Baird jobs in Louisville, KY - 28 jobs

About the Role: Baird's Corporate Real Estate & Workplace Solutions (CREW) department represents one of the largest investments for the firm. They manage all physical aspects of the workspace, manage operations and leasing and support the firm's growth across 200+ locations. They create engaging and inviting workplace experiences for all associates, and their mission is to strive to evolve the workplace by driving innovation and strategic decision-making all while reflecting Baird's culture and brand. CREW includes Project Management, Workplace Solutions, Finance and Lease Administration and Transaction Management. This intern will collaborate with each team, gain insight into the work they do and contribute to real projects. This internship requires working full time during the summer, 37.5-40 hours per week, in a hybrid schedule, working two days per week in our downtown Milwaukee, WI office or our downtown Louisville, KY office and three days remote. We are seeking a local student who can start in May 2026. The Impact You'll Make: * Participate in the overall project process and gain visibility to facilities management and construction within Corporate Real Estate practices from concept to execution * Take an active role in space management and floor plan maintenance to ensure accuracy and consistency * Support various processes and projects for each team such as closeout processes, documentation processes, operating expenses, transaction management processes, workplace maintenance orders, etc. * Gain an understanding of how Corporate Real Estate affects Baird What You'll Bring to Baird: * Pursuing an associate's or bachelor's degree in construction management, project management, business or related degree * Anticipated graduation date of May 2027 or later * Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates * Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery * High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively * Collaborative mindset that values teamwork, diverse perspectives and building meaningful relationships * Advanced knowledge of Microsoft Office products * Power BI experience is a plus * AutoCAD experience is a plus About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance) Assist FAs/PWAs/teams in delivering against their business plan and client service model Remaining current on all policies, procedures and new platforms Participating in firm initiatives (e.g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: High School Diploma/Equivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven Reports to: Business Service Officer 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). 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. 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).

**_Please note: This role is not eligible for immigration Work Visa sponsorship, either currently or in the future._** We are seeking a dynamic Salesforce & Marketing Cloud Administrator to optimize our CRM and marketing automation platforms. This role ensures seamless integration, data integrity, and compliance within a regulated financial services environment. You will collaborate cross-functionally to deliver personalized customer experiences, enhance operational efficiency, and support strategic marketing initiatives. **Key Responsibilities** **Salesforce Administration** + Configure and maintain Salesforce org, including custom objects, fields, workflows, validation rules, and page layouts. + Manage user roles, profiles, permissions, and security settings. + Develop and maintain reports and dashboards for actionable business insights. + Ensure data quality through regular audits and deduplication processes. + Implement automation using Flow and other declarative tools. + Collaborate with stakeholders to gather requirements and deliver scalable solutions. + Oversee Experience Cloud portals, ensuring optimal user experience and security. **Marketing Cloud Administration** + Configure and maintain Marketing Cloud components including Email Studio, Journey Builder, Automation Studio, and Contact Builder. + Create and optimize email campaigns, journeys, and automations using Journey Builder and Automation Studio. + Build and optimize customer journeys, triggered sends, and audience segmentation strategies. + Ensure seamless integration between Salesforce CRM and Marketing Cloud. + Maintain data hygiene, synchronization, and compliance with financial data privacy regulations (DOL, ERISA, SEC, FINRA, GDPR). + Monitor Marketing Cloud performance, including campaign metrics, automations, and subscriber engagement. + Provide actionable insights to improve targeting and personalization. + Partner with legal and compliance teams to review and approve campaign content and data usage. + Ensure compliance with CAN-SPAM, GDPR, and other data privacy regulations. + Perform quality assurance checks, testing, and rendering validation before sending. **Compliance & Governance** + Ensure adherence to industry regulations including ERISA, SEC, FINRA, and GDPR. + Maintain audit trails for all CRM and marketing activities. + Collaborate with compliance teams to implement secure data handling and encryption protocols. **Qualifications** + Bachelor's degree in Marketing, Information Systems, or related field. + Salesforce Certified Administrator (required); Advanced Admin or Platform App Builder preferred. + Salesforce Marketing Cloud Email Specialist or Marketing Cloud Administrator certification strongly preferred. + 3+ years of experience in Salesforce administration and Marketing Cloud in a regulated industry. + Proficiency in SQL, AMPscript, and HTML/CSS for email development. + Strong understanding of CRM data models, marketing automation, and customer lifecycle management. + Knowledge of email compliance and data governance best practices (CAN-SPAM, GDPR). + Excellent problem-solving skills and ability to manage multiple projects simultaneously. + Strong communication and collaboration skills to work cross-functionally with marketing, compliance, and IT teams. **Preferred Skills & Certifications** + Salesforce Marketing Cloud Engagement Administrator. + Salesforce Marketing Cloud Email Specialist. + Salesforce Certified Data Architect (optional but beneficial). + Experience with Journey Builder personalization and Einstein AI features. + Project management experience (Agile or similar).

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. The Wealth Management National Sales organization supports the Firm's Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network. As part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving revenue growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. This role will be based in either our Louisville KY, Nashville TN, or New Orleans, LA branch locations, and will cover a wide remit of 5 states which require travel. (Coverage areas include: LA, WV, MS, KY and TN.) Key Responsibilities: * Working knowledge of the Firm's entire suite of products and tools * Ability to accurately and effectively position each of the major product capabilities against suitable client need and, where necessary, refer Financial Advisor inquiry to the right internal partner * Deeper specific knowledge of platforms / tools supporting the key National initiatives and the specific Regional priorities * Ability to develop strategic and tactical business plans to drive positive results * Ability to continuously grow and develop Financial Advisors practices through training, education, and one on one conversation * Effectively engage with Product Partners across the Firm to ensure your Financial Advisors have the proper training and knowledge of both existing and new tools and resources * Delivery of initiatives to the Branch / Complex office and Financial Advisor in a variety of methods * Desk-to-desk rollout of key initiatives * Deep dive book reviews and segmentation * Tactical campaigns * Procurement and facilitation of outside resources Knowledge and Skills Required: * A minimum of 5 years of experience in Wealth Management, as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience. * Bachelor's Degree required * Active Series 7, and 66 (or 63 and 65) required upon hire or within 120 days of hire date * Strong oral and written communication skills * Outstanding interpersonal skills and demonstratable ability to establish alignment between the expectations and strategies of different stakeholders * Strong and creative problem-solving skills * Confident, flexible, and resilient team player * Adapts style to build relationships across all levels * Ability to autonomously develop, deliver, and execute on strategic plans 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. 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: Baird's Client Resource Team is a dedicated team designed to service clients that no longer fit the field's Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team's objectives are to increase profitability through achieving specific client account resolutions and focus on a core of asset allocation products. The team operates under a culture that promotes teamwork and communication. The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable and servicing their account(s). Additionally, the CRT Advisor Associate will be partnering with the Baird PWM Wealth Centers and coordinating with other PWM Wealth Center associates to identify strategic opportunities in Baird's branch network. The Impact You'll Make: Partners with Wealth Centers and Wealth Solutions to develop goals that align with PWM's Strategic Priorities. Works in partnership with Wealth Centers to drive strategic priorities for various markets and branches. Operate within the team's client service and wealth management strategy to ensure high quality client service. Engage the client, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities. Deliver the financial plan to clients in partnership with the Financial Advisor/Team. Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts. Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. Research relevant news articles related to the topic's covered in a client's plan to share with them as an added touch point. Document, follow up, and support the closing of opportunities identified from the financial planning process. Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios. Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized. Performs other duties and special projects as necessary. What You'll Bring to Baird: Must have an undergraduate degree. Must hold SIE, Series 7/66 or Series 7/63/65 licenses. Minimum of two years of investment experience in a client facing role preferred. Excellent presentation skills, strong interpersonal and written communication skills. Proven self-starter, highly motivated, with the ability to work with a team. #LI-PWM5 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

The Branch Seasonal Associate role offers college students an opportunity to learn about the wealth management industry and branch operations. Branch Seasonal Associates will assist with administrative tasks, observe financial advisors, and support projects that enhance client experience. This position combines hands-on contributions with educational exposure to financial planning, client service, and operational processes. The branch seasonal associate position is a temporary role. **Essential Duties and Responsibilities** + Assist with branch operational tasks and provide general administrative support + Observe financial advisors and learn about client onboarding, planning, and service processes. + Support projects that improve branch efficiency and client experience. + Participate in learning sessions and complete assigned training modules on financial principles and branch technology. + Collaborate with branch associates on administrative and client service activities. + Conduct research or prepare basic materials to support advisor presentations and client meetings. + Performs other duties and responsibilities as assigned. Knowledge of + Basic understanding of Microsoft Office applications (Word, Excel, PowerPoint). + General knowledge of business or finance concepts. + Familiarity with professional communication standards. Skill in + Strong verbal and written communication skills. + Organizational and time management abilities. Ability to + Learn new systems and processes quickly. + Work independently and as part of a team. + Manage multiple tasks effectively in a professional setting. + Adapt to changing priorities and branch needs. + Maintain confidentiality and professionalism.

