Institutional Sales Coordinator

Baird
Milwaukee
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Organization","Communication","Teamwork","Attention to detail","Adaptability"]

Coordinate and support a dynamic institutional sales team through meticulous scheduling, travel logistics, and calendar management. Build client materials, maintain CRM and records, and partner with cross-functional teams to ensure smooth meetings, events, and reporting in a fast-paced, client-focused environment.

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Baird
Baird
2 months ago

Institutional Sales Coordinator

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Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live

Job Summary

Coordinate and support a dynamic institutional sales team through meticulous scheduling, travel logistics, and calendar management. Build client materials, maintain CRM and records, and partner with cross-functional teams to ensure smooth meetings, events, and reporting in a fast-paced, client-focused environment.
Location: Milwaukee
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Manage scheduling and logistics for full-day client meetings, including itineraries and travel arrangements
  • •Coordinate and manage a dynamic team calendar for several Institutional Officers
  • •Schedule client meetings, coordinate conference calls, and promote attendance to events
  • •Maintain client records, prepare documents, and perform Word/Excel tasks of moderate complexity
  • •Develop and maintain relationships with internal teams and manage communications

Key Requirements

  • •Bachelor’s degree preferred and a minimum of 1-5 years’ experience performing support functions; industry experience is helpful
  • •Exceptional organizational skills; ability to prioritize daily workflow to meet deadlines
  • •Exceptional communication skills; ability to exchange ideas professionally and influence others
  • •Detail oriented with strong follow-through to ensure accurate results
  • •Proficient in Microsoft Word, Excel, PowerPoint; experience with pivot tables a plus
Experience:FinanceInstitutional salesInvestmentClient service
Education:Bachelor's
Skills:OrganizationCommunicationTeamworkAttention to detailAdaptability
Certifications:SIESeries 7Series 63

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