Baird

1 month ago

PWM Transition Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Lead seamless client transitions for experienced Financial Advisors into Baird’s Private Wealth Management platform. Travel up to 75% to branch locations, support new openings and acquisitions, and partner with advisors to ensure accurate account setup, compliance, and a smooth onboarding experience across sites.

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Software Engineering

Key Responsibilities

•Lead seamless, client-focused transitions for veteran Financial Advisors and their teams from day one through full independence across new and existing branch settings
•Support new branch openings and acquisitions by providing on-site transition expertise
•Build strong relationships with key partners to enhance collaboration and ensure alignment on transition needs and processes
•Deliver a seamless client transition experience with accurate account setup while considering account features, preferences, and managed account requirements
•Provide clear, actionable guidance to Transition Process Coordinators regarding account-opening processes and priorities

Travel: High travel

Key Requirements

•Travel up to 75% of the time, including occasional weekend travel
•Active SIE Exam, Series 7 and Series 66, or Series 63 and Series 65 licenses, or willingness to obtain within 18 months of hire (training and resources provided and paid for by Baird)
•Proficiency in Microsoft Office (Word, Excel, PowerPoint) and ability to quickly learn Baird’s Private Wealth Management technology platforms
•Clear and effective verbal and written communication skills, including email
•High attention to detail with a strong emphasis on accuracy and strong organizational skills

Experience:Financial servicesPrivate wealth management

Education:Bachelor's

Skills:CommunicationOrganizationProblem-solvingAttention to detailRelationship-building

Certifications:SIESeries 7Series 66Series 63Series 65

Tech Stack:Microsoft OfficeWordExcelPowerPoint

Company Brief

Baird

Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn

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Baird

1 month ago

PWM Transition Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Software Engineering

Key Responsibilities

•Lead seamless, client-focused transitions for veteran Financial Advisors and their teams from day one through full independence across new and existing branch settings
•Support new branch openings and acquisitions by providing on-site transition expertise
•Build strong relationships with key partners to enhance collaboration and ensure alignment on transition needs and processes
•Deliver a seamless client transition experience with accurate account setup while considering account features, preferences, and managed account requirements
•Provide clear, actionable guidance to Transition Process Coordinators regarding account-opening processes and priorities

Travel: High travel

Key Requirements

•Travel up to 75% of the time, including occasional weekend travel
•Active SIE Exam, Series 7 and Series 66, or Series 63 and Series 65 licenses, or willingness to obtain within 18 months of hire (training and resources provided and paid for by Baird)
•Proficiency in Microsoft Office (Word, Excel, PowerPoint) and ability to quickly learn Baird’s Private Wealth Management technology platforms
•Clear and effective verbal and written communication skills, including email
•High attention to detail with a strong emphasis on accuracy and strong organizational skills

Experience:Financial servicesPrivate wealth management

Education:Bachelor's

Skills:CommunicationOrganizationProblem-solvingAttention to detailRelationship-building

Certifications:SIESeries 7Series 66Series 63Series 65

Tech Stack:Microsoft OfficeWordExcelPowerPoint

Company Brief

Baird

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn