PWM Transition Specialist

Baird
United States
Workplace: RemoteFull timeFunction: Software EngineeringEducation: bachelorsSkills: ["Communication","Organization","Problem-solving","Attention to detail","Relationship-building"]

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.

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Baird
Baird
2 months ago

PWM Transition Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

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
WebsiteLinkedIn