.

Ideal position for a highly motivated, customer-service oriented individual with passion for making others feel welcomed, comfortable, and tended to. Plays crucial role in enhancing client and associate relationships and brand presence by planning, coordinating, and executing a variety of marketing events and client engagement activities. This individual will work closely with the Leadership and Wealth Management teams to manage events that foster client and associate engagement, drive brand awareness, and support our business goals. Welcomes clients, business associates, vendors, or recruits, directing to the proper person or department in a helpful, friendly, professional manner and accommodating their needs in a proactive fashion. This position also supports the branch's switchboard console receiving incoming calls, determining the purpose of the call, and directing the call to the appropriate person or department. As a Branch Events and Operations Assistant, you will: Greets all visitors, providing information, directions, or assistance as needed, striving to create memorable experiences for all guests. This includes, but is not limited to, clients, vendors, new hires, recruits, and internal and external business associates. Escorts guests, as needed. Receives and routes incoming calls to the appropriate destination utilizing the switchboard console, always in a friendly, professional manner. Collect important information and seek to assist before taking a message or transferring a call. Plans, coordinates, and arranges for the entire life cycle of meetings and branch events by handling administrative tasks and preparation work. Provides support to the branch, including admin support, miscellaneous clerical functions, and other projects as requested. Maintains a welcoming and professional workspace, ensuring the proper delivery of all items received at the reception desk and communicating guest arrival. Sort, process and route incoming and outgoing mail. Order office supplies and call in repair requests for copier, printers, and fax machines. Issue outgoing checks for the branch. Log Compliance files. File paperwork such as wires and branch manager daily reports. Performs other duties as assigned. What makes this opportunity great: Opportunity to gain experience in Private Wealth Management within a branch setting. Ability to work with a variety of teams and gain exposure throughout the branch. Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership. What we look for: Good organizational skills with the ability to prioritize, monitor, and complete multiple tasks, either independently or with a team. High school diploma or GED equivalent required. Bachelor's degree in hospitality, Marketing, Business or Communications preferred. Event, front desk/receptionist, and hospitality experience preferred. Excellent grammar, editing and proofing skills required; attention to detail a must. Excellent telephone skills. Ability to work independently with minimal supervision. Ability to handle clients professionally and manage challenging situations. Ability to maintain regular, predictable attendance. Ability to problem-solve and prioritize tasks and projects. Strong team player mentality, willing to pitch in and help other team members whenever possible. Ability to identify areas for improvement and offer valuable solutions. Ability to maintain professional appearance and disposition at all times. Proficient with Microsoft Outlook, Word and Excel required with willingness to learn other skills as tasks require. Compensation Information: $21.18- $27.70 per hour* Bonus potential of up to 8.5% of annual compensation Compensation and bonus are commensurate with experience, performance and/or firm profitability You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future. Accepting applications on a rolling basis. #LI-PWM4 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.

