Baird | Wealth Management, Capital Markets, Private Equity, Investment Banking Offered by Baird



Operations offers unique opportunities for people with a unique combination of skills and attributes. These client-focused associates use efficient processes and innovative technologies to create solutions that meet the needs of those we serve. While helping others, they also gain knowledge in a variety of professional areas.

Resolving the most complex issues with the simplest of solutions, our Operations team supports Private Wealth Management, Equity and Fixed Income Institutional Capital Markets and Equity Asset Management. We are committed to supporting our internal clients by streamlining processes and procedures, finding ways to reduce risk and making all things Baird work even better.

Of course, our ultimate responsibility is to ensure the best possible service to our clients. Combined with exceptional client service and communication skills, as well as a strong dose of intellectual curiosity, Operations associates are the ultimate team players.

“I joined Baird a year ago as an intern and now I’m a specialist. I get to interact with our private wealth management business unit where I assist financial advisors and client specialists with their statement and investor reporting questions. Every day I am able to make a positive impact on our clients’ lives by providing assurance and strategies to maximize their results. I know that Baird is a company that I can trust, a place where I can feel safe to come to work and a company that really values their employees and professional development.”

Statements and Investor Reporting Specialist

What You Can Do Within Operations:

Within Operations, you’ll find a wide array of teams where you can contribute and grow, with potential career paths to increasing responsibilities, including leading people and technical projects. Here are some of the teams where you can start or grow your career:

  • Capital Markets Operations: Support our Equity Capital Markets and Fixed Income businesses, including the life cycle of trade activities, corporate actions and treasury management.
  • Client Account Support: Serve as the front-line supporting our Private Wealth Management associates to meet the needs of their clients, including opening an account or facilitating client transactions.
  • Client Reporting: Support multiple client communications platforms to ensure our clients receive accurate and timely information, including client statements, tax statements and investment performance.
  • Enterprise Initiatives: Execute large scale initiatives by providing deep industry expertise, system integration, project management, data strategy and quality assurance capabilities.
  • Operations Strategic Support: designs, automates and executes business process management initiatives delivering new capabilities to enhance our client and associate experience, reduce operational risk and scale our business.
  • Product Support: Provide support and expertise on the financial products used by our clients, including mutual funds, annuities and advisory services.

Campus Programs

We’ll train the right people from all backgrounds and majors, including non-business areas of study, and seek out these personal and professional qualities: Client-service orientation, intellectual curiosity, team player attitude, effective communication skills, and creative mindset. We offer both summer and year-round internships in many areas of our Operations team. Our interns are often hired into full-time roles within Operations and throughout Baird.

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Join Our Talent Community

Not ready to apply but still want to stay connected with Baird? Join our talent community and tell us more about yourself and your interests. We’ll send you communications and updates and may contact you about opportunities that fit your background and goals.

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