About the Role: Join our dynamic team as a Trust Operations Specialist, where you'll play a vital role in ensuring the accuracy and integrity of daily financial transactions. Under general supervision, you'll balance and post data feed transactions to the Trust Accounting system, coordinate activities with custodians such as Baird Brokerage, and serve as a key liaison between our brokerage and trust accounting platforms. This position offers the opportunity to support critical operational processes, collaborate across teams, and contribute to ongoing process improvements in a fast-paced, client-focused environment. This position offers flexibility with 4 days per week in our Louisville, KY or Milwaukee, WI office and 1 days remote. The Impact You'll Make: * Balance and post daily data feed transactions to the Trust Accounting system, ensuring accuracy and consistency across platforms. * Serve as a liaison between the brokerage system and trust accounting system, mirroring activities with other custodians, especially Baird Brokerage. * Provide backup support for Directed Trust product operations, including: * New account setup * Data feed setup * Account funding and annual fee funding * Review daily activity files, follow up on discrepancies, and ensure timely posting of transaction packets. * Reconcile positions, tax lots, and activities between custodians and the trust accounting system. * Act as a point of contact with vendors to resolve issues and coordinate programming changes as needed. * Upload supplemental files to enhance data feeds and maintain data integrity. * Collaborate with custodian teams to reconcile accounts and implement corrections. * Partner with Operations leadership to drive continuous process improvements across Baird Trust functions. * Cross-train team members and maintain a broad understanding of all team functions. * Participate in internal, external, and financial audits, as well as special projects. What You'll Bring to Baird: * Bachelor's degree or 3+ years equivalent experience in the financial industry. * Knowledge of securities processing. * Knowledge of principal and income accounting. * Advanced experience with Excel required. Intermediate experience with additional Microsoft Office Suite of products ( PowerPoint, Word, Outlook, Access) * Advanced analytical skills with the ability to perform complex problem solving. * Ability to handle multiple assignments; work under pressure and within deadlines and produce accurate, high-quality results. * Strong communication and organizational skills with the ability to prioritize and complete multiple tasks under strict deadlines. * Ability to work independently and effectively, relating to others to accomplish work responsibilities and objectives. * Diverse understanding of operational procedures and processes. * Highly motivated individual who has a desire to learn, and an ability to think creatively in a demanding environment. #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

About the Role: In this role, you will support high-net-worth clients and senior Trust Officers at Baird Trust by managing a book of business, ensuring the highest standard of service, and facilitating collaboration across functional areas. This position offers flexibility with 4 days per week in our downtown Louisville office and 1 day remote. The Impact You'll Make: * Administer a portfolio of client accounts, providing comprehensive trust management and exceptional service. * Assist senior Trust Officers in managing complex accounts and addressing sophisticated client requirements. * Prepare materials for client meetings and support the execution of account transactions, distributions, and gifting processes. * Maintain meticulous records and assist clients in accessing online account resources. * Coordinate meetings, appointments, and travel logistics with precision. * Contribute to special projects, new initiatives, and continuous process improvements within the department. * Identify technical issues and communicate appropriately, referring clients to subject matter experts as needed. What You'll Bring to Baird: * High school diploma required; post-secondary degree strongly preferred. * A minimum of three years' experience in banking, finance, or a related securities industry preferred. * Proficiency in trust administration, estate settlement, and pertinent systems preferred (TrustDesk experience considered an asset). * Demonstrated excellence in client service, communication, organization, and problem-solving. * Capacity to collaborate effectively, manage confidential information, and handle large volumes of data with accuracy and efficiency. #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