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. The Director, Corporate Financial Planning & Analysis serves as a strategic finance leader tasked with managing the firm's planning, forecasting, performance management, and capital stress testing FP&A functions. This role will support senior leadership, including the CEO, CFO, and Head of Investor Relations. In addition, the position partners closely with business leaders from Treasury, Risk functions, Enterprise Finance, to ensure financial strategies are aligned with the organization's growth objectives, capital and liquidity requirements, and evolving regulatory standards. The Director of Corporate FP&A is responsible for translating complex data into actionable insights, facilitating informed strategic decisions and supporting sustainable growth. Reporting to the MD, Corporate FP&A, this role will lead Revenue Planning and Capital Stress Testing FP&A. Key Outcomes: * Strategic Planning & Forecasting - Direct the annual budgeting, multi-year planning, and rolling forecast cycles, integrating macroeconomic factors, interest rate trends, and regulatory capital mandates. * Performance Management - Provide timely, accurate, and comprehensive reporting on business performance, KPIs, and variance analysis; offer recommendations to enhance profitability and operational efficiency. * Capital & Regulatory Integration - Work closely with Treasury and Risk teams to incorporate capital adequacy, liquidity planning, and regulatory stress testing into the overall financial planning framework. * Team Leadership - Lead and develop a high-performing FP&A team, fostering a culture of analytical rigor, commercial insight, and effective collaboration. * Operational Excellence in FP&A - Advance planning processes and tools through modernization and automation, enhancing speed and accuracy. Promote continuous improvement in reporting, analytics, and delivery of insights. What you have Required: * Minimum 10 years' experience in financial planning & analysis, corporate finance, or related Finance disciplines. * 5+ years' experience with direct people leadership. * Expertise in forecasting, budgeting, and financial modeling, demonstrating the capacity to generate accurate and insightful forward-looking analyses. * Experience integrating financial plans with enterprise strategy, balancing growth objectives with profitability and capital efficiency. * Proven ability to cultivate talent, enhance analytical and storytelling capabilities, and build a collaborative team environment. * Demonstrated influence across functions, partnering effectively with Treasury, Risk, Controllers, Investor Relations, and senior leadership. * Bachelor's degree in finance, economics, or accounting. Preferred: * MBA, master's degree, CPA, and/or CFA credentials.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a full-time senior specialist, you will be part of the Product Modeling team within the Treasury Modeling department. The Product Modeling team is responsible for developing data-driven analytics, time-series forecasting and classification models. These models are then deployed and maintained by the team, generating actionable insights and forecasts on a recurring cadence across deposits, margins and other on-/off-balance sheet products. You'll join a collaborative culture that values continuous learning, professional development, and meaningfully contribute to our mission of empowering investors. This role is primarily focused on model development, architecture and optimization within the Treasury Modeling team, where you will be at the forefront of developing fully automated solutions by coding new models (or migrating existing ones) in Python in close collaboration with model owners. This position requires individuals with strong Python coding foundations, and overall knowledge of data science. If you're passionate about data science and analytics, eager to learn, then build sophisticated predictive models and extract insights from large datasets, and want to make a meaningful impact within the dynamic Treasury Modeling organization that harnesses the power of data science to transform financial services, we want to hear from you. What you have * Solid understanding of statistical and quantitative modeling concepts and practical experience using statistical techniques to extract insights from large datasets. * Ability to develop new models, improve efficacy of existing models and rigorously test them. * Programming skills in Python and familiarity with object-oriented coding principle. Understanding of coding architecture for the deployments of models is a plus. * Experience with a modern software change management process. * Experience in extracting data from relational databases (e.g., via SQL) * Experience in visualizing data analytics and model results. * Strong work ethics, high self-motivation, proactive approach, attention to detail and ability to deliver under tight deadlines. * Excellent communication skills, both verbally and written. * Strong interpersonal skills and a collaborative team-player * Advanced skills in Excel and PowerPoint What you'll do: * Gain a deep understanding of the various forecasting models which measure the market risk in financial projections associated with a diverse set of products across the balance sheet. * Develop and maintain automated model infrastructure by orchestrating complex scheduling architectures, building robust data pipelines, and implementing version control systems that support enterprise-level model deployment and monitoring. * Master advanced coding frameworks for financial modeling by learning Python-based model development, understanding object-oriented programming principles for model architecture, and implementing scalable solutions that integrate with existing Treasury systems and databases. * Design and implement model validation frameworks by creating automated testing suites, building data quality checks, and developing monitoring systems that ensure model accuracy and regulatory compliance throughout the model lifecycle. * Collaborate on model enhancement initiatives by working with cross-functional teams to translate business requirements into technical specifications, optimize model performance through code refactoring, and contribute to the evolution of Treasury's modeling infrastructure and best practices. In addition to the salary range, this position is also eligible for bonus or incentive opportunities.

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Regulatory Reporting Team is part of the Corporate Controller's department and is responsible for ensuring the accuracy and timeliness of the Company's regulatory financial and risk reports, as well as other performance metrics. Reports are prepared for the consolidated corporation and its subsidiaries, with most disclosed to both the investing public and federal regulators. The Regulatory Reporting team is looking for a Manager to support ongoing reporting obligations as well as several projects the team is working on to enhance reporting efficiency, integrate new products into reporting, and establish data governance and controls. Through this work you will partner with product, technology, risk, accounting, and other teams across the firm. What you have * Bachelor's degree or higher in Accounting, Finance, or related field. * 5+ years GAAP accounting experience, including specific experience with financial reporting. * Excellent analytical, organizational, and project management skills. * Excellent written, verbal, and interpersonal communication skills. * Motivation to learn, share ideas and embrace challenges. * High proficiency using MS Excel and working knowledge of other Microsoft Office applications. Other desirable experience: * Relevant banking or financial services accounting experience * Awareness of or experience with SQL and related applications such as Microsoft Access, Microsoft Power Query, Toad Data Point or Alteryx * Prior regulatory reporting experience (i.e. Call Report or SEC 10-Q/10-K) * Certified Public Accountant (CPA), other public accounting or consulting experience What you'll do: * Participate in a collaborative team-based approach to meeting goals and deadlines. * Make your voice heard and challenge the status quo. * Use your existing skills and ideas to make what we do better. * Develop new technology skills to enhance productivity, analytics, and accuracy. * Gain industry exposure to both broker-dealers and banks. * Become a subject matter expert and resource to others. * Serve as a flexible team member working on ad hoc requests and projects as needed. * Participate in a high performing, engaged, and positive team environment. * Grow your career on a supportive team. In addition to the salary range, this position is also eligible for bonus or incentive opportunities

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. Compensation and Benefits: $23.89 - $35.89 hourly rate. Bonus potential up to 8.5% of base pay. Compensation and bonus are commensurate with experience, performance and/or firm profitability. You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future. Accepting applications on a rolling basis. #LI-PWM4 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.