Baird

General

• Support projects from Financial Advisors, including reviewing reports and conducting research
• Prepare for client meetings and presentations
• Assist with financial planning and market research
• Handle administrative tasks, calls and basic client questions
• Contribute to branch marketing initiatives
• Process paperwork and documents
• Perform other duties and project support as needed
• Gain hands-on experience through mentorship, networking, professional development and dynamic events

Internship – Private Wealth Management

Product Manager

• Own defined portions of the GIB AI product roadmap and backlog, translating priorities into sequenced features, use cases, and adoption activities
• Recommend enhancements to GIB's AI strategy and product direction
• Manage day-to-day administration of the core AI platform, including feature evaluation, configuration, access processes, issue coordination, and release readiness
• Evaluate new features, connectors, integrations, and AI use cases and make recommendations through technology, risk, compliance, and legal review processes
• Manage vendor relationships, monitor service, usage, and costs, and provide renewal and product-improvement recommendations
• Lead assigned workstreams for the GIB Tech & AI Solutions Committee, prepare recommendations, present progress, and coordinate follow-through
• Make operational product and platform decisions within defined parameters and escalate broader strategic, commercial, regulatory, or risk decisions
• Partner with bankers, product managers, technology delivery teams, architects, data teams, and control partners to define requirements, acceptance criteria, user acceptance testing plans, and release sequencing
• Design and conduct structured product evaluations and user acceptance testing against a human-built answer key
• Lead group training, communications, office hours, and other adoption activities
• Monitor adoption, user experience, platform performance, and value indicators; identify issues and recommend improvements
• Serve as a resource on practical AI use cases, prompt and agent workflows, platform capabilities, limitations, and responsible-use expectations
• Curate the GIB skill and workflow library from commissioning and testing through publishing and retirement
• Maintain communities of practice, the rotational banker seat, adoption scoreboard, and value-realization reporting

AI Technology Product Manager

Compliance

• Oversee compliance processes related to associate training, regulatory questionnaires, and disclosure requirements
• Serve as a trusted advisor on firm policies, procedures, and regulatory obligations
• Review, interpret, and analyze higher-risk and more complex associate requests, registrations, and disclosures
• Collaborate with Compliance Analytics, Business Process, and IT teams to develop workflows and implement process enhancements
• Manage multiple project lanes simultaneously
• Track associate training, attestation, registration, and disclosure completion; follow up on outstanding requirements and escalate when necessary
• Monitor and report on associate disclosures, identify business risks, and recommend improvements
• Assist associates with compliance issues, firm policies, procedures, and industry regulations
• Participate in, research, and execute ad-hoc Corporate Compliance projects

Compliance Officer – Corporate Compliance

Business Development Rep

• Act as an internal management consultant and practice management coach to Market Directors, Branch Leaders, and Financial Advisor Practices
• Support PWM strategic and growth initiatives across the branch network
• Partner with the Business Development team, Wealth Center, and Wealth Solutions Group to drive consistency, engagement, and business outcomes
• Develop and maintain knowledge of Firm and PWM resources, Wealth Center capabilities, solutions, and strategic partners
• Represent business development in the Wealth Center and advance regional resources and outcomes
• Identify opportunities to drive Market profitability using firm initiatives and relationships with home office departments and strategic partners
• Collaborate with Executive Market Leaders, Market Leaders, and Branch Leaders to understand priorities and provide resources and tools
• Apply product and business knowledge to recruiting efforts and communicate Baird resources and services to recruits
• Assist with closing, transitioning, and supporting recruits and new advisors, including NextGen talent
• Leverage knowledge into proactive solutions that improve client outcomes and revenue growth
• Develop Voice of Client strategies with Wealth Centers for Financial Advisor teams and leaders
• Partner with Professional Development and the Wealth Center to develop and host large-scale professional development events
• Centralize key tasks to improve consistency, efficiency, and outcomes for Financial Advisor practices
• Generate actionable strategies and tactics to help Advisors grow business and improve client outcomes
• Build relationships and coaching engagements that connect peer groups and share best practices
• Develop strong relationships with PWM Financial Advisor practices and connect them with Baird’s platform and experts

Business Development Consultant

Financial Planning and Analysis

• Lead execution of public equity offerings, mergers and acquisitions, and other strategic financial advisory services across sectors
• Prepare company valuations, financial models, marketing materials, and client presentations
• Contribute to business development through research and analysis
• Work directly with senior bankers and client executives
• Use AI tools such as Rogo and auxi to streamline pitch book and model creation
• Use data visualization software such as Power BI to generate data-driven insights and reports for client materials
• Build relationships with client leadership and C-suite executives through complex M&A transactions
• Take ownership through lean deal teams
• Collaborate across Baird’s global investment banking platform

Investment Banking Associate – Tech & Services

Infrastructure Engineer

• Connect and integrate IT Operations technologies and teams into a cohesive, business-aligned infrastructure ecosystem
• Lead cross-team architecture discussions on tradeoffs, dependencies, and direction
• Create infrastructure architecture roadmaps and presentations for leaders
• Connect cloud, SaaS, and on-premises infrastructure into a coherent architecture
• Identify platform gaps and overlaps to drive early resolution
• Align Microsoft Teams, AV/conference room, and endpoint architectures
• Connect Entra ID, Intune, Teams, SharePoint, and cloud services
• Partner with Project Managers and Business Analysts to shape infrastructure solution options and define requirements
• Integrate AI capabilities into infrastructure and workplace environments within security and governance guidelines
• Plan and design infrastructure supporting Baird’s AI efforts
• Serve as a senior technical resource during major incidents
• Build alignment across teams and coach engineers and technical leads
• Act as an escalation point for optimization trade-offs

Internship – Private Wealth Management

AI Technology Product Manager

Compliance Officer – Corporate Compliance

Business Development Consultant

Investment Banking Associate – Tech & Services

IT Infrastructure Architect