As a meeting planner, you will be the primary point of contact for clients, ensuring seamless planning and execution of meetings and events at Baird Tower 29th Floor. This position requires an individual who understands meeting and event planning logistics, possesses strong client-facing skills, thrives in a fast-paced environment, and demonstrates exceptional communication and organizational skills to guarantee outstanding event experiences. The Imapct You'll Make: Serve as primary client contact; manage requests and communications. Coordinate event logistics: room setup, AV, catering, and materials. Arrange food and beverage using online systems; ensure timely execution. Maintain accurate records, booking files, and event documentation. Build strong client relationships; understand needs and deliver exceptional service. Partner on VIP meetings to provide five-star hospitality experience. Create and manage budgets, proposals, and post-event recaps. Oversee catering operations, vendor relationships, and quarterly menu planning. Ensure conference spaces meet cleanliness and facility standards. Collaborate with AV team for seamless technology during events. Lead planning meetings; communicate changes and resolve operational issues. Identify process improvements and maintain compliance with hospitality standards. Manage staffing and external resources for successful event execution. Complete reports, billing, and additional projects as assigned. What You'll Bring to Baird: Bachelor's degree preferred; 3+ years hospitality or event planning. Strong hospitality, service, and computer skills (Word, Excel, Outlook). Knowledge of AV, catering, food & beverage, event logistics. Ability to learn and use industry-specific software quickly. Familiarity with local hospitality market, caterers, and service providers. Excellent organizational skills; prioritize tasks and meet deadlines effectively. Handle peak workloads calmly; deliver accurate, reliable results under pressure. Maintain professional appearance and dress at all times. Reliable and punctual; consistently arrive on time for shifts. Strong written and verbal communication; attention to detail essential. Flexible schedule; able to work evenings and varied shifts. Stand for long periods; lift up to 50 pounds. Willing to travel regionally; less than 15% travel required. #LI-AK1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: IT has a track record of success with interns across their various teams, all who have the ability to directly contribute to the success of the department. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships. We look for highly motivated individuals who are proactive, eager to learn and ready to contribute. The Baird IT Client Services team provides technical services and support to Baird associates across the country. This fun, energetic team works in a complex technical environment of over 500 different software applications, which allows team members to constantly learn and grow. Service Desk interns will provide outstanding service to our clients to resolve their technology needs and assist with technical project planning for hardware and software upgrades and related projects. This is a hybrid internship, working Tuesday, Wednesday and Thursday in our downtown Louisville, KY office and Monday and Friday remote. The intern must be able to work full time during the summer, 37.5-40 hours per week, and work part time during the school semesters, 15-20 hours per week. We are seeking a local student who can start in May 2026. The Impact You'll Make: * Provide strong client service using a combination of effective communication and troubleshooting skills to resolve client issues and fulfill requests, both over the phone and desk side * Utilize knowledge management system when troubleshooting client issues * Document, track and monitor client incidents and requests in ticketing system to ensure timely and accurate resolution * Provide technical support for all corporate hardware and software, including remote support and offsite IT support (branch/conference activity) * Experience Baird's collaborative culture that values diverse backgrounds and perspectives through teamwork and a strong sense of partnership by shadowing and mentorship from experienced team members and leaders What You'll Bring to Baird: * Pursuing an associate's or bachelor's degree in information technology management, information systems, computer science, MIS or related degree * Anticipated graduation date of May 2027 or later * Technical knowledge of Windows Vista/7, Microsoft Office 2007/2010. Possess basic technical skills with prior troubleshooting hardware and software support experience * Previous experience installing or assembling computers is preferred * Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates and communicate technical information to both technical and non-technical personnel * Professional, calm and courteous with a focus on providing excellent client service * Possesses a natural curiosity in understanding the application of technology to solve business problems * Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery * High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: Our Business Owner Solutions group provides M&A and transition planning services to lower middle-market and emerging companies. A Business Owner Solutions Intern plays a critical role in supporting the group's Analysts/Associates in providing merger and acquisition services for the firm's sell-side lower middle-market business clients. Learn more about our Business Owner Solutions team here. This internship requires working full-time during the summer, 40 hours per week, Monday-Friday in our downtown Louisville, KY office. We are seeking a student who can start the end of May 2027. The Impact You'll Make: Analyze financial information, build financial models, conduct industry research, and create exhibits for marketing memoranda Organize and manage multiple tasks and assignments in a fast-paced work environment Gain hands on, real-world experience across a variety of M&A assignments Develop your skills through broad exposure to both junior and senior team members and clients on a daily basis Gain relevant experience alongside the junior banking team in a variety of M&A transaction areas, from preparation of pitch materials to observing the execution phase by senior team members What You'll Bring to Baird: Candidates with a strong academic record and an interest in Finance (Accounting, Business Economics and Finance concentration preferred but not mandatory); Targeting a graduation date of December 2027 - May 2028 A general understanding of financial statements and the valuations of public and private businesses Superior analytical skills, financial acumen and strong written and verbal communication skills Ability to work independently, manage priorities, and meet specific deadlines Proficiency in MS Office Suite, particularly Word, Excel & PowerPoint Strong attention to detail, accuracy, and reliability with a drive for continuous improvement A strong work ethic, desire to work in a fast-paced professional environment, and the ability to learn quickly Some experience in a business setting preferred About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status . Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: Baird's Client Resource Team is a dedicated team designed to service clients that no longer fit the field's Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team's objectives are to increase profitability through achieving specific client account resolutions and focus on a core of asset allocation products. The team operates under a culture that promotes teamwork and communication. The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable and servicing their account(s). Additionally, the CRT Advisor Associate will be partnering with the Baird PWM Wealth Centers and coordinating with other PWM Wealth Center associates to identify strategic opportunities in Baird's branch network. The Impact You'll Make: * Partners with Wealth Centers and Wealth Solutions to develop goals that align with PWM's Strategic Priorities. * Works in partnership with Wealth Centers to drive strategic priorities for various markets and branches. * Operate within the team's client service and wealth management strategy to ensure high quality client service. * Engage the client, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities. * Deliver the financial plan to clients in partnership with the Financial Advisor/Team. * Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts. * Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. * Research relevant news articles related to the topic's covered in a client's plan to share with them as an added touch point. * Document, follow up, and support the closing of opportunities identified from the financial planning process. * Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios. * Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized. * Performs other duties and special projects as necessary. What You'll Bring to Baird: * Must have an undergraduate degree. * Must hold SIE, Series 7/66 or Series 7/63/65 licenses. * Minimum of two years of investment experience in a client facing role preferred. * Excellent presentation skills, strong interpersonal and written communication skills. * Proven self-starter, highly motivated, with the ability to work with a team. #LI-PWM5 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Branch locations serve as the foundation of our client experience, providing personalized financial advice and operational support. The team works collaboratively to ensure smooth branch operations while delivering exceptional service to clients. Branch Seasonal Associates will gain exposure to financial advising processes, branch workflows, and client service best practices in a dynamic, professional environment. Job Description Job Summary The Branch Seasonal Associate role offers college students an opportunity to learn about the wealth management industry and branch operations. Branch Seasonal Associates will assist with administrative tasks, observe financial advisors, and support projects that enhance client experience. This position combines hands-on contributions with educational exposure to financial planning, client service, and operational processes. The branch seasonal associate position is a temporary role. Essential Duties and Responsibilities Assist with branch operational tasks and provide general administrative support Observe financial advisors and learn about client onboarding, planning, and service processes. Support projects that improve branch efficiency and client experience. Participate in learning sessions and complete assigned training modules on financial principles and branch technology. Collaborate with branch associates on administrative and client service activities. Conduct research or prepare basic materials to support advisor presentations and client meetings. Performs other duties and responsibilities as assigned. Knowledge of Basic understanding of Microsoft Office applications (Word, Excel, PowerPoint). General knowledge of business or finance concepts. Familiarity with professional communication standards. Skill in Strong verbal and written communication skills. Organizational and time management abilities. Ability to Learn new systems and processes quickly. Work independently and as part of a team. Manage multiple tasks effectively in a professional setting. Adapt to changing priorities and branch needs. Maintain confidentiality and professionalism. Education Work Experience Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

About the Role: Baird is seeking an Equity Research Analyst for our Baird Trust Investment Management team. This team runs two equity strategies - Large Cap Equity and Equity Income. Our Large Cap Equity investment strategy has a 30+ year track record and is the flagship equity offering of Baird Trust. The Baird Trust Investment Management team currently consists of three members (two Portfolio Managers and an Equity Research Analyst), providing opportunity for immediate impact on our tight-knit team. The Impact You'll Make: Fundamental Research: Conduct in-depth quantitative and qualitative investment research on U.S.-listed companies across all sectors from the perspective of a long-term business owner. This includes maintaining coverage of current holdings, sourcing new ideas, conducting company calls/channel checks, and distilling large volumes of information into concise, strategic recommendations. Collaboration & debate: Discuss and debate investment theses, position sizing, risk/return and portfolio fit with the team in daily/weekly huddles; update investment theses as facts change. Client Communication: Present research and portfolio updates in weekly investment meetings with client-facing Portfolio Managers. Strategic projects: Lead ad-hoc projects - e.g. evaluating new data sources or automating research workflows - to scale a fast-growing investment franchise. What You'll Bring to Baird: Bachelor's degree in finance, accounting, economics, engineering, math, physics, chemistry or another quantitative discipline. A minimum of 3 years of investment industry experience, with a preference for candidates with an equity research background. Progress toward CFA preferred. Demonstrated intellectual curiosity - wide-ranging reading of business and industry trends, academic research and thought leadership - and an ability to synthesize complex information into clear, actionable insights. Fluency in financial statement analysis. Strong initiative and work ethic, and an ability to work well both within a team and on a self-directed basis. Ability to thrive in a collaborative environment. Exceptional oral and written communications skills; ability to communicate with all levels of management; strong presentation skills. Adept with spreadsheets, databases, and word processing applications. #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: In this role, you will support high-net-worth clients and senior Trust Officers at Baird Trust by managing a book of business, ensuring the highest standard of service, and facilitating collaboration across functional areas. This position offers flexibility with 4 days per week in our downtown Louisville office and 1 day remote. The Impact You'll Make: Administer a portfolio of client accounts, providing comprehensive trust management and exceptional service. Assist senior Trust Officers in managing complex accounts and addressing sophisticated client requirements. Prepare materials for client meetings and support the execution of account transactions, distributions, and gifting processes. Maintain meticulous records and assist clients in accessing online account resources. Coordinate meetings, appointments, and travel logistics with precision. Contribute to special projects, new initiatives, and continuous process improvements within the department. Identify technical issues and communicate appropriately, referring clients to subject matter experts as needed. What You'll Bring to Baird: High school diploma required; post-secondary degree strongly preferred. A minimum of three years' experience in banking, finance, or a related securities industry preferred. Proficiency in trust administration, estate settlement, and pertinent systems preferred (TrustDesk experience considered an asset). Demonstrated excellence in client service, communication, organization, and problem-solving. Capacity to collaborate effectively, manage confidential information, and handle large volumes of data with accuracy and efficiency. #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

**Responsibilities** - Carry out standard client service activities and handle simple client inquiries. - Maintain appointment calendars and reserve meeting rooms, following detailed instructions to arrange business meetings efficiently. - Greet clients (on incoming calls or in store) and engage them in conversation to build rapport. - Assess compliance with established standards and protocols for parts of routine inquiries. - Use standard office software to carry out basic formatting of letters, memoranda, and routine reports. **Skills** - Connect with clients to strengthen the relationship, meeting personal needs through positive client experiences. - Express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. - Deliver required services to clients to the required standards. - Communicate and articulate potential resolutions or strategies in a clear, compelling, and tailored manner to address specific challenges or meet organizational needs.

About the Role: IT has a track record of success with interns across their various teams, all who have the ability to directly contribute to the success of the department. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships. We look for highly motivated individuals who are proactive, eager to learn and ready to contribute. The Baird IT Client Services team provides technical services and support to Baird associates across the country. This fun, energetic team works in a complex technical environment of over 500 different software applications, which allows team members to constantly learn and grow. Service Desk interns will provide outstanding service to our clients to resolve their technology needs and assist with technical project planning for hardware and software upgrades and related projects. This is a hybrid internship, working Tuesday, Wednesday and Thursday in our downtown Louisville, KY office and Monday and Friday remote. The intern must be able to work full time during the summer, 37.5-40 hours per week, and work part time during the school semesters, 15-20 hours per week. We are seeking a local student who can start in May 2026. The Impact You'll Make: Provide strong client service using a combination of effective communication and troubleshooting skills to resolve client issues and fulfill requests, both over the phone and desk side Utilize knowledge management system when troubleshooting client issues Document, track and monitor client incidents and requests in ticketing system to ensure timely and accurate resolution Provide technical support for all corporate hardware and software, including remote support and offsite IT support (branch/conference activity) Experience Baird's collaborative culture that values diverse backgrounds and perspectives through teamwork and a strong sense of partnership by shadowing and mentorship from experienced team members and leaders What You'll Bring to Baird: Pursuing an associate's or bachelor's degree in information technology management, information systems, computer science, MIS or related degree Anticipated graduation date of May 2027 or later Technical knowledge of Windows Vista/7, Microsoft Office 2007/2010. Possess basic technical skills with prior troubleshooting hardware and software support experience Previous experience installing or assembling computers is preferred Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates and communicate technical information to both technical and non-technical personnel Professional, calm and courteous with a focus on providing excellent client service Possesses a natural curiosity in understanding the application of technology to solve business problems Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status . Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: Baird's Client Resource Team is a dedicated team designed to service clients that no longer fit the field's Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team's objectives are to increase profitability through achieving specific client account resolutions and focus on a core of asset allocation products. The team operates under a culture that promotes teamwork and communication. The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable and servicing their account(s). Additionally, the CRT Advisor Associate will be partnering with the Baird PWM Wealth Centers and coordinating with other PWM Wealth Center associates to identify strategic opportunities in Baird's branch network. The Impact You'll Make: Partners with Wealth Centers and Wealth Solutions to develop goals that align with PWM's Strategic Priorities. Works in partnership with Wealth Centers to drive strategic priorities for various markets and branches. Operate within the team's client service and wealth management strategy to ensure high quality client service. Engage the client, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities. Deliver the financial plan to clients in partnership with the Financial Advisor/Team. Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts. Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. Research relevant news articles related to the topic's covered in a client's plan to share with them as an added touch point. Document, follow up, and support the closing of opportunities identified from the financial planning process. Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios. Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized. Performs other duties and special projects as necessary. What You'll Bring to Baird: Must have an undergraduate degree. Must hold SIE, Series 7/66 or Series 7/63/65 licenses. Minimum of two years of investment experience in a client facing role preferred. Excellent presentation skills, strong interpersonal and written communication skills. Proven self-starter, highly motivated, with the ability to work with a team. #LI-PWM5 